Personal Financial Advisor Career Research and Resources

Versa Technologies Inc.

Accounting & Finance - Personal Financial Advisor -

Avg. Salary: $112,500   ·    Company Rank: Not Available

First Community Bank

Accounting & Finance - Personal Financial Advisor -

Avg. Salary: $112,500   ·    Company Rank: Not Available

World Financial Group

Accounting & Finance - Personal Financial Advisor -

Avg. Salary: $80,000   ·    Company Rank: Not Available

Allstar Financial Group, Llc.

Accounting & Finance - Personal Financial Advisor -

Avg. Salary: $80,000   ·    Company Rank: Not Available

One Group

Accounting & Finance - Personal Financial Advisor -

Avg. Salary: $80,000   ·    Company Rank: Not Available

Charles Schwab

Accounting & Finance - Personal Financial Advisor -

Avg. Salary: $172,500   ·    Company Rank: Not Available

Previous Charles Schwab Positions

Accounting & Finance - Personal Financial Advisor -

Avg. Salary: $172,500   ·    Company Rank: Not Available

Arnold Investment Counsel, Inc.

Accounting & Finance - Personal Financial Advisor - Delafield, WI

Portfolio manager, equity research, technical analyst and client relationship manager.

Avg. Salary: $67,500   ·    Company Rank: Not Available

TCF

Accounting & Finance - Personal Financial Advisor - Plymouth, MN

In my current position as Senior Business Administrator I assist the IT Business Office Finance Director in facilitating the IT Governance Overview Committee meetings. In preparation for these meetings I am responsible for building presentation decks, receiving and reviewing materials for the meeting and documenting discussion points during the meeting and distributing the finished presentation materials. Prepare monthly r...

Avg. Salary: $60,000   ·    Company Rank: Not Available

Ameriprise Financial

Accounting & Finance - Personal Financial Advisor - Minneapolis, MN

I created meeting books from scratch for Domestic Equity Institutional portfolios. I would run reports daily, weekly, monthly, quarterly and annually. Gather data from multiple sources and across various internal and external business teams, evaluated and determine if the data was accurate, and then produce the final deliverable which would be a meeting book or a report.

Avg. Salary: $60,000   ·    Company Rank: Not Available