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Online Resumes with "Personal Financial Advisor"



Personal Financial Advisor

Financial Agent - Sells, Recruits, Trains, Analyzes and Improves

I am a financial professional with the following experience: 8 years of direct sales, 5 years of analytical, 4 years of management, and 3 years of financial services.

Personal Financial Advisor

Featured Profile

Experienced financial advisor and trust and estates attorney

I am seeking a position that will allow me to fully utilize my legal and financial background and training in an executive or management capacity to make a positive contribution to my employer's bottom line success.

Ideal Companies: PNC Bank, Regions Bank, Cummins, Nike

Tags for this Online Resume: Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65

Featured Profile

Successful Wealth Advisor and Private Banker

I am a highly analytical Financial Advisor who feels passion for my profession, clients and desire to learn new ways to serve customers in all their financial needs. I have excellent sales skills and interpersonal relationships. Actually I’m looking for new opportunities in Private Banking Services, Financial Planning and Wealth Management Advisory Services in the USA market. I have excellent communication skills both Engli...

Ideal Companies: Citi, Sun Trust, Wells Fargo, JP Morgan Chase, Bank of America, UBS, Wachovia Bank, Regions Bank, Popular Community Bank, Goldman Sachs.

Tags for this Online Resume: Wealth Advisor, High Network customers, Financial Planning, Asset Allocation strategies, Credit Analyst, Risk management, South Florida market, Latinamerica Market, Miami, Branch Manager, Private Banker, BBA Management, Financial Planner, Registered Paraplanner, Sales Team member

Personal Financial Advisor

Personal Financial Advisor

A sharp, driven financial professional executive with an accomplished background and 15 years of proven track record in global finance, sales, marketing and business operations. Enthusiastic in approaching corporate/organizational challenges utilizing va

A sharp, driven financial professional executive with an accomplished background and 15 years of proven track record in global finance, sales, marketing and business operations. Enthusiastic in approaching corporate/organizational challenges utilizing various financial tools and resources to deliver effective solutions. Offers a collaborative management style with solid leadership instincts and ability to excel independen...

Personal Financial Advisor

Tags for this Online Resume: san diego, financial services, investment manager, cio

CFP - 15 years experience - Dallas

Tags for this Online Resume: CFP, Finanical Advisor, Wealth Manager, Dallas

Personal Financial Advisor

Personal Financial Advisor