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Online Resumes with "SERIES 7"
VP Business Development
Professional sales manager aimed at mazimizing the company's goals.
Ideal Companies: URS
Tags for this Online Resume: business development, salws manager
Associate Financial Advisor - Series 7, 66, Life/Accident/Sickness Agent
I want to align my career path with a financial planning/wealth management firm that personifies integrity through prudent planning, utilizes altruistic planning strategies, and provides the potential for hard work and ambition to be rewarded.
Registered investment professional/sales- 20 years sales experience -series 7 license
Objective to provide and offer comprehensive financial advise to clients for wealth appreciation and capital preservation. Fulfill clients needs and expectations regarding their income and benefits needs into retirement. Markets: small businesses and individual investors. Have designed over 45 mini categories of portfolios with ETFs (25 securities with 5 ETFs each)
Tags for this Online Resume: Financial advisor trainee, sales and marketing, financial portfolio design, small business, investment products, mini portfolio categories
An accomplished and dedicated National Account Manager
Looking to secure a position as a National Account Manager with a major asset management firm, mutual fund company or annuity carrier. I am an accomplished Financial Services professional with over twenty years of industry experience. I am a committed team player that has an extensive background in annuities, managed accounts and mutual funds. My versatility and demonstrated success across all distribution channels make me...
Ideal Companies: Legg Mason, New York Life, ING, Eaton Vance
Tags for this Online Resume: Series 7
Registered Sales Associate 10 years experience Series 7 & 66 licensed
Registered client associate, adept at working in fast-paced environments demanding strong organizational and versatile office management skills,combined with proficiency in Microsoft Office programs and interpersonal skills. Committed to exceptional customer service and driven by challenges, ability to independently plan and manage diverse customer relationships. Accustomed to fast-paced, high-pressured positions,demonstra...
Tags for this Online Resume: Series 7 licensed, administration, clerical, support staff, series 66 license
Aggressive, outgoing and professional top performer.
An opportunity to continue in similar lines of business with opportunities to move into management.
Tags for this Online Resume: Investments, Insurance, Planning, Advisor
Experienced Personal Banker- Series 7, 66, Life Licensed
To succeed and excel in the financial industry- building relationships with clients and helping them and myself be financially successful and secure.
Excellent Salesman
High impact sales professional with strong communication/interpresonal skills and creative thinking
Ideal Companies: Renaissance Capital, Kinetics Advisers, Citadel
Tags for this Online Resume: Sales/Marketing
Virginia Tech Graduate - CFP Track - Looking For Paraplanning Role
Seeking a paraplanning role that will allow for the development of the skills and knowledge to become a certified financial planner in the future.Willing to relocate if needed.
Tags for this Online Resume: Microsoft Excel, Organized, Efficient, Client Relationship Management, CFP, Series 7
Financial Professional - 2+ Years Experience - Series 7 Licensed, CFA Expected 12/10
To earn a challenging and rewarding career in the financial industry.
Executive Assistant
Find an Executive Assistant or Registered Sales Assistant opportunity
Tags for this Online Resume: Series 7 and 63, Typing speed: 90 wpm, Powerpoint, Excel, Microsoft
Marketing, Business Development & Finance Executive
A managerial position with a national or global organization whereby I can utilize my financial expertise, customer interaction skills, and marketing background, combined with my MBA and international experience, to make a major contribution to the growth of a business segment.
Ideal Companies: Autodesk, Fidelity, Microsoft, Oracle
Tags for this Online Resume: International, Marketing, Business Development
