Financial Specialist Career Research and Resources
Edward Jones Investments
Responsible for building a book of business by making face to face contacts in neighborhoods and businesses. Cultivated and got to know clients, their investment needs and their objectives in order to deliver appropriate investments and services
Avg. Salary: $70,000 · Company Rank: Not Available
Siyanqoba Youth Develoopment
Responsible for implementing high-level strategies and making major decisions for the viability of the organization. Lead organization meetings with team members to communicated organization goals and execution plans. Lead and performed marketing and fundraising initiatives. Managed daily operation
Avg. Salary: $70,000 · Company Rank: Not Available
Wells Fargo Financial
Utilize referrals and company provided sales leads to sell customers a variety of financial service and products including: unsecured personal loans, credit card and real estate loans. Participated in a comprehensive training program which developed sales skills and provided understand of risk and credit analysis and professional practices. Worked with customers on the phone and in person to meet their financial needs.
Avg. Salary: $70,000 · Company Rank: Not Available
Cessna Aircraft Compan
Preparation of monthly overhead, headcount, and operations reporting. Perform routine and ad-hoc analysis of expense, headcount, and other performance indicators for Sales, Marketing, Corporate Communications, and Flight Operations. Responsible for the coordination of monthly forecast, annual operating, long range plan, and capital expenditures for above mentioned groups. Responsible for analysis and preparation of data fo...
Avg. Salary: $89,000 · Company Rank: 3.0 out of 5
Bombardier Learjet
Preparation of monthly financial statements. Performed monthly and weekly analysis of revenue, cost, and cash performance. Performed monthly analysis of operating expenses, and budget performance data. Active in the development of key performance indicators and monthly performance package, including graphing package of performance indicators and other financial data for monthly operations reviews. Performed monthly anal...
Avg. Salary: $89,000 · Company Rank: Not Available
Farm Credit Bank
Accounting for mortgage loans including, conversions, reamortizations, maintenance, and calculation of loan structures. Analyzed reports and other issues related to adjustable rate mortgage repricing. Assisted associations with transactions and questions. Performed audits to insure accuracy of loan information. Assisted in development of procedures for new accounting system.
Avg. Salary: $89,000 · Company Rank: Not Available
Pizza Hut, Inc.
Accounting for banking functions including, general ledger balances for cash, sales, and related accounts; reconciliation of bank statements and deposits for 300 restaurants. Other positions held with this employer included Payroll and Payroll Tax responsibilities.
Avg. Salary: $89,000 · Company Rank: Not Available
Merrill Lynch
Enhancing client relationships both in person and on the phone. Ensuring that the account opening process is smooth and trouble free. Transitioned all clients to the firm. Updating all client information to ensure that it is accurate and complete. Resolving client and Financial Advisor issues and concerns. Timely processing of trade corrections as well as wire transfers, and all fund requests. Ensuring that all office com...
Avg. Salary: $70,000 · Company Rank: Not Available
J Scott Securities
Review of all trades for the office. Ensuring that the firm was correctly registered in states that it did business. Ensuring that clients were smoothly transitioned to the firm. Reviewed all incoming and outgoing correspondence and email for the firm.
Avg. Salary: $70,000 · Company Rank: Not Available
Morgan Stanley
Managed Operations for 4 offices with 58 Financial Advisors. Had team of 3 operations personnel. Processed all trade corrections, accont transfers and new account processing. Including the depositing of checks and securities into client accounts.
Avg. Salary: $70,000 · Company Rank: Not Available
