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Online Resumes with "advisor "



Financial Advisor - 20 Years of Experience - Near 10463

PROFILE Savvy and skilled financial advisor and insurance agent with over 23 years of experience who provides comprehensive wealth management, investment, and retirement services to individuals, families, and corporate clients. Experienced in alternative investments, fundamental and technical analysis, and risk management using option hedging strategies.

Tags for this Online Resume: Financial Advisor, Series 24, Series 7, Life and Health Insurance, Branch Manager, New York City, Series 65, Alternative Investments, Accounting, Budgeting, Insurance, Bonds, Mutual Funds, Equity, Management, Financial

Financial Advisor - 8 Years of Experience - Near 80014

Tags for this Online Resume: McMillon

Featured Profile

Director of Education & Training

I have been making a difference in people's lives for 35 years as a Financial Services Professional with expertise developed through broad experience in Personal Estate Planning and Business Needs Analysis.

Ideal Companies: Guardian Life Insurance, MassMutual Financial

Tags for this Online Resume: Passion, Trustworthy, Dedicated, Detail Oriented, Empathy, Proflies, LEAP

Financial Advisor - 18 Years of Experience - Near 85142

Accomplishments Completed all six modules for the Certified Financial Planner designation. Enabled a personal contribution of over $65 million in incremental assets during final year of production by providing distinguished business acquisition sales skills and advice expertise. Grew customer base year over year, adding approximately 100 new clients for the firm. Earned a reputation for delivering expert financial advice an...

Tags for this Online Resume: financial, investment, advisor, insurance, retirement, Referrals, Annuity, Insurance, Life Insurance, Management, Long Term Care, Mutual Funds, Network Services

Collections Agent

Tags for this Online Resume: training, on site managment, property manager, leaseing managment, advertisement, apt management, basic financial, interview, screening, hiring, ect, operations manager leasing, renting, service advisor, implementing and overseeing project s, sales/lease purchases management, basic ar/ap, front office phones, scheduleing, consulting, maintaining websites/sale, call center training/managment/retention/customer service, retail management, work from home customer service

Financial Advisor - 10 Years of Experience - Near 21213

PROFILE Highly motivated, goal oriented Sales Professional/Collections Manager, with a can do attitude, accompanied by a ten years of successful experience, exceeding sales goals and building new profitable client base. Superb client support and problem resolution, great organizational skills, demonstrated ability to identify and remediate complex deficiencies, as well as resolving time-sensitive projects. Hands on creative...

Tags for this Online Resume: Budgeting, FACETS, Management, Asset Management, Sales, Bankruptcy, Benefits, Collection

Personal Financial Advisor - 10 Years of Experience - Near 20603

To acquire an Financial Representative position with a compensation consisting of salary and commission.

Tags for this Online Resume: Washington DC Metro Area, Financial Advisor, Insurance, Sales, Customer Service, Business Developement, Manager, Consultative Sales, Real Estate, Sales, Marketing Management, Benefits, Financial, Insurance, Networking

Personal Financial Advisor - 1 Years of Experience - Near 07876

Tags for this Online Resume: New York, Cold-Calling, Finance, SalesForce, Financial Planning, Entrepreneur , Business Development, Recruitment

Recruiter - 2 Years of Experience - Near 22038

An internationally certified and experienced health, safety and environmental professional seeking the position of a health and safety manager/advisor/supervisor/specialist/trainer in an organization where i can explore on my experience in the field and my commitment to health and safety will in the long run yield a profitable operation.

Tags for this Online Resume: Nigeria, Bachelor of science, Oil and Gas Health and Safety professional, Project management consultant, Experienced, Internationally certified

Personal Financial Advisor - 7 Years of Experience - Near 93065

My goal is to go from the personal financial planning side of the Financial services industry to the operational side of the business. I feel there is a growing need for non sales focused professionals with experience in managing people and organizations that can benefit the growth of this industry.

Tags for this Online Resume: retirement planning, Banking, Investments, Customer Service, Customer Retention, Relationship Manage, Estate planning, Financial, Financial Analysis, Planning, Operations, Organizational Development, Series 66&7 Licenses

Personal Financial Advisor - 20 Years of Experience - Near 19131

Tags for this Online Resume: Responsible, Reliable, Team Builder, Driven, Focused

Featured Profile

MEDICAL ETHICS ADVISOR

I have had 20 years medical ethics training and advising. I specialize in end-of-life issues for hospitals and medical experimentation ethics. I serve on three Institutional Review Boards (IRB) and have passed the Certified IRB Professional exam.

Tags for this Online Resume: Sacramento, Part-time, 300/day, ethics trainer, medical/research, compliance, palliative care