Personal Financial Advisor Career Research and Resources
Edward Jones Investments
Prospecting for new relationships with high net worth individuals. Portfolio management and review applying the fundamental principles of asset allocation and risk management.
Avg. Salary: $42,000 · Company Rank: Not Available
1st Choice
Managed 11 facilities, 35 employees, and over $1.25 million dollars worth of accounts. Assisted in the aqusition and capital budgeting of new accounts.
Avg. Salary: $42,000 · Company Rank: Not Available
AXA Advisors
Initiate and develope client relations, conduct professional individual client meetings, educate client on financial issues and how they are specifically affected, talk to clients to gather all pertinent financial details about their current financial situation and what they hope to achieve and protect financially, analyze the gathered information and make recommendations of customized actions to help that individual achiev...
Avg. Salary: $0 · Company Rank: Not Available
Northwestern Mutual Life
Educated myself and prospects on important financial issues and how those complex issues affect individuals personally.
Avg. Salary: $0 · Company Rank: Not Available
American Family Insurance
Developed business relationships for this start-up unit with mid level corporate and regional management. Responsible, as apart of 6 member team, for auditing all homeowner claims company wide ( 200,000 cliams annually in 19 states), for processing times, procedure adherence, customer experience, and fiscal responsibility, then analyzing data and made Power Point presentation to management.
Avg. Salary: $0 · Company Rank: Not Available
American Family Insurance
Individually met with insured in their home to investigate their claim, determine coverage, write repair estimate, and explain loss settlement to insured on-site. Documented file with all required information and monitored entire claim process to meet deadlines.
Avg. Salary: $0 · Company Rank: Not Available
American Family Insurance
Professionally and accurately reconciled medical claims based on contract language, company procedures and governmental regulations. Provided outstanding customer service by developing and maintaining up to date product knowledge.
Avg. Salary: $0 · Company Rank: Not Available
American Family Insurance
Individually determined insurability of applicants based on their medical history. Informed field force about our products and procedures.
Avg. Salary: $0 · Company Rank: Not Available
Fifth Third Bank
My roll as a Personal Banker offers me the opportunity to experience a lot of variety throughout the work week. My basic daily tasks include, opening accounts (both personal and business), conducting loan interviews, analyzing business and personal financial documents, prospecting clients, building rapport with current and new clients, establishing customer profiles, establishing relationships with clients (selling company...
Avg. Salary: $45,000 · Company Rank: 4.0 out of 5
Regions Bank
My daily tasks as an Assistant Branch Manager varied widely from day-to-day. These tasks included the following: creating a branch schedule, meeting with clients to discuss account issues, coaching and developing staff members, set individual goals for CSR staff, monitor and enforce said goals, limit fraud exposure, participate in community involvement activities, and help manage branch budget.
Avg. Salary: $45,000 · Company Rank: 4.0 out of 5
