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J. P. Turner & Co. Work Values
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Daily Duties at J. P. Turner & Co.:
Implemented a marketing program & developed seminar presentations targeted to the senior market. We mailed out 6500 invitations and received 350 reservations (5.4% response) for the three dinner seminars. Actual attendance was over 250 individuals (3.8% attendance) representing 155 households. It was about 4 weeks after the seminars when I departed to relocate to NE. At that time there were already over $10 million of assets being considered for transfer to our investment platform by seminar participants.
What they like about J. P. Turner & Co.:
A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.
Tags
Series 7, Client Services Assistant, Financial Planning, Operations, Management, Securities Training, Series 66, Retirement Income Planning, Wilmington DE, Newark DE, PA, Philadelphia PA, Greater Philadelphia Area, Financial Advisor, Progress Towards CFP, Microsoft Office, ACT, Financial Planning Software, Life and health Insurance, Financial Plans, Meeting with Clients, Microsoft Word, Microsoft Excel, Outlook, Microsoft PowerPoint, Moneytree Software, Accounting, Tax Planning, Estate Planning, Seminar Presentations
Skills
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Software Implementation, Requirements Analysis & Specification, Leadership , Financial Plan Inputs, Development and Presentations, Seminar Marketing , Comprehensive Financial Planning, Wide range of investment product knowledge
Information about J. P. Turner & Co.
Company Rank: Not Available
Average length of employment : 0 years
Average salary of employees: $45,000
These are some of the questions we asked our climbers about their experiences with J. P. Turner & Co.:
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
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| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at J. P. Turner & Co. had these interests:
| Magazines | |
|---|---|
senior market Advisor |
Focus on Senior Market for Financial Advisors |
| USTA |
Tennis Magazine - Play 3-4 times a week |
| Websites | |
| Horsesmouth http://www.horsesmouth.com |
General financial services Articles |
