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Online Resumes with "Personal Financial Advisor"
Personal Financial Advisor
Personal Financial Advisor
Personal Financial Advisor
Personal Financial Advisor
Personal Financial Advisor
Personal Financial Advisor - 10 Years of Experience - Near 85226
In order to have a career that will enable me to fulfill my career in financial industry.
Tags for this Online Resume: Real Estate, Financial, Insurance, Long Term Care, Microsoft Excel, Annuity, Life Insurance, Retirement planning, Microsoft Office
Personal Financial Advisor
Personal Financial Advisor
Personal Financial Advisor
Personal Financial Advisor
Summary An Accomplished Leader, specializing in developing and managing Retirement Plan solutions for Institutional clients by providing independent advice on: * Plan Design * Investment Policy Development & Monitoring * Investment Advice to Plan Sponsors & high net worth Participants * Fee Benchmarking * Vendor Selection * Fiduciary Oversight * Employee Education Consult on 401 (k) plans, profit sharing, defined benefit / ...
Tags for this Online Resume: Business Development, Consultative Sales, Financial, Investment Services, Sales, Services, Balance, Benchmarking
Registered Financial Sales Assistant
I would describe myself as very assertive, aggressive, competive, enterprising, determined and goal oriented.
Tags for this Online Resume: Registered Financial Assistant, Series 7,6,63 & Insurance Licensed, Registered Sales Assistant, Financial Assistant, Brokerage Assistant, Broker Assistant
