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Online Resumes with "Financial Advisor"



Featured Profile

Vice President And Financial Advisor specializing in coaching and leading cross-functional teams

With over 15+ years of expoerience, as a Vice President and Financial Advisor, I have gained invaluable experience in in asset management, financial strategy development, process improvement, and client relationship management. This expertise has allowed me to be knowledgeable in driving referral business/productivity, building successful client relationships to boost profitability rates, and implementing financial stra...

Ideal Companies: Fidelity, Schwab, similar highly regarded financial institutions; sales force, google, facebook, other tech firms as well as fintech firms.

Tags for this Online Resume: Insurance, Services, Financial, Health Insurance, Management, Wealth Management, Portfolio Management, Risk Management, Planning, Series 7, Series 66, Series 63, California Life and Health Insurance License, Financial Planning, Team Building, Leadership, Project Management, Client Services Development Stratgic Marketing Plans & Execution, Management Consulting, Process Improvements, Strategic Parrtnerhip Devellopment, Consultative Selling, Asset Management, Policy Development, Employee Development/coaching/Mentoring, Sales Team Training & Performance Evaluations, Regulatory Compliance, Financial Markets, Broker Dealer, Strategic & Financial Planning, Client Services Development, Business Deveopment

Featured Profile

Award-winning financial sales executive with a superior track record of success in sales requiring consummate business development , communications , collaboration, and deal closing skills.

Seeking a position in sales to leverage my 35 years of consistent success driving revenue growth, market share ,and customer retention in one of the world's most competitive B2B industry sectors . Outstanding communication skills ; extremely comfortable in both 1:1 and group presentation settings .

Ideal Companies: Financial Services , Investment Management

Tags for this Online Resume: top sales producer, led planning, management, and growth efforts in five state territory, received Lifetime Achievement Award

Featured Profile

experienced Learning and Performance professional with strong ability to connect with stakeholders, identify gaps and recommend solutions

Accomplished Sales Enablement Professional with 15+ years of experience in the design of training and educational programs and curricula. Effective in enhancing and advancing organizational objectives. Skilled at Performance improvement, including root cause analysis. Expert in synthesizing information to meet learning requirements and align goals with organizational value and objectives. Ability to assess performance dash...

Ideal Companies: Performance consulting firms, Sales enablement vendors, , Centerstate bank, Citibank, Captrust, Accent technologies, Sales fuel, any of the big 4 management consulting firms: Mickensey, KPMG, Accenture, Insperity, Mindtickle, brainshark, Transamerica,

Tags for this Online Resume: Sales Enablement, Training Manager, Facilitator, director, Instructional Design, Sales Trainer, Coaching, Data analysis

Personal Financial Advisor

Financial Advisor - 7 Years of Experience - Near 77407

Tags for this Online Resume: Financial, Banking Industry, Annuity, Distribution, Financial Industry, Planning, Sales, Teller

Project Manager - 20 Years of Experience - Near 75022

Tags for this Online Resume: SAP, Business Intelligence, Financial, Consulting, Accounting, Full life cycle, NASA

Financial Manager - 20 Years of Experience - Near 35233

Tags for this Online Resume: Payroll, Staffing & Recruitment, Training, Services, Management, Wealth Management, Estate planning, Planning, Benefits, Business Development

Financial Advisor - 20 Years of Experience - Near 60004

Tags for this Online Resume: Financial, Financial Services, Services, Benefits, Management, Planning, Wealth Management, Investment Management, Retirement planning, Estate planning

Chief Information Officer

Tags for this Online Resume: Fixed Income, Management, ABS, CIO, Credit Analysis, Estate planning, Financial, Forecasting, Insurance, Microsoft Excel

Featured Profile

Financial Analyst - 0 Years of Experience

May 2019 - Present * Morgan Stanley Financial Advisor * Currently a Financial Advisor working towards building a growing client base in the Michigan area and providing sound financial advise to all my potential clients. This includes retirement planning, wealth accumulation and smart, thoughtful investing. * SIE, Series 7 and 66 certified * 2018 - 2019 * Medical Assistant * Responsible for assisting in surgical procedures ...

Tags for this Online Resume: C Programming Language, Cancer, Communication Skills, Diagnostics, Endoscopy, Excellent Communication Skills, Gastroenterology, Medical, Planning, Research

Financial Specialist

Ideal Companies: JP MORGAN CHASE, WELLS FARGO

Tags for this Online Resume: Compliance, Fraud, Underwriting, Underwriter, Audit, Business Development, Due Diligence, Litigation, Management, Insurance

Accountant - 14 Years of Experience

Tags for this Online Resume: Financial, Financial Services, Services, Acquisitions, Balance, Balance Sheet, Banking Industry, Business Development, Business Plan, Coaching