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Online Resumes with "CFP R "
Registered Planning Associate
Seeking Junior Analyst position with established firm. CFP(r) professional currently studying for CFA designation.
CFP(r), CIMA(r) w/12+ years experience in Financial Services
Continue to grow in a role with greater responsibilities to utilize advanced knowledge on a larger scale.
Financial Planner - 15 Years of Experience - Near 34238
I want to recruit and help hungry financial advisers build their business. I also want to continue building a successful financial planning practice. I find that many people have difficulty planning for the future and need help identifying what's important to them. Once we know what they want their life to look like, I can invest their money so they can enjoy the life they want.
Tags for this Online Resume: Life Insurance, Annuities, CFP(R), Sales Management, Project Manager, Wholesaler
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
