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Online Resumes with "Financial planner "
Award winning Director - 15+ years experience - SF Bay Area
Am not hung on job title but want to be an important part of an strong organization. Have many years of experience which makes me special... from starting in Allocation, Manage of Allocation, Buyer, Product Developer, Store Planner, Merchandise Planner, Assortment Planner and Financial Planner. Have managed as many as 10 employees. Self starter and passionate about my work!
Tags for this Online Resume: SF Bay Area, Director, Retail, Manager, Allocation, Financial Planning, Planning, Wholesale and E-Commerce
President/Financial Planner
I have been a commissioned financial planner for 21 years and have grown from cold calling to President of my own company over those years. I have done just about everything my industry has to offer very well and I am looking to use my two plus decades of industry knowledge in finance, economics, and the biotech world to embark on my next career challenges.
Ideal Companies: Financial venture capital, pharmaceutical or biotech.
Tags for this Online Resume: finance, economics, sales, management, biotech, pharmaceutical, financial modeling/planning
Financial Planner - 12 Years of Experience - Near 19475
Experienced financial planner and retirement specialist, successfully managed 3,000+ clients with over $2.3 billion in assets and $44 million under active management. Passionately, and proactively, grows and deepens relationships both with clients and team members alike. Excels at efficiently interfacing with clients and team members at all levels to exceed organizational and personal goals. Operates best in environments wh...
Tags for this Online Resume: Retirement, Mutual fund, Insurance, Series 7, CFP, Series 63, Philadelphia Area, Series 6
Personal Financial Advisor - 20 Years of Experience - Near 94523
Actively pursuing a role as a financial consultant for established firm, providing support with plan design, product selection, investment portfolio design and life insurance reviews. Objective is to build my own book of business over time while acting as a resource to other financial planners or CPAs and their clients.
Tags for this Online Resume: San Francisco, Walnut Creek, life insurance, investments, annuities, mutual funds, Morningstar, excel
Financial Planner - 7 Years of Experience - Near 23455
Personal Financial Advisor - 3 Years of Experience - Near Mandeville, LA
A position with a reputable and growth-oriented investment company in which I can utilize my knowledge and experience for individual and business achievements.
Tags for this Online Resume: financial advisor, insurance, financial planner
Vice President - 20 Years of Experience - Near 14094
I am looking for an opportunity to transition from banking/financial services into technology or other industry. I am a seasoned professional with many skills that are outlined in my Executive Summary and Resume. I am excited to find a company I can grow with.
Ideal Companies: Technology, Manufacturing and Service
Tags for this Online Resume: Buffalo, Microsoft, Payroll, Analysis, Sales, Excel, Project, Cloud, Finance, Insurance
Financial Planner - 5 Years of Experience - Near 41051
Financial Analyst - 2 Years of Experience - Near 11416
• Market and sell appropriate investment products, financial and wealth management services/products to clients. • Ability to create a sales and marketing strategy for new client relationships
Ideal Companies: JP MORGAN CHASE , Investment Banking Department
Tags for this Online Resume: Financial Analyst, Account Manager, Financial Adviser
Financial Planner - 9 Years of Experience - Near 92115
I am a CFP(R) with 9 years of experience helping individuals remove the fear of not know when, or if, they can retire, and getting business owners out of the Board Room full-time, and onto the golf course full-time. I want to broaden and increase my reach of clientele to help them with their Wealth Management needs.
Tags for this Online Resume: San Diego, CFP, Wealth Management, Financial Advisor, planning, investment, insurance, estate planning
Financial Planner - 20 Years of Experience - Near 94806
Hello, Upon review of my resume you will likely notice that for the greater part of the past three decades I have been working with individuals, couples and business owners in a professional outside consultative sales capacity. For the past twenty years (or about two thirds of my experience) my experience in financial services has been as a fully licensed financial advisor serving clients in all matters financial and with...
Tags for this Online Resume: bay area, consultative, sales professional, individual clients
Account Executive & Financial Advisor- 20 Years of Experience - Near 73025
As a Financial Advisor/Financial Planner, seeking an achievement-driven opportunity to create and maintain profitable relationships with clients while maximizing investment strategies designed to achieve their financial goals
