Technical Analyst

Posted on 06. Mar, 2015 by

Our client, a financial planning firm in Ardmore, is seeking a Technical Analyst to provide service and marketing support for all new and existing insurance clients. The Technical Analyst will be responsible for responding to requests for information, creating client proposals, preparing technical financial analysis, and other projects as assigned. The ideal candidate has at least four years of related experience and a bachelor’s degree in accounting or finance.