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Financial Advisor Online Resumes

Financial Services as both a Manager and Sales Producer

Work for my clients, my colleagues, my firm in a professional manner and to always do the right thing for all

Tags for this Online Resume: articulate, computer literate, leader by action and words

Experienced Investment Counselor-Southeast

I'm a experienced Financial professional, who has advised high net worth clients and businesses, on investment and planning issues. My individual expertise consists of a deep and comprehensive investment optimization strategies. I have worked with people and companies in various industries across the nation.

Financial Advisor

Tags for this Online Resume: business development, bank management, direct business and retail sales, business banking, portfolio management

i been in sales or sales management for the past 30yrs

unique sales management carrer

Business Development Executive, BIRMINGHAM

Tags for this Online Resume: business development , presenter, marketing, professional, executive, quality

Financial Advisor - 10 Years of Experience - Near 10465

Financial Advisor - 15 Years of Experience - Near 30188

To develop a high performing medical/pharmaceutical sales practice.

Tags for this Online Resume: Atlanta, entrepreneurial, motivated, independent, presentation, marketing, results, growth

Financial Advisor

Career Summary Waddell & Reed Financial Advisors FINANCIAL ADVISOR (January 2012 - October 2013) Provided full spectrum of financial planning services for clients including conducting meetings to assess their needs and goals, educating them on the benefits of services available as well as potential risks, and monitoring accounts to incorporate changes as needed. Key Accomplishment: * Credited with keen ability to establish ...

Tags for this Online Resume: Estate planning, Financial Planning, Management, Planning, Risk Managemwnt, Portfolio Management, Retirement planning, Annuity Planning, Estate planning, Financial, Management, Planning, Platinum, Portfolio Management, Retirement planning, Annuity

Financial Advisor - 20 Years of Experience - Near 28054

Sales Professional with 15+ years of experience in commercial and corporate banking environments, including business development and credit underwriting. Excellent customer service skills along with a proactive approach to attaining new clients. Effective manager who possesses skills necessary to direct, train and motivate a team to its fullest potential. Strong interpersonal, analytical and organizational skills combine t...

Tags for this Online Resume: Balance, Balance Sheet, Business Development, Insurance, Management, Portfolio Management, Security, Banking Industry, Corporate banking, Customer Service

Sales Professional

New Business Development

Financial Advisor - 20 Years of Experience - Near 92646

Passion and detail while applying many faceted interests, skillsets and attention in service toward meeting whatever goal targeted as top performance in a selected arena.

Tags for this Online Resume: sales, inside sales, sales representative, account executive, Precious metals, E commerce, Retail

Financial Advisor - 20 Years of Experience - Near 78155

History -Consult with branch clients to determine need and goals and develop growth plans. -Continuously network and build individual client base. -Promptly resolve customer issues and answer financial questions. -Offer detailed research based advice on strategies to meet clients' needs. -Oversaw investments and proactively managed client funds.

Tags for this Online Resume: Financial, Bonds, Mutual Funds, Referrals, Securities, outside sales, account executive