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Online Resumes with "life health variabl"
Financial Advisor - 15 Years of Experience - Near 34677
I am currently living in Long Island, NY looking to relocate to Oldsmar, FL. I have my series 7 and 66 plus NY Life and Health and Variable annuities licenses. I am a Registered Sales Assistant to a financil advisor with a book of business of $125million plus.I would like to continue on that careeer path. My best contact is either my email address mm4740@aol.com or my cell phone (914)588-8696. Thank you.
Tags for this Online Resume: Oldsmar FL, St Petersburg FL, Tampa FL, Regisered Sales Asst.
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
Financial Specialist - 20 Years of Experience - Near 34108
My career history spans over 23 of financial/trade operations, investment/client service experience with 13 years in Trust Administration. I focused on analyzing and providing solutions for a complex and high net worth client base while exceeding compliance requirements. I'm looking for a growing company that shares my focus of exceptional client service and excelling compliance regulations. In the past I passed and held S...
Tags for this Online Resume: Order Entry, Receivables, Support, Planning, Statistics, Consultative Sales, Management, Portfolio Management, finance, excel, Investment Associate, Trust Operations, Securities Trading
Life Insurance agent, worked for growing estate planning and probate practice seeking a job as a Financial Advisor/ Wealth Manager - will bring book of business
Objective: to grow a strong client base through education and collaboration with local estate planning attorneys and healthcare providers. Already maintain strong referral base and have clients ready to transfer to new financial institution. PROFESSIONAL SUMMARY ACCOMPLISHMENTS Obtained and Maintained Florida Life, Health and Variable Annuity License (FL 215). Will have 65 license by end of 2017. Member of many estate pl...
Tags for this Online Resume: Real Estate, Capital Expenditures, Estate planning, Planning, Accounting, Annuity, Customer Service, Financial, Financial Statements, Firepond Answer, finance, wealth managment, financial advisor, life insurance