Financial Advisor Resumes

Salt Lake City, UT
... • Skilled in managing accounts payable/receivable, generating financial reports, and ensuring accurate data entry and ... • 12/2015 to 02/2017 Web Advisor Bluehost – Orem, Utah I provided technical support to hosting customers, resolving issues ... - Mar 13

Johannesburg, Gauteng, South Africa
MPHO MATAMELA TSHIKALANGE INFO PHONE 067-***-**** EMAIL ************@*****.*** SKILLS MS Projects Customer Service Sales MS Excel Typing Presentation Skill Administration Events Planning Data Capturing Work Experience Financial Advisor I am employed ... - Mar 13

Central, Tarlac, Philippines
... client’s cash flow statement Processing Insurance enrollment for new clients and background checking Unit Manager Financial Advisor at Pro Life UK Appointment Setter/ Cold Caller Virtual Assistant Supervisor March 2024- April 2025 3s Offshoring ... - Mar 13

San Antonio, TX
... 2023 – Present LPL Financial San Antonio, TX Designed and implemented Camunda 7 BPMN 2.0 workflows and DMN decision models to orchestrate complex financial processes including transaction approvals, compliance validations, and advisor onboarding. ... - Mar 12

United States
... Advisor (Remote) Jul 2025 – Dec 2025 ● Delivered personalized Medicare plan guidance to retirees, improving understanding of available coverage options. ● Conducted comprehensive health and financial needs assessments using advanced advisory tools. ... - Mar 12

Folsom, CA, 95630
... Executive Assistant – O’BH ASSOCIATES, LLC 04/2000-02/2007 Managed financial performance and budget allocation, driving ... Book Festival 2018 – Advisor, Student Honor Society – Tarrant County College 2012-2014 – Keller Arts Board – Keller, TX - Mar 12

Hyattsville, MD, 20782
... , Bottomline Legal Exchange, Nationwide Litigation Advisor, CMS, Serengeti, OneSite, Clio, MyCase; CosmoLex (legal practice management software systems), QuickBooks, Office 365, Adobe (PDF), SAP, and Dolphin (financial systems data extraction and ... - Mar 12

Miami, FL
... Primerica Miami, FL 04/2020 – 09/2021 Financial Advisor . Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. . ... - Mar 12

Kurunegala North, Kurunegala, Sri Lanka
... financial and administrative system, for processing transactions and generating financial reports. Reporting: Prepared monthly financial reports ensuring accuracy, transparency, and adherence to FAO financial guidelines. Jan 25 to May 25 Sales Advisor ... - Mar 11

Clarkston, MI
... Territory Account Manager (Automotive, Manufacturing, Financial, STLG) Accountable for managing six large territories in ... Overseeing the product sales lifecycle from prospecting through delivery and post-sales support Strategic advisor to clients ... - Mar 11