Personal Financial Advisor Career Research and Resources
Legacy Banks
Leader of th operaions and compliance teams with oversight for the fiduciary obligations of the trust division in a community bank.
Avg. Salary: $65,000 · Company Rank: 4.0 out of 5
Sperry Van Ness
•Executed database management/maintenance (REA Database & Internal O.T.S.) •Organized and designed weekly e-mail Blasts •Planned and developed sales and marketing packages •Corresponded with potential customers and existing clients •Collected and dispatched e-mail correspondence with clients •Administered computer maintenance/troubleshooting (Proficient with the Microsoft © Suite of products)
Avg. Salary: $31,200 · Company Rank: 2.0 out of 5
Citibank
Strategize with clients to meet their financial goals. Acquire new client relationships while deepening existing client relationships. Provide full solutions utilizing financial needs analysis. Refer investment, mortgage, CitiBusiness and insurance business to appropriate sales specialist. Support and incorporate key bank initiatives into the sales process.
Avg. Salary: $50,000 · Company Rank: 2.0 out of 5
Northwestern Mutual Financial Network
Contacted and met with prospective clients to discuss personal and financial goals. Organized and determined personal planning analysis for prospects’ personal and financial situation. Provided recommendations to prospects to meet personal and financial objectives. Provided insurance, disability and investment products to aid prospective clients. Attended regular meetings to build educational and work related responsibi...
Avg. Salary: $50,000 · Company Rank: Not Available
walmart
Avg. Salary: $40,000 · Company Rank: 5.0 out of 5
Green Acres Lawncare
Business Owner, Total Lawncare and Maintenance, Marketing, Cash Handling / Budgeting, Hiring / Layoffs, Invoicing, Decision-making
Avg. Salary: $1,000 · Company Rank: Not Available
Health Motion Physical Therapy
Modality / Manual Exercise Therapy; Home-exercise program development and maintenance; Direct patient communication; Weekly / Monthly goals with daily maintenance; equipment maintenance
Avg. Salary: $1,000 · Company Rank: 4.0 out of 5
General Nutrition Center
Sales Associate; Cash Handling; Managerial Duties; Opening / Closing Duties; Store Maintenance; Personal Sales Goals; Relocate stores
Avg. Salary: $1,000 · Company Rank: Not Available
The Hartford
Insurance Agent for property and casuality.
Avg. Salary: $25,501 · Company Rank: 2.0 out of 5
Ruth Drennan
Insurance Sales and Bookkeeping
Avg. Salary: $25,501 · Company Rank: 4.0 out of 5
