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Online Resumes with "Retirement Planning "



Retirement Sales

Tags for this Online Resume: 401k Sales, Financial Services , Insurance Sales, Retirement Planning, Employee Benefit Sales, Wealth Management

Relationship Manager

Relationship Management Financial Advisor Investment Finance and accounting

Ideal Companies: Fidelity Johnson and Johnson

Tags for this Online Resume: Relationship Manager, Retirement Plan Management

Regional Director, Retirement Plans

I am looking to move AWAY from the financial industry. I have done very high-level sales for 10+ years (business owners, presidents, C-level officers). With a Finance degree and a minor in Econ, I am open as to the direction I will take.

Ideal Companies: I am very open -- I have worked with both large and small companies

Tags for this Online Resume: Management, Finance, Sales, Economics, C-level

Retirement Plan Analyst

Looking for a challenging position that will pull my skills and experience into play.

Ideal Companies: n/a

Featured Profile

Investment Manager, Tampa

Tags for this Online Resume: Series 7, Project Management, Investment Management, Customer Service Director, Retirement Planning , Call Center Director

Mutual fund Wholesaler, Texas - 20+ years experience

Tags for this Online Resume: Mutual Fund Wholesaler, Mutual Fund Regional Director, Retirement Plan Wholesaler, 401k Plan Wholesaler, Mutual Fund Vice President

Relationship Manager/Account Management New England

Extensive background in the financial services including relationship management, banking, investments, retirement plans and sales.

Tags for this Online Resume: Investment, Relationship Management, Retirement, Account Management

Investor Relations

To successfully manage client relationships through sales and business development in an assigned territory

Tags for this Online Resume: Retirement Planning, Account Management, Territory Management, Asset Allocation, Cross-Selling

Senior Level Investment/Financial Professional

Senior level position to build upon my specialized and intensive institutional investment management experience from Bank of New York Mellon and Rockwell International Corporation, and Operational Risk Management experience at KeyCorp. Extensive experience in complex defined benefit and defined contribution retirement plan investment management, risk management, financial analysis and accounting, capital markets, complianc...

Tags for this Online Resume: ARCHER, GRC, MPT, VAR, Investments, Investment, Risk, Compliance, Wealth, Portfolio, Fiduciary

Construction Consultant

Member of local 1977. Start on second retirement plan.Licenced Consultant with B2 general qualifications for licencing.

Tags for this Online Resume: Construction Consultant, Management, Spec and Design, Fabricator, Installer