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Online Resumes with "CFP "



financial advisor, 20 years experience, cfp

Financial Services Professional

Results-focused professional with over 15 years of experience directing day-to-day operations, managing personal book of business and working with institutional and retail high net-worth money managers independent broker dealer, CFP's and stock brokers. As a highly organized and efficient leader with outstanding decision-making and problem-solving skills, I also offer great flexibility in adapting to new situations and envi...

Tags for this Online Resume: Landscape Design, Estimating & Sales, Sales, Project Management, Marketing & Advertising, Consulting, Financial Services, Business Development, Sales Associate, Practice Management, Relationship Management

Creative Performer

Ideal Companies: Sony Music, Curb Records, Rounder Records

Tags for this Online Resume: financial, music, songwriter, talented

Featured Profile

Attorney/Financial Planner/Instructor

An accomplished professional with diverse background encompassing legal practice, financial planning, compliance and education, seeks to apply experience and abilities toward a position with a progressive organization.

Ideal Companies: Progressive organization in the legal, financial services, education or consulting industries.

Tags for this Online Resume: attorney, financial planning, education, compliance, trainning, investments

Featured Profile

Business Development and Growth Entrepeneur

I am interested in working with a group of forward thinking people who believe their product and service makes a positive contribution to the lives and well being of their customers. I want to have a positive impact on my colleagues and make a significant contribution to the value proposition of our business. I am looking for a collegial atmosphere with a clear mission and purpose of which we can be proud.

Ideal Companies: Nike, Spokane Athletic Club, Kahn Academy, Blackboard Inc., Solarcity

Tags for this Online Resume: directed, coordinated, launched, created, expanded, motivated, taught, organized, planned, trained, developed, structured, enterprising, foresight, analytical, high-level, innovative, loyal, facilitator, creative, experienced, imaginative, insightful, personable, responsive, sincere, talented

Financial Advisor

I am seeking a position as a personal financial advisor that will allow me to help individuals and families improve the quality of their lives and help them fulfill their hopes and dreams through sound investment management and financial advice.

Tags for this Online Resume: Certified Financial Planner, Certified Financial Planner, CFP, CFP, Wealth Manager, Wealth Manager, Financial Advisor, Financial Advisor, Investment Manager, Investment Manager, Wealth Management, Wealth Management

Featured Profile

Financial Sales, Pittsburgh, South Carolina,Florida

Planing form the perspective of risk management,investment and retirement planning and wealth transfer to higher net worth individuals and businesses

Tags for this Online Resume: CFP, ChFC, CRPC, RFC, LUTCF

Sr VP Sales Management

Contribute to the right sales team as a manager and producer utilizing my 30 years of successful sales experience to make it the number sales team in the country.

Tags for this Online Resume: Financial Planning, Insurance, Sales, Sales Management, CFP

Featured Profile

Financial Services Professional-CFP

Seeking management position which will best put to use my strategic marketing and field level financial services skills

Financial Planner

Tags for this Online Resume: CFP, Private Banking, Middle Market Corporate, Wealth Management, Ultra-High Net Worth, High Net Worth