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Online Resumes with "retirement planning"
Insurance Agent,, Financial Planning West Los Angeles
Meet to help people make retirement plans and financial planning to get best and safest ways to grow their money.
Vice President- Investment & Retirement Plan Consultant
Experienced client services relationship and account manager looking for a position in the 401k industry as an account manager, consultant or retirement plan administrator. I am also interested in account management positions outside of the retirement industry where I can apply my extensive account management experience to become successful in another field.
Participant Education - Advisor - 9 years, NASD licensed
Retirement Plan Participant and Plan Sponsor Education, support and advisory work has been my most recent past experience. Working in a Client Service role to maintain clients. Well versed in many Microsoft programs and technologically savvy and learn quickly new programs.
Tags for this Online Resume: Participant Education, Communication/Education, Retirement Plan advisor, Customer Service, Trainer, advisor
VP-Financial Services - Sales & Field Management
Wholesale financial services, such as mutual funds, variable annuities, life insurance and retirement plans to financial advisors.
Tags for this Online Resume: wholesale, mutual funds, variable annuities, retirement plans, insurance programs, managed accounts
Quality Assurance Analyst
Technical Professional with proven success in delivering quality features on schedule. Strong analytical skills and attention to detail. Well-developed communication and problem-solving skills. Experience in software development, product verification, and quality assurance. Maintain great rapport with colleagues and management.
Retirement plan specialist
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
Executive Operations Management
Looking for a job where i can leverage from my strenghts of 25+ years of Operations, Risk and Call Center Management positions.
Ideal Companies: Fortune 500
Tags for this Online Resume: Financial Operations
Client Focused Sales Strategies
Objective: Internal Wholesaler Highly motivated, goal-oriented, and results-driven professional, with profound background in finance, including generating new sales ideas and developing short- and long-term financial planning; equipped with comprehensive background in selling equities, mutual funds, fixed-income products, qualified and non-qualified retirement plans, buy-sell agreements, and insurance products.
Tags for this Online Resume: Client Focused Sales Strategies, B2B Sales and Consulting, Financial Needs Analysis, Wealth Management, Strategic Alliances Development, Prospecting Strategy Development and Execution
Benefits Manager
Tags for this Online Resume: Global Benefits Manager, Mergers and Acquisitions, Retirement Plans, Leave of Absence
Senior Financial Services Leader
Highly accomplished senior sales leader with over thirteen years experience in sales management, business development, recruitment and training. Goal and results-oriented, decisive leader with proven success establishing lasting customer relations, identifying growth opportunities, and initiating strong business alliances. Thrive in dynamically changing environments requiring focused decision making. Hold MBA with concentr...
Tags for this Online Resume: Financial Advisor , Asset Management, Investment Consultant, Retirement Planning
Accountant
Tags for this Online Resume: Mutual Funds, Investment Education Consultant, Retirment Plans, 401K, 403B, 457, Analytical, Goal Oriented, Collaborative team player
