Financial Services Sales Agent Career Research and Resources
Natixis
Avg. Salary: $172,500 · Company Rank: Not Available
Black Rock Inc
Avg. Salary: $172,500 · Company Rank: Not Available
J.P. Morgan Asset Management
Avg. Salary: $172,500 · Company Rank: Not Available
Automatic Data Processing
Avg. Salary: $172,500 · Company Rank: Not Available
JPMorgan Chase & Co.
Recruited to assist Branch Banking team in acquiring, developing and maintaining critical client relationships by proactively evaluating client financial needs and providing insightful solutions to help client achieve financial goals. Interface with variety of clients to evaluate current financial status and educate clients on investment and wealth building systems and processes, including retirement planning, college savi...
Avg. Salary: $52,000 · Company Rank: Not Available
Vanguard Group
Relationship Manager, Retirement Plan Consulting Services 2012-2016 Reporting to Department Head, promoted to manage a portfolio of 22 Mid- and Large-Market clients, average balance $80 Million and 2000 employees. Key clients included lululemon athletica, Financial Engines, Barrow Hanley, PRIMECAP, Santa Ynez Band of Chumash Indians
Avg. Salary: $100,000 · Company Rank: Not Available
Vanguard Group
Reporting to Senior Manager, managed a >$1 Billion portfolio of clients with individual assets >$5 Million. Generated $1.45 Billion in assets for 241 Ultra-High Net Worth clients.
Avg. Salary: $100,000 · Company Rank: Not Available
JPMorgan Chase Bank
Vice President, Business Banking Relationship Manager II Reporting to SVP, Area Manager, managed a portfolio of commercial banking clients with revenue >$50 Million. Portfolio of $32 Million in commitments; $45 Million in deposits. Structured complex credit requests, balancing policy and portfolio profitability.
Avg. Salary: $100,000 · Company Rank: Not Available
Wells Fargo Bank, N.A.
Assistant Vice President, Business Relationship Manager Reporting to Senior Vice President, managed a portfolio of business banking clients with revenue >$20 Million. Portfolio of $21 Million in commitments; $27 Million in deposits.
Avg. Salary: $100,000 · Company Rank: Not Available
Vanguard
Reporting to Department Head, promoted to manage a portfolio of 22 Mid- and Large-Market clients, average balance $80 Million and 2000 employees. Key clients included lululemon athletica, Financial Engines, Barrow Hanley, PRIMECAP, Santa Ynez Band of Chumash Indians.
Avg. Salary: $100,000 · Company Rank: Not Available
