Financial Specialist Career Research and Resources
Path Financial Strategies
• Consult with clients to collect income tax information and compile their income tax return. • Advise clients to utilize tax strategies and help them produce a financial plan. • Assist senior tax preparers in researching complex tax questions. • Answering financial questions regarding mortgages, improving credit scores, reducing debt and spending plan strategies. • Office administration and coordination
Avg. Salary: $90,000 · Company Rank: Not Available
Bank of America
• Retain and develop a portfolio of profitable business relationships by identifying financial needs. • Superior customer service skills with a consultative sales approach. • Consulting with high net worth clients to grow their assets by offering comprehensive financial planning, banking solutions and debt consolidation yielding increased revenue to the bank. • Develop, strengthen and utilize partnerships within the org...
Avg. Salary: $90,000 · Company Rank: Not Available
Enterprise Rent A Car
Quality Management experience in marketing, customer service, finance, profit/loss statements, training employees, scheduling, sales techniques, and treating employees well.
Avg. Salary: $90,000 · Company Rank: Not Available
Wells Fargo Advisors
- Responsible for training Advisors on recognizing potential Home Mortgage leads. - Served as a liaison between Financial Advisors and Wells Fargo Home Mortgage. - Developed and managed lending relationships with Financial Advisors and their affluent clients. - Responsible for Relationship Management and Business Development for San Fernando Valley Territory. - Assisted in the negotiation and closing of lending deals an...
Avg. Salary: $50,000 · Company Rank: Not Available
LJ Ross Associates
- University of Michigan- Hospital Medical Collections. - Increased revenue of company by doubling collection income from clients. - Acted as a source of communication between Insurance providers and Hospital billing departments. - Managed assigned accounts from inception to resolution.
Avg. Salary: $50,000 · Company Rank: Not Available
Panache Images
- Complete general accounting procedures. - Manage accounts payable and receivable activities. - Financial statement preparation and reporting. - Responsible for bank reconciliation. - Cost analysis for meetings and event planning. - Maintain accurate documentation of business related expenses.
Avg. Salary: $50,000 · Company Rank: Not Available
Wells Fargo Bank
- Responsible for training bankers and tellers on recognizing sales opportunities. - Recognized as Co-Creator of affluent market segmentation sales process being implemented in all branches within the Metro Cities District. - Entrusted with handling complex issues of affluent clients as a result of the ability to promptly resolve customer discrepancies. - Maintained supervisory role by conducting the review and complet...
Avg. Salary: $50,000 · Company Rank: Not Available
Fidelity Investments
Traded stocks in 24 countries, primarily Canada. Worked with other broker-dealers to ensure best execution for clients.
Avg. Salary: $85,000 · Company Rank: Not Available
Fidelity Investments
Traded mutual funds, stocks and options for registered investment advisors
Avg. Salary: $85,000 · Company Rank: Not Available
Fidelity Investments
Settled prime broker fixed income and equity trades
Avg. Salary: $85,000 · Company Rank: Not Available
