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Online Resumes with "Investment advisor"
Accountant-20 years experience
Position as financial or investment advisor with a leading investment firm, specializing in the management of large corporate assets.
Retirement plan innovator
Ideal Companies: Fidelity Retirement Services, Principal Financial,
Tags for this Online Resume: relationship manager
Finance, Investment advisor, banking
To find a stable company that is willing to spend resources on training and developing me as a prudent financial or investment advisor. I currently have over 17 yeard of mortgage and real estate sales expereince. I enjoy working with customers by helping them solve financial and investment problems. I not only sold real estate but provided my clients with keen investment idea's which incorporate real estate as a lon...
Stock Broker
To advise and counsel clients in defining objectives, examine their current financial structure, propose alternatives and implement change to accomplish their goals.
Tags for this Online Resume: Consultant, Wealth Management , Series 7, stockbroker trainee, investment advisor, financial advisor
Registered investment advisor
Loan Origination, Lancaster CA.
Tags for this Online Resume: loan originator, Real Estate, Loan sales, Banking Customer Care, Home Loan processor, Investment Advisor
Sales, Phoenix
Tags for this Online Resume: External Wholesaler, Regional Vice President, Investment Advisor, Sales Manager, Sales, Agent
Financial Services / Business Banker with over 15 Years Experience
Establish a role within a well established company with the products and services that will allow me to maximize my relationships with middle market customers to the benefit of us all.
Tags for this Online Resume: Investment Advisor, Business Banker, Annuity Sales, Financial Advisor, Insurance Sales, Lending
The "Champion" of recruiters
I am looking for something stable yet challenging. I would prefer to stay in financial services as a corporate recruiter or recruit for an profession across many industries
Tags for this Online Resume: compliance, recruiter, series 7, series 24, accounting, broker/dealer, investment advisor, insurance, 15c3-3, 15c3-1, series 27
Experienced Investment Advisor
25 years of experience
Investment Advisor/Portfolio Manager
Tags for this Online Resume: investment, advisor, portfolio, wealth
Financial Management Professional - Investment Advisor, NYSE Compliance investigator
To be an asset to an organization utilizing my knowledge of investments, trading and management to service clients with their financial objectives.
Tags for this Online Resume: Investment specialist, trading, compliance, financial markets, research, education
