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Online Resumes with "Personal Financial Planning"
Dedicated Administrative Assistant
Skilled administrator with broad experience and training in the manufacturing and service industries. Proven performance in preventative maintenance systems, computer software, office administration, personnel training, and financial reporting. Extensive training in personal financial planning and medical transcription.
Ideal Companies: Halliburton, Mesa County, Chevron,
Tags for this Online Resume: Executive Administration, Administrative Specialist
Financial Advisor / Manager - 20 years experience
Long-term career in personal financial planning with reputable firm.
Tags for this Online Resume: cfp, advisor, financial sales
Public Relations Manager, Los Angeles
A challenging career in public affairs and/or education, allowing for the use of acquired professional skills to enhance career growth.
Ideal Companies: Government agencies, Consulting firms
Tags for this Online Resume: Writing, Editing, Media, Transportation, Education, Outreach
Sales Professional
I am a tireless, energetic, and smart sales professional looking for a new challenge that utilizes my business skills. Looking for a career in business development, account management, and sales growth. While I excel at account management and growth, I am also a hunter and enjoy the challenge of earning new clients.
Ideal Companies: Coca-Cola, Wells Fargo, Fidelity, Schwab, US Bank, Medtronic, American Diabetes Association, Life Scan, University of Colorado,
Tags for this Online Resume: Business Development, Credit and Finance Analysis, Sales Management, Consultative Sales, Account Management, Strategic Planning and Execution
Financial Specialist - 1 Years of Experience - Near 62062
Energetic and highly motivated young professional with over eight years of Operations Management experience and eighteen years of consumer sales experience. A career-changing MBA with a passion and education for financial planning that strives to apply a business approach to personal financial planning.
Tags for this Online Resume: CFP Applicant, MBA, Financial Planner, Financial Advisor, Financial Services
Financial Specialist - 7 Years of Experience - Near 94510
Contribute to a company’s growth, reputation through application of my broad banking and investment knowledge and experience.
Ideal Companies: Credit Suisse, Morgan Stanley, State of California, Federal Reserve Bank, First Republic, City National Bank, Aspirant, Fremont Bank
Tags for this Online Resume: Compliance, Sales, Banking, Investments, Planning, Brokerage, MS Office, Client Service, Analysis, Operations, Coaching, Team work, Research, Profiling
Financial Planner - 20 Years of Experience - Near 28273
My goals and objectives are to continue to utilize my previous training and past success in the area of financial planning. I believe everyone should have a personal financial plan in place at all times;many small business and couples require personal pension creation and continual management to achieve financial goals. Whether one utilizes stocks, bonds,ETF's,variable products ,and Life Insurance;what always proves essenti...
Tags for this Online Resume: concerned, thoughtful, researcher, intuitive, family , experienced, planning , next generation
Compensation or Benefits Specialist - 10 Years of Experience - Near 02190
Retirement planning and research; tax analysis; financial project management; training and organizational development; ERISA and tax compliance
Ideal Companies: Towers Perrin, Aon, Boston Consulting Group, Hewitt, SunGard
Tags for this Online Resume: Communications, Reseach and Writing, Retirement , Working and Training, Personal Financial Planning, Tax Research, Voluntary Benefits and Compensation, Project Management, Client Communications, Compliance
Personal Financial Advisor - 7 Years of Experience - Near 44124
AREAS OF EXPERTISE * Financial Planning * Client Prospecting * Sales Team Leadership Investment Analysis * Sales Analysis & Projection * Business Development Needs Assessment * Financial Solution Design * Project Management
Tags for this Online Resume: Book of business, Leadership, Financial, Management, Planning, Wholesale, Sales, Account Manager, Book of business, Leadership, Financial, Management, Planning, Wholesale, wealth management, account management, securities, lending, insurance, vp, Financial Planning, Investments, compliance
Financial Specialist - 15 Years of Experience - Near 11746
My interest in the above position has incited me to forward my resume as requested in your advertisement on Indeed.com. I have been involved in a number of diverse employment situations, including a self-owned business, in which I successfully utilized various sales techniques, such as cold calling, telemarketing, and prospecting. During the past several years, my experience has been concentrated in banking and finance, w...
Tags for this Online Resume: finance, accounting, accountant, excel
Financial Specialist - 0 Years of Experience
SUMMARY OF QUALIFICATIONS Microsoft Office 2010- Excel, Word, PowerPoint, Outlook Typing - 40 WPM QuickBooks Cash Handling Customer Service Strong Work Ethic Outstanding Attendance and Punctuality Analytical and Organized Problem Solving and Decision Making Detail Oriented Independent yet Team Oriented Great Communication Skills Strong Multitasking Skills
Tags for this Online Resume: Customer Service, Accounting, Inventory, Data Entry, CAT, PET, Accounts Receivable, Communication Skills, Filing, Insurance
Flexible Professional/Experienced Project Manager/Team Leadership Experience and Business Strategist
Utilizing all my exceptional values, visions, skills and experiences. Creating an ever challenged career while instilling exceptional values with company culture. Attaining company visions with with my unprecedented and unique experiences. Creating a socially responsible and world class company.
Ideal Companies: Business Consulting, Johnson and Johnson, Microsoft, Google, Cisco, Amazon, Target, St. Jude Medical Center, Irvine, Slalom
Tags for this Online Resume: Customer Service, Process Improvement, Planning, Management, Compliance, Leadership, Project Management, Cost Slashing, Financial Management, Compliance Audits, Profit Margin Increase, Business Administration, Financial Planning, Staff Management, Employee Development, Team Leadership, Superior Attention to Detail, Quality Control, Strong Communication Skills, Sales, Strategic Planning, Budget Development, Commercial Construction, Business Development, Data Analysis, Data Collection, Change Agent, Investment Strategist, Sales force, Microsoft Office
