Personal Financial Advisor Career Research and Resources
Northwestern Mutual
I served as a wealth management advisor providing financial planning services and solutions to my clients through a comprehensive process focusing on three broad areas: wealth accumulation and protection, risk management and legacy planning, with a particular emphasis on retirement income planning. Strategies include sophisticated asset allocation and portfolio design, business succession, estate planning, tax-deferred savi...
Avg. Salary: $120,000 · Company Rank: Not Available
City Securities Corporation
I was recruited to spearhead the rollout of the Wealth Advisors Division of City Securities Corporation to deliver comprehensive financial planning services and institutional money management to a higher level of client than the firm traditionally served, integrating all portions of their existing business platform, from asset management to insurance to corporate finance, into a single integrated service offering.
Avg. Salary: $120,000 · Company Rank: Not Available
Bingham McHale LLP
I was a key member of the firm’s Business Services and Wealth Transfer Planning Practice Groups. I routinely advised and consulted with individuals and business owners on a broad range of issues and problems, including contract disputes, tax controversy and business succession planning. I was also a frequent speaker on topics related to estate planning, trust and estate administration, business structure and choice of entit...
Avg. Salary: $120,000 · Company Rank: Not Available
Indiana Secretary of State
As the Securities Commissioner for the state of Indiana I was the appointed official charged with leadinng the state agency responsible for the regulation of the offer and sale of securities in the state of Indiana and to administer the State’s securities laws
Avg. Salary: $120,000 · Company Rank: Not Available
Banco Popular of Puerto Rico
Provide an integrate Financial Solutions to a High Net Worth customers and their families in a more personalize form using a group of specialist in Financial Planning, Investments, Risk Management and Private Banking. Prepare financial proposal to highly qualificated prospects and show them all our exclusive products and services and the advantages that we have over relative industry partners in Puerto Rico. Manage over ...
Avg. Salary: $55,000 · Company Rank: Not Available
St. Ambrose University
Help the professor with courses material, cases analysis, and projects.
Avg. Salary: $15,000 · Company Rank: Not Available
The AYCO Company
Provided tax planning and preparation of tax returns; developed individualized investment plans; created tax efficient long term retirement plans; addressed life, long term care, and property and casualty insurance planning and needs; developed tax efficient estate and trust planning to meet the goals of the client; and advised on corporate benefit plans.
Avg. Salary: $120,000 · Company Rank: Not Available
SunTrust Private Wealth Management
Avg. Salary: $120,000 · Company Rank: Not Available
Mogan Stanley
Avg. Salary: $47,500 · Company Rank: Not Available
George Washington University
• Resarch and Teaching Assistant to Dean of Buisness Dr. Philip Wirtz and Dr. Refik Soyer(PhD in Decision Sciences)since Jan 2014 till present: Data testing for ADP using SAS: Performing the tasks of designing and developing project-specific SAS programs like producing analysis datasets, graphics and reports, analyzing datasets and generating statistical reports using SAS, handling the responsibilities of programming SAS f...
Avg. Salary: $80,000 · Company Rank: Not Available
