financial advisor resumes 5
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Software Engineer Developer

India, Mumbai, MH
... Link: Lincoln Financial Advisor- Jan 2014 Lincoln Financial is an advisor app for Financial purposes where the advisor can store his/her clients details about client's policies, premium ... - Aug 26

Assistant Financial Advisor

India, Kolkata, WB
... PERSONAL INFORMATION CAREER PLANS: As I'm Having Sound knowledge of Accounts and Taxation, so I am ready to accept any challenging assignment related in those fields, my present field of studies and I also want to see myself as an Financial Advisor ... - Aug 26

Pvt Ltd Sales

India, Hyderabad, Telangana
... Worked for ING VYSYA LIFE INSURANCE as a (Financial Advisor) Sep 2010-July 2011. ING VYSYA GROUP is a top company in fortune 500 companies of the world, . Assisted the customers in advising the right policy which suits them the best after a clear ... - Aug 24

Customer Service Manager

San Diego, CA
... Served as chief local financial advisor to Vice President of Customer Care Center and Customer Care Center senior team. Reported on regional results to reflect trends and ensure required variance analyses were produced for regional department heads ... - Aug 22

Customer Service Administrative Assistant

Wichita, KS
... Edward Jones Investments Branch Office Administrator ● Administered and organized the functions of financial advisor’s office. ● Assisted customers in achieving personal goals by actively listening and understanding their financial needs ... - Aug 21

Customer Service Administrative Assistant

Atlanta, GA
... deposits • Process IRA Distributions and RMD’s • Open new accounts and update client information • Manage schedules of Financial Advisor’s • Assist in creation of new filing system for Red Compliance Files and maintain all client and regulatory ... - Aug 21

Business Management

Encinitas, CA
... billing, payroll, inventory, invoicing, and accounts payable and accounts receivable Work Chronology 20 Lounge ( Location Operations Manager 2013-2014 Financial Controller 2010-2014 Wells Fargo ( San Diego, CA Financial Advisor 2009-2010 VIDP, Inc. ... - Aug 20

Financial Sales

Sacramento, CA
... of branch personnel Wells Fargo, Financial Consultant 7/08-5/10 Provided financial planning services to branch clients and mentored in training and licensing of branch personnel Wachovia Securities, Financial Advisor 2/07-7/08 Built teams to cross ... - Aug 20

Sales Manager

Chicago, IL
... prior to promotion the team was 15th out of 16 the previous quarter • Independently directed the development of custom financial plans for clients obtained through referrals and marketing • Acquired and developed a trusted advisor relationship with ... - Aug 20

Financial Advisor

Jacksonville, FL
... Strengths include: Risk Analysis (Financial and Operational); Project Management; Business Continuity and Exemplary Communication Skills. Professional Profile Financial Advisor, Edward Jones St. Johns, Fl, September 2012 to Current -Identify and ... - Aug 18

Senior User Experience Designer and Business Analyst

Croton-on-Hudson, NY
... Projects for American Express, CEC, IBM, Jackson Insurance (Financial Advisor dashboards for Book of Business, Account Management and Trading Tools), Nestle, TD Ameritrade, Time Warner Cable (website, CMS, ecommerce, self-care portal), Unilever ... - Aug 15

Sales Insurance

Bethlehem, PA
... a new position in the financial industry, willing to start from the bottom and work my way up. Currently a highly accomplished and results driven Financial Advisor with an excellent track record of attracting and acquiring new clients and business. ... - Aug 15

Customer Service Data Entry

United States
... Customer Service/Financial Advisor Brachfeld & Associates - Houston, TX - April 2006 to April 2007 My duties consisted of giving financial advice to consumers that had judgments placed against them due to negligence of finances. My other duties were ... - Aug 15

Life Insurance Financial

Stafford, TX
... Camp **** ******* **., ******** ****, Texas 77459 281-***-**** - Summary of Qualifications Experienced Financial Advisor/Representative with proven ability to achieve and exceed revenue goals in high pressure environments. ... - Aug 14

Sales Customer Service

Sarasota, FL
... financial information. Computer software Calyx for Origination of loans. Skills: Sales, Loan Processing, NMLS licensing, Completion of federal and state licensing, Sales, Financial statements review, computer programs. CITI GROUP Financial Advisor ... - Aug 11


... Before then, I worked as an EA for C-level executives at Cambridge Associates, one of the largest financial advisor to institutional investors. The job entailed acting as the liaison between C-level executives and clients as well as money managers; ... - Aug 11

Sales Services

Pensacola, FL
... financial portfolios and advised clients on enhancing rates of returns for idle cash. Advised clients regarding retirement planning and offered solutions to reduce client debt. Merrill Lynch, New York, NY June 2005- Dec 2008 Financial Advisor ... - Aug 11

Customer Service Manager

Atlanta, GA
... financial reports and reported to management. Developed plans to increase loans and deposits. Managed sales staff production levels. Prepared monthly, quarterly and year-end management financial reporting for budget analysis preparation. Financial Advisor ... - Aug 09

Engineer Software

Lake Grove, NY
... provided database administration, and programmed automated testing systems PRIMERICA, Financial Advisor, Hempstead, NY, 11/03 ~ 1/09 Participated in trainings, marketing and sales of financial services, life insurances, investment products, etc. ... - Aug 09

Accounting Management

Terrace Park, OH
... Develop and update long term financial expenditure plans for substantial business capability initiatives. Financial advisor to USAF Logistics Leadership. Lead Financial Expert for the ECSS PMO, provided strategic oversight for the USAF Budgeting, ... - Aug 09
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