Personal Financial Advisor Career Research and Resources
John Hancock Financial Network
Working with individuals, families and small to medium sized business in matters of growing or protecting assets. * Building a client base through various networking activities including face-to-face contact with businesses, seminars and contacting those in my personal natural market. * After determining an appropriate solution to the client’s situation provide financial portfolios or insurance products to clients
Avg. Salary: $16,000 · Company Rank: Not Available
Edward Jones
* Advised prospects and clients on retirement, college savings, mutual funds and municipal bonds * Built client base through residential and small business face-to-face contact * Phone solicitations
Avg. Salary: $16,000 · Company Rank: Not Available
Transformations, Inc.
Provided instruction and facilitation to several hundred students in the areas of lean manufacturing. * Used power point presentations to acclimate primarily manufacturing personnel to the concept of lean manufacturing and the Toyota Manufacturing Process * Facilitated hands on demonstration of lean manufacturing in a classroom/laboratory setting
Avg. Salary: $16,000 · Company Rank: Not Available
Rockford Career College
Taught evening classes in math and speech to post high school through to adults with extensive work histories. * Instructed individuals in courses such as basic mathematics, business math, probability and statistics, and speech * Developed processes that aided the students deficient in algebra skills in solving complex equations * Used various procedures and additional tutoring to guide students to understanding how to ...
Avg. Salary: $16,000 · Company Rank: Not Available
Xerox Corp.
* Senior project engineer - provided direction to a team of engineers and engineering technician to improve the quality of the manufacturing process of photoreceptor coating. * Guided suppliers of the photoreceptor substrates in obtaining the quality necessary * Project engineer - responsible for the development and fabrication of prototype parts * Directed technicians’ activities in advancing the project through t...
Avg. Salary: $16,000 · Company Rank: Not Available
Ameriprise Financial Advisors Inc
Delivered a full line of investments/securities, insurance/annuities and portfolio management. Provided expertise in investments, retirement, protection, basic/complex estate, income tax, employee benefits and small business succession planning. Conducted up to 5 in-person client consultations daily and held monthly market related and educational seminars for clients and public. Forged strong relationships with clients...
Avg. Salary: $185,000 · Company Rank: Not Available
Citicorp Travelers Checks
• Start-up of new department in Tampa, FL. Staffed, trained and led team of 13 (2 supervisors) to resolve rejected travelers check transactions, sometimes entailing research into foreign countries and currencies. Reported directly to senior management.
Avg. Salary: $185,000 · Company Rank: Not Available
FINRA Honoraium Position
• FINRA Industry Arbitrator for 15+ years. Work with regulators, attorneys, arbitrators and brokers/dealers to skillfully resolve disputes. Respond to changing trends in securities, fraud and other forms of financial wrongdoing. Requires a strong working knowledge of the Regional Regulatory environment. Requires continued professional learning. Includes Forensic experience.
Avg. Salary: $185,000 · Company Rank: Not Available
Edward Jones
-Actively prospect local market, both residentual and commercial -Create clients by helping to solve a financial need or help position an individual/family for retirement or other goal -Actively manage all assets under care to help meet client goals and branch goals -Diligently work to grow both active households and assets-under-care with a yearly goal in mind -Specialize in plans that relate to: retirement, education,...
Avg. Salary: $40,000 · Company Rank: 3.0 out of 5
Par Five Enterprises
-Active manager on various shifts at the restuarant to help meet the overall goals of the franchise -Helped work with various promotions and sales ideas to promote the restuarant's success in a college town -Made suggestions that I saw fitting on the overall business structure to help improve efficiency, accountability, and profitability
Avg. Salary: $40,000 · Company Rank: Not Available
