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Online Resumes with "financial advisor "
Financial Advisor - 20 Years of Experience - Near 30060
I have
Personal Financial Advisor - 10 Years of Experience - Near 34994
To assist Financial Advisors with clients in meeting financial goals. To build long-standing relationships of trust based on solid fiduciary skill, active listening, respect, operations, and education.
Tags for this Online Resume: operations, client associate, sales support, brokerage, trading, Treasure Coast FL
Personal Financial Advisor - 20 Years of Experience - Near 94523
Actively pursuing a role as a financial consultant for established firm, providing support with plan design, product selection, investment portfolio design and life insurance reviews. Objective is to build my own book of business over time while acting as a resource to other financial planners or CPAs and their clients.
Tags for this Online Resume: San Francisco, Walnut Creek, life insurance, investments, annuities, mutual funds, Morningstar, excel
Financial Advisor - 16 Years of Experience - Near 43299
Enthusiastic, hardworking sales professional seeking to obtain a challenging marketing position providing professional career growth in the sales and project management.
Tags for this Online Resume: Columbus, Ohio, consulting, closer, project management, marketing, sales, career growth, Licensing, Benefits, Integrate
Auditor - 14 Years of Experience - Near 76065
Outstanding Auditor, Financial Advisor and Business Consultant with over 12 years of experience developing strategic financial plans, auditing and transforming organizations standard operating procedures. Specialized in financial forecasting, profit and loss management and compliance audits for private companies in different industries in Puerto Rico, the United States and the Caribbean.
Tags for this Online Resume: CPA, Finance, Accounting, Consulting, Audit, Dallas, Texas
Financial Advisor - 16 Years of Experience - Near 14468
Skilled consultative sales professional confident and comfortable working on complex transactions with long lead times. Effective at prioritizing work flow and coordinating multiple players and partners in the field. Polished and well presented. Proficient at identifying opportunity in the market, orchestrating the plan of attack and delivering on-plan results consistently.
Tags for this Online Resume: Account management, Business development, Wholesaler, Registered Representative, Management, Financial Services, sports
Financial Advisor - 7 Years of Experience - Near 60142 - Chicago NW Suburbs
Financial Advisor - 15 Years of Experience - Near 34677
I am currently living in Long Island, NY looking to relocate to Oldsmar, FL. I have my series 7 and 66 plus NY Life and Health and Variable annuities licenses. I am a Registered Sales Assistant to a financil advisor with a book of business of $125million plus.I would like to continue on that careeer path. My best contact is either my email address mm4740@aol.com or my cell phone (914)588-8696. Thank you.
Tags for this Online Resume: Oldsmar FL, St Petersburg FL, Tampa FL, Regisered Sales Asst.
Financial Advisor - 10 Years of Experience - Near 19034
Sales, Sales Management, or Client Services
Tags for this Online Resume: FINRA, Manage, Assets, Client, Series, Insurance, Service, Sales
Personal Financial Advisor - 3 Years of Experience - Near Mandeville, LA
A position with a reputable and growth-oriented investment company in which I can utilize my knowledge and experience for individual and business achievements.
Tags for this Online Resume: financial advisor, insurance, financial planner
Personal Financial Advisor - 1 Years of Experience
Financial Advisor - 20 Years of Experience - Near 11797
Looking to obtain a management role in investments with a large retail bank where I can apply my incredibly successful background in sales with my experience as a manager to help coach advisers toward achievement.
