Business Analyst

Reviews, analyzes, and evaluates business systems and user needs. Formulates systems to parallel overall business strategies. Writes detailed description of user needs, program functions, and steps required to develop or modify computer programs. May require a bachelor''s degree in a related area and 5 years of experience in the field or in a related area. Familiar with relational database concepts, and client-server concepts. Relies on experience and judgment to plan and accomplish goals. Performs a variety of complicated tasks. May lead and direct the work of others. May report directly to a project lead or manager. A wide degree of creativity and latitude is expected.

Required Skills

Independent Financial Advisor Skills

• Series 6 or 7, and Life and Annuity License


• Series 63 & 65 or 66 preferred


• 2+ years’ industry experience as a Financial Advisor


• Retirement and investment planning concepts a plus


• Motivated self-starter, with the drive to build a business for themselves


• Excellent interpersonal and communication skills


• Ability to speak and present to small and large public groups


• Desire to educate people


• Willingness to be coached

Required Experience

Required experience:

• Financial Advisor: 2 years


• Financial Sales: 2 years