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Online Resumes with "financial adviser"



Financial Manager, Branch or Department - 20 Years of Experience - Near 32789

Tags for this Online Resume: Florida, Winter Park, Fl, Investment Adviser, Financial Adviser, Chief Financial Officer

Financial Advisor

Career Summary Waddell & Reed Financial Advisors FINANCIAL ADVISOR (January 2012 - October 2013) Provided full spectrum of financial planning services for clients including conducting meetings to assess their needs and goals, educating them on the benefits of services available as well as potential risks, and monitoring accounts to incorporate changes as needed. Key Accomplishment: * Credited with keen ability to establish ...

Tags for this Online Resume: Estate planning, Financial Planning, Management, Planning, Risk Managemwnt, Portfolio Management, Retirement planning, Annuity Planning, Estate planning, Financial, Management, Planning, Platinum, Portfolio Management, Retirement planning, Annuity

Insurance Sales Representative - 7 Years of Experience - Near 07607

to reach my full potential as a financial professional. My greatest skills are oral and verbal communication, fact finding and listening to customer needs, and help customers find solutions to meet those needs. I find great satisfaction in helping people solve their problems, and helping them reach their full potential. Professional Path The Prudential Insurance Company of America Financial Adviser May, 2014 - Present As a ...

Tags for this Online Resume: Computer Aided Software Engineering, Financial, Insurance

Fundraiser - 20 Years of Experience - Near 22508

COVER LETTER: Dear Friend, As a non-profit major gifts officer who has continually brought in sources of funding and has a proven record for developing sales programs, I am writing to express interest in your need for a gifts officer. With solid business management acumen and leadership, I have raised more than $5,000,000 in total funding revenue through successful negotiations and sales strategies in the last five years. A...

Tags for this Online Resume: Business Management, Management, fundraiser

Financial Specialist - 20 Years of Experience - Near 77380

Looking for a position where my years of managerial and sales experience can benefit a company. Compensation is very flexible, priority is an enjoyable position, working with professional people.

Tags for this Online Resume: Cash Management, Fixed Income, Insurance, Management, MBS, Portfolio Management, Real Estate, Securities, Financial Adviser/Sales

Foreign Trade Manger - 24 years experience

PLS refer to first paragh. on my C.V.

Tags for this Online Resume: MANGER, ASST.MANGER, BANKING, L/Cs ,L/Gs, OPERATIONS, FINANCIAL ADVISER

Chef or Head Cook - 10 Years of Experience - Near 02720

SUMMARY As I Financial Adviser, I am responsible for bringing on new clients and managing current client's accounts. I am responsible for the recommendation of certain products and investments to not only grow their portfolios, but protect them in a declining market. I have individual investors and institutional investors, such as 401 (k)'s with companies. My investment licences include Series 7 and 66. I am also licensed i...

Tags for this Online Resume: Chef, Quality, Quality Assurance, Quality Control, apparel, Purchasing, Retail, Financial, Health Insurance, Insurance

Featured Profile

Financial Manager - 20 Years of Experience - Near 07960

SUMMARY BIO Thomas E. McMahan is an executive with broad experience in the consulting, publishing, financial information and financial services sectors. After graduating with a BA in Political Science from University of Pennsylvania and: -Four years as a Captain in the USMC, -McMahan received an MBA with honors from The Wharton School . - After working for two years as a consultant at McKinsey & Co., -McMahan's career inclu...

Tags for this Online Resume: Business Development, Consulting, Evaluate, Financial, Financial Services, Its, Mba, Microsoft Access, Networking, Business development

Recruiter - 2 Years of Experience - Near 23233

Jason's Deli can * Manage Internship selection process for Richmond, VA office 154% growth year over year. * Develop new interns and post graduate students over a 120 day program to focus on career as a Financial Adviser. * Conduct daily activity accountability and coaching meetings with individual representative on how to effectively run their practice 170% growth in internship production year over year. * Facilitate and c...

Tags for this Online Resume: Recruiting, Sales, Social Media, Tourism, human resources, recruiter, hr, customer service, sales, recruiting, employee relations, staffing, campus relations

Financial Specialist

To obtain a challenging position as a Financial Advisor or Financial Consultant. I am highly motivated individual seeking a career to utilize my training and experience. I have excellent administrative and customer service skills. I work well as an individual or in a team. I have a passion for Financial Advising and find it a highly rewarding career.

Tags for this Online Resume: Adobe, Adobe Photoshop, English Language, French Language, Microsoft, Microsoft Frontpage, Microsoft Office, Microsoft Windows, Microsoft Windows XP, Purchase Agreements

Education Teacher - 6 Years of Experience - Near 27284

• To create an atmosphere where the student can maximize his or her academic potential • To establish a relationship with the student to make the learning experience more enjoyable • To master the ability to create the best learning atmosphere for the student

Tags for this Online Resume: Home, Online, facilitator, instructor, flexible, full time, students, philosophy, AllFusion Harvest Change Management, Evaluate, education, teach, teaching

Insurance Sales Representative - 13 Years of Experience - Near 35209

Seeking a position in Customer Service.

Tags for this Online Resume: Accounting, Customer service, Sales, Training manager, Financial adviser, Bughet maintained, Management, insurance