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Online Resumes with "paraplanner"
Paraplanner/Financial Operations, Portland, OR
Detail-oriented client services professional with 5+ years experience in the independent financial services industry. Known for utilizing strong technical background and exceptional planning skills to analyze clients’ financial condition and present effective insurance/investment solutions. Chartered Retirement Planning Counselor (CRPC), FINRA series 7 and 63 and Life/Disability/LTC licensed. A productive problem-solver pro...
Tags for this Online Resume: clilent service, Excel, trading, planning
Registered Paraplanner seeks part-time work in Detroit, Michigan
I am seeking a part-time position so that I can further my education and obtain my series 65 license.
Behind the scene whiz
Ideal Companies: Northwestern Mutual, MetLife, Country Companies, Goldman Sachs, Bear Stearns, etc.
Tags for this Online Resume: Investment Associate, Insurance, Finance, Banking, Financial Industry, Paraplanner
The Captain Jean-Luc Picard of Financial Services
Intense, detailed-oriented, and life impacting financial service professional exhibiting exceptional interpersonal, communication, and customer service skills. Creative, Resourceful, Committed.
Ideal Companies: Merrill Lynch, Edward Jones, Lincoln Financial Group, Principal Financial Group, Retirement Strategies, Inc
Tags for this Online Resume: Assistant, Administrative, Financial Servicew
Personal Financial Advisor
Tags for this Online Resume: Wealth Management, Client Service, Paraplanner, Client Relationship, Manager, Operations
Financial Planner and Paraplanner, Cincinnati but I i will consider anywhere in the US
Successful Wealth Advisor and Private Banker
I am a highly analytical Financial Advisor who feels passion for my profession, clients and desire to learn new ways to serve customers in all their financial needs. I have excellent sales skills and interpersonal relationships. Actually I’m looking for new opportunities in Private Banking Services, Financial Planning and Wealth Management Advisory Services in the USA market. I have excellent communication skills both Engli...
Ideal Companies: Citi, Sun Trust, Wells Fargo, JP Morgan Chase, Bank of America, UBS, Wachovia Bank, Regions Bank, Popular Community Bank, Goldman Sachs.
Tags for this Online Resume: Wealth Advisor, High Network customers, Financial Planning, Asset Allocation strategies, Credit Analyst, Risk management, South Florida market, Latinamerica Market, Miami, Branch Manager, Private Banker, BBA Management, Financial Planner, Registered Paraplanner, Sales Team member
Para-planner
My focus would be on client service in order to ensure the maintenance of an efficient, organized office that allows the advisor to focus his//her energy building client relationships.
Featured Profile
Vision, Passion, Trust, Mentor, Compassion, Team, Change.....LEADERSHIP
Team builder and guide who achieves business objectives through providing positive leadership and management skills and traits to the team. Change manager who functions as sponsor, agent and target while leading the team through the ever changing environments we work in. Cross collaborating leader who gains the trust of colleagues and team members to deliver on the goals and objectives for today and in anticipation of where...
Ideal Companies: Chase Bank, Citibank, PNC Bank, Bank of America, U.S. Bank, Barclays Bank
Tags for this Online Resume:
Leadership, Change Management, People Management, Process Design Management, Customer Experience Expert, Sales Management, Team Development, Balance, Balance Sheet, Credit Card
Instructional Coordinator - 5 Years of Experience - Near 55082
Tags for this Online Resume:
Financial, Planning, Platinum, Consulting, Insurance, Training, Securities
Vision, Passion, Trust, Mentor, Compassion, Team, Change.....LEADERSHIP
Team builder and guide who achieves business objectives through providing positive leadership and management skills and traits to the team. Change manager who functions as sponsor, agent and target while leading the team through the ever changing environments we work in. Cross collaborating leader who gains the trust of colleagues and team members to deliver on the goals and objectives for today and in anticipation of where...
Ideal Companies: Chase Bank, Citibank, PNC Bank, Bank of America, U.S. Bank, Barclays Bank
Tags for this Online Resume: Leadership, Change Management, People Management, Process Design Management, Customer Experience Expert, Sales Management, Team Development, Balance, Balance Sheet, Credit Card
