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Advest Group Inc. Work Values
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Daily Duties at Advest Group Inc.:
Handled all aspects of customer service for 2 brokers and their clients. Opened new brokerage accounts, prepared and maintained compliance files, arranged and prepared broker for client appointments, wrote client correspondence and answered phone
What they like about Advest Group Inc.:
Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.
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 Advest Group Inc.
Company Rank: Not Available
Average length of employment : 1 year
Average salary of employees: $58,000
These are some of the questions we asked our climbers about their experiences with Advest Group Inc.:
| 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 Advest Group Inc. 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 |
