Financial Consultant (Former Employee) – Tupelo, MS – June 12, 2016
No day was the same as the day before. I learned the investment / retirement planning business. Home office management was excellent. My co-workers were not team oriented. The hardest part of my job was learning how to generate revenue and make a living. The most enjoyable part of the job was helping people identify their financial goals and putting an appropriate plan in place for them.
Project Assistant (Former Employee) – Bloomington, IN – August 25, 2014
A typical day would include researching reliable financial figures and putting together financial statements. I learned a lot about financial statements and tax incentives. The hardest part of the job was finding reliable figures when researching a very unique commodity not known to exist in the area before. I enjoyed putting together reliable statements and justifying my findings with management.
New Accounts Clerk (Former Employee) – Louisville, KY – May 2, 2012
The last position I had was in the "New Accounts Department". I talked with Brokers and set up accounts for new clients. I then received the paperwork for them. I got along well with my managers and co-workers. The work was very steady. We stayed busy. That made the day go by pretty fast.