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Online Resumes with "Personal Financial Advisor"
Personal Financial Advisor - 2 Years of Experience - Near 84081
To assist a company with its operational and logistics needs.
Tags for this Online Resume: Customer Service, Light Emitting Diode, Logistics, Management, Sales, Sales Support, Support
Sales Manager - 20 Years of Experience - Near 34230-2598
Tags for this Online Resume: Logistics, Manufacturing, Capital Equipment, Lasers, Management, Support, Technical Support, Training, Financial, Financial Reporting, Executive Management
Lawyer - 20 Years of Experience - Near 91604
Career Summary and Objectives I have spent the majority of my career as a practicing attorney, focusing extensively on estate planning and administration. With the added focus on financial planning over the past several years, I now have a new perspective and approach, and I am seeking a new opportunity to which I can apply my unique blend of experience and knowledge.
Tags for this Online Resume: estate planning, trusts and estates, wealth management, financial advisor, financial planning, Planning, Insurance, Management, Drafting, Financial
Personal Financial Advisor - 3 Years of Experience - Near 14526
SUMMARY: Experienced professional with background in investment management, financial planning, middle market & personal lending, budgeting, back office operations and teaching.
Tags for this Online Resume: Management, Investment Services, Services, Wealth Management, Investment Management, Investment Opportunities, Liquidity, Security, Appraisals, Equity
Personal Financial Advisor - 4 Years of Experience - Near 60175
Tags for this Online Resume: Financial, Management, Asset Management, Book of business, Financial Analysis, Forecasting, Insurance, Integrate, Legacy, Microsoft
Personal Financial Advisor - 11 Years of Experience - Near 07601
Professional Summary Financial Services Professional successful in supporting world-class sales teams, aligning all initiatives with strategic business goals, operating effectively in demanding environments, and maximizing available resources to attain noteworthy results. Former Army Aviation Officer and construction industry project supervisor who leverages exceptional communication skills to build quality relationships wi...
Tags for this Online Resume: Series 7, Series 66, NaviPlan, Microsoft Office, CRM, Attention to detail, Relationship Management
Personal Financial Advisor - 20 Years of Experience - Near 33414
To obtain a position as Branch Manager/ Investment Consultant for a large banking organization. I believe that now, more than ever, individual retail investors will seek to manage their own investment portfolios with the help of knowledgeable professional investment counselors.
Tags for this Online Resume: Securities, Annuity, Bookkeeper, Insurance, Series 24, Series 63, Series 7
Personal Financial Advisor - 5 Years of Experience - Near 97304
QUALIFICATIONS * Over 11 Years of experience in financial industry * Proven ability to increase sales and revenue * Series 7, 63, 66 licensed. Oregon Life, Health, Variable, Property and Casualty * Highly knowledgeable in all product areas * Proficient in Microsoft Word, Excel, Power Point, Netx360, Thomson One, Smart Office, and NaviPlan
Tags for this Online Resume: Financial, Financial Industry, Marketing Management, Microsoft, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Sales, Sales Increase, Series 63
Personal Financial Advisor - 7 Years of Experience - Near 10583
Professional Summary Demonstrated leader and team builder, with extensive experience in both professional sports and client management. Proven results in engaging clients and customers in the development of new and existing business as well as maintaining long term client relationships.
Tags for this Online Resume: Budgeting, Advertising, Spring, Business Development, Management, Recruiting, Scheduling, Sports, Certified Financial Planner, Financial
Personal Financial Advisor
Areas of Expertise * Facilities Management * Multi-Site Operations * Financial Management * Safety & Compliance * Tenant Relations * Contracting & Negotiations * Project Management * Preventive Maintenance * Team Leadership * Vendor Management * Problem Solving * Conflict Resolution * Sales/Marketing
Tags for this Online Resume: Bank Deposits, Deposits, Drafting, Microsoft PowerPoint, Accounting, Accounts Receivable, Budgeting, CMA, Compliance, Infrastructure
Personal Financial Advisor
Personal Financial Advisor - 20 Years of Experience - Near 76006
Desire high level financial advisor position working with multimillion dollar accounts.
Tags for this Online Resume: Dallas finance investments high level, Financial, Annuity, Certified Financial Planner, Insurance, Life Insurance, Planning, Series 7
