Financial Specialist Career Research and Resources
TradeStation
Answer incoming calls from clients regarding their trading accounts approximately 30 calls per day. Research issues and provide resolutions to clients inquiries. Began to work on additional projects such as conatcting clients who did not complate their Option or Margin agreements correctly.
Avg. Salary: $45,000 · Company Rank: Not Available
Farmers Insurance
Sales, marketing to potential clients and service existing policy holders. I marketed 500 potential clients per day, by handing out marketing material. I wrote 15 policies within the 1st 2 months. I continued to build my business by writing 15 policies per month.
Avg. Salary: $45,000 · Company Rank: Not Available
Morgan Stanley
Sales of Financial products including managed accounts, placing trades. Provide financial advice to clients. Marketing by cold calling, holding seminars, networking through charity functions.
Avg. Salary: $45,000 · Company Rank: Not Available
MassMutual
Sell Life Insurance including Annuities. I marketed to 75 people per day by cold calling. I met with potential clients and arranged for health exams.
Avg. Salary: $45,000 · Company Rank: Not Available
ADF Capital Mangement
Drive operations serving as Registered Investment Advisor conceiving and executing all investment decisions while generating new investment ideas, as well as, managing trading and investment positions. Conducted comprehensive research guiding and influencing decisions regarding exit timing and stock price goals. Fostered and maintained solid working relationship collaborating closely with Investment Consultants, Broker Dea...
Avg. Salary: $150,000 · Company Rank: Not Available
Cambridge Investments Ltd
Performed extensive technical and fundamental analysis of prospective and current equity investments, as well as, broad-based global indexes for energy hedge fund focused on alternative energy, exploration and production, and integrated and oil service companies. Handled sole management of all proprietary trading delivering 40% return within 18 month period. Employed mastery of investment process co-managing portfolio and p...
Avg. Salary: $150,000 · Company Rank: Not Available
Robertson Stephens Inc
Served as Trader and market maker for 50 NASDAQ Mid and Large Cap stocks. Utilized firm capital creating and maintaining markets for institutional clients. Traded sectors including Semi-conductors, Semi-cap equipment, and Telecom. Led and Co-managed IPOs and Secondaries, managed new and existing engagements with institutional clients consisting of Portfolio Managers, Analysts, CIOs, and Traders.
Avg. Salary: $150,000 · Company Rank: Not Available
Bear Stearns & Co
Assisted Senior market makers trade and facilitate orders for institutional clients and manage back office operations. Sectors traded: Semi-conductors, Telecom, Banks and Retail
Avg. Salary: $150,000 · Company Rank: Not Available
Avatar Securities, LLC
Profitable equity securities trader with $430K net P&L earned over 5-6 year time frame. Successfully traded and employed a market neutral trading strategy primarily in the regional banking and mortgage reit sectors as well as trucking, insurance P&C, Preferred stocks, water utilities, and some small cap names. Review quarterly earnings reports for over 130 regional banks, 18 Mortgage reits, and a host of other companies kee...
Avg. Salary: $72,000 · Company Rank: Not Available
Great Point Capital, LLC
Monitored risk daily to determine which traders were within their buying power and max loss guidelines and adjusted accordingly. Status and cleared stuck orders and quotes from our firms servers and handled any other system and order issues that arose with firm traders. Reviewed compliance reports daily including odd lot, marking the close, etc. Issued fines and disciplined traders when needed. Scheduled exams and continuin...
Avg. Salary: $72,000 · Company Rank: Not Available
