CV, Curriculum Vitae and Online Resumes Search

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Online Resumes with "Certified Financial Planner "

Certified Financial Planner/Tax Preparer/Southeast

I am a CERTIFIED FINANCIAL PLANNER™ practitioner certified by the Certified Financial Planner Board of Standards in Denver, Colorado. I am also a Registered Tax Return Preparer on personal and small business taxes for ten years. In addition, working as a financial planner for the last six years. It has been challenging and exciting working with clients to help them reach their life goals and secure their financial future ...

Tags for this Online Resume: Certified Financial Planner, Tax Preparer, Life Planning, Financial Planner, Retirement Planner

Your Go-To Person for Everything Administrative

A perfectionist at heart, doing whatever it takes to get it right. Independent, self-motivated, resourceful, excellent oral and written communications skills. Team player.

Ideal Companies: HP, People Soft, Apple

Tags for this Online Resume: Office Manager, Adminstrative Assistant, Personnel Services, Payroll, Bookkeeping

Financial Planning or Mortgage Loan Originator, Williamsburg VA

I am interested in becoming a team member of an organization that is interested in increasing their business footprint in Williamsburg, Virginia. My goal is to join a company I believe in and one with which I can develop a long-term relationship. Integrity and doing what is right for the customer are paramount. Money will follow when one is doing the right thing for their client and/or customer.

Tags for this Online Resume: Mortgage Origination, Financial Planning, Investment Planning, Sales, Portfolio Management, Mortgage Production Manager, Customer Service, Certified Financial Planner, Loan Officer

Certified Financial Planner - 25 years experience. Specializing in retirement, investment and college planning.

Currently seeking a relationship management-type of position within the financial services industry.

CERTIFIED FINANCIAL PLANNER

MY CAREER OBJECTIVE IS TO CONTINUE TO HELP PEOPLE SUCCEED FINANCIALLY

Tags for this Online Resume: RELATIONSHIP MANAGER, PRIVATE BANKER, SALES

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

Accomplished Financial Services Professional

Accomplished financial services professional with proficiency in building client relationships, financial planning, risk management, compliance, and operations. Highly motivated and focused. Able to establish rapport and credibility with diverse groups including associates, clients, prospects and board members.

Ideal Companies: TD Banknorth, KeyBank

Tags for this Online Resume: Relationship Builder, Team work, Management/Leadership, Coach/Mentor, Educator

Certified Financial Planner / Weath Management Advisor - 15 years experience

Certified Financial Planner

Identify challenging opportunity which will enable me to utilize my extensive background and experience in personal financial matters.

Personal Financial Consultant and Relationship Builder

Tags for this Online Resume: Life Insurance, Annuities, Long Term Care Insurance , Certified Financial Planner