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Online Resumes with "financial advisor "
Personal Financial Advisor - 20 Years of Experience - Near 33414
To obtain a position as Branch Manager/ Investment Consultant for a large banking organization. I believe that now, more than ever, individual retail investors will seek to manage their own investment portfolios with the help of knowledgeable professional investment counselors.
Tags for this Online Resume: Securities, Annuity, Bookkeeper, Insurance, Series 24, Series 63, Series 7
Personal Financial Advisor - 5 Years of Experience - Near 97304
QUALIFICATIONS * Over 11 Years of experience in financial industry * Proven ability to increase sales and revenue * Series 7, 63, 66 licensed. Oregon Life, Health, Variable, Property and Casualty * Highly knowledgeable in all product areas * Proficient in Microsoft Word, Excel, Power Point, Netx360, Thomson One, Smart Office, and NaviPlan
Tags for this Online Resume: Financial, Financial Industry, Marketing Management, Microsoft, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Sales, Sales Increase, Series 63
Personal Financial Advisor - 7 Years of Experience - Near 10583
Professional Summary Demonstrated leader and team builder, with extensive experience in both professional sports and client management. Proven results in engaging clients and customers in the development of new and existing business as well as maintaining long term client relationships.
Tags for this Online Resume: Budgeting, Advertising, Spring, Business Development, Management, Recruiting, Scheduling, Sports, Certified Financial Planner, Financial
Sales Representative - 2 Years of Experience - Near 21085
Profile Successful saleswoman, financial advisor, and golf professional seeks to leverage her unique skill set and business development skills toward company success. Skills Summary Financial Advivsor and Associate Financial Advisor: Patricial Soto First Command Financial Services 16 Months total as Financial Advisor * 3 Months in Gateway Program * 13 Months as Associate Financial Advisor * Series 6, 63, 65, Life and Health...
Tags for this Online Resume: Financial, Advertising, Business Development, Clubs, Credit Card, Financial Services, Insurance, Networking, Oracle, Planning
Not Listed - 20 Years of Experience - Near 48383-3035
Highly motivated and goal-oriented Licensed Financial Advisor. License includes Series 6, 63, Life and Health. Seeking a position with a strong result based Financial Services Company that will utilize experience and skills with continued growth and advancement.
Tags for this Online Resume: Planning, Retirement planning, Financial, Financial Services, Services, Securities, Insurance, Lucky
Personal Financial Advisor
Areas of Expertise * Facilities Management * Multi-Site Operations * Financial Management * Safety & Compliance * Tenant Relations * Contracting & Negotiations * Project Management * Preventive Maintenance * Team Leadership * Vendor Management * Problem Solving * Conflict Resolution * Sales/Marketing
Tags for this Online Resume: Bank Deposits, Deposits, Drafting, Microsoft PowerPoint, Accounting, Accounts Receivable, Budgeting, CMA, Compliance, Infrastructure
Financial Advisor - 20 Years of Experience - Near 60077
Qualifications Profile Dynamic, results-oriented, Financial Services Professional with a track record of marketing investment products and building strong relationships. Broad-based skills in business development, client relationship management and market expansion. Strong listening and communication skills, building effective relationships with clients, staff and management at all levels.
Tags for this Online Resume: Deposits, Management, Services, Referrals, Acquisitions, Banking Industry, Insurance, Integrate, Investment Management, Leadership
Financial Advisor - 15 Years of Experience - Near 10706
Obtain a position in the financial services industry or the wine and spirits industry. I am a successful sales professional with proven marketing skills. I thrive on high net worth and corporate client acquisition, sales, liaison services and business activities requiring the highest levels of excellence and integrity. Travel is not an issue. I currently possess the FINRA Licenses Series 63, 7, 65 and the NYS Life and Healt...
Tags for this Online Resume: Bonds, Financial, Mutual Funds, Planning, Customer Relationship Management, Prime, Derivatives, Private Client, Real Estate, Management, Wines and spirits
Financial Advisor - 17 Years of Experience - Near 92377
Tags for this Online Resume: Bonds, Financial, Insurance, Life Insurance, Referrals, Series 6
Financial Specialist - 19 Years of Experience - Near 20723
Professional Summary Financial advisor with 16 years of experience specializing in customer facing support. Over 9 years of experience supporting senior level management with financial subject matter expertise.
Tags for this Online Resume: Business Operations, Documentation, Financial, Investment Opportunities, Support, Technical Requirements, Accounting, Accounts Payable/Receivable
Personal Financial Advisor
Personal Financial Advisor - 20 Years of Experience - Near 76006
Desire high level financial advisor position working with multimillion dollar accounts.
Tags for this Online Resume: Dallas finance investments high level, Financial, Annuity, Certified Financial Planner, Insurance, Life Insurance, Planning, Series 7
