Personal Financial Advisor Career Research and Resources
Baker Capital Management, Inc.
Constructed equity portfolios for clients.
Avg. Salary: $120,000 · Company Rank: Not Available
Kidder, Peabody
Counseled investors on investment management.
Avg. Salary: $120,000 · Company Rank: Not Available
SunTrust Bank
Client acquisition, retention, financial planning
Avg. Salary: $50,000 · Company Rank: Not Available
Mastercraft Interiors
Projects included designing and decorating upscale homes, using a strong sense of the esthetic - an eye for cllor and detail, a sense of balance and prooortion, and an extraordinary appreciation for beauty - to help clients create the right look for their homes and office. Conferred with clients to determine their needs and objectives. Designed both overall plans and drew detailed diagrams. Combined lighting and interior...
Avg. Salary: $50,000 · Company Rank: Not Available
TAJ INTERNATIONAL HOTELS
Free lance design for Taj Group of Hotels Completely refurbished rooms, public areas including front desk and lobby area. Worked closely to maintain brand standards and franchise specifications.
Avg. Salary: $50,000 · Company Rank: Not Available
Bank of America/Merrill Lynch
Hired to develop a financial advior practice once completing extensive training courses. Responsible for preparing client needs analysis, creating individualized portfolio recomendations based on client needs. Participated in working groups, developed study guides.
Avg. Salary: $75,000 · Company Rank: 2.0 out of 5
Maricopa Community Colleges
Hired at Mesa Community College as full-time residential faculty to teach Composition and build and manage the ESL program at MCC's new Red Mountain campus to meet and ensure accreditation from North Central Association/Higher Learning Commission. Prepared and delivered effective and cogent content based lectures and presentations to adult students. Developed curriculum and content for in-class and web-based training. Util...
Avg. Salary: $75,000 · Company Rank: Not Available
Merritt College
Hired to build ESL off-site program from the ground up, partnering with grass roots community members and all levels of executive academic administration. Program Manager and Lead Instructor – ESL, Adult Basic Education, Technology Developed curricula with VESL/Workforce focus. Trained adult learners. Created business-like atmosphere in classroom in alignment with the U.S. Department of Labor’s Secretary's Commission on...
Avg. Salary: $75,000 · Company Rank: Not Available
Consultant, Los Angeles, San Francisco and Phoenix
Designed and implemented formal training and professional development programs. Worked with SME’s and job shadowed to determine training needs. Prepared recommendations on instructional materials, teaching aids, and related equipment. Created manuals, guidelines, and reported on best practices. Facilitated corporate workplace training courses in accordance with federal guidelines. Utilized Spanish language skills to accomm...
Avg. Salary: $75,000 · Company Rank: Not Available
JPMorgan Chase Bank
- Build relationships with business customers to increase sales and profitability - Acquire, retain and expand new and existing consumer relationships - Proactively meet with customers to discover their financial needs and provide product recommendations - Contributed directly to the success of the firm by maximizing the depth and profitability of the customers’ relationships through partnering with sales specialists in Ret...
Avg. Salary: $53,000 · Company Rank: Not Available
