There is currently no job description for Senior Financial Advisor. Be the first to submit the job responsibilities for a Senior Financial Advisor.

Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appro... view job details

Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appro... view job details

Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appro... view job details

There is currently no job description for Financial Advisor. Be the first to submit the job responsibilities for a Financial Advisor.

In the midst of a financial crisis, we often think of going back to school as a sound investment in our future. Not only can a college education help safeguard our employment, it can also significantly boost earning power by as much as 75 percent. Indeed, in a report from the U.S. Commerce Department’s Census Bureau, individuals with a bachelor’s degree can expect to earn $2.1 million over their adult working lives, while those with only a high school diploma can expect to earn $1.2 million.But, like any investment, going back to school involves a financial commitment. And, a recession, combin... view article details

They call them the salt of the Earth; the people who spend their lives learning a specific labor, directly benefitting the public with effective service. There are all kinds of skilled laborers, many of whom choose to work at The Jim Beam Company – makers of the best-selling bourbon in the world. Meet Kevin Boone, Process Control Sr. Maintenance Supervisor at the Jim Beam distillery in Clermont, Kentucky. He works in one of the three principal Beam factories in the state, just twenty minutes outside Louisville. The history of the Beam brand dates back to 1795, when the first generation of the ... view article details

Are you on the verge of negotiating the terms of a new job? Or maybe you're trying to get a raise, but have no idea how to go about it? On this week's episode of Salary Talk, Aaron and Wendy chat with Jack Chapman, a nationally renowned career advisor, who has written a book that will hold your hand as you go step-by-step through the negotiation process. Negotiating Your Salary: How to Make $1000 a Minute gives you five hard and fast rules for negotiating an offer or promotion, and Jack shares invaluable tips on how to get what you want at every stage of the negotiation process. Jack Chapman... view article details

When my wife and I began to gather receipts and other scraps of paper for our taxes this year, I called our long-time accountant with a routine request for an organizer to help us make sense of all the numbers. 'I already sent it to you,' the accountant hissed. But no matter how disorganized my wife and I may be, we knew we had not received that vital piece of mail.I called her back a few weeks later with a follow-up query. 'I don't really have time to handle individual tax returns this year. I've got all the business I need,' she snarled. 'I can't find any trained people to help me.'And so, w... view article details

Higher education may be getting more expensive, but a college degree is necessary to compete for jobs in many industries. College should be healthy mix of passion and pragmatism, and it’s important to pursue the things you love while recognizing the fields that give you the best chance of finding a job upon graduation. According to research by CareerCast.com, here are the majors with the best career prospects. We also provided the median salaries of various jobs in each industry based on Salary.com data. 1) Accounting They say numbers don’t lie, but did you know they can also get you a job? T... view article details

Compensation management is a vital part of any financial services business. With fierce competition for top talent, companies look for new ways to attract, keep, and motivate employees. This article explores some of the hottest trends in compensation management for the financial services industry. Things like creative rewards plans, flexible work setups, and non-cash rewards are gaining popularity. This guide highlights modern methods that leading financial services companies are using to keep their pay packages competitive. Whether you are an HR leader or a manager, you will find insights on ... view blog & white papers details

Have you ever wanted to save money for the future without immediately paying taxes on it? That is exactly what deferred compensation plans allow you to do. Contributing to one now allows your money to grow before you must pay taxes during retirement. This article covers everything you need to know about deferred compensation plans. Understanding Deferred Compensation and Its Benefits Deferred compensation plans refer to employees and employers agreeing to defer part of their pay until retirement. Here are two types of deferred compensation plans: Like 401(k)s, qualified plans let you contrib... view blog & white papers details

With remote work on the rise, companies aim to hire top talent no matter where they are. But how does location affect salaries for senior positions? Should you budget the same for entry-level and executive roles? This article examines how location influences pay across different levels of experience. You may be surprised to find that discounts often decrease for seasoned professionals. What Is Geographical Discounting? Geographical discounting adjusts salary offers for remote jobs depending on their locations. The company adjusts pay according to the location's living expenses. Some companies ... view blog & white papers details

One of the most significant expenses for any organization is the compensation costs of its employees. Before hiring new employees, organizations need to have a comprehensive financial management plan that takes into account the role of compensation management. If an organization fails to do so, its finances could become unsustainable. Unsustainable finances will lead to the organization suffering and struggling to keep afloat. As this is the case, the importance of financial management shouldn't be understated. In this article, we will explore the key components of an organization's financial ... view blog & white papers details

Christopher Mahoney, Solutions Consultant at Salary.com, hosted an informative and engaging discussion surrounding our Compdata Banking & Financial Services survey. During this event, attendees: Understood key challenges banking and finance faces with hiring. Gained insight into the undeniable value that salary surveys bring to your organization. Discovered how the Compdata Banking & Financial Services Survey can benefit your compensation strategies. Explored a diverse range of job titles and participants involved in the survey. Watch our on-demand webinar to learn more. If you want to learn... view blog & white papers details