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Online Resumes with "Financial planner"
Administrative Services Manager - 17 Years of Experience - Near 76148
A fully bilingual Client Service Administrator/Relationship Manager with over 16 years of professional experience in the 401K, IRA, Retirement, Investments, Financial Services and Client Service Administration Industry specializing with assisting Clients with Plan Administration, Sales, Investments, Securities, and Financial Planning seeking and pursuing a position as a Managing Director, Client Service Relationship Manage...
Tags for this Online Resume: ft, worth , 401k, ira, relationship managment, client services, investments, retirment, Financial, Financial Industry, Benefits, Facilitator, Bilingual, Bonds, Customer Service, customer service skills, human resources, customer service, ADMINISTRATION, RETIREMENT PLANS, BILINGUAL, management, manager, assistant manager
Financial Planner - 10 Years of Experience - Near 27513
Financial Profession position bringing experience in strong client service and in building relationship skills, in informing and educating and guiding individuals and families and smaller companies through suitable financial needs, including insurance & retirement planning, educational planning, wealth distributions, rollovers, wires, multitasking in a fast paced environment and strong computer and technical skills. Fluent ...
Tags for this Online Resume: call center, sales, technical sales, sales representative, Financial, FACETS, Debugging, HP, Semiconductors, Unix, inside sales
Personal Financial Advisor - CFP® - 30 Years of Experience - Near 19422
Tags for this Online Resume: Certified Financial Planner, Financial, Futures, Advertising, CFP, Financial Industry, Insurance, Planning, Personal Financial Planning, Portfolio Management, Wealth Management
Sales Manager - 10 Years of Experience - Near 92683
Tags for this Online Resume: apparel, Dba (Database Admin), Financial, High Net Worth, Planning, Certificate Authority, Certified Financial Planner, CFP, Consultative Sales, Sales, retail, fashion, manifacturing
Financial Planner - 20 Years of Experience - Near 32714
Tags for this Online Resume: Insurance, Life Insurance, Property and Casualty Insurance, Book of business, Customer Service, Management, Sales, Series 6, outside sales, inside sales, sales representative
Insurance Sales Representative - 18 Years of Experience - Near 19320
Served on Board of Directors - Beth Chaim Synagogue Served on Board of Directors - Habitat for Humanity Chester County
Tags for this Online Resume: Book of business, Customer Service, Financial, Financial Services, Referrals, Services, Planning, Certified Financial Planner, CFP, Securities, wealth management, Financial Advisor, sales
VP Sales and Marketing Hospitality Industry Miami Florida
To continue planning and executing strategic sales and marketing for the hospitality and tourism industries in order to provide great return on investments, excellent product and service positioning and career development to those who work with me.
Tags for this Online Resume: Latin America, sales and marketing, leadership role, sales coach, sales training, senior position, VP Sales and Marketing, Marketing Management, Sales, English Language, P&L, Tourism, Ecommerce, Human Resources, Pricing, Digital Marketing, Social Media, Big Data Analysis, Big Data Segmentation, email marketing, e-Commerce, Statistics, Tandem, Security, Training, four-language speaker, hotel opening, revenue management, revenue plan, budgeting, team leader
Chief Operations Officer
Retirement Projections/Analysis Risk Management Investment Management Selection
Tags for this Online Resume: Series 3, Arbitration, Retail, Payroll, Accounting, Management, Procurement, Certified Financial Planner, Financial
Financial Manager, Branch or Department - 15 Years of Experience - Near 75252
Tags for this Online Resume: Financial, Financial Management, Management, Planning, Policies and Procedures, Certified Financial Planner, CFP, Compliance, Retirement planning, Securities, finance, audit
General Manager - 20 Years of Experience - Near 48307
Investment Services, Inc. Rosemont, IL NatCity Investments, Cleveland OH Fifth Third Securities, Cincinnati OH * Extensive experience with investment solutions for retirement planning as well as other financial goals. Worked collaboratively with licensed bankers and other customer service liaisons to achieve sales goals and cross-sell services. Implemented new investment services programs in various markets. Retail Bank Man...
Tags for this Online Resume: Accounting, Banking Industry, Certified Financial Planner, CFP, Financial, Planning, Strategic Planning, management, assistant manager
Lawyer - 20 Years of Experience - Near 01581
To secure a professional position which makes use of my business, tax, investment, and legal experience.
Tags for this Online Resume: Probate, Wills, Research, Tax Research, State Tax, Planning, Certified Financial Planner, CFP, Estate planning, Securities
Managment, sales, developer, planner, Los Angeles
Please see the attached resume. I am looking for a company where I can develop new ideas and solutions to better manage the business within the company. I have extensive training in Real Estate Development, Life Insurance, Office management, and Creative Develop. Most importantly, I am looking to grow with a company that allows me to cultivate new skills as well as use my own skills to further support the company.
Tags for this Online Resume: Financial Planner, Planning and Development, Currently have 500 clients, Sales, Retail, Business Development
