A financial analyst has to be like anyone else involved in customer service, you have to be the type who likes dealing with people. You have to be able to talk to people and understand that you are there to help them to have their needs met.
The ideal person for this position is usually reserved, quiet, helpful, organized, introverted, and attentive. Additionally, this individual is also extremely methodical, analytical, flexible, and deliberate in their work.
In order to be a financial analyst you need to have a friendly, smart, social, outgoing personality. No one who want you to give them advice if you are mean and don't like people. You have to be understanding and not judgemental. Not everyone knows how to manage theirmoney wisely.
You have to be willing to put in a lot of time and really enjoy meeting with new and different people. You will be basically working on your own trying to acquire new clients so that you can manage their finances. All analysts must be trusted by their clients so trustworthy is a good trait.
Typically financial analysts are all business and numbers as opposed to someone who has a personality of someone who is a clown at a birthday party. This field requires you to stay focused on the task at hand when dealing with another company's money.
Somebody who enjoys working with numbers, can work independently and likes/doesn't mind working alone, and somebody who can meet deadlines. In addition, somebody who doesn't mind working long hours of the day.
A financial analyst requires a very adaptable attitude and ability to understand what is the financial enviroment and financial backgrund of companies, products, servises and communities able to understand and perfect a concrete study on how to interpret and use it to gain profit; It require a very smart and analitycal thinking to produce smart eports