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Online Resumes with "financial advisor "

Financial Advisor - 20 Years of Experience - Near 04096

Accounting & Finance Resumes - Financial Analyst Resumes - Yarmouth, ME

* Build client relationships Financial investments retirement planning and insurance product sales Experience in forecasting planning and expense management of corporate budgets Produced corporate financial reports for statutory/GAAP accounting income statements and balance sheets Relationships * Effective developing strong relationships to understand client/employee needs and achieve results Positive open leadership style ...

Tags for this Online Resume: non-profit, sales, Financial, fundraising, portland, relationship, client

Wealth Advisor

Accounting & Finance Resumes - Personal Financial Advisor Resumes - ,

Sales, United States

Sales & Sales Management Resumes - Advertising Sales Agent Resumes - Cliffwood, NJ

*Marketing Products *Building & Maintaining Client Rapport *Presentation/Public Speaking *Closing *Management (leadership, communication, and motivation) *Networking (financial advisors, attorney’s, real estate agents etc.)

Director - 20 Years of Experience - Near 55129

Management & Business Resumes - Director Resumes - Saint Paul, MN

SUMMARY * 14 years of experience as a Financial Advisor and 9 years of Management experience. * Leader and Change Agent, particularly in the Financial Services Industry. * Successful Revenue Builder who can move the needle and grow a profitable business from the ground up. * Profoundly increased advisory assets at last employer from $750 million AUM (Assets under Management) to $3.4 billion AUM. As such top-line revenue gre...

Tags for this Online Resume: Management, Sales, Financial, Financial Services, Services, Training, Recruiting, RIA, SEC, Securities and Exchange Commission (SEC)

Compliance Manager

Management & Business Resumes - Compliance Manager Resumes - Green Bay, WI

SUMMARY Experienced Financial Services Executive with extensive expertise in the Financial Services industry. Knowledgeable with insurance products, bank channel investment sales and compliance as well as comprehensive financial planning in the independent financial advisor channel. Possess skills which are most suited to compliance oriented positions within the industry, consisting of strong attention to detail in conjunct...

Tags for this Online Resume: Sales, Financial, Compliance, Financial Services, Services, Distribution, Planning, Equities, Fixed Income, Health Insurance

Financial Analyst - 17 Years of Experience - Near 06089

Accounting & Finance Resumes - Personal Financial Advisor Resumes - Weatogue, CT

SUMMARY Results-oriented financial services professional with extensive experience partnering with clients to understand requirements and coordinate resources to deliver business solutions to achieve objectives. Recognized as a successful leader with particular expertise in manager research, portfolio management, business development and relationship management. Strong team contributor with highly valued organizational, com...

Tags for this Online Resume: Management, Research, Universe, Retail, Consulting, Analytical Skills, Asset Management, Business Development, Distribution, Financial, Portfolio Management, Team Player

Administrative Services Manager

Management & Business Resumes - Administrative Services Manager Resumes - Forest Hills, NY

Summary I have many years of experience in the Financial Service industry. My expertise is servicing clients, Financial Advisors as well as being a liaison between Financial Advisors, management and operations. I have an extensive background in trading, sales, front-office operations, and platform technologies that provide complete understanding of our systems.

Tags for this Online Resume: Customer Service, Customer Service Rep, Billing, Scheduling, Bonds, Customer Accounts, Filing, Financial, Management, Publications

Financial Manager, Branch or Department - 16 Years of Experience - Near 22101

Accounting & Finance Resumes - Financial Manager, Branch or Department Resumes - Mc Lean, VA

Maximize sales, organizational, management and administrative skills to be profitable and productive in the financial services industry. UNITED BANK 11/15 - Present BRANCH MANAGER / ASSISTANT VICE PRESIDENT (Alexandria, VA) * Key individual in prospecting and acquisition of Investment/Brokerage sales. In addition, coaching and training of team to acquire referrals to obtain necessary appointments with Financial Advisor to r...

Tags for this Online Resume: Annuity, Health Insurance, Insurance, Series 6, Series 63