Financial Advisor Resumes

Jaipur, Rajasthan, India
... University 2020 - 2024 Program Advisor TimesPro Conduct need analysis and map learner requirements to suitable programs. ... Performed gap analysis and identified operational loopholes preventing financial leakages. Collaborated cross-functionally ... - 2025 Dec 16

Manila, Philippines
... Quickbooks Online Pro Advisor Certified Certified in utilizing QuickBooks Online for end-to-end bookkeeping tasks, including chart of accounts setup, bank reconciliation, invoicing, expense tracking, and generating key financial reports such as ... - 2025 Dec 16

Wildwood, FL
... Advisor, providing strategic and advisory support for all employment disciplines. Demonstrating a passion for people and being of service, while applying best practices, growth strategies, and expertise from diverse industries, including Financial ... - 2025 Dec 15

Denver, CO
... Financial Management ●Process weekly payroll, reviewing entries, making corrections, inputting special coding, and auditing ... ●Upsold over 100k in product, equating to notable profit as Fulfillment Associate and Service Advisor. ●Managed Budget and ... - 2025 Dec 15

Austin, TX
... financial transactions at high volumes with efficiency and accuracy while also providing exceptional client services. ... onboarding milestones, identify areas for process improvement, and contribute to initiatives enhancing advisor experience. ... - 2025 Dec 15

Clarksville, TN
... Financial Advisor Thrivent Financial — Clarksville, TN 2022 – 2023 •Conducted risk and security awareness discussions related to digital access and data protection. •Applied structured problem-solving and documentation practices in client-facing ... - 2025 Dec 15

Portland, OR
... of sensitive information while handling employee records, financial documents, contracts, etc • Created and maintained ... to ensure high- quality customer interaction Admissions Advisor AIU-Hillsboro, OR April 2005 to February 2007 Maintained ... - 2025 Dec 14

Tampa, FL
... Provided administrative support to Regional Manager/Client Service Advisor, Crowe Wealth Management. Performed all client-related and internal coordination with required discretion and finesse. Gunn Allen Financial, Tampa, FL 2005 – 2006 Executive ... - 2025 Dec 14

Johannesburg, Gauteng, South Africa
... large sales teams in SaaS, PaaS, and IaaS across financial services, telecommunications, and government IT solutions. ... § Act as a trusted advisor, understanding client needs and offering tailored solutions. § Solution Selling. Understanding ... - 2025 Dec 14

Omaha, NE
... CARSON WEALTH MANAGEMENT 13321 California St, #100, Omaha, NE 68454 888-***-**** 2006-2014 Sold contracts and provided coaching and training assistance for financial advisors for a subsidiary company, Peak Advisor Alliance. Peak’s focus was client ... - 2025 Dec 13