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Online Resumes with "Series65"
Financial Services Professional
Ideal Companies: Watson Wyatt, Callan, Cambridge, Mercer, LCG Associates
Tags for this Online Resume: Investment Consultant
financial analyst
any position that related financial or investment analyst.
Tags for this Online Resume: licnesed series 65 and 31
Financial Planner
My vision, skill set, and talent lie in rainmaking. Love to meet new people and court them into a business relationship. I am also a leader; I am looking to develop profit centers, recruit and train new representatives, and manage the performance of sales teams.
Tags for this Online Resume: Series 24, Series 65, leader, client relationship closer, rainmaker
Mutual Fund Operations/Administration - 10 years experience Series 65 Licensed
Right now, just secure a stable career opportunity where I can contribute and be nurtured.
Tags for this Online Resume: Mutual Funds, Excel, FiservAPL, CharlesRiverDevelopment, PowerPoint, Series 65
Financial Advisor, 3 years, Series 7, Series 63, Series 65, Series 66
I desire a job that is full opportunities for advancement. I enjoy working independently and with highly skilled professionals. Furthermore, I also enjoy helping others and attacking challenging problems
Investment Advisor / Portfolio Manager
A small team environment where individual choices can make a difference in overall job performance.
Ideal Companies: T. Rowe Price, Penn State, PA Retirement system, GM Asset Management, GE Asset Management
Tags for this Online Resume: equity, analyst, research, financial, planner
Registered Paraplanner seeks part-time work in Detroit, Michigan
I am seeking a part-time position so that I can further my education and obtain my series 65 license.
Experienced insurance/financial professional
Looking for a position that would utilize both my analytical and relationship building skills.
Ideal Companies: The Hartford, Chubb, Safeco, Liberty Mutual
Tags for this Online Resume: MBA, Underwriter, Licensed property-casualty agent, Licensed life insurance agent, CPCU, AU, ARM, AIAF, AIS, APA, ARC, ARM-P, ASLI, AIM, FLMI, Series 65, Series 7, Series 63, Accounting, Finance, Risk analysis
Compliance Manager
Tags for this Online Resume: Compliance, Series 7, Investment Advisory, Managed Money, Series 65, Advisor, Branch Compliance
Trader and Portfolio Manager, Irvine California
Tags for this Online Resume: Trading, Portfolio Managment, Series 7, Series 65, Excel, Bloomberg
Marketing
Tags for this Online Resume: Marketing, CRM, Business Development, Series 65, Investment , Leader
Senior Sales Executive
Responsible for sales and distribution of alternative investments products and vanilla based investment strategies, to financial services firms and corporations globally.
Ideal Companies: Vanguard, Franklin Templeton funds, Blackrock and Fidelity investments.
Tags for this Online Resume: Retirment plans, international sales, retirement plans sales, 401k, 403B sales, Retirement, asset management, asset