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Online Resumes with "Certified Financial Planner"



Featured Profile

Senior Benenfits Manager - 5 years experience

Human Resources Director with 5+ years experience in designing compensation packages inclusive of salary/bonus plus benefit selection, employee relations, performance review, writing policy and procedures, updating employee handbooks for compliance with state and federal labor standards, record maintenance, staffing and training program development, and conflict resolution.

Ideal Companies: Humana, Home Depot, Lowes, Pet Smart, Target Corp, Chilis, Wells Fargo

Tags for this Online Resume: Healthcare, Hospitality, Customer service, Financial

VP, Wealth Manager, Wilkes-Barre

To obtain position with reputable firm to utilize financial planning skills

Tags for this Online Resume: Certified Financial Planner, Wilkes-Barre, Wealth Manager

Certified financial planner

Work with a company utilizing my financial planning skills and experience.

Financial Advisor - 27 years experience - Folsom, CA

I work well with high net worth families in their efforts to build a sound, multi-generation, financial plan.

Tags for this Online Resume: Certified Financial Planner, Registered Investment Advisor, Financial Consultant, Financial Advisor, Insurance, Estate Planning

Wealth Planning

Provide expert Wealth Planning Guidance and develop strong client relationships to help clients achieve their goals and objectives and to develop and grow assets under management.

Tags for this Online Resume: Sales, Financial Planning, Investments, Certified Financial Planner, Client Manangement, Client Relationship

Featured Profile

15 years experience Versatile Business Analyst / Underwriter / Auditor

I bring a broad background and a wealth of experience with demonstrated successes in identifying solutions and mobilizing effective teams to put them into practice. I would like to explore the possibility of putting my expertise to work for you. Every business is set up to achieve fundamental goals that maximize revenue at lowest possible cost, agreed! I have been able to implement programs that significantly improved op...

Ideal Companies: McLane Foodservice, ■ Mustang Technology Group, ■ Northwestern Mutual-Dallas, ■ Pioneer Natural Resources, ■ Raising Cane’s Chicken Fingers, ■ Ryan, ■ Strasburger & Price, ■ Systemware, ■ Tolleson Wealth Management, ■ Whitley Penn, American National Bank of Texas, ■ AmerisourceBergen Specialty Group, ■ Cook Children’s Health Care System, ■ Denbury Resources, ■ Improving Enterprises, ■ Interstate Batteries, The Container Store, 2 Large Pioneer Natural Resources USA Inc., 3 Large Encompass Home Health, 4 Large Park Place Dealerships, 5 Large Texas Health Resources, 6 Large PrimeLending, A PlainsCapital Co., 7 Large Century 21 Judge Fite Co. Inc., 8 Large Keller Williams Realty, 9 Large The American National Bank of Texas, 10 Large Raising Cane's Chicken Fingers, 11 Large Texas Capital Bancshares Inc., 12 Large Denbury Resources Inc., 13 Large Cook Children's Health Care System, 14 Large Interstate Batteries Inc., 15 Large McAfee Inc., 16 Large Huffines Auto Dealerships, 17 Large Bank of Texas, 18 Large Jones Lang LaSalle, 19 Large Cash America International Inc., 20 Large LQ Management LLC, 21 Large AmerisourceBergen Specialty Group, 22 Large Accenture, 23 Large Omni Hotels & Resorts, 24 Large Fannie Mae Southwestern Region, 25 Large Monitronics International Inc., 26 Large Dal-Tile Corp., 27 Large Gaylord Texan Resort & Convention Center, 28 Large General Motors Financial Co. Inc., 29 Large Forest Park Medical Centers, 30 Large Ambit Energy LLC, Alliance Data Systems Corp., 2 Midsize DATCU Credit Union, 3 Midsize New York Life Insurance Co., 4 Midsize Henry S. Miller Cos., 5 Midsize Northwestern Mutual-Dallas, 6 Midsize Whitley Penn LLP, 7 Midsize Southwestern Assemblies of God University, 8 Midsize EOG Resources Inc, 9 Midsize Key-Whitman Eye Center, 10 Midsize Hill & Wilkinson Construction Group Ltd., 11 Midsize Group & Pension Administrators Inc., 12 Midsize MHBT Inc., 13 Midsize Munsch Hardt Kopf & Harr PC, 14 Midsize Stream Realty Partners LP, 15 Midsize Center for BrainHealth at The University of Texas at Dallas, 16 Midsize McLane Foodservice, 17 Midsize Texas Excavation Safety System Inc., 18 Midsize Merit Energy Company, 19 Midsize General Datatech LP, 20 Midsize Silverado Senior Living Holdings Inc., 21 Midsize Del Frisco's Restaurant Group LLC, 22 Midsize McKool Smith, 23 Midsize Milestone Management, 24 Midsize Shelton School & Evaluation Center, 25 Midsize BB&T, 26 Midsize Kimpton Hotels & Restaurants, 27 Midsize Lockton Cos., 28 Midsize Alvarez & Marsal, 29 Midsize Kosmos Energy Ltd., 30 Midsize Benchmark Hospitality of Texas, 31 Midsize Tyler Technologies Inc., 32 Midsize Strasburger & Price LLP, 33 Midsize Dallas Market Center, 34 Midsize Ryan LLC, 35 Midsize Altair Global Relocation, Evantage Inc., 2 Small Watermark Community Church, 3 Small Smith Thompson Home Security, 4 Small Cornea Associates of Texas, 5 Small LiquidAgents Healthcare LLC, 6 Small Bed Rest Concierge, 7 Small Southwest Media Group, 8 Small GDSX Ltd., 9 Small Scott + Reid General Contractors Inc., 10 Small Community Trust Bank, 11 Small AustinCSI, 12 Small Publishing Concepts LP, 13 Small Benchmark Bank & Benchmark Title, 14 Small Mustang Technology Group, 15 Small Improving Enterprises Inc., 16 Small Swingle Collins & Associates, 17 Small Methodist McKinney Hospital, 18 Small FelCor Lodging Trust Inc., 19 Small Communities Foundation of Texas, 20 Small Bottle Rocket Apps, 21 Small Dallas Convention & Visitors Bureau, 22 Small Berkshire Property Advisors, 23 Small Monticello Asset Management Inc., 24 Small Sendero Business Services, 25 Small Systemware Inc., 26 Small Fenway Group, 27 Small Quilling, Selander, Lownds, Winslett & Moser PC, 28 Small United Commercial Realty, 29 Small Cushman & Wakefield of Texas Inc., 30 Small Aimbridge Hospitality LP, 31 Small Tolleson Wealth Management, 32 Small TPN, 33 Small Slalom Consulting, 34 Small The Medicus Firm, 35 Small SharePlus Federal Bank, 2 Exxon Mobil (Irving), 12 AT&T (Dallas), 124 Fluor Corporation (Irving), 130 Kimberly-Clark (Irving), 143 HollyFrontier (Dallas), 146 J.C. Penney (Plano), 175 Texas Instruments (Dallas), 203 Dean Foods (Dallas), 205 Southwest Airlines (Dallas), 262 GameStop (Grapevine), 266 Tenet Healthcare (Dallas), 292 Energy Future Holdings (Dallas), 351 Energy Transfer Equity (Dallas), 361 Commercial Metals (Irving), 341 Affiliated Computer Services (Dallas), 388 Celanese (Dallas), 404 Dr Pepper Snapple Group (Plano), 473 Atmos Energy (Dallas), 492 RadioShack (Fort Worth), 493 Wistron (McKinney, Texas), [1], Other notable companies in D/FW Area, American Airlines Group (HQ) (Fort Worth, Texas), AMX LLC (Richardson, Anger Room (Dallas), Architecting Innovation (Dallas), The Beck Group (Dallas), Black-eyed Pea (Arlington), BNSF Railway (Fort Worth, Texas), Borden Milk Products (Dallas), Bray Armory (Dallas), Briggs Equipment (Dallas), Brinker International (Dallas), Chief Oil and Gas (Dallas), Chili's (Dallas), Concur Technologies, Inc. (Coppell), Continental Electronics (Dallas), Corner Bakery Cafe (Dallas), Credit Solutions of America (Plano), Dal-Tile Corporation, division of Mohawk Industries (Plano), Dave & Buster's (Dallas), DNA Productions (Irving, Texas), ENSCO International (Dallas), Ericsson (Plano, Texas), Fairmount Food Group (Dallas), FedEx Office (Dallas), FFE Transportation (Dallas), Flowserve (Irving, Texas), Fossil (Richardson, Texas), Frito-Lay (Plano), Funimation (Flower Mound), Galderma (Fort Worth, Texas), Gap Broadcasting Group (Dallas), General Electric Capital (Dallas), Haggar Clothing (Dallas), Half Price Books (Dallas), Hall of Fame Racing (Dallas), Harwood International (Dallas), HBK Investments (Dallas), Hoak Media Corporation (Dallas), HP Enterprise Services (Plano), i2 Technologies (Dallas), InfoCom Corporation (Dallas), Interstate Batteries (Dallas), Intuit (Plano, Texas), La Madeleine (Dallas), Lennox International (Richardson), Mary Kay (Addison, Texas), Match.com (Dallas), Matrix Business Technologies (Dallas), McKinsey & Company (Dallas, Texas), Metromedia Restaurant Group (Plano), MetroPCS (Richardson), Michaels Stores, Inc. (Irving), MK Homes LLC. (Fort Worth, Texas), Moneygram International Inc. (Dallas, Texas), Monitronics (Dallas), MumboJumbo(Dallas), Niagara Conservation Corporation (Fort Worth), NOKIA (Irving, Texas), The Odee Company (Dallas), Pier 1 Imports (Fort Worth), PlainsCapital Corporation (Dallas), Praxair Distribution (Dallas), Reddy Ice (Dallas), Regus (Dallas), Research In Motion (USA Headquarters) (Irving), RGB Interactive, LLC (Dallas, Texas), Rolex (Dallas, Texas), Samsung Telecommunications America (HQ) (Dallas, Texas), Skagen Denmark (Richardson, Texas), Strukmyer Medical (Mesquite, Texas), Shoebacca.com (Irving, Texas), Six Flags (Grand Prairie, Texas), Titanium Metals (Dallas), Tektronix Communications (Plano), Tuesday Morning (Dallas, Texas), United Surgical Partners International (Dallas), Phalanx Realty Group (Fort Worth, Texas), ZTE (Richardson, Texas)

Tags for this Online Resume: manager, operations, financial analysis, audit, project manager, underwriting

Featured Profile

Bringing my 30 plus years of experience in the Financial Industry to the Real Estate Industry

Management Professional with proven success leading organizations to sustained profitability. Extensive experience across diverse Banking, Insurance, Financial Planning industries. Excellent, budgeting, financial modeling, management, customer relationships, negotiations and multi-functional team leadership and problem solving skills. Strong skills in QuickBooks, Excel and Outlook. An enthusiastic and innovative team le...

Tags for this Online Resume: Budgeting, Internal Controls, Financial Tools, Reporting, Monitoring, Operations, Insurance, Safety, Security, Building Maintenance

Featured Profile

Vice President - 20 Years of Experience - Near 14094

I am looking for an opportunity to transition from banking/financial services into technology or other industry. I am a seasoned professional with many skills that are outlined in my Executive Summary and Resume. I am excited to find a company I can grow with.

Ideal Companies: Technology, Manufacturing and Service

Tags for this Online Resume: Buffalo, Microsoft, Payroll, Analysis, Sales, Excel, Project, Cloud, Finance, Insurance

Financial Specialist - 18 Years of Experience - Near 28001

Tags for this Online Resume: Certified Financial Planner, Compliance, Securities License, Paralegal, Retirement Planning, Income Tax, College Planning, Back office

CERTIFIED FINANCIAL PLANNERâ?¢ 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

Certified Financial Planner Reno NV

Manage a fee only financial planning firm

Sales Representative - 20 Years of Experience - Near 33613

Senior Sales/investment professional with 4 years in insurance, 12 years in financial planning. Managing Director of International NGO 7 years (Africa). Consulting/Real Estate Development 4 years combined. Expert at new business development, domestically and in East Africa as well

Tags for this Online Resume: Business Development, Consulting, Management, NCR, Financial, Planning, Strategic Planning, Certified Financial Planner