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Online Resumes with "Financial Advisors "



Financial Advisor - 20 Years of Experience - Near 92260

Summary of Qualifications Accomplished and dynamic professional, with extensive experience in building, growing and transforming business into highly productive and profitable operations to attract and maintain accounts and customers, and propel company growth. Highly analytical with acknowledged reputation for integrity, sound business acumen and versatility in adapting to new roles, task application, and environments. Sel...

Tags for this Online Resume: Appraisals, Evaluate, Property Appraisals, Buying, Real Estate, Business Development, Financial, Investment Opportunities, Management, Planning, sales representative

Financial Advisor - 8 Years of Experience - Near 33907

Summary Professional with four years in Banking industry and over eight years with significant experience in Client Management, Asset Acquisition, Operation and Management.

Tags for this Online Resume: Financial, Banking Industry, Mutual Funds, Series 7, Asset Growth, Business Development, Email, High Net Worth, Infrastructure, Management

Financial Advisor - 17 Years of Experience - Near 95356

PROFESSIONAL SUMMARY From the beginning of my career I have always been a goal oriented sales person. Focused sales professional highly effective in establishing and maintaining relationships with potential and existing clients. Extremely motivated and ambitious. Results-oriented Sales Representative with a track record of revealing and meeting customer needs and employer satisfaction. I excel in the management position by ...

Tags for this Online Resume: Management, Account Management, Financial, Financial Services, Microsoft Word, Referrals, Sales, outside sales, sales representative, account executive, account manager, marketing

Sales - 20 Years of Experience - Near 07039

Tags for this Online Resume: Book of business, Sales, Sales Trainer, Insurance, Series 7, business development, marketing

Financial Advisor - 20 Years of Experience - Near 92646

Passion and detail while applying many faceted interests, skillsets and attention in service toward meeting whatever goal targeted as top performance in a selected arena.

Tags for this Online Resume: sales, inside sales, sales representative, account executive, Precious metals, E commerce, Retail

Restaurant Manager - 19 Years of Experience - Near 08234

My career objective is to work

Tags for this Online Resume: Forecast, Budgetary, Insurance, Advertising, Bankruptcy, Cardiopulmonary resuscitation (CPR), Financial, Management, Planning, POS, hospitality, restaurant manager, manager, hotels

Featured Profile

Financial Advisor - 20 Years of Experience - Near 55113

I believe I am a perfect match for a rapidly growing practice needing immediate expertise, or a mature practice with the owner wanting to slow down.

Tags for this Online Resume: Insurance, Insurance Sales, Sales, Financial, Planning, Benefits, Distribution, High Net Worth, HR, Human Resources, business development

Personal Financial Advisor - 20 Years of Experience - Near 33912

Client focused financial service professional that excels in working one-on-one with clients to manage their portfolios. Successfully advised clients on college savings, retirement planning, social security planning, tax planning and asset allocation. Proficient in analyzing and executing portfolio management strategies. Experienced with regulatory and compliance assurance. Extensive experience in small business entrepreneu...

Tags for this Online Resume: Bonds, Financial, Management, Manufacturing, Planning, Tax Planning, Retirement planning, Accounting, Accounts Payable, Accounts Payable/Receivable, Financial Advisor

Life Insurance agent, worked for growing estate planning and probate practice seeking a job as a Financial Advisor/ Wealth Manager - will bring book of business

Objective: to grow a strong client base through education and collaboration with local estate planning attorneys and healthcare providers. Already maintain strong referral base and have clients ready to transfer to new financial institution. PROFESSIONAL SUMMARY ACCOMPLISHMENTS Obtained and Maintained Florida Life, Health and Variable Annuity License (FL 215). Will have 65 license by end of 2017. Member of many estate pl...

Tags for this Online Resume: Real Estate, Capital Expenditures, Estate planning, Planning, Accounting, Annuity, Customer Service, Financial, Financial Statements, Firepond Answer, finance, wealth managment, financial advisor, life insurance

Sales Manager - 20 Years of Experience - Near 77373

Tags for this Online Resume: Commodities, Complaints, Procurement, Public Relations, Management, Benefit Plans, Bonds, Business Development, Customer Relationship Management, Estate planning, business development, marketing, account manager, account executive

Financial Advisor - 3 Years of Experience - Near 07306

Summary Result-oriented enthusiast, with highly developed planning and management, analytical and technical communication, decision-making and leadership skills driven with the ability to multi-task and deliver effectively, in a fast-paced environment with excellent communication and presentation Skills.

Tags for this Online Resume: Reconciliations, Accounting, Accounts Payable, Agile, Back Office, Business Modeling, Cash Flow, Documentation, Fast-paced Environment, Financial

Insurance Sales Manager - 20 Years of Experience - Near 93720

Tags for this Online Resume: financial advisor