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Were you looking for FINRA-Series-7-63 job results?
Click Here to search for FINRA-Series-7-63 in our 2.4M jobs.
Online Resumes with "FINRA Series 7 63"
Financial Services - Sales & Relationship Management
Results-driven sales professional with strong analytical and relationship building skills. Also have excellent territory management skills, organizational capabilities, and a strong team player.
Ideal Companies: Fidelity, MFS, Eaton Vance, State Street
Tags for this Online Resume: Consultative Sales, Relationship Sales, Relationship Management, Product Development and Launch, Account Management, Territory Management, Market Research and Analysis, Practice Management Best Practices
Portfolio Specialist/Trader
I want a job where I am part of an investment team where I can utilize my trading and investment experience.
Ideal Companies: Vanguard, Turner Investments, SEI Corporation, Blackrock, Fidelity
Tags for this Online Resume: Investment, Portfolio, trader, performance
Paraplanner/Financial Operations, Portland, OR
Detail-oriented client services professional with 5+ years experience in the independent financial services industry. Known for utilizing strong technical background and exceptional planning skills to analyze clients’ financial condition and present effective insurance/investment solutions. Chartered Retirement Planning Counselor (CRPC), FINRA series 7 and 63 and Life/Disability/LTC licensed. A productive problem-solver pro...
Tags for this Online Resume: clilent service, Excel, trading, planning
Exceptional business development specialist
High energy financial services professional with exceptional interpersonal, communication and leadership skills. Resourceful, creative, loyal.
Ideal Companies: T. Rowe Price, Financial Engines, ADP, MassMutual, John Hancock, 401(k) Service providers
Tags for this Online Resume: Business Development, Relationship Management, Sales Management
Financial Specialist
Tags for this Online Resume: FINRA Series 7, 63, & CA Insurance licenses, Client Services, Customer Service, Advisor and Advisor Support, Compliance, Operations
Relationship Manager/Communications Manager, Denver
I desire a postion that uses my skills as a proven Business to Business relationship manager, marketing communications manager and leader.
Ideal Companies: Viasat, TIAA CREF, Davita, Johns Manville, Great West Financial, Oppenheimer Funds, Janus Funds,
Tags for this Online Resume: Relationship Manager, Communications, Financial Services
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
Retail Investment Branch manager- Highly Licensed- 10 Years Experience
I'm a Financial Professional with 10 years experience in the Retail Investment Industry. I have extensive experience with Securities regulation, compliance ,and supervision. As well as Investment Operations and Financial Customer service dealing with both Financial Advisers and Clients. I hold FINRA Series 7, 63, 24,4, 9 & 10. I also Hold Insurance Life , Health, and Casualty Certifications.
Ideal Companies: Charles Schwab, Morgan Stanley, AIG, Goldman Sachs, Edward Jones, JP Morgan Chase, BOA/Merrill Lynch, Ect.
Tags for this Online Resume: Operations Manager, Branch Manager, Series 7, Series 24, Compliance, Supervisor, Series 4, Series 63, Series 9, Investment Operations
Marketing Manager - Over 15 Years of Experience - Chicago
Accomplished marketing professional with over 15 years marketing experience and proven skills developing and implementing successful marketing campaigns.
Tags for this Online Resume: Direct Mail, Email, Brand, Financial Services, P, Creative Development, Marketing Strategy, Chicago
Financial Planner - 20 Years of Experience - Near 06901
Highly experienced results-oriented investment sales executive who has consistently driven revenue and profit growth turned around businesses operations and improved performance of national sales territories in the US Canada and the UK. By creating solutions to customer and market needs and cultivating key account relationships exceeded sales goals led new international initiatives marketed and innovated industry-leading pr...
Tags for this Online Resume: Financial, Mutual Funds, Services, Annuity, Distribution, Financial Services, Management, Product Management, Referrals
Financial Specialist - 20 Years of Experience - Near 66210
Qualifications for Financial Management Highly motivated and hard-working sales professional with extensive experience in the financial arena including fixed income securities equity securities and investment portfolio management. Successful track record of implementing and delivering strategies that resulted in new market segments and increased revenue. Visionary with ability to project market needs increase sales and exte...
Tags for this Online Resume: Fixed Income, Management, Security, Forecast, Sales, Financial, Financial Management, Insurance, MBS, Planning, finance, TRADER
Lawyer - 20 Years of Experience - Near 10538
SUMMARY OF QUALIFICATIONS Proven Compliance and Regulatory Leader in the securities industry known for providing skillful legal guidance in securities compliance, regulatory, and legal issues. FINRA Series 7, 63 and 24 registered. Industry leading accomplishments include: * Founding co-chair of the Compliance and Risk Committee for the Securities Transfer Association.
Tags for this Online Resume: Compliance, Information Security, Management, Security, Audit, Drafting, Financial, Financial Services, Fixed Income, Legal
