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Financial Advisor Online Resumes
Experienced Private Banker
I am looking for a job the offers me the ability to grow inside an organization. I am also looking to use and develop the skills that I have acquired over the last 20 years.
Ideal Companies: wells fargo, Bank of America, Pnc, JP Morgan Chase Bank, Capital one, Td Bank
Tags for this Online Resume: Experienced Privated Banker
Financial Advisor - 16 Years of Experience - Near 22652
Sales Professional focused on fostering trust and cultivating partnerships based on financial accountability and transparency. Skilled at building relationships with clients and surpassing quotas and expectations. Accomplishments FINRA series 65, 6, and 63 licensed Life, Health, Annuity insurance licensed Annual sales convention qualifier Northeast territory top annuity producer FINRA series 65, 6, and 63 licensed Life, He...
Tags for this Online Resume: Insurance, Financial, Planning, Cash Flow, Estate planning, Life Insurance, Real Estate, Retirement planning, Securities, Insurance Sales
Financial Advisor - 1 Years of Experience - Near 44313
Financial Advisor - 20 Years of Experience - Near 02904
Summary: Confident and highly accomplished financial services leader with 30 years experience. Highly motivated, results oriented, licensed professional with strong closing and sales skills. Strong understanding of business drivers, performance metrics, new business development, training, recruitment, and retention. Excels in building relationships and influencing others to achieve results. Skilled in identifying talent and...
Tags for this Online Resume: Insurance, Life Insurance, Recruiting, Training, Commissions, Financial, Planning, Sales, Annuity, Financial Services
Financial Advisor - 15 Years of Experience - Near 07399
Tags for this Online Resume: Series 7/63, Wholesaler, Alternatives, Annuities, Mutual Funds, Financial Planning, Practice Management
Financial Advisor
Financial Advisor - 20 Years of Experience - Near 38655
I am seeking a career,not job hunting
Tags for this Online Resume: sales, sales management, marketing, Oxford, Memphis
Financial Advisor, Indiana
My goal is to find a financial services firm looking for an experienced sales advisor that will provide leads and/or a book of business to manage that I can work with in the Indianapolis/Lafayette area.
President or vice-president
I am a motviator. I am a problem solver.
Tags for this Online Resume: Management, Benefits, Estate planning, Financial, Insurance, Life Insurance, Long Term Care, Medicare, Planning, Probate, account executive, account manager
Financial Advisor
Investment-Financial Advisor/West Palm Beach
With my diverse business and investment background I have a demonstrated ability to facilitate confidence with a high net worth clientele, creatively developing new relationships and most importantly retaining and perpetuating the most valuable asset, the company’s exiting clients. I feel I would be a good fit by incorporating excellent interpersonal skills and a team fostering approach with any financial service firm. Als...
Tags for this Online Resume: high net worth, excel, client relationships
Financial Advisor - 10 Years of Experience - Near 85027
PROFESSIONAL SUMMARY Talented sales professional parlaying over 14 years of recognized achievements from a dynamic industry base. Always exceeding sales targets with a natural ability in developing long-term relationships converting prospects into lifelong clients, from all economic and cultural backgrounds. Poised, yet a self-starter who excels under complicated and demanded situations. A creative problem solver and fast s...
Tags for this Online Resume: Sales, Competitive Analysis, Face to face sales, Insurance, Logistics, Management, Planning, Public Relations, Real Estate, Sales Support
