Financial Advisor Resumes

Oxford, AL
... a remote College Advisor, Academic Advisor, Student Success Coach, or Admissions Counselor position. Core Qualifications College & Career Advising Academic Planning Student Success Coaching College Admissions Guidance Scholarship & Financial Aid ... - Jun 18

Charlotte, NC
... I lean more toward love, financial and, life advice when I do my readings. I truly do want the best for everyone that comes to me needing guidance. - Jun 18

West Palm Beach, FL
... Financial Services Professional Licensed Life Insurance Agent U.S. Marine Corps Veteran 475-***-**** **********@*****.*** Bilingual: English & Spanish Professional Summary Results-driven financial services professional with experience helping ... - Jun 18

Toronto, ON, Canada
... Customer Care Advisor - CIBC July 2022 to Sept 2024 Toronto, ON •Delivered exceptional customer service by promptly ... •Provided professional financial advice to new and existing Scotiabank clients, assisting them with their financial needs. ... - Jun 18

Gary, IN
... and site security Customer Service Representative (CSR) PLS Financial Services Chicago, IL June 2017 to January 2018 • ... performance • Provided excellent customer service to internal and external stakeholders Lead Beauty Advisor Walgreen Co. ... - Jun 18

Lancaster, TX
... Provide administrative support to the financial advisor and assist with data entry for special projects. • Transferred hard copy data to digital database, enhancing accessibility. • Verified and updated outdated records, maintaining data integrity. ... - Jun 17

Providence, RI
... Morgan Stanley, Providence, RI 2001 – 2002 Financial Advisor Developed customized investment plans for individuals, families, and businesses. Managed portfolios of equities, bonds, mutual funds, annuities, and managed futures. Conducted educational ... - Jun 17

Greensboro, NC
... Advisor 2002 – 2005 Venezuela • Managed corporate sales and credit portfolio, specializing in international trade payments. • Conducted credit risk analysis and processed international payment instruments. • Developed strong skills in financial ... - Jun 17

Montgomery, AL
... professional with extensive experience in customer service, call center operations, financial services, and account support. ... Student Loan Advisor Edfinancial Services December 2015 – December 2016 Counseled borrowers regarding federal student loan ... - Jun 17

Chicago, IL
ERIC BILLUPS **************@*****.*** 773-***-**** Chicago, IL 60626 Dynamic Admissions Advisor with a goal-oriented mindset ... • Collaborated with financial aid office to verify student applications and facilitate discussions on payment options. • ... - Jun 17