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Online Resumes with "Investment Advisors"



Investment advisor

Responsible for an investment group as an executive or Head. Working with Asset allocation and portfolio management.

Mortgage Banking, Scottsdale Az, Milwaukee Wis

Tags for this Online Resume: Mortgage Banking, Loan Officer, Loan Consultant, Investment Advisor, FINRA, Trader

Registered Representative,Atlanta Ga

Tags for this Online Resume: financial advisor, money manager, investment advisor, banking, life insurance, financial services

Investment Advisor, Seattle

I would love to use my client service skills and investment management knowledge working with an investment advisory firm that values its affluent clients, its employees and an outstanding firm reputation. I work well in a team environment and independently, as dictated by the task at hand.

Tags for this Online Resume: Registered Investment Advisor, Portfolio Manager, Client Relationship Manager, Investment Counselor, Investment Manager, Investor Relations

Registered Financial Investment Advisor, Series 7/66, Nebraska

After many years of working directly with people in multiple diverse professional settings, I’m seeking to leverage my experience in the industry that demands constant excellence with motivated perfection. For this reason, I am excited to inquire a position with your company, and would very much like to be considered as a strong seasoned candidate with several areas of expertise in finance and upper-level management. I am...

Tags for this Online Resume: Investment, Advisor, series 7,66, Financial , Wealth, manager

Financial Executive, CFO

Seeking strong position for experienced Controller/CFO in start-ups, fast growth companies.

Tags for this Online Resume: CFO, Controller, Excel, Finance, Investment Advisor, Financial Planning

investment advisor

Investment Advisor, New York

Become an Investment Adviser Representative / Securities Broker Agent

Tags for this Online Resume: Series 65, Series65

Results Driven Technical Sales Executive

Sr. Sales Professional/management opportunity in a growth oriented technical or financial organization where in I can contribute as well as grow.

Ideal Companies: Wachovia, UBS, HSBC, RBC

Tags for this Online Resume: Technical Sales and Marketing Management, Wireless and Fiberoptic Communication field, International Sales, Contract Negotiation, Customer Relationship Management, Field Sales, Sales to National accounts, Sales to Global Accounts, Sales to Government accouns, Team building, Superior Presentation, Major Accounts Development, Field Rep Training, Strong Prospecting, Effective Closing, New Business Development, Opportunity Management, Strategic Market Planning, Strategic Solution oriented Sales, Consultative Sales, Executive selling, Executive presence and image

Financial Specialist

Tags for this Online Resume: Wealth Management Associate, Investment advisor , Client relationship manager, Financial planner, Private Client, I

Relationship Manager or sales rep at custodial financial firm

Greetings: With close to 12 years working within Institutional Services I come with a uniquely strong and well-rounded background in all aspects of servicing high-end financial planners and registered investment advisors. I’ve touched all areas of the organization while providing our clients guidance on the most complex scenarios and creatively resolving sensitive issues. My in-depth knowledge allowed me to train all n...

Tags for this Online Resume: Relationship Manager , Financial Advisors , Brokerage industry , Broker Dealer , RIA , Sales wholesaler

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