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Online Resumes with "CRPC"
Looking to work in a position where I am able to maintain my own practice, as well as train new advisors, without alot of corporate agenda.
A managerial position with a national or global organization whereby I can utilize my financial expertise, customer interaction skills, and marketing background, combined with my MBA and international experience, to make a major contribution to the growth of a business segment.
Motivated in Financial Industry
Ideal Companies: PNC; Wachovia; FINRA; Bank of America;
I am looking for an Operations or Assistant position in the financial services industry that will be able to utlize my unique combination of previous success to contribute to the profitablity and growth of the firm.
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...
Seeking a regional or management position.
Tags for this Online Resume: Series 7, Financial Advisor, Branch Manager, Sales Manager, Retirement, Compliance, Series 24, CFP, CLU, CRPC, customer service, regional, insurance, recruit, sales director, annuities, mutual funds, chfc, operations manager
Flexibility, up to 75% travel, higher compensation
Planing form the perspective of risk management,investment and retirement planning and wealth transfer to higher net worth individuals and businesses
Results driven, closer, consultative approach, highest level of business acumen, Client retention and cross selling specialty. Extensive product knowledge, works well alone oir excels in team approach.
PROFESSIONAL SUMMARY: Compliance, Sales Supervision and Financial Services professional with more than 18 years of experience. Holds the Series 7, 9, 10, 63,66, Life, Health and Annuity licenses.