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Online Resumes with "Financial Advisors"



Financial Planing Software Expert -- MoneyGuide Pro, Morgan Stanley -- 4 years experience

Teaching people how to use software relevant to the financial advisory professions.

Personal Financial Advisor

Financial Services representative

Results-oriented Professional with extensive experience in mortgage origination and closing, financial consulting and education. Enjoy building and maintaining relationships as a trusted advisor with realtors, accountants, financial advisors, attorneys and builders. Work well independently and with all levels of managers, employees and customers while maintaining an uncompromising commitment to integrity, teamwork and cli...

Tags for this Online Resume: Client Relationship Management, Customer Service, Sales and Marketing

Financial Advisor

Financial Advisor and Insurance Porfessional, Banker, Stock Broker

managerial position or executive administration; would like duties working with promotions and training of individuals in sales

Personal Financial Advisor

Personal Financial Advisor

Business Development Officer

Accomplished, results-driven Senior Sales Management Executive. Experience honed over 15+ year career within Fortune 500 Companies. Successes include delivering top line growth to $2.7MM banking business, senior management responsibility leading 450+ employees and consistent recognition for exceeding sales goals. Execution-oriented leader with a passion for leading people to produce breakthrough performance in sales. Ca...

Tags for this Online Resume: Sales, Sales Management, Business Development, High Net Worth

Independent Investment Advisor

Financial Sales Professional with extensive experience and expertise managing business development initiatives, building and growing accounts, driving revenue and expanding sales territories. Tenaciously pursues new business opportunities, build trusting relationships, out-perform and out-deliver industry competitors, leading to long-term customer loyalty, in the highly competitive securities industry found in Arizona and t...

Financial Manager, Branch or Department

I would like something that is challenging and will allow me to grow and become better!

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

Financial Advisor