Bishop Financial Advisory Work Values

Daily Duties at Bishop Financial Advisory:

Handled all aspects of customer services for over 340 clients which includes annual appointment management, phone contact, administration of investment accounts, brokerage sales and providing cost basis and gain/loss calculations for use in implementing tax strategies.

What they like about Bishop Financial Advisory:

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

Columbus, Ohio, Series 7, Series 65, Series 66, brokerage, investment, securities, security, customer, service, operations, financial, finance, planning, advisory, advisery, insurance, supervisor, manager, statements, experience, sales, assistant, trust

Skills

P&L responsibilities, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Anticipate client needs and resolve potential problems, Financial aptitude, Manage broad scope of concurrent activities, Dynamic communication, presentation and negotiation skills, Relationship management, Cultivate critical long term business connections

These are some of the questions we asked our climbers about their experiences with Bishop Financial Advisory: