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Online Resumes with "Wealth Advisor"

Administrative Services Manager - 15 Years of Experience - Near 49319

Described as tremendously motivated sales - driven organized and efficient. An essential asset to a strong performing team excels in coordination with internal management outside services clients and external groups. A proven self-starter with a strong dedication to a belief in a product idea or company. Client focused proving long-term customer satisfaction. Strong history of ensuring solid performance both in sales and ma...

Tags for this Online Resume: Operations, Family office, administration, communications, HR, Operations, Administration, HR, Office management, Management, Account Management, Asset Management, Billing, Human Resources

Contract Administrator - 20 Years of Experience - Near 31005

SUMMARY OF CAREER EXPERIENCE Finance/Banking Lending - Retail and Mortgage lending with concentration in Wealth lending and investments. Commercial Real Estate matters, including commercial mortgage loans, commercial and small business underwriting, risk grading, risk analysis and securitized financings, the acquisition, financing and disposition of Class A, B, C office, retail and industrial properties, commercial and mult...

Tags for this Online Resume: Acquisitions, Due Diligence, Drafting, Management, Probate, Real Estate, Wills, Financial, Mergers, Mergers & Acquisitions, finance, lending, law, legal, contract management, project management, contract specialist, contract administrator, paralegal, firm adminimstrator, human resources, mortgage, underwriting, risk, compliance, executive management

Financial Manager, Branch or Department

Professional Summary Accomplished business executive with over 35 years of sales and business development experience, possessing outstanding interpersonal, analytical, and organization skills.

Tags for this Online Resume: Business Development, Fixed Income, Pricing, Security, Management, Account Management, Asset Management, Consulting, Sales, Leadership


Tags for this Online Resume: SEC, Securities and Exchange Commission (SEC), Legal, Capital markets, Distribution, Drafting, Due Diligence, Equities, Equities Trading, Equity

Personal Financial Advisor

Seeking financial services position that embraces an extensive and comprehensive background in financial planning, customer service and tax regulations. Candidate offers exceptional ability to delivery quality results in fast-paced dynamic market environment.

Tags for this Online Resume: Deposits, Securities, Lacerte, Management, Microsoft, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Software

Financial Specialist

Tags for this Online Resume: Management, Management Solutions, Portfolio Management, Private Client, Wholesaler, High Net Worth, Financial, Planning, Wealth Management, Alternative Investments

Sales Representative - 9 Years of Experience - Near 34987

Tags for this Online Resume: Financial, Sales, Planning, Retirement planning, Account Analyses, Management, Networking, Referrals, Customer Service, English Language

Tax Manager

Tags for this Online Resume: Management, Audit, Accounting, Certified Public Accountant, Consulting, Financial, Planning, Public Accounting, Real Estate, Tax Preparation

Compliance Officer - 15 Years of Experience - Near 33881

To acquire a position in compliance management. Preferably in Central Florida (Tampa or Orlando)

Tags for this Online Resume: Local Tax, Management, Project Management, Series 7

Administrative Assistant - 20 Years of Experience - Near 46814

Tags for this Online Resume: Annuity, Insurance, Lacerte, Life Insurance, Management, Microsoft, Microsoft Office, Securities, Series 7, Software

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