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Online Resumes with "financial advisor "
Financial Advisor - 20 Years of Experience - Near 33019
To obtain a position as a team player in a people oriented organization, where I can maximize my extensive sales experience in a challenging environment to achieve corporate goals. I currently hold a Florida 215 resident insurance license.
Tags for this Online Resume: Call Center, Medicare, Insurance, Life Insurance
Personal Financial Advisor - 3 Years of Experience - Near 02190
Relationship and Bank Manager - 5 Years of Experience - Near 10009
Senior AML Analyst, AML Data analyst, Compliance Officer, ACAMS Candidate
Tags for this Online Resume: new york city, AML Analyst, Spanish, English and German, Compliance officer, AML Data analyst, AML officer, 10009, 5 years experinece
Insurance Sales Manager - 7 Years of Experience - Near 33410
Tags for this Online Resume: Florida, Director, Trainer , Financial Services, Financial Advisor, Investments , Financial Planning, Retirement
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
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
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
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
