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Online Resumes with "Retirement Planner"
Making Dreams Come True
Ideal Companies: Strategic Planning Group, Coca Cola, Bank of America, Regions Financial, AXA, Liberty Mutual, Wells Fargo
Tags for this Online Resume: Financial Advisor, Financial Planner, Financial Annalyst, Mortgage Planner, Retirement Planner, Underwriter
Sr Retirement Planner
I'm still active thru an Agency,but am interested in what else is available for a fellow over 65. I retired from Management in 2005, and feel I have several more good yrs to offer in the right opportunity.
Highly Experienced Financial Service,specializing in Retirement Issues, Insurance and Series 7
Would be a good candidate for a job where extensive sales achievement and experience would be an advantage. Retirement reviews and solutions specialist.
Tags for this Online Resume: business development, Customer relations/retention, retirement planner, external wholesaler/financial
Retirement Planner 20+ years in both Corporate and Individual Market using investments and insurance products to provide solutions to Retirement Planning needs.
I want to make as much money as possible, while always acting in my client's best interest. I want to particpate in the education of America in saving for the future.
Ideal Companies: Bolton&Co, Marsh, LPL, NY Life, Morgan Stanley/Smith Barney, BNY Mellon
Tags for this Online Resume: Manager, MSOffice, Sales Professional, Presenter, Retirement Planner, Accredited Investment Fiduciary, Life Health and Annuity Licensed, FINRA Series 6 an 63, Employee Benfit Plans, 401(k) Plan sales and marketing
Certified Financial Planner/Tax Preparer/Southeast
I am a CERTIFIED FINANCIAL PLANNER™ practitioner certified by the Certified Financial Planner Board of Standards in Denver, Colorado. I am also a Registered Tax Return Preparer on personal and small business taxes for ten years. In addition, working as a financial planner for the last six years. It has been challenging and exciting working with clients to help them reach their life goals and secure their financial future ...
Tags for this Online Resume: Certified Financial Planner, Tax Preparer, Life Planning, Financial Planner, Retirement Planner
Assembler - 20 Years of Experience - Near 93277
I was a retired Planner and Estimator (WD-3806-08) using my experienced aboard the USS Carriers. I was also a retired Senior Chief Petty Officer of the US Navy Reserves with a 6 years in the United States Navy active duty.
