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Online Resumes with "Plan Counselor"

Certified Financial Planner, Chartered Retirement Planning Counselor

Insurance Resumes - Insurance Sales Manager Resumes - ,

Chartered Retirement Planning Counselor

Accounting & Finance Resumes - Personal Financial Advisor Resumes - Jersey City, NJ

Looking to become a registered associate within a group of advisors in NYC or northern New Jersey.

Paraplanner/Financial Operations, Portland, OR

Accounting & Finance Resumes - Financial Specialist Resumes - Portland, OR

Detail-oriented client services professional with 5+ years experience in the independent financial services industry. Known for utilizing strong technical background and exceptional planning skills to analyze clients’ financial condition and present effective insurance/investment solutions. Chartered Retirement Planning Counselor (CRPC), FINRA series 7 and 63 and Life/Disability/LTC licensed. A productive problem-solver pro...

Tags for this Online Resume: clilent service, Excel, trading, planning