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Online Resumes with "Financial advisor"
Financial Advisor
executive sales - 30 years
A career where I can utilize the management, business development and sales skills to create relationships, build consistent and future revenue.
Tags for this Online Resume: Cash Management, Equity, Fixed Income, Management, Portfolio Management, sales, outside sales, inside sales, account executive, business development, sales representative, Account Manager, account manager, marketing
Financial Advisor - 19 Years of Experience - Near 33905
Tags for this Online Resume: Sales, bilingual, Automotive Finance and Insurance Manager
General - 19 Years of Experience - Near 90277
Tags for this Online Resume: Security, Benefits, Consolidations, Integrate, Liquidity, Management, Mergers, Policies and Procedures, Pricing
Personal Financial Advisor
PROFESSIONAL SUMMARY Experienced, Licensed Professional looking to join a company that offers opportunities for growth and advancement. Excellent Customer Service Skills Sales Experience through previous jobs CORE QUALIFICATIONS Series 7, 63, 65, Life Health Excellent Communicator Variable Annuity Licenses Proven results by cold calling and meeting clients face to face Excellent customer service skills Sales experience thro...
Tags for this Online Resume: Cold Calling, Financial, Annuity, Customer Service, customer service skills, Sales, Series 63, Series 7
Human Resources Manager - 20 Years of Experience - Near 78245
SUMMARY Before you look any further, be advised that I am best qualified for this position. Distinguished professional with extensive human resources, instruction, regulatory compliance, and data management experience. Spent multiple years as Financial Advisor for numerous accounts. Collaborative trainer focused on all knowledge for organization with advanced development. Manager to transition experience and education into ...
Tags for this Online Resume: Human Resources, Management, Asset Management, Information Technology, Protocol, Security, Services, Budgeting, CIS (Ibm Customr Info Sys), Compliance
Financial Advisor - 17 Years of Experience - Near 01985
To acquire a challenging position with growth opportunities, where past achievements, experience, education and strong abilities will be most fully utilized and advanced.
Tags for this Online Resume: Investment Opportunities, Series 7, Documentation, Business Analysis, Business Analyst, Cms, Desktop Computer, Retail, Structured Query Language, Tandem, advisor, services, planning, team work, lead generation, client relationship, series 63, series 65, SIE
Sales Manager - 15 Years of Experience - Near 77429
* Weekly Sales Reports * Maintain weekly sales routes * Report to Branch manager challenges with properties and installations * Surpassed sales goals the first few months in the field. TXU Energy Commercial Acquisition Supervisor Houston, TX 4/2015 - 1/2016 * Supervised 26 outside Commercial Sales Professionals * Set Obtainable Quotas for sales Team based on previous years performance. * Administer mid-year and annual revie...
Tags for this Online Resume: Outside Sales, Sales
Personal Financial Advisor - 20 Years of Experience - Near 63368
Provide sophisticated financial planning support to Wealth Management Advisors and other client facing employees as a key member of a client strategy team. Communicate with clients regularly regarding financial planning strategies and investment products.
Tags for this Online Resume: Financial, Planning, Ad Hoc Reports, Fixed Income, Fixed Income Trading, Inventory, finance, cfp, Series 7
Financial Services Sales Agent - 12 Years of Experience - Near 30328
Summary Outstanding Client Relationship Management skills. High profile and diversified achievement in the Financial Services Industry in asset gathering, team leadership, territory management, relationship building, presentation skills, consultative selling, and business development. Developed and executed marketing plans that expanded fee-based business and recurring revenue. Strong record of success in educating sales pr...
Tags for this Online Resume: Distribution, Forecasting, High Net Worth, Real Estate, Sales, Statutory, Alternative Investments, Annuity, Asset Gathering, Asset Management, sales, business development, sales representative, account manager, customer service
Accountant - 20 Years of Experience - Near 70072
Profile A ccountant with 26 years solid oil & gas experience, an accounting degree and high-level financial responsibilities for companies with multiple subsidiaries. Highly focused & detailed oriented with strong financial expertise in all areas of accounting that produce improved bottom-line results and fiscal strength. Adept at guiding financial decisions & protecting assets by establishing, monitoring, and enforcing pol...
Tags for this Online Resume: Accounting, Filing, Financial, Financial Statements, General Ledger, Insurance, Insurance Claims, Payables, Payroll, Real Estate, accountant
High Level Sales Consultant
Summary of Northwestern Mutual Financial Advisor Position, as well as, my current Financial Consultant Position: Certified Financial Planner with a successful history of providing comprehensive financial planning advice for retirement, estate, investments, and risk management. Possesses in-depth knowledge of industry products, services, and best practices. Adept at evaluating data and delivering sound advice based on risk t...
Tags for this Online Resume: Financial, Best Practices, Certified Financial Planner, Evaluate, Financial Industry, Management, Planning, Platinum, Risk Management, Sales, sales, CFP, chief Financial Officer
