Financial Specialist Career Research and Resources
Jefferies & Company, Inc.
• Participated in restructuring, M&A, and capital raising transactions. • Developed presentations, constructed and analyzed financial models, and conducted company and industry research.
Avg. Salary: $72,000 · Company Rank: Not Available
First Tennessee Bank
• Formulated financial plans, attended client meetings, and fulfilled the needs of the financial planners.
Avg. Salary: $72,000 · Company Rank: Not Available
New York Life
Primarily Cold Call Life Sales. I am committed to a move from commission based sales into financial services operations, compliance or client services.
Avg. Salary: $45,000 · Company Rank: 2.0 out of 5
Harvest Group Financial Services
Assisting an independent branch in servicing its individual clients and in implementing new marketing strategies. Recruited ny New York Life.
Avg. Salary: $45,000 · Company Rank: Not Available
Allstate Financial Services
Employed to work with owners of various Allstate P & C agencies, introducing financial services to their clients. There were no significant agency openings in the area at this time.
Avg. Salary: $45,000 · Company Rank: Not Available
UBS Financial Services (was Piper Jaffray Purchased 8-06)
Developing book of individual clients. $15mm of assets and $110,000 Trailing 12. Also served as Branch Office Life Coordinator for 5 branches (42 financial advisors). Moved to West Chester, PA for marriage.
Avg. Salary: $45,000 · Company Rank: Not Available
MetLife
Worked with individual clients as an agent for MetLife. Left when recruited by Piper Jaffray to a position that involved my comprehensive planning.
Avg. Salary: $45,000 · Company Rank: Not Available
Jackson Hewitt
Prepared individual Tax Returns.
Avg. Salary: $45,000 · Company Rank: Not Available
J. P. Turner & Co.
Implemented a marketing program & developed seminar presentations targeted to the senior market. We mailed out 6500 invitations and received 350 reservations (5.4% response) for the three dinner seminars. Actual attendance was over 250 individuals (3.8% attendance) representing 155 households. It was about 4 weeks after the seminars when I departed to relocate to NE. At that time there were already over $10 million of asse...
Avg. Salary: $45,000 · Company Rank: Not Available
Comprehensive Financial Management
Worked with individual clients as an agent for Phoenix Life.
Avg. Salary: $45,000 · Company Rank: Not Available
