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Online Resumes with "financial planner"
CERTIFIED FINANCIAL PLANNERā?¢ with 15 years experience providing objective advice and implementing solutions for affluent clients. Top performing advisor in balanced performance across banking, investments, and insurance. Proven record of developing loya
SUMMARY CERTIFIED FINANCIAL PLANNER? with 15 years experience providing objective advice and implementing solutions for affluent clients. Top performing advisor in balanced performance across banking, investments, and insurance. Proven record of developing loyal client relationships leading to high levels of client engagement.
Tags for this Online Resume: Certified Financial Planner, CFP, Investments, Insurance, Estate Planning, Trusts, Registered Investments Advisor, fiduciary, Financial, Planning, Sales, Networking, Referrals, Teller, Insurance, Deposits
Certified Financial Planner Reno NV
Manage a fee only financial planning firm
Merchandise Financial Planner -20 yrs experience-Charlotte
Financial /unit planner with extensive experience in developing, managing, and forecasting weekly financial plans to maximize profit in a fast paced environment.
Tags for this Online Resume: Microstrategy , Microsoft Office , Problem solving, Management , Analysis , Team player , Responsible , Flexible, Forecasting, Strategy, Decision maker, Results driven, Accuracy
Corporate Trainer
Desiring new position in new environment.
Tags for this Online Resume: Trainer, Coach, Instructor
Sales Representative - 20 Years of Experience - Near 33613
Senior Sales/investment professional with 4 years in insurance, 12 years in financial planning. Managing Director of International NGO 7 years (Africa). Consulting/Real Estate Development 4 years combined. Expert at new business development, domestically and in East Africa as well
Tags for this Online Resume: Business Development, Consulting, Management, NCR, Financial, Planning, Strategic Planning, Certified Financial Planner
Event Planning and Public Relations 20 Years of Experience - Near 30005
SUMMARY * Consistently surpasses goals and objectives in revenue and service areas * Extremely self-motivated, excellent communication and organizational skills * Effective in new project initiatives, team building and problem solving. *Director of Community Relations *Media Relations Manager, negotiation of advertising pricing, space allocation, press releases and large sponsorships *Production and execution of complex i...
Tags for this Online Resume: Benefits, Advertising, Arbitration, Certified Financial Planner, CFP, Project Management, Event and Logistics, External Relations, EMS, Corporate Events, 30005, Alpharetta, Johns Creek, Suwanee, Engagement
Financial Planner - 7 Years of Experience - Near 29466
Tags for this Online Resume: Management, Networking, Payroll, Portfolio Management, Wealth Management, Sales, Territory Sales, Wholesaler
Financial Planner - 20 Years of Experience - Near 06405
Tags for this Online Resume: Financial, Financial Services, Advisor, Insurance, Planning, Certified Financial Planner, Sales, Sales Management
Financial Planner and Advisor
Wealth Management Relationship Manager Investment Sales Banking Certified Financial Planner Advisor
Tags for this Online Resume: Business Development, Sales, Relationship Manager, Wealth Managment, Financial Planning
CEO Marketing - 20 Years of Experience - Near 85255
Assist in rebuilding a proud agency and establishing it as the #1 in its category or expanding it within its leading position.
Tags for this Online Resume: Media, Creative, Strategic Planner, Financial Planner, Mobile, Digital, Retail, Business Development, Commercial Production, Home Furnishings, Novell Netware, Supply Chain, Billing, Human Resources
Financial Manager, Branch or Department - 20 Years of Experience - Near 07974
Tags for this Online Resume: Certified Financial Planner, FINRA SERIES 65, MBA, Portfolio Management, Management, Retail, Bonds, Gateway, Housekeeping, Purchasing
financial planner
To pursue a position utilizing extensive management, financial planning, asset management, sales and marketing experience to build key relationships, grow business, build loyalty, capture market share and drive profits
Tags for this Online Resume: sales executive
