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Online Resumes with "financial advisor "
Financial Advisor - 20 Years of Experience - Near 34957
SUMMARY OF QUALIFICATIONS * Well versed in all areas of sales, marketing, finance, customer service and business development. * Proven track record of sound business judgment and an authentic customer relationship building style. * Sales closer with a full range of sales skills from opening negotiations to final closing. * Long history of increasing revenues and expanding bottom line profits. * Highly motivated team player,...
Tags for this Online Resume: Retail, Banking Industry, Business Development, Business Development Manager, Sales, Sales Training, Team Player, Time Management, Training, Customer Service
Financial Manager, Branch or Department - 16 Years of Experience - Near 28278
Summary Manage and produce as a Financial Advisor. Serve as a trainer and subject matter expert for junior advisors. Seeking to transition into a management role in order to further educate and guide other advisors on a holistic approach to the financial advisor role. Have had experience in all facets of this industry, from Compliance and Operations to Sales providing me with knowledge to become an asset for a growing inves...
Tags for this Online Resume: Documentation, Equity, Front Office, Futures, MBS, Swaps, Capital markets, Commodities, Fixed Income, ISDA
Personal Financial Advisor - 20 Years of Experience - Near 19087
SUMMARY A results-driven and forward-thinking senior financial services manager, with a proven track record in investment portfolio management, account management, asset allocation, client management, financial consulting, estate planning and retirement planning, and strategic partnerships. Leverages progressive business acumen and strategic forward-thinking to perform as a fervent leader in financial analysis, asset evalua...
Tags for this Online Resume: Retail, Estate planning, Planning, Retirement planning, Book of business, Capital markets, Treasuries, Financial, Account Management, Business Acumen, finance
Sales Engineer - 15 Years of Experience - Near 92679
FINANCIERA MEXICO - Mexico City. 2005 - 2007 Financial Advisor Rendered financial services to private and family-owned businesses to maintain the desired balance of investment income, capital gains and risk management. * Achieved highly esteemed First Diamond Sales for New York Life Insurance. * Generated over $500,000 in sales in the first year. * Acquired leads and converted to sales by cold calling, appointment setting, ...
Tags for this Online Resume: High Net Worth, Inside Sales, Publishing, Sales, Web, Web Technologies, Benefits, Call Center, Business Development, Business Development Manager, business development, account executive, technical sales, account manager, sales representative, inside sales, outside sales, marketing
Personal Financial Advisor - 12 Years of Experience - Near 91604
Career Summary and Objectives I have spent the majority of my career as a practicing attorney, focusing extensively on estate planning and administration. With the added focus on financial services over the past several years, I now have a new perspective and approach, and I am seeking a new opportunity to which I can apply my unique blend of experience and knowledge.
Tags for this Online Resume: Estate planning, Planning, Insurance, Management, Drafting, Financial, Document Review, Tax Planning, Litigation, Real Estate
Financial Advisor - 17 Years of Experience - Near 27587
Tags for this Online Resume: Annuity, Recruiting, P&L, Marketing Management, Sales, Sales Training, Training, Equity, Health Insurance, Insurance, marketing, account executive, Sales Manager
Financial Specialist - 19 Years of Experience - Near 85050-8505
Tags for this Online Resume: Phoenix, Financial services, Executive assistant , Sales assisitant, Administrative support, Office manager, Financial advisor associate, Customer service, Estate planning, Planning, finance
Senior Manager - Several Years of Experience - Near 14224
I am actively pursuing W2 employment! After almost 5 years of 1099 employment and [attempted] entrepreneurship, I'm ready to return to the corporate world in an environment that values innovative thinking, integrity and quality.
Tags for this Online Resume: Financial, Investment Services, Securities, Assessments, Human Resources, relationship management, strategic planning, retirement counseling, advisory, investment management, defined contribution plans, ERISA, fiduciary, investment analysis, western new york, regional management, travel, SaaS, CRM, Microsoft Office, Outlook, detail oriented, focused, high-level business acumen, Communication skills, process improvement, Human resource optimization
Personal Financial Advisor - CFP® - 30 Years of Experience - Near 19422
Tags for this Online Resume: Certified Financial Planner, Financial, Futures, Advertising, CFP, Financial Industry, Insurance, Planning, Personal Financial Planning, Portfolio Management, Wealth Management
Nonprofit Organizer & Residential Sales - 4 years experience - San Diego
Accomplished individual with extensive experience providing effective operations leadership including recruiting, staffing and training and health & safety compliance management and building a nonprofit organization. Customer Service Manager skilled in analyzing organizational needs and delivering solutions to enhance customer experience. Ability to build teams that work efficiently and cohesively toward common goals and us...
Ideal Companies: Nonprofit, Restaurant, Motivational Speaker,
Tags for this Online Resume: Healthcare , Epa, Dot, OSHA, MWMA, Joint Commission , EVS, Policies and Procedures, Infection control, Housekeeping, Salesforce, ADP, Outlook, Safety Compliance, San Diego, Nonprofit, Administrator, Bed Tracking, Customer Service Relations, EPIC, Transamerica Illistrator, Life Insurance Lic., Annuities, Life Insurance
Financial Advisor - 15 Years of Experience - Near 28277
Deepening Client Relationships for Business Development as an Investment and Financial Sales Executive.
Tags for this Online Resume: Cash Management, Estate planning, Financial, Insurance, Life Insurance, Management, Mutual Funds, Networking, Planning, Recruiting
Insurance Sales Representative - 18 Years of Experience - Near 19320
Served on Board of Directors - Beth Chaim Synagogue Served on Board of Directors - Habitat for Humanity Chester County
Tags for this Online Resume: Book of business, Customer Service, Financial, Financial Services, Referrals, Services, Planning, Certified Financial Planner, CFP, Securities, wealth management, Financial Advisor, sales
