Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial is different because we believe greatness starts and ends with our people. We are proud of having created an environment where drive, enthusiasm, candor and professionalism are encouraged, supported and valued. We are seeking a motivated Financial Ananlyst to join our rapidly growing firm. Our standards are to be the very best. If you’re ready to meet the challenge of building something great, we want to hear from you.
Prime Capital Financial (“Prime”)
Prime Capital Financial is a top 20 Registered Investment Advisor (RIA), with $30+ billion in Assets Under Management (AUM). Prime has nearly 200 Advisors and nearly 400 total Team members serving clients nationwide in its 60+ offices across the country. Prime operates primarily through 3 brands; Prime Wealth serves over 15,000 individual wealth management households and provides a full array of services from financial planning to investment management. Prime Retirement provides retirement plan consulting services to over 800 employers across the nation. Prime Wellness provides financial wellness, education and asset management services to retirement participants and data analytics to employers.
Position Summary :
The Financial Analyst will be responsible for preparing and analyzing monthly financial reports to support the firm's strategic decision-making processes. This role will involve close collaboration with the Senior Financial Analyst and other internal stakeholders to ensure accuracy, timeliness, and actionable insights. The ideal candidate will demonstrate strong analytical abilities, attention to detail, and a desire to grow within the financial services industry.
Our Standards
Our overall standard is "service excellence." Our goal is to provide the very best experience in service and knowledge to our firm and its associates. As such, the CO must display :
Ability to work and make decisions independently, with minimal supervision.
Excellent written and verbal communication skills.
Excellent client service skills.
Comfortable with presenting to senior leaders.
Superior attention to tasks, detail and follow through.
Excellent organizational and time-management skills; ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround.
Ability to successfully prioritize and manage multiple tasks, projects, and assignments.
Ability to adapt quickly and positively to change.
Team player and collaborator; invest in building long-lasting relationships both externally and internally.
Must possess a will do / can do attitude.
High standard of professionalism, ethics, confidentiality, and integrity; confidentiality will be paramount for this role.
Key Responsibilities :
Qualifications :
Benefits :