Financial Specialist Career Research and Resources
E*TRADE Financial
Retain and service existing clients, create growth and new business, maximize sales, and recommend investment products
Avg. Salary: $90,000 · Company Rank: Not Available
Fidelity Investments
Develop client relationships, educate clients on financial products & services Research and provide security information Recommend investment products
Avg. Salary: $90,000 · Company Rank: Not Available
Morgan Stanley
Assisted brokers in daily business activities, bought and sold securities based on client needs and goals, actively involved in prospecting and marketing efforts
Avg. Salary: $90,000 · Company Rank: Not Available
RE/MAX REALTY GROUP
Manage all finance / accounting and operational functions, including supervisory skills, commission processing, A/P, A/P, collections, banking, reconcilations, cash flow, financial statement preparation, and general ledger maintenance. Also responsible for payroll, 401(k) administration, benefit administration, and overall standard operating procedures.
Avg. Salary: $57,000 · Company Rank: Not Available
Charleton Financial
Provided operational support to small financial planning firm; overseeing office staff and all areas of customer service, vendor sourcing and management, database management, website development/design, IT and Telecom, and collateral design/production.
Avg. Salary: $57,000 · Company Rank: Not Available
Christa Construction, LLC
Quickly became the key ‘go to person’ within the company; recognized for critical thinking, ability to research, identify, and implement solutions and build productive, positive relations across all groups.
Avg. Salary: $57,000 · Company Rank: Not Available
Cobblestone Landscape, Inc.
Provided operational and marketing support to family-owned small firm; overseeing all areas of accounting, P&L reporting, customer service, contract management, database management, website development/design, and collateral design/production.
Avg. Salary: $57,000 · Company Rank: Not Available
Mossien Associates Architects, P.C.
Supported startup architectural firm specializing in providing services in the regional market; company grew from 5 to 25 employees. Overseeing all functions of human resources administration (payroll, benefits/401(k) administration, new hire on-boarding), marketing & sales support (web/collateral development), facilities/operations (equipment maintenance, inventory purchasing/management), financial management (banking, acc...
Avg. Salary: $57,000 · Company Rank: Not Available
SourceGas LLC
Subject matter expert regarding the company’s cost assignment and allocation manual (CAAM), a document that assigns or allocates operating and investment costs among subsidiaries and operating jurisdictions, using SAP accounting software.
Avg. Salary: $90,000 · Company Rank: Not Available
M. Lynn Norsworthy, CPA
Expert witness
Avg. Salary: $90,000 · Company Rank: Not Available
