Personal Financial Advisor Career Research and Resources
Hawthorn Bank
-Assisted customers conduct financial transactions on a daily basis -Promoted various banking products to customers to help promote the services that Hawthorn could provide -Conducted various tasks around our branch to make sure that we ran a friendly, ethical and profitable branch while maintaining the overal goal of growth and retention
Avg. Salary: $40,000 · Company Rank: Not Available
University of Houston - Clear Lake
Taught business finance and personal finance courses, specializing in personal finance. Was given complete autonomy regarding text and learning objectives in the personal finance class.
Avg. Salary: $0 · Company Rank: 4.0 out of 5
Thrivent Financial
Part-time, entry-level experience in all areas of the financial planning process, included establishing relationships, gathering and analyis of information, development, implementing, and monitoring of plans.
Avg. Salary: $0 · Company Rank: Not Available
New England Financial Metlife Company
Provided wide range of investment and insurance product to the clients, helped clients to reach their long term financial goals.
Avg. Salary: $55,000 · Company Rank: Not Available
Waddell & Reed
Mainly provided mutual fund product to the clients and all the other investment and insurance product to the clients, helped clients to reach their long term financial goals.
Avg. Salary: $55,000 · Company Rank: Not Available
Integral Financial LLC
Established and maintained client's account, helped clients to reach their long term financial goals.
Avg. Salary: $55,000 · Company Rank: Not Available
National Investment Consultant Inc
Trading currencies for the customer accounts, responded to customer inquires and problem- solved customer issues.
Avg. Salary: $55,000 · Company Rank: Not Available
Caddillac Hotel
In charge of front desk operations, customer service, troubleshooting guest issues, bookkeeping, filing, and other office operations.
Avg. Salary: $55,000 · Company Rank: Not Available
Compuquick Systems Inc
Date entry, accounting, responding to customer's needs via the internet, assisted with the company's product sales.
Avg. Salary: $55,000 · Company Rank: Not Available
Prudential Company
Help clients to reach their long term financial goals.
Avg. Salary: $55,000 · Company Rank: Not Available
