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Online Resumes with "SERIES 63"
Financial Specialist - 10 Years of Experience - Near 80017
Looking to continue in a forward facing role working with individuals looking to get educated on how to prepare for retirement. Being able to continue to use my bilingual, Spanish, skills to work with the Latino market as well.
Ideal Companies: Great West, TransAmerica, JP Morgan Chase
Tags for this Online Resume: retirement, series 65, series 6, series 63
Accountant
Ideal Companies: investment, equity work, investment banking, New York, California, Fred aldure, Clear bridges
Tags for this Online Resume: Financial, Series 63
Principal
Tags for this Online Resume: Distribution, Financial, Financial Services, Mutual Funds, Securities, Series 63, Series 7, Services, Accounting, Commissions
Controller
Tags for this Online Resume: Forecasting, Management, Project Management, Business Development, Financial Industry, Series 63, Series 7, Sourcing
Personal Financial Advisor - 1 Years of Experience - Near 12533
Tags for this Online Resume: Series 6, Series 63, Microsoft Windows, Roofing, Insurance, Life Insurance, Planning, Quality, Quality Assurance, Retirement planning
Personal Financial Advisor - 1 Years of Experience - Near 10598
Tags for this Online Resume: Series 6, Series 63, Microsoft Windows, Roofing, Insurance, Life Insurance, Planning, Quality, Quality Assurance, Retirement planning
Chief Financial Officer - 20 Years of Experience - Near 75156
Tags for this Online Resume: Cash Flow, Cash Management, Certified Public Accountant, Management, SEC, Securities and Exchange Commission (SEC), Series 63, Working Capital, Consulting, Dba (Database Admin)
Vice President And Financial Advisor specializing in coaching and leading cross-functional teams
With over 15+ years of expoerience, as a Vice President and Financial Advisor, I have gained invaluable experience in in asset management, financial strategy development, process improvement, and client relationship management. This expertise has allowed me to be knowledgeable in driving referral business/productivity, building successful client relationships to boost profitability rates, and implementing financial stra...
Ideal Companies: Fidelity, Schwab, similar highly regarded financial institutions; sales force, google, facebook, other tech firms as well as fintech firms.
Tags for this Online Resume: Insurance, Services, Financial, Health Insurance, Management, Wealth Management, Portfolio Management, Risk Management, Planning, Series 7, Series 66, Series 63, California Life and Health Insurance License, Financial Planning, Team Building, Leadership, Project Management, Client Services Development Stratgic Marketing Plans & Execution, Management Consulting, Process Improvements, Strategic Parrtnerhip Devellopment, Consultative Selling, Asset Management, Policy Development, Employee Development/coaching/Mentoring, Sales Team Training & Performance Evaluations, Regulatory Compliance, Financial Markets, Broker Dealer, Strategic & Financial Planning, Client Services Development, Business Deveopment
Financial Specialist
Ideal Companies: rbc, rbc, rbc
Tags for this Online Resume: Book of business, Business Plan, Securities, Retail, Balance, Balance Sheet, Management, Series 24, Series 53, Series 63
Personal Financial Advisor - 20 Years of Experience - Near 32246
Ideal Companies: Financial Advisor
Tags for this Online Resume: Certified Financial Planner, CFP, Financial, Planning, Series 24, Series 63, Series 7
Financial Manager - 20 Years of Experience - Near 40831
Ideal Companies: Bank, Credit Union, State Government
Tags for this Online Resume: Commercial Loans, Customer Relationship Skills, Pricing, Sourcing, Insurance, Life Insurance, Securities, Series 6, Series 63, Management
Personal Financial Advisor
Tags for this Online Resume: Financial, Financial Industry, Insurance, Medicare, Property and Casualty Insurance, Series 63, Series 7