Personal Financial Advisor Career Research and Resources
Fifth Third Bank
My daily tasks as an Office 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, maintain 90% fee collection ratio, limit fraud exposure, participate in community involvement activities, and help manage branch budget.
Avg. Salary: $45,000 · Company Rank: 4.0 out of 5
New York Life Insurance Company
Do insurance business for customers.
Avg. Salary: $37,500 · Company Rank: Not Available
Bank of China
‧Internship ‧Conducted international payment business, either transfer in or out ‧Manipulated methods of international settlement, such as Remittance, Collection, and Letter of Credit ‧Responsible for processing documents, including Invoices, Transportation and Insurance Documents
Avg. Salary: $37,500 · Company Rank: Not Available
Country Financial
Helped clients achieve financial goals through strategic financial planning.
Avg. Salary: $65,000 · Company Rank: Not Available
Shore Bank
•High-profile senior lending position accountable for soliciting business accounts and developing strategic alliances with commercial customers •Developed tactics to increase assets and profitability within a Commercial, and Institutional lending division. Area of emphasis, health care, and education •Devised and implemented innovative marketing principles and promotional sales events for commercial projects to furt...
Avg. Salary: $70,000 · Company Rank: Not Available
AXA Advisors LLC
I ran a financial advisory business geared to helping people and business' make smart financial decisions. My ultimate goal was to put more money in my clients pocket over the long run. I accomplished this in a variety of ways through the use of such financial instruments of life insurance, annuities, managed accounts and health insurance.
Avg. Salary: $0 · Company Rank: 2.0 out of 5
Viviano Commodities
Responsible for the full scope of business administration leading to the sale of products to a high-profile, high-net worth clientele
Avg. Salary: $0 · Company Rank: Not Available
rloconsulting
Entitlement or Investment recommendations
Avg. Salary: $90,000 · Company Rank: Not Available
World Group Securities / Investment Advisor International
Helping client define their financial goals, analyze thyeir financial needs & create a financial plan that meet & suits their lifestyle goals.
Avg. Salary: $70,000 · Company Rank: 4.0 out of 5
Mutual Of Omaha
Helping individuals, families & small businesses with their life insurance needs & other financial services.
Avg. Salary: $70,000 · Company Rank: Not Available
