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Financial Advisor resumes in Fort Lauderdale, FL

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Business Development Fort Lauderdale

Fort Lauderdale, FL
... TD Bank Wealth Management, Ft Lauderdale, FL Financial Advisor/Manager 04/2021-07/2023 Responsibilities: Assessed the financial needs of individuals and helped them with decisions on investments (such as stocks and bonds), tax laws, and insurance. ... - May 08

Integrated Media Strategy

Hollywood, FL
... relationships formed directly with clients, built on advisor guidance • Experienced in managing people, and serve as a ... leadership in team management, new business development, and financial oversight • Managed and mentored media personnel, ... - May 07

Financial Advisor Property Manager

Pompano Beach, FL
... Professional Experience As International Audit and Professional Development Partner Venezuela and Latin America including through Florida – 1975 to 2005 ●As Staff since 1975 has been trained as auditor and financial advisor during all career in ... - Apr 25

Human Resource Employee Relations

Davie, FL
... Serve as a trusted advisor to leadership in all matters related to talent development, organizational culture, employee ... Audits • Worked with Corporate Finance and Audit teams on financial controls and reporting. Owned the payroll process from ... - Apr 22

Customer Service Representative

Pompano Beach, FL
... Financial Advisor Aerotek - Coconut Creek, FL February 2021 to March 2022 Answering questions about acct, help make withdrawals, transfers & exchanges…also can help them stop or make a monthly payment Customer Service Representative Inktel/Apple One ... - Apr 04

Emergency Department Registered Nurse

Fort Lauderdale, FL
... COVID isolation advisor, assist with protocols and throughput in the emergency department for adult and pediatric. Various ... Held plan, implement, and evaluate health care treatments Worked closely with case managers, social workers, and financial ... - Apr 01

Real Estate Accounting Specialist

Hialeah, FL
... Analyzed budgets, financial reports and projections for accurate reporting of financial standing. Hard working managing a ... Accountant Lennar Homes, Doral, FL Education Mar 2023 - Present Certified Pro-Advisor Quickbooks Quickbooks, Remote A ... - Mar 14

Customer Service Representative

Delray Beach, FL
... •Enrollment Management •Student Affairs •Customer Service •Financial Aid •Leadership •Program Management Professional ... ThriveDX (Formerly HackerU) 10/2021 – 06/2022 National Admissions Advisor (End Reason: Laid off during large RIF) •Develop a ... - Mar 08

Financial Aid Customer Service

Plantation, FL
... NSB Consulting Staffing Temporary Position-Lincoln Tech 06/23 – 12/2023 Student Financial Aid Advisor- Remote Under limited supervision responsible for assisting senior advisors, coordinators, and management with calculating eligibility, ... - Feb 23

Customer Service Real Estate

Fort Lauderdale, FL
... Financial Advisor Trainee Morgan Stanley Dean Witter Chicago, IL • Obtained licenses while participating in MSDW’s vigorous training program and worked with senior Financial Advisors to solicit new clients by cold-calling, emails, mailings, seminars ... - Feb 18
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