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Financial Advisor
Company with growth and advancement. A career with a Monday - Friday and 8:00am to 5:00pm working hours. Benefits
Personal Financial Advisor
About Me
Industry: |
Accounting & Finance |
|---|---|
Occupation: |
Personal Financial Advisor |
Ideal Companies: |
Investment companies, Bankes |
Education level: |
Master |
Will Relocate: |
No |
Location: |
Boerne, TX |
Work Experiences
7/2007 - 11/2008
Edward Jones Investments
Manager
- meet with clients and reviewed their portfolios, made recommendations, build a strategy plan to help clients to meet their financial goals, helped clients with retirement planning, college planning and saving money on taxes
5/1997 - 7/2007
Snap-on Tools Franchise
Self-Employed
- review credit history and extend credit, Accounts receivables and account payables, selling tools to clients and collecting payments, inventory control, submitting Sales tax,
1/1992 - 5/1997
Joe Harrison Motor
Manager
- review credit history and arrange financing for customers,calculating and submitting sales tax, inventory tax, Data entry, Account Receivables, Assisting salesmen if needed. suppoted General Manager
8/1986 - 7/1991
