Salaries
View salary and benefits information
There is currently no job description for Financial Investment Advisor. Be the first to submit the job responsibilities for a Financial Investment Advisor.
Alternate job titles: Senior Banking Product Strategy Manager
Acts as the subject matter expert for assigned financial services products. Works directly with clients to answer questions, conduct product demonstrations, and introduce new features or products. Collaborates with teams across the organization to prioritize initiatives and align product development with business goals. Requires a bachelor's degree. Typically reports to a manager. Work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. Typically requires 4-7 years of related experience.
view job details
Provide expert guidance on financial products and services to clients, ensuring tailored solutions meet their needs. Conduct regular follow-ups with clients to assess satisfaction and identify additional service opportunities. Maintain up-to-date knowledge of industry trends, regulations, and market conditions to inform client recommendations.
view job details
There is currently no job description for Senior Financial Services Officer. Be the first to submit the job responsibilities for a Senior Financial Services Officer.
The Financial Services Operations Director analyzes the execution of financial transactions to mitigate risk, ensure regulatory compliance, and improve process efficiency. Directs and oversees the team responsible for monitoring the daily financial operations of a bank. Being a Financial Services Operations Director researches and resolves any escalated processing issues. Ensures daily proof, reconciliation, and posting entries are complete and accurate. In addition, Financial Services Operations Director conducts quality audits to verify compliance with operational policies and procedures. En...
view job details
Companies
See how salaries can vary from company to company
Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is a multinational financial services corporation based in Boston, Massachusetts.
It is one of the largest asset managers with $2.46 trillion in assets under management as of March 2018. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, wealth management, securities execution and clearance, and life insurance.
view company details
New Senior Investment Group Inc. (NYSE: SNR) is a publicly-traded real estate investment trust with a diversified portfolio of senior housing properties located across the United States. As of March 31, 2019, New Senior is one of the largest owners of senior housing properties, with 133 properties across 37 states.
view company details
PennyMac Financial Services, Inc., through its subsidiaries, engages in the mortgage banking and investment management activities in the United States. It operates through three segments: Loan Production, Loan Servicing, and Investment Management. The Loan Production segment is involved in the origination, acquisition, and sale of mortgage loans. This segment originates first-lien residential conventional and government-insured or guaranteed mortgage loans. The Loan Servicing segment engages in the servicing of newly originated mortgage loans, and execution and management of early buyout loans...
view company details
The Hartford Financial Services Group, Inc., through its subsidiaries, provides insurance and financial services to individual and business customers in the United States. Its Commercial Lines segment offers workers' compensation, property, automobile, marine, livestock, liability, and umbrella coverages; and customized insurance products and risk management services, including professional liability, bond, surety, and specialty casualty coverages. This segment provides its products and services through regional offices, branches, sales and policyholder service centers, independent agents, bro...
view company details
LSS is a non-profit organization that provides housing healthcare and retirement home services for senior citizens.
view company details
Articles
Read from a library of articles offering advice for all aspects of your career
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
These "Worthless College Degrees" Might Make You Happy, But Fail the Tuition ROI Test College: Is it Worth It? What's more expensive than going to college? Until recently, the answer was easy: not going to college. Numerous studies over the years have shown that individuals with college degrees significantly out-earn those with high school degrees by $1 million or more over the course of a lifetime. But as the cost of education increases faster than inflation, people are beginning to question how they spend their education dollars. As student loans hit the $1.5 trillion mark and more and mo...
view article details
'To be fair, folks who have so much money in the market that they simply don't have enough time to stay on top of investment trends would probably be good candidates for the use of a full-service broker.' 'Full-service' brokers get their name and reputation from the dogged and devoted work they're expected to do to keep clients happy. They carry business cards from distinguished brokerage firms like Salomon Smith Barney and Merrill Lynch. In an ideal world, a broker provides sound, profitable investment ideas, and furnishes up-to-the-minute research to keep you current with market trends, sto...
view article details
Medical and Health Services Managers are responsible for making sure that the day-to-day operations of the medical office run smoothly. Though Health Services managers do not provide health care directly, they are responsible for the planning and coordination of health care delivery, making their role just as essential to the medical field as nurses or doctors.A Health Services Manager may be either generalized or specialized, depending on the size and needs of the office. Bigger offices usually require a number of Health Administrators with varying specialties to implement procedures and poli...
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
