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Online Resumes with "Financial Planning Advisor"



financial planning advisor

Tags for this Online Resume: ms words

Financial Manager, Branch or Department - 15 Years of Experience - Near 91205

Summary: Experienced: Manager Compliance Supervision Recruiter Team Leader Trainer Investment Advisor Financial Planning Office Inspection Approved Applications Experienced in handling Customer Complaints Customer Service Good Communication skills Have conducted annual reviews for Registered Representatives Trained Financial Planning advisors in Compliance and Sales. Train Advisors on how to work with money managers, and we...

Tags for this Online Resume: Complaints, Compliance, Customer Service, Recruiter, Reviews, Training, Sales, Applications, Asset Management, Benefit Plans