Accountant Career Research and Resources
Morgan Stanley
advised clients on means for acieving financial objectives. Determined best vehicles and platforms to help clients reach financial objectives. Marketed firms services and capabilites to existing and new clients meeting various profiles.
Avg. Salary: $58,000 · Company Rank: 3.0 out of 5
Piper Jaffray Co.
Marketed services and capabilites of firm to mass affluent clients and prospects. Guieded Business Owners on exit strategies. Aided Business Owners to determine best Qualified Retirement Plan to achieve largest contribution and largest portion for the Business Owner. Worked with Business Owners, Mass Affluent clients and High Net Wroth clients to build network of advisors. Worked with advisors to create most eff...
Avg. Salary: $58,000 · Company Rank: 4.0 out of 5
Fidelity Investments Life Insurance Co.
Created Financial Plans for High Net Worth clients. Trained Financial Representatives on all Insurance and Annuity products. Presented Wealth Transfer, Wealth Preservation and Income strategies to clients. Worked with Branch Managers to achieve sales objectives. Assisted Branch personnel with seminar presentations.
Avg. Salary: $58,000 · Company Rank: 4.0 out of 5
Highland Capital Brokerage
Developed network of brokers to provide additional Insurance solutions for their practices. Worked with Institutional Accounts to promote proprietary Non-Qualified programs. Instituted sales process for 412(i) Plans within all distribution channels. Promoted Wealth Transfer techniques of Annuity Maximization, Muni Bond Maximization, and Pension Resuce to brokers to leverage their existing books of business.
Avg. Salary: $58,000 · Company Rank: 1.0 out of 5
Citicorp Insurance Agency, Inc.
Marketed Long Term Care Insurace through licensed bank staff. Presented Long Term Care seminars to bank clients. Presented seminars for Business Banking clients on sucession strategies and selective compensation progeams. Created Wealth preservation strategies with Financial Executives.
Avg. Salary: $58,000 · Company Rank: 2.0 out of 5
National Life of Vermont
Led new agents recruited in Calendar Year 1999 in total production. Began joint marketing programs with multiple agents on charitable giving and emploER benefit programs. Marketed 412(i) Defined Benefit Plans to Business Owners and their CPAs. Marketed Non-Qualified employER benefit plans to larger business through their CEOs, CFOs, and Presidents. Aided agency educational programs covering Estate Planning and e...
Avg. Salary: $58,000 · Company Rank: 4.0 out of 5
The Heritage Financial Network
Oversaw nearly 100% increase in development of new clients and sales volume for Delaware, Ohio office. Implemented new marketing programs. Developed policies for interviewing and selecting new hires. Oversaw new agent training programs.
Avg. Salary: $58,000 · Company Rank: 2.0 out of 5
The Heritage Financial Network
Developed Buinsess Plans and Estate Plans serving between client and other professional advisers. Advised clients on the most cost efficient structures for their businesses, mortgages and estates based on their stated needs, goals, and objectives. Marketed services and programs to individuals and members of the business community. Created and monitored relationships with outside plan administrators for the adminsit...
Avg. Salary: $58,000 · Company Rank: 2.0 out of 5
Plante & Moran
Researched tax and employee benefit issues for senior consultants as requested by clients. Drafted memoranda outlining issues and options available to clients. Prepared required IRS filings for employee benefit plans. Directed preparation of administrative reports on an annual and quarterly basis. Reviewed Plan administration work performed by staff administrators.
Avg. Salary: $58,000 · Company Rank: 3.0 out of 5
Evergreen Insurance Research Benefits
Developed accounting system to allocate and track reserve payments for self-insured health plans. Developed investment guidelines for reserve payments to ensure compliance with fiduciary standards. Established methodology for Health Department to rate prospective group clients and create quotes. Recruited and consulted with outside actuary for development of rating model. Created process for preparing goverment ...
Avg. Salary: $58,000 · Company Rank: 4.0 out of 5
