Personal Financial Advisor Career Research and Resources
Matthews Design Group, Inc.
Manage and prioritize work schedules based on personnel availability involving a myriad of large and small commercial, residential and municipal projects.
Avg. Salary: $100,000 · Company Rank: Not Available
Primerica
Recruit new representatives and provide financial products (life insurance, annuities, mutual funds and debt relief services) to clients based on their needs analysis. Also worked with small and mid sized business clients to provide business retirement plans (401(k),SIMPLE, SEP, etc).
Avg. Salary: $100,000 · Company Rank: Not Available
AXA Advisors
to increase existing client base and offer investment choices as well as insurance products to individuals and business owners
Avg. Salary: $70,000 · Company Rank: 3.0 out of 5
Met Life Financial Services
My manager joined me up with a suceesful agent for whom I was to prospect and make sure his calendar was filled up every week with properly qualified potential clients. I did go on most of the appointments with him, and was given a percentage of the commissions. However, had little time left over to build up my own book of business.
Avg. Salary: $70,000 · Company Rank: Not Available
Baker Research Group, Inc.
Advise and help manage healthcare investments for $1B+ small cap growth fund and two $150M+ hedge funds.
Avg. Salary: $120,000 · Company Rank: Not Available
Cottonwood Research Group, LLC
Researched and evaluated healthcare companies for both a leading hedge fund and a large gowth mutual fund.
Avg. Salary: $120,000 · Company Rank: Not Available
Millrace Asset Group
Analyzed and selected equity investments for $60M+ Hedge Fund
Avg. Salary: $120,000 · Company Rank: Not Available
Chartwell Investment Partners
Performed fundamental analysis on equity investments emphasizing healthcare for $3B+ mid cap and small cap growth portfolios.
Avg. Salary: $120,000 · Company Rank: Not Available
Jefferies Group, Inc.
Recommended equity investments for $8B+ growth mutual fund.
Avg. Salary: $120,000 · Company Rank: Not Available
John Hancock Advisers
Led four-person team managing the $650M+ Special Opportunities Fund.
Avg. Salary: $120,000 · Company Rank: Not Available
