KEEP BROUGHTON WEIRD…join the weirdness.

 

We are a ten-year-old, fee-only investment firm providing personalized plans and portfolios for our clients using unique and innovative strategies. We’re working to redefine the "suit-and-tie" standard which includes a new approach to financial success and wellness that develops long-term client relationships.

 

Professional development assistance, including:

• Company marketing assets and tools.

• Ongoing training and education support.

• Education reimbursement/allowance.

• Platform tools to support your role.

 

Salary Range:

• $38,000 - $44,000

 

Benefits:

• 401(k) PLUS Match

• Health Insurance

• Health Savings Account (HSA)

• Dental Insurance

• Vision Insurance

• Life Insurance

• Retirement Plan

 

Work with and support the Senior Financial Analyst with:

• Analyze and interpret financial and market data to provide logical, repeatable explanations.

• Prepare financial reports on market trends, customer analysis, statistics, costs and margin structures.

• Document and structure various financial management solutions and make recommendations for client and company growth.

• Create and prepare presentations for existing clients and potential clients.