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Online Resumes with "A Financial Advisor"
Financial Manager, Branch or Department - 17 Years of Experience - Near 20721
Seeking to obtain a position as a Financial Advisor with a strong company that will allow me to use my knowledge and experience combined with my solid work ethic to build a solid practice and help achieve the goals and objectives of the organization.
Tags for this Online Resume: Estate planning, Planning, Retirement planning, Management, Property Management, Real Estate, Referrals, Benefits, Financial, Financial Services
Financial Manager, Branch or Department - 16 Years of Experience - Near 28278
Summary Manage and produce as a Financial Advisor. Serve as a trainer and subject matter expert for junior advisors. Seeking to transition into a management role in order to further educate and guide other advisors on a holistic approach to the financial advisor role. Have had experience in all facets of this industry, from Compliance and Operations to Sales providing me with knowledge to become an asset for a growing inves...
Tags for this Online Resume: Documentation, Equity, Front Office, Futures, MBS, Swaps, Capital markets, Commodities, Fixed Income, ISDA
Life Insurance agent, worked for growing estate planning and probate practice seeking a job as a Financial Advisor/ Wealth Manager - will bring book of business
Objective: to grow a strong client base through education and collaboration with local estate planning attorneys and healthcare providers. Already maintain strong referral base and have clients ready to transfer to new financial institution. PROFESSIONAL SUMMARY ACCOMPLISHMENTS Obtained and Maintained Florida Life, Health and Variable Annuity License (FL 215). Will have 65 license by end of 2017. Member of many estate pl...
Tags for this Online Resume: Real Estate, Capital Expenditures, Estate planning, Planning, Accounting, Annuity, Customer Service, Financial, Financial Statements, Firepond Answer, finance, wealth managment, financial advisor, life insurance
Financial Specialist
To obtain a challenging position as a Financial Advisor or Financial Consultant. I am highly motivated individual seeking a career to utilize my training and experience. I have excellent administrative and customer service skills. I work well as an individual or in a team. I have a passion for Financial Advising and find it a highly rewarding career.
Tags for this Online Resume: Adobe, Adobe Photoshop, English Language, French Language, Microsoft, Microsoft Frontpage, Microsoft Office, Microsoft Windows, Microsoft Windows XP, Purchase Agreements
Insurance Sales Representative
Tags for this Online Resume: Compensation, Consulting, Equity, Estate planning, Financial, Financial Services, High Net Worth, Insurance, Life Insurance, Long Term Care
