Personal Financial Advisor Career Research and Resources
Principal Financial Group
Provide education services including 1-on-1 individual financial planning services and sales to clients within the company's block of business.
Avg. Salary: $120,000 · Company Rank: Not Available
KC Capital Management
Achieve sales in individual retirement retail arena and service support for retirement plan sponsors, participants with their respective account.
Avg. Salary: $120,000 · Company Rank: Not Available
Legacy Wealth Management, Inc
Avg. Salary: $150,000 · Company Rank: Not Available
Fidelity Investments
Avg. Salary: $150,000 · Company Rank: Not Available
Kaplan Financial - Christian Brothers University
Avg. Salary: $150,000 · Company Rank: Not Available
American Express Personal Financial Advisors
Avg. Salary: $150,000 · Company Rank: Not Available
Berthel Fisher & Co. Financial Services Inc
- Lead client meetings and provide sound financial advice, consistent increase of sales month-over-month. - Develop and execute financial plans and establish goals. Meet with clients to gather information on their financial situations, investment goals, and risk tolerance. - Assess investor suitability and suggest appropriate products and services.
Avg. Salary: $100,000 · Company Rank: Not Available
Director's Financial Group
-Manage the full loan lifecycle for an average of five loans each month. Complete loan applications, clear conditions with underwriters, and process loans. - Assess client needs, select appropriate products, and sell the features and benefits of different loan types, including conventional, FHA, VA and ARM. - Maintain a thorough knowledge of the mortgage process and various financial regulations. Educate customers on origin...
Avg. Salary: $100,000 · Company Rank: Not Available
Premier Community Bank
Asset/Liability management, budget preparation, bond portfolio management, business development, regulatory reporting.
Avg. Salary: $112,500 · Company Rank: Not Available
WestPoint Financial Group
I am responsible for developing a base of clients by engaging them in a comprehensive process focusing on three broad areas: wealth accumulation and protection, risk management and legacy planning, with a particular emphasis on retirement income planning. Strategies include sophisticated asset allocation and portfolio design, business succession, estate planning, tax-deferred savings and risk mitigation. Products and soluti...
Avg. Salary: $120,000 · Company Rank: Not Available
