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Online Resumes with "Financial planner "



CERTIFIED FINANCIAL PLANNERā?¢ with 15 years experience providing objective advice and implementing solutions for affluent clients. Top performing advisor in balanced performance across banking, investments, and insurance. Proven record of developing loya

SUMMARY CERTIFIED FINANCIAL PLANNER? with 15 years experience providing objective advice and implementing solutions for affluent clients. Top performing advisor in balanced performance across banking, investments, and insurance. Proven record of developing loyal client relationships leading to high levels of client engagement.

Tags for this Online Resume: Certified Financial Planner, CFP, Investments, Insurance, Estate Planning, Trusts, Registered Investments Advisor, fiduciary, Financial, Planning, Sales, Networking, Referrals, Teller, Insurance, Deposits

Certified Financial Planner Reno NV

Manage a fee only financial planning firm

Featured Profile

Merchandise Financial Planner -20 yrs experience-Charlotte

Financial /unit planner with extensive experience in developing, managing, and forecasting weekly financial plans to maximize profit in a fast paced environment.

Tags for this Online Resume: Microstrategy , Microsoft Office , Problem solving, Management , Analysis , Team player , Responsible , Flexible, Forecasting, Strategy, Decision maker, Results driven, Accuracy

Featured Profile

Corporate Trainer

Desiring new position in new environment.

Ideal Companies: Nike, GE

Tags for this Online Resume: Trainer, Coach, Instructor

Sales Representative - 20 Years of Experience - Near 33613

Senior Sales/investment professional with 4 years in insurance, 12 years in financial planning. Managing Director of International NGO 7 years (Africa). Consulting/Real Estate Development 4 years combined. Expert at new business development, domestically and in East Africa as well

Tags for this Online Resume: Business Development, Consulting, Management, NCR, Financial, Planning, Strategic Planning, Certified Financial Planner

Event Planning and Public Relations 20 Years of Experience - Near 30005

SUMMARY * Consistently surpasses goals and objectives in revenue and service areas * Extremely self-motivated, excellent communication and organizational skills * Effective in new project initiatives, team building and problem solving. *Director of Community Relations *Media Relations Manager, negotiation of advertising pricing, space allocation, press releases and large sponsorships *Production and execution of complex i...

Tags for this Online Resume: Benefits, Advertising, Arbitration, Certified Financial Planner, CFP, Project Management, Event and Logistics, External Relations, EMS, Corporate Events, 30005, Alpharetta, Johns Creek, Suwanee, Engagement

Financial Planner - 7 Years of Experience - Near 29466

Tags for this Online Resume: Management, Networking, Payroll, Portfolio Management, Wealth Management, Sales, Territory Sales, Wholesaler

Financial Planner and Advisor

Wealth Management Relationship Manager Investment Sales Banking Certified Financial Planner Advisor

Tags for this Online Resume: Business Development, Sales, Relationship Manager, Wealth Managment, Financial Planning

CEO Marketing - 20 Years of Experience - Near 85255

Assist in rebuilding a proud agency and establishing it as the #1 in its category or expanding it within its leading position.

Tags for this Online Resume: Media, Creative, Strategic Planner, Financial Planner, Mobile, Digital, Retail, Business Development, Commercial Production, Home Furnishings, Novell Netware, Supply Chain, Billing, Human Resources

Featured Profile

financial planner

To pursue a position utilizing extensive management, financial planning, asset management, sales and marketing experience to build key relationships, grow business, build loyalty, capture market share and drive profits

Tags for this Online Resume: sales executive