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Online Resumes with "CFP "
Financial Planner
Tags for this Online Resume: CFP , Economics, Fiduciary Services, Strategist, CRPS
Sales Representative - 15 Years of Experience - Near 48324
dynamic results oriented Sales Professional seeking an opportunity to apply my past success for the benefit of my employer and their clients. A few highlights are: Entrepreneurial oriented with success in all past business related endeavors Consistently exceeding sales goals Highly disciplined and organized Recognized and awarded Presidents Club designation last 10 of 13 years
Ideal Companies: J P Morgan Chase
Tags for this Online Resume: Banking, Merchant, Sales, Consistant, Exceeding, Awarded, Successful
Financial Planner - 12 Years of Experience - Near 19475
Experienced financial planner and retirement specialist, successfully managed 3,000+ clients with over $2.3 billion in assets and $44 million under active management. Passionately, and proactively, grows and deepens relationships both with clients and team members alike. Excels at efficiently interfacing with clients and team members at all levels to exceed organizational and personal goals. Operates best in environments wh...
Tags for this Online Resume: Retirement, Mutual fund, Insurance, Series 7, CFP, Series 63, Philadelphia Area, Series 6
Financial Planner - 9 Years of Experience - Near 92115
I am a CFP(R) with 9 years of experience helping individuals remove the fear of not know when, or if, they can retire, and getting business owners out of the Board Room full-time, and onto the golf course full-time. I want to broaden and increase my reach of clientele to help them with their Wealth Management needs.
Tags for this Online Resume: San Diego, CFP, Wealth Management, Financial Advisor, planning, investment, insurance, estate planning
Personal Financial Advisor - 17 Years of Experience - Near 40014
Tags for this Online Resume: CFP, Series 7, Series 63, Series 65, Health
Financial Manager - 20 Years of Experience - Near 87120
Position in a financial service or investment management firm that utilizes and develops my knowledge and skills in investments and financial products.
Tags for this Online Resume: Mutual Funds, Investments, Relationship Management, Asset Management, Equities, Financial Advisory, CFP, Series 6,7,63,26
JD - CFP - Financial Planner - Relationship Manager - Immigration Attorney
Financial Manager - 20 Years of Experience - Near 33312
Dynamic Financial Planner and Banking Fort Lauderdale and Miami professional with 27 years experience seeking to attain long term executive position delivering Firm value-added management solutions to existing and potential clients. Progressive experience developing strategies and collaborating with high performance teams to enhance sales. Excellent cultivation at partnerships, COI's, and building lasting relationships. Hig...
Ideal Companies: Trust Company, Financial Wholesalers Blackrock,
Tags for this Online Resume: Fort Lauderdale, Miami, Boca Raton , Wealth Planner, CFP, Licensed, Private, Consultant, Manager, VP, Envestnet, Pershing, FIS, Trustdesk, CRM, Salesforce, Plan presentations
Investor in Relationships, RIA, CFP. Advising since 1991-Denver
My objective is to strengthen existing relationships and develop new ones with wealth management clients. In so doing, value and trust are established, encouraging the clients to bring more assets to manage as well as referrals.
Tags for this Online Resume: Denver Tech Center, CFP, Wealth, Advisor, Finance, Relationship, Female
Financial Wholesaler seeking position in Wealth Management
I have 5 years experience in the financial services industry. I am currently a regional account executive, wholesaling managed futures to the Midwest, Northwest, and Heartlands. I won the sales contest each full year in this position. I am eager to explore opportunities in the same field. I am extremely driven, organized, personable, and professional in any direction my job takes me. I am looking into CFP programs now and ...
Tags for this Online Resume: CRM, Excel, Word, PowerPoint
CERTIFIED FINANCIAL PLANNERā?¢ with 15 years experience providing objective advice and implementing solutions for affluent clients. Top performing advisor in balanced performance across banking, investments, and insurance. Proven record of developing loya
SUMMARY CERTIFIED FINANCIAL PLANNER? with 15 years experience providing objective advice and implementing solutions for affluent clients. Top performing advisor in balanced performance across banking, investments, and insurance. Proven record of developing loyal client relationships leading to high levels of client engagement.
Tags for this Online Resume: Certified Financial Planner, CFP, Investments, Insurance, Estate Planning, Trusts, Registered Investments Advisor, fiduciary, Financial, Planning, Sales, Networking, Referrals, Teller, Insurance, Deposits
Event Planning and Public Relations 20 Years of Experience - Near 30005
SUMMARY * Consistently surpasses goals and objectives in revenue and service areas * Extremely self-motivated, excellent communication and organizational skills * Effective in new project initiatives, team building and problem solving. *Director of Community Relations *Media Relations Manager, negotiation of advertising pricing, space allocation, press releases and large sponsorships *Production and execution of complex i...
Tags for this Online Resume: Benefits, Advertising, Arbitration, Certified Financial Planner, CFP, Project Management, Event and Logistics, External Relations, EMS, Corporate Events, 30005, Alpharetta, Johns Creek, Suwanee, Engagement
