Financial Specialist Career Research and Resources
Wells Fargo
Avg. Salary: $47,500 · Company Rank: Not Available
Beneficial Financial Group
Avg. Salary: $47,500 · Company Rank: Not Available
Fisher Investments
Introduced Fisher Investments’ active management style and conducted presentations on investment proposals to acquire clients. Effectively communicated and personally visited prospective clients; developed sales by profiling client goals and objectives.
Avg. Salary: $100,000 · Company Rank: Not Available
Citibank
Held responsibility in cross-selling financial products with the bank’s current marketing strategies to give individualized and specialized service with $200 million in assets under management (AUM). Utilized customer relationship management tools to formulate effective account strategies that attracted, deepened, and managed financial relations to high-net worth customers. Provided unprecedented service to guarantee pr...
Avg. Salary: $100,000 · Company Rank: Not Available
Merrill Lynch
Provided investment advice to high net worth clients following extensive one on one meetings, to get a better understanding of clients needs.
Avg. Salary: $100,000 · Company Rank: Not Available
Hudson Securities
Pioneered the opening of a new branch office, which involved recruiting and leading a team of 10 while substantially increasing revenues. Produced strategic plans and techniques to successfully penetrate account relationships. Organized numerous meetings with customers on market and trading tactics.
Avg. Salary: $100,000 · Company Rank: Not Available
Quantum Advisors, Private Limited
Identify and research companies in the emerging markets universe for inclusion into an emerging markets equity investment strategy; study corporate earnings releases, attend conference calls, develop forecasting methodologies, and create customized financial statement projections for companies under coverage; based on those methodologies and projections, develop detailed models of a company's income statement, balance sheet...
Avg. Salary: $150,000 · Company Rank: Not Available
Cascade Investment, LLC
Research investments and investment themes across all asset classes for inclusion into the overall portfolio; analyze corporate filings and private placement memoranda, generate forecasts and develop complex financial models to value investments; create a mean-variance framework to guide overall firm asset allocation policies; conduct extensive due diligence on external asset managers, recommending investment partnerships t...
Avg. Salary: $150,000 · Company Rank: Not Available
Kaiser Permanente Pasadena
Avg. Salary: $95,000 · Company Rank: Not Available
Paramount Pictures
Avg. Salary: $95,000 · Company Rank: Not Available
