CV, Curriculum Vitae and Online Resumes Search
Recruiters - Try Postings!
Postings.com™ is a must-have for recruiters who want to:
- Find Qualified Candidates
- Find Job orders and Post Splits
- Be Found in Search Engines
- Implement a Social Sourcing Strategy
Job Seekers - Look Here!
Hitting a wall with your job search? Try Climber Premium.
- Top the Search Engines
- Unsurpassed Candidate Marketing
- Power Career Networking
- Fresh Jobs from the Net
Were you looking for Wealth-Transfer job results?
Click Here to search for Wealth-Transfer in our 2.4M jobs.
Online Resumes with "Wealth Transfer"
Tax Attorney
I am looking for an engaging position where I can use my diverse experience and education to have an immediate impact on my employer's operations and function. I am extremely hard working, and am a self starter. I possess good communication skills and I am easy to get along with. My diverse exposure to different types of tax and transactional issues, as well as my membership in multiple states' bar associations allows me to...
Tags for this Online Resume: attorney, tax, contracts, business, accounting, estates, transactions
Annuity Wholesaing and Advanced Planning Expert
Seeking a wholesalingopportunity to develop and nurture a sales region
Tags for this Online Resume: Variable Annuity Contract Structure, Advanced Markets, Wealth Management, Wealth Transfer, Planned Giving, Dynamic Public Speaker
Financial Services Professional / 18 years experience
Continue to help clients achieve their financial goals. Whether it's planning for their kid's college education, retirement or wealth transfer.
Tags for this Online Resume: Financial Consultant, Financial Advisor, Financial Planner, Investment Sales, Sales Assistant, Financial Services Professional
Accountant
Ideal Companies: Merrill Lynch, Wachovia Securities, Bank of America
Tags for this Online Resume: Regional Vice President, Wholesaler, Sales Manager, Business Development, Financial Markets, Wealth Management, Alternative Investments, Series 7, Series 66
Financial Sales, Pittsburgh, South Carolina,Florida
Planing form the perspective of risk management,investment and retirement planning and wealth transfer to higher net worth individuals and businesses
Tags for this Online Resume: CFP, ChFC, CRPC, RFC, LUTCF
Senior Insurance Sales Representative
I'm a Financial professional who has 10 yrs experience in assisting Financial Advisors with Life Insurance Planning and other related Planning Strategies to their HNW Clients. Expertise in Estate Planning, Business Continuation and other Wealth Planning Strategies.
Tags for this Online Resume: Insurance, Wholesaler, Planning, Wealth Management, Estate Planning , Wealth Transfer
Experienced financial advisor and trust and estates attorney
I am seeking a position that will allow me to fully utilize my legal and financial background and training in an executive or management capacity to make a positive contribution to my employer's bottom line success.
Ideal Companies: PNC Bank, Regions Bank, Cummins, Nike
Tags for this Online Resume: Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65
Retirement Specialist & Wealth Transfer
Financial Advisor - 10 Years of Experience - Near 32708
Consistent achievements as a top private banking and wealth management producer increasing revenues, portfolio size, and profits through expertise in business development, relationship management with exceptional service follow up. Specialized experience in the professional healthcare sector in relation to practice finance, wealth management, risk management, asset protection, wealth transfer for medical professionals and p...
Insurance Sales Representative - 12 Years of Experience - Near 08540
Summary Respected and trusted financial professional with a passion for helping individuals, families, and businesses in a non-sales oriented environment. Expert in client service, relationship management, portfolio design, retirement planning, life insurance, long-term care, and business succession. Experienced collaborator with attorneys and accountants for estate planning and intergenerational wealth transfer. 12 years' ...
Tags for this Online Resume: Management, Insurance, Planning, Retirement planning, Wealth Management, Financial, Portfolio Management, insurance, employee benefits, benefits consultant, sports, salaried
Lawyer - 12 Years of Experience - Near 29745
Focused on Created business consulting firm focused on clients with operational/legal issues relating to banking relationships, accounting practices, tax concerns, risk management, and employment controversies. Developed and advocated a systematic approach for clients to explore business exit scenarios, identify saleable/marketable assets, and implement succession planning. Managed a small staff. * Negotiated a settlement w...
Tags for this Online Resume: Litigation, Appraisals, Property Appraisals, SEC, SEC filings, Securities and Exchange Commission (SEC), Commercial Lending, Filing, Human Resources, Management
Lawyer - 8 Years of Experience - Near 19010
Attorney with extensive experience in the financial services industry. Provide consultative, client focused support to financial advisors and third party advisors (attorneys, CPAs), including comprehensive case design, research and analysis (tax, legal), education, and marketing support. Substantive areas of focus include trust and estate planning, charitable planning, planning for closely held businesses, selective employ...
Tags for this Online Resume: Wills, Compensation, Estate planning, High Net Worth, Planning, Financial, Research, Support, Benefits, Distribution
