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Bishop Financial Advisory Work Values
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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:
Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.
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
Information about Bishop Financial Advisory
Company Rank: Not Available
Average length of employment : 3 years
Average salary of employees: $58,000
These are some of the questions we asked our climbers about their experiences with Bishop Financial Advisory:
| 05| | ||
| 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 |
| 03| | ||
| 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 Bishop Financial Advisory had these interests:
| Websites | |
|---|---|
| Financial News |
I read a variety of financial news articles including tax law, mortgages, real estate and investing |
| Linkedin profile http://www.linkedin.com/in/janeencapriotti |
Janeen Capriotti |
