Careers in financial advising
[DOCX File]The Balance Careers
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Provide comprehensive administrative and personal support to founder of boutique financial advising firm, with scope of responsibility that includes dictation, correspondence, office management, vendor relations, appointment scheduling, travel coordination, and event-planning functions.
[DOCX File]Battelle for Kids
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-Guidance 1:1 Career Advising: Create accounts, complete inventories, research colleges/majors/careers -Resume, Assessment Training, College Searching for Programs aligned with careers, Financial Lit -College representative visits-College Planning Presentations in JR English-1 Excused Absence for College Visit/Career Shadow Permitted -ASVAB Testing
[DOC File]CAREER OPPORTUNITIES IN FINANCE
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The Financial Services option prepares our graduates for a wide variety of analytical, managerial, or sales careers in the financial services industry. Analytical careers include employment in banking, insurance, investments, and personal financial planning. ... Advising clients about the various financing strategies available to the firm and ...
[DOCX File]INTRODUCTION TO THE GUIDE - Home - Katz Intranet
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The Katz Academic & Career Advising Guide is a program roadmap that enables students to customize the graduate school experience based upon their individual strengths and professional goals.. You can find important information about the Master of Science in Finance (MS Finance) curriculum, as well as suggestions for elective courses, co-curricular activities, professional organizations and ...
[DOCX File]Stock Valuation Basics
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A career in retail financial services involves direct interaction with the public in their need to save, invest, and borrow. Areas include retail banking, financial advising, mortgage lending, credit cards, and stock brokerage services.
[DOCX File]The Balance Careers
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Led development and implementation of new cloud-based enterprise resource planning (ERP) solution for financial advising firm that improved regulatory compliance by 72%. ORACLE, Seattle, WA. WINDOWS DESKTOP SUPPORT ENGINEER (December 2014 – June 2016)
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