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Online Resumes with "CRPC"

Associate Manager/Financial Advisor - 7,66,Life/Health, 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.

Tags for this Online Resume: financial advisor, series 7, series 66, sales, manager, investments

Marketing, Business Development & Finance Executive

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.

Ideal Companies: Autodesk, Fidelity, Microsoft, Oracle

Tags for this Online Resume: International, Marketing, Business Development

Financial Advisor, CFP, CRPC, MBA

Financial Speacialist

Motivated in Financial Industry

Ideal Companies: PNC; Wachovia; FINRA; Bank of America;

Tags for this Online Resume: Series 7, Series 66, Life and Health License, CRPC, Business Financial Advisor, Financial Advisor

Operations Assistant w/ Sales Background

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.

Ideal Companies: Morgan Stanley, Smith Barney, Bank of America, Metlife, NY Life

Tags for this Online Resume: Series 7, Series 66, Florida 2-15 (LHVA), CRPC, MS Word, Excel, Morningstar, Customer Service, Attention to Detail, Effective Communication, Multi-Tasking

Paraplanner/Financial Operations, Portland, OR

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...

Tags for this Online Resume: clilent service, Excel, trading, planning

Series 7, 9/10, 24, 55, 63 & 65 Chartered Retirement Planning Counselor

Seeking a regional or management position.

Ideal Companies: Merrill Lynch, MetLife, Prudential, Allstate, Principal Financial, TD Ameritrade, E Trade, UBS, Morgan Stanley, Barclays, Brown Brothers Harriman

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

Full of Ideas, Customer Service Oriented

Ideal Companies: NASA, 3M, Sony Records, Wells Fargo, Ameriprise Financial, Bremer Financial, NASD, St. of Minnesota, Federal Goverment, State Department

Tags for this Online Resume: Series 24, Compliance, Sound Engineer, Music, Financial, Customer Service


Flexibility, up to 75% travel, higher compensation

Financial Sales, Pittsburgh, South Carolina,Florida

Planing form the perspective of risk management,investment and retirement planning and wealth transfer to higher net worth individuals and businesses

Tags for this Online Resume: CFP, ChFC, CRPC, RFC, LUTCF

Finacial Consultant - Vice President - CFP, CRPC - Retirement Sales

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.

General - 18 Years of Experience - Near 85097

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.

Tags for this Online Resume: Compliance, Financial, Policies and Procedures, Insurance, Annuity, Financial Services, CRPC, Sales Supervision, Series 7, SERIES 9 10, SERIES 65, Compliance Officer