Financial Planner Career Research and Resources
Bank of America/Merrill Lynch
Reviewed client's current investments and banking assets and leveraged financial knowledge to determine prudent and appropriate investment/banking strategy to meet client's needs. Analyzed investments for potential volatility, long term and short term performance in relation to bench marks, and underlying stock or bond holdings before making recommendations. Created appropriate asset allocation using various investment solu...
Avg. Salary: $80,000 · Company Rank: Not Available
Great West Retirement Services
Educated employees on various subjects such as asset allocation, distributions, tax benefits of contributing to the plan, investment options, risk tolerance, ways to adjust cash flow to save for retirement, and dollar cost averaging in a group or in a one on one setting. Enrolled non- participates into plan and facilitated rolling over IRA and old employer retirement accounts into plan to help grow assets under management.
Avg. Salary: $80,000 · Company Rank: Not Available
Waddell & Reed
Researched current financial situation of prospective clients and provided solutions to help clients reach financial goals. Analyzed clients current cash flow, retirement plans, estate plans, insurance plans, current investments, and made recommendations to better position them to attain financial goals. Developed solutions using financial planning software to forecast various possibilities in all aspects of the financial p...
Avg. Salary: $80,000 · Company Rank: Not Available
Dwight-Englewood School
Manage the Annual Giving Campaign, thereby contributing to a 13% increase in donations over the prior year Serve as AABL testing administrator and analyst, a role that creates a seamless experience for parents, test takers and the Admission Committee alike Partner with Lower, Middle and Upper School Directors of Admission to facilitate the successful implementation of Open Houses, Open Doors, new parent visits and Dec...
Avg. Salary: $85,000 · Company Rank: Not Available
NorAm International Partners
Partnered with Elevations Services Group and an outside logistics firm to create an innovative exceptions process flow tasked with servicing NorAm’s global shipping initiative Designed human resource policy documentation for NorAm Trained accounting personnel in the use of excel, pivot tables and reports, specifically related to end of month processing Designed and updated the break room for over 300 employees C...
Avg. Salary: $85,000 · Company Rank: Not Available
Hewlett Packard
Managed end to end planning for three product platforms, keeping supply at optimal levels and end of life costs within budgeted allocations, enabled annual savings of $50K Redesigned and managed critical planning processes between the contract manufacturer in Chihuahua, Mexico and H.P. resulting in a 20% increase in availability Developed and negotiated all planning roles and responsibilities, processes and reporting...
Avg. Salary: $85,000 · Company Rank: Not Available
Wells Fargo
Planned long-term investment strategies for high net worth individuals and small business owners by creating individually tailored portfolios that met their objectives Planned strategic training sessions for branch personnel to increase their knowledge and understanding of basic investment vehicles. Provided tools that enabled branch personnel to recognize the needs of potential investors, consequently increased custom...
Avg. Salary: $85,000 · Company Rank: Not Available
Standard Chartered Bank
Developed concepts for launching the Investment Services Group of Standard Chartered Bank in the United Arab Emirates (U.A.E.) region, resulting in increased visibility and profitability for the bank Brought in previously untapped client base and formed synergistic relationships with key individuals internally to increase revenue by $5M with existing accounts Developed and orchestrated several seminars targeted at s...
Avg. Salary: $85,000 · Company Rank: Not Available
Merrill Lynch International
Co-launched the Customer Service Unit in Dubai, United Arab Emirates for Merrill Lynch International, managing over $3M in assets Key contributor in providing financial analysis and customer service to high net worth individuals from the U.A.E., Oman and the Indian Subcontinent whose portfolios exceeded $150M
Avg. Salary: $85,000 · Company Rank: Not Available
Bank of America - Merrill Lynch
Personal Financial Advisor
Avg. Salary: $250,000 · Company Rank: Not Available
