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Rss Personal Financial Advisor Online Resumes

Personal Financial Advisor

Investment Associate at Santander Bank

Build upon existing financial services experience and knowledge to obtain a mutual fund role and develop and refine the skills necessary to excel in that vertical.

Tags for this Online Resume: banking, financial services, wealth management, trader, mutual fund wholesaler, series 6, mutual fund

Personal Financial Advisor

Personal Financial Advisor

Tags for this Online Resume: Management, Due Diligence, Financial, Market Research, Research, SEC, Securities and Exchange Commission (SEC), Marketing Management, Sales, Analytical Skills

Personal Financial Advisor

Personal Financial Advisor - 20 Years of Experience - Near 22044

I worked 22 years in Bank(INTERBANK) in my Country(Lima-PERU). I have Education University Villareal in Lima PERU, in Economics Ciencias, with Certificates. Too have Certificate from Bank(INTERBANK). I am citizen USA. I speak english basic, read and writen best(40 w/m). I worked in USA 7 years in "Fitness Resource" assembling machines training (tread mills, crosstrainer, etc.),made my reports and order parts machines, by co...

Tags for this Online Resume: maniqui999

Client Driven Financial Salesperson

Ideal Companies: TIAA-CREF, Fidelity,

Tags for this Online Resume: Business Development

financial services rep

To move to a bank setting which allows me to spend more time in front of clients than traveling to see them.

Personal Financial Advisor

Dream Builder

Ideal Companies: UNESCO, Google, DeutscheBanc

Personal Financial Advisor - 20 Years of Experience - Near 22572

Professional with extensive experience working in the financial services industry including the management of retirement plans, annuities, managed assets and mutual funds. Throughout my career I have demonstrated proficiency in these areas, and also the capability to establish profitable working relationships with investors, financial representatives and management. I have developed credibility in these areas of wealth mana...

Tags for this Online Resume: Billing, Profit Sharing, Software, Distribution, ERISA, Financial, Management, Marketing Management, Marketing Support, Microsoft

Personal Financial Advisor - 11 Years of Experience - Near 11234

Demonstrated the ability to complete tasks accurately despite interruptions and competing demands.

Tags for this Online Resume: Management, Account Management, Business Development, Cold Calling, Documentation, Networking, Sales, Sales Executive, Security, Team Lead