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Online Resumes with "CFP"
Regional Manager, Colorado
Tags for this Online Resume: CFP, Series 24, Six Sigma Green Belt, MBA, Insurance , Series 7
Passionate about helping people with their money
Ideal Companies: USAA, American Funds, Fidelity, Ron Blue
Tags for this Online Resume: Financial Advisor, Financial Planner, Portfolio Manager, CFP, CFA
CFP® in Bedford
To obtain a position in the Financial Services industry utilizing the skills taught through the CFP® coursework/test and the expertise learned through work experience over the last seven years.
Finacial Consultant - Vice President - CFP, CRPC - Retirement Sales
Results driven, closer, consultative approach, highest level of business acumen, Client retention and cross selling specialty. Extensive product knowledge, works well alone oir excels in team approach.
Sales Executive
Recruit, train and manage a team of winners.
Ideal Companies: Open
Tags for this Online Resume: Mortgage, Account Executive, Sales Management
Executive Assistant for CFP - 14+ years experience
I often think outside the box, and as such my career objective is to work for a growing company where I can utilize my problem solving skills to help realize the corporate mission. I would also like to be able to grow with the company and perhaps move into different areas as my knowledge and skills develop.
Tags for this Online Resume: Real Estate, Clerical, Administrative Assistant, Customer Service, Data Entry, administrative
Certified Financial Planner
To further my professional career adding value through utilizing my extensive experience/abilities while enhancing the company's productivity and reputation. Look forward to working with a company that promotes quality products and services and provides me with the opportunity to meet and exceed goals. Allowing me to truly help our clients by giving them superior guidance in order to meet their financial goals is of utmost ...
Tags for this Online Resume: Certified Financial Planner, CFP, Experienced
Financial Planner
Tags for this Online Resume: Wealth Planner, Certified Financial Planner, Senior Wealth Advisor, CFP, Wealth Management, High Net Worth
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.
Investment Consultant with 10 years experience Series 7 & 66 Licenses
To obtain a mid level / management position utilizing my existing securities licenses and experience while acquiring additional certifications like a Series 9/10, Life, Health, and Accident Insurance and CFP designations.
sales agent as financial planner
will train and recruit seasoned agents
Tags for this Online Resume: insurance, financial planner, CFP, series 6, p&c broker, sales manager
Private Banker
Goal driven, motivated, experienced, creative sales person with high values and 14 years of investment sales experience.
Ideal Companies: Wells Fargo, Chase.
Tags for this Online Resume: Banking, Sales, Investments
