Financial Analyst

Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our KYR Global Consulting structure

The KYR Commitment
KYR's IT, data analytics, regulatory and compliance services are designed to aid your business in ensuring your technology and compliance requirements and meet regulatory standards on a global level. Regulations are constantly evolving based on industry trends and emerging risks. KYR can help your firm stay current and highlight any gaps in your processes.  KYR will conduct a review of your environment in whatever depth you require and will propose a path forward utilizing a customized approach.  

KYR will strive to integrate your current operational processes in the development of a state of the art model to ensure IT, regulatory and compliance requirements are addressed.  KYR’s goal is to address any concerns utilizing an automated approach, if possible, that minimizes clients’ staff resources in conjunction with implementation of the proposed solution.  

What you have
Required Qualifications:

A valid and active FINRA Series 7 license required   
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.   
Preferred Qualifications:

Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.  

Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning 
Ability to adapt and implement change as the market and business conditions evolve   
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation  
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.  

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance