Personal Financial Advisor Career Research and Resources
Fifth Third Bank/ Fifth Third Securities
education of both customers and fellow employees about investment products, investment sales, customer service, developing financial plans, income solutions for the retired,coached bankers on various sales ideas, processes and financial products,
Avg. Salary: $70,000 · Company Rank: Not Available
Bank One/Chase
education of customers and fellow employees for investment products and services, customer service, financial plans, developed income plans for retirees, sale of investment products, trained personal bankers of the correct method to present and sell investment products, etc.
Avg. Salary: $70,000 · Company Rank: Not Available
Accredited Financial Advisors
setting appointments, scheduling and organizing sales seminars, organizing group 401(k) sign-ups, stock research, working with broker/dealers to resolve customer issues, typing, filing, customer marketing, answering phones, etc.
Avg. Salary: $70,000 · Company Rank: Not Available
Members Advantage Credit Union
opening and closing accounts, resolving customer complaints,balancing accounts, research, reerals to other credit union partners, teller work and balancing, etc.,
Avg. Salary: $70,000 · Company Rank: Not Available
Horizon Bank
opening and closing account, loans, customer service, teller and balancing duties, research, establishing buisness relationships, problem resolution, account maintenance, working with banking partners to enhance customer products and relationships
Avg. Salary: $70,000 · Company Rank: Not Available
Brooks Brothers
management of employees, training employees, cash management, sales, reports, inventory, merchandising, etc.
Avg. Salary: $70,000 · Company Rank: Not Available
Wells Fargo
- Ranked #11 nationwide for Catalyst program for investment sales of Wells Fargo Licensed Bankers - Selected for Catalyst program for affluent sales - #1 Banker in district Q1 2012 based on sales - #1 Small Business Banker in District Oct 2012 - Presiden’t Award Q1, Q3, and Q4 2012 - Manage consumer and business accounts under $250,000 - Work with team of partners and advisors to ensure world-class banking experience...
Avg. Salary: $53,000 · Company Rank: Not Available
Morgan Stanley Investment Management
Product design for fixed income US rates. Portfolio specialist major Fortune 100 companies and large endowments and international companies. Senior member of the investment committee. Member of fixed income US rates team.
Avg. Salary: $250,000 · Company Rank: Not Available
Octagon Asset Management
Managed the entertainment portfolio.
Avg. Salary: $250,000 · Company Rank: Not Available
Kenyon Robertson
Head portfolio management and head of funds introduction.
Avg. Salary: $250,000 · Company Rank: Not Available
