Financial Specialist Career Research and Resources
Fox News Channel
Avg. Salary: $88,000 · Company Rank: Not Available
Wells Fargo Securities, LLC
Managed a group of investment advisor and corporate accounts. Consulted with clients in regards to their investment needs.
Avg. Salary: $67,500 · Company Rank: Not Available
Coldwell Banker Burnet
Avg. Salary: $67,500 · Company Rank: Not Available
JPMorgan Chase
• Manage a $10MM book of business for over 120 business clients with annual revenues up to $3MM. • Build relationships with high net worth clients and identify opportunity for upgrades to Private Client platform. • Analyze business activity to identify needs for cash management services, business lines of credit, payroll, merchant services, and fraud prevention. • Advise clients on investment opportunities including retire...
Avg. Salary: $70,000 · Company Rank: Not Available
JPMorgan Chase
• Managed a book of 200 assigned clients; built relationships with clients resulting in 20% increase in deposits. • Communicated with clients on a regular basis to assess changes in banking product needs. • Prospected, collected, and analyzed client financial data to customize suitable investment solutions.
Avg. Salary: $70,000 · Company Rank: Not Available
US Census Bureau
• Supervised team of 15 field enumerators in the field and ensured team members were efficiently completing assigned areas and adhering to US Census policies. • Completed census project two months ahead of schedule; assisted 7 additional teams in delegating tasks to enumerators and led all teams to deadline completion.
Avg. Salary: $70,000 · Company Rank: Not Available
GunnAllen Financial
• Assisted Senior Vice President of GunnAllen Financial with all aspects of financial activity. • Cold called 75 prospective clients per day to generate potential sales activity for organization
Avg. Salary: $70,000 · Company Rank: Not Available
Horizon
• Study financial data to prepare forecasts of corporate, industrial and economic conditions to be used in making investment decisions. • Prepare spreadsheets and draw charts and graphs for financial reports. • Assess the relative quality of various securities in a given field. • Analyze information influencing investment programs (price, yield, stability, future trends in investment risks, and economic influences, for e...
Avg. Salary: $50,000 · Company Rank: Not Available
Hamadeh Educational Services
• Maintain confidentiality of records and sensitive information • Facilitate staff and management meetings • Direct the learning experiences to Students in curricular and extracurricular activities. • Provide guidance to students that will promote their proper educational development and welfare. • Monitoring financial statements for students’ tuition and fees accounts • Oversee maintenance of school properties; building...
Avg. Salary: $50,000 · Company Rank: Not Available
JPMorgan Chase
• Analyzed financial information obtained from clients to determine strategies for meeting clients financial objectives. • Reviewed client accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
Avg. Salary: $0 · Company Rank: Not Available
