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Online Resumes with "Vice President Financial Advisor"
Financial Services - Sales & Relationship Management
Results-driven sales professional with strong analytical and relationship building skills. Also have excellent territory management skills, organizational capabilities, and a strong team player.
Ideal Companies: Fidelity, MFS, Eaton Vance, State Street
Tags for this Online Resume: Consultative Sales, Relationship Sales, Relationship Management, Product Development and Launch, Account Management, Territory Management, Market Research and Analysis, Practice Management Best Practices
Vice-President Financial Advisor
Looking to expand with a large well known firm, with high Integrity. Same field as employed, financial services.
Vice President - Financial Advisor - 17 years experience
I'm a Financial Professional with 17 years experience managing 120 MM in client assets. 4 years experience as a Sales Manager of a 50 person branch managing over 5 Billion in assets. Experience includes maintaining high quality relationships with wealthy investors as well as compliance, HR, P&L monitoring and analyzing performance data.
Tags for this Online Resume: Sales focused, relationship manager, Management, discipline approach, Travel , Professional
Executive Director - 20 Years of Experience - Near 48042
Tags for this Online Resume: Security, Book of business, Financial, Business Development, Compliance, Financial Industry, Insurance, Leadership, Sales, Securities
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
Sales Manager
Tags for this Online Resume: Management, Banking Industry, Spreadsheet, Wealth Management, Business Development, Acquisitions, Financial, Mergers, Mergers and Acquisitions, Certified Financial Planner
Personal Financial Advisor
Tags for this Online Resume: Management, Due Diligence, Financial, Market Research, Research, SEC, Securities and Exchange Commission (SEC), Marketing Management, Sales, Analytical Skills
Senior Vice President - 15 Years of Experience - Near 08003
Tags for this Online Resume: A SERIES, Alternative Investments, Banking Industry, Cash Management, Estate planning, Financial, Financial Services, High Net Worth, Insurance, Life Insurance
Personal Financial Advisor
Tags for this Online Resume: Insurance, Life Insurance, Mutual Funds, Financial, Investment Management, Management, Management Solutions, Planning, Sales, Territory Sales
