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Personal Financial Advisor Online Resumes

Personal Financial Advisor

Financial Services Professional - 9 years experience

My career goal is to join a premier financial firm that can benefit from my abilities and provide a platform for future growth and opportunity.

Sales Manager - 9 Years of Experience - Near 07090

Areas of Expertise * Retirement Planning * Financial Strategies * Strategic Planning/Analysis * Risk Mitigation * Wealth Planning * Asset Protection * Training & Education * Portfolio Management * Relationship Development * Money Management * Corporate Benefit Programs * Communication Skills E-Mail: Assisted founding partner of large regional financial services firm with intricate retirement and estate planning opportunitie...

Tags for this Online Resume: Benefit Plans, Estate planning, Planning, Profit Sharing, Bonds, Financial, Mutual Funds, Mutual Funds

Personal Financial Advisor

Retirement Expert

Tags for this Online Resume: retirement, relationship management, pension, manager, client specialist

- 20 Years of Experience - Near 91803

Government Liaison with expertise in developing relationships and the resolution of complex problems, working with top ranking city officials and other entities to ensure communication and cooperation among stakeholders leading to project success; strong background as Sales Support Manager ensuring outstanding customer service. Highlights: - Bilingual: read, write & speak English and Spanish. - Strong leadership in projec...

Tags for this Online Resume: Customer Service, External Affairs, Negotiator, Sales Support, Managed Call Center, Obtained City Permits, Bilingual, San Gabriel Valley

Personal Financial Advisor - 20 Years of Experience - Near 06880

I am a private banking, hedge fund, and investment advisory professional who has raised over $1 Billion from high net worth, institutional, and international investors. I have led successful sales campaigns for traditional investment products at private banks and innovative strategies at hedge funds. With experience at money center financial institutions, start-up hedge fund companies, and financial advisory firms, I can ...

Tags for this Online Resume: Equity, Asset Management, Banking Industry, Hedge Fund, Insurance, Life Insurance, Management, Private Client, Reuters, Universe

Bachelors degree - Operations Management; Associate in Accounting; Financial Advisor

A dedicated and hardworking new professional interested in an opportunity in accounting. Demonstrated skills in quantitative reasoning, statistical analysis, research, teamwork, detail-orientation, multitasking, and strong communication skills.

Personal Financial Advisor

Securities/Insurance/Nonprofit Development - 20 years experience

I would like to channel my experience into a position that has high energy, excitement and which I will have a passion to be a part of everyday.

FINANCIAL ADVISOR GENERALIST

WORK WITH VARIOUS CLIENTS IN ALL ASPECTS OF FINANCIAL PLANNING

Tags for this Online Resume: PLANNER, EMPLOYEE BENEFITS, ADMINISTRATIVE, PART TIME, FINANCIAL, INSURANCE

Personal Financial Advisor - 20 Years of Experience - Near 33912

Client focused financial service professional that excels in working one-on-one with clients to manage their portfolios. Successfully advised clients on college savings, retirement planning, social security planning, tax planning and asset allocation. Proficient in analyzing and executing portfolio management strategies. Experienced with regulatory and compliance assurance. Extensive experience in small business entrepreneu...

Tags for this Online Resume: Bonds, Financial, Management, Manufacturing, Planning, Tax Planning, Retirement planning, Accounting, Accounts Payable, Accounts Payable/Receivable, Financial Advisor