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Online Resumes with "retirement advisor"
Retirement Advisor Manager, Houston
To enhance current skills while learning new skills which may broaden my value to the company with which I partner
Tags for this Online Resume: Series 7, Group 1 Insurance License, Series 63 and 66, Senior Financial Planner/Advisor, Retirement planning, Seminar training
financial advisor/ retail business owner
manage sales force, producer
Tags for this Online Resume: financial advisor, banking, insurance, retirement advisor, investing, sales manager
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
Financial Services Sales Agent
SUMMARY Over 20 year's professional experience providing outstanding service to clients. Proficient with developing business. Consistent leader among peers with regard to customer satisfaction and production. Highly motivated individual who seeks challenges and solutions to problems. Excellent communicator who is proficient at explaining complex ideas and educating customers and training referral partners to achieve positiv...
Tags for this Online Resume: Insurance, Real Estate, Health Insurance, Long Term Care, Series 7, Financial, Financial Services, Services, Forth Programing Language
Financial Specialist
Ideal Companies: Goldman Sach, Amazon
Tags for this Online Resume: Insurance, Financial, Investment Opportunities, Mutual Funds, Planning, Account Manager, Account Management, Collection, Excellent track record, Fair Debt Collection Practices
