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Personal Financial Advisor

Accounting & Finance Resumes - Personal Financial Advisor Resumes - ,

Summary An Accomplished Leader, specializing in developing and managing Retirement Plan solutions for Institutional clients by providing independent advice on: * Plan Design * Investment Policy Development & Monitoring * Investment Advice to Plan Sponsors & high net worth Participants * Fee Benchmarking * Vendor Selection * Fiduciary Oversight * Employee Education Consult on 401 (k) plans, profit sharing, defined benefit / ...

Tags for this Online Resume: Business Development, Consultative Sales, Financial, Investment Services, Sales, Services, Balance, Benchmarking

Registered Financial Sales Assistant

Accounting & Finance Resumes - Personal Financial Advisor Resumes - Saint Louis, MO

I would describe myself as very assertive, aggressive, competive, enterprising, determined and goal oriented.

Tags for this Online Resume: Registered Financial Assistant, Series 7,6,63 & Insurance Licensed, Registered Sales Assistant, Financial Assistant, Brokerage Assistant, Broker Assistant

Executive Assistant - 10 Years of Experience - Near 38135

Clerical & Administrative Resumes - Executive Assistant Resumes - ,

I am an experienced, extremely personable high-level administrative assistant, office manager, and property manager looking to take the next steps in my career.

Tags for this Online Resume: Insurance, Financial, Health Insurance, Series 6, Microsoft, Microsoft Excel, Microsoft Office, Microsoft Word

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