Personal Financial Advisor Career Research and Resources

Parkway Mortgage

Accounting & Finance - Personal Financial Advisor - Keilworth, NJ

Corporate underwriter. Underwrite loan packages based on investor guidelines for future bulk sales. UW support to branch personnell in structuring loans for secondary sales. Personal performance allowed for addt'l training and appointment as delegated underwriter for investors FUNB, Bank One, Options One & Sovereign Bank.

Avg. Salary: $0   ·    Company Rank: 3.0 out of 5

Foresters Financial Partners

Accounting & Finance - Personal Financial Advisor - Lakewood, CO

Financial advising of existing and new clients, recruiting, marketing, servicing accounts, problem solving, dynamic environment, entreprenuer, etc.

Avg. Salary: $83,000   ·    Company Rank: 4.0 out of 5

Citi Smith Barney

Accounting & Finance - Personal Financial Advisor - Paramus, NJ

refer to uploaded resume

Avg. Salary: $75,000   ·    Company Rank: 3.0 out of 5

Investors Bank and Trust

Accounting & Finance - Personal Financial Advisor - Boston, MA

refer to uploaded resume

Avg. Salary: $75,000   ·    Company Rank: 3.0 out of 5

Key Equipment Finance

Accounting & Finance - Personal Financial Advisor - Houston, TX

As a Quality Relationship Team Associate, I provide excellent service to customers and business partners involved with accounts that require special handling. Servicing includes reconciliation, pament posting/reapplication, non-monetary maintenance, customer service and collections.

Avg. Salary: $35,000   ·    Company Rank: 3.0 out of 5

Fifth Third Bank

Accounting & Finance - Personal Financial Advisor - Cape Coral , FL

Responsible for driving sales in a retail branch banking environment. Provide referrals to other lines of business and cross sell other products and services. Responsible for generating investment revenue in a bank environment.

Avg. Salary: $45,000   ·    Company Rank: 4.0 out of 5

Iowa-Nebraska State Bank

Accounting & Finance - Personal Financial Advisor - Sioux City, IA

Prepare loan documents Check insurance Check financials Assist customers Up to date with compliance

Avg. Salary: $20,000   ·    Company Rank: 4.0 out of 5

Bath and Body Works

Accounting & Finance - Personal Financial Advisor - Sioux City, IA

Stock Cashier Help customers

Avg. Salary: $20,000   ·    Company Rank: 4.0 out of 5

US Bank

Accounting & Finance - Personal Financial Advisor - Sioux City, IA

Assist customer Handle cash Run basic teller transactions

Avg. Salary: $20,000   ·    Company Rank: 3.0 out of 5

Linens N Things

Accounting & Finance - Personal Financial Advisor - Sioux City, IA

Cashier Assist Customers Stock

Avg. Salary: $20,000   ·    Company Rank: 4.0 out of 5