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Online Resumes with "Wealth Manager"



Financial Specialist

Tags for this Online Resume: Investments Manager, Wealth Management, Sungard, Metavante, finance, budget

Investment Real Estate Syndication & wealth manager

Hardworking and Fast Learning Worker

High energy professional with a passion to learn new things and challenge myself

Ideal Companies: Goldman Sachs, Merril Lynch, General Electric, Boston Consulting, Accenture, Hedge Funds

Tags for this Online Resume: Business Development, Financial Engineering, Information Technology, Equity Research, Investment, Wealth Management, Asset Management

Dedicated to move forward in the corporate environment.

I am looking to move out of the personal financial advisory sector and move on to a corporate finance position. I have a passion for finance and I complete jobs on time and with attention to detail. I lack experience, but I am intelligent and learn quickly.

Financial Services Position - entry level; trainee; intern

Working as a member of the financial services industry. Sectors include banks, investment banks, or brokerage and wealth management firms.

Tags for this Online Resume: Microsoft Word, Microsoft Powerpoint, sales experience, Microsoft Excel, knowledge of investments, Bachelors

Business Leader with over 20 years of experience working with Fortune 500 Companies, Financial Services, Wealth Management, and Non-Profits in multiple capacities including; Senior Leader, Vice President, Executive Board Member, Development Chair, and Pro

• Leadership and Mentoring • Strategic Planning and Implementation • Wealth and Trust Management • Financial and Investment Acumen • Business Development • Sales & Marketing • Relationship Management • Teambuilding • Motivating and Engaging Staff • Analytical Problem Solving • Fundraising • Presentation and Client Communication • Commitment to Service Excellence • Expanding Client Base

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

Client Service Associate or Analyst in Investment management, wealth management, portfolio management, hedge fund, private equity

To be in a supporting role to Investment Professionals

Tags for this Online Resume: Investment management

Senior Investment Analyst - 7 years investment research experience

To further my career in investment analysis, research, and wealth management.

Financial Services - wealth management

My career goals include being a successful individual that serves as a functional asset to the company I work for.

Junior Stockbroker - Wall Street Experience

Financial Advisor / Wealth Management Advisor

Registered Administrative Assistant -Series 7 -Series 66

Would love to work for a Wealth Management company as an Administrative Assistant.

Tags for this Online Resume: Finance, Human Resources, Wealth Management, Banking, Secretary, Client Service Associate, Associate, Registered, Administrator, Executive, Assistant, Clerical