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Browse Online Resumes by Occupation
Sales & Sales Management Online Resumes
Financial Advisor - 20 Years of Experience - Near 02919
financial advisor in bank or credit unions, or salaried position in securities or insurance industry. will consider other teaching or managerial positions. owned several small business.
Tags for this Online Resume: series 7,24,63,9,10, life , owned smal businesses, human relations, teaching, long hours, Securities, Insurance, Operating Room, Series 24, Series 63, Series 7, HARD WORKER
Financial Advisor - 4 Years of Experience - Near 10016
Tags for this Online Resume: Book of business, Budgeting, Financials, Mutual Funds, Request for Proposals, Sales, Series 63, Series 7, Management, Book of business, Financials, Mutual Funds, Request for Proposals, Sales, Connectivity, Investment Management
Financial Advisor - 19 Years of Experience - Near 08071
Summary of Qualifications * Highly accomplished professional with 25 years of sales and business development experience in the Financial Industry * Right personality to interact with A-Level clients * Demonstrated customer service excellence, business acumen and strategic planning ability * Committed to quality and building an organization focused on analytical reasoning, innovation, collaboration and profitability * Specia...
Tags for this Online Resume: Financial, Microsoft Outlook, Public Relations, Publications, Capital markets, Consulting, Joint Ventures, Pharmaceutical
Financial Advisor
Career Summary Waddell & Reed Financial Advisors FINANCIAL ADVISOR (January 2012 - October 2013) Provided full spectrum of financial planning services for clients including conducting meetings to assess their needs and goals, educating them on the benefits of services available as well as potential risks, and monitoring accounts to incorporate changes as needed. Key Accomplishment: * Credited with keen ability to establish ...
Tags for this Online Resume: Estate planning, Financial Planning, Management, Planning, Risk Managemwnt, Portfolio Management, Retirement planning, Annuity Planning, Estate planning, Financial, Management, Planning, Platinum, Portfolio Management, Retirement planning, Annuity
Financial Advisor - 10 Years of Experience - Near 29715
& NOTABLE CONTRIBUTIONS
Tags for this Online Resume: E*TRADE, Financial, Wealth Management, Asset Management, High Net Worth, Management, Referrals, Sales
Financial Advisor - 15 Years of Experience - Near 74012
Managed Cultivated and fostered hundreds of relationships by prospecting homes and businesses * Provided tailored solutions for retirement planning, college savings, income and asset protection * Used comprehensive computer analysis to review retirement needs and goals and develop financial strategies * Responsible for Admin, Marketing, CRM, Presentations, Market updates over a 3 Million dollar territory base of 40+ custome...
Tags for this Online Resume: Planning, Retirement planning, Cash Management, Customer Relationship Management, Financial, Financial Analysis, HR, Human Resources, Insurance, Management
Consultant
Results-oriented consultant and client manager providing innovative business and financial design, development and implementation to small, medium-sized, large businesses, government and educational enterprises including healthcare, K-12, undergraduate and graduate educational institutions, and a variety of business verticals. Extensive background in new business development, client acquisition, Human resources, and account...
Tags for this Online Resume: Financial, Financial Services, Services, Insurance, Consulting, Management, Management, Actuarial
Financial Advisor
Financial Advisor - 18 Years of Experience - Near 30188
I am a hard working and dependable individual with diversified experience in sales, finance, and education, seeking employment with a professional organization. I am a motivated and success-driven individual, proficient with several current software packages. My objective is to obtain a position with a dynamic company allowing opportunity for growth and advancement.
Tags for this Online Resume: Financial, Fixed Income, Investment Opportunities, Planning, Referrals, E*TRADE, Bonds, Book of business, Email, High Net Worth, schwab, wealth manager, relationship manager, portfolio manager
Controller - 7 Years of Experience - Near 33166
Tags for this Online Resume: Financial planning, Team player, Networking, Active listening, Account Reconciliation, Business Development, Business Planning, Communication Skills, English Language, Financial
Financial Advisor - 15 Years of Experience
Financial Advisor - 20 Years of Experience - Near 29118
Tags for this Online Resume: Financial, Sales, Customer Service, Business Development, Clusters, Coaching, Communications, Management
