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Online Resumes with "Personal Financial Planning"



Dedicated Administrative Assistant

Skilled administrator with broad experience and training in the manufacturing and service industries. Proven performance in preventative maintenance systems, computer software, office administration, personnel training, and financial reporting. Extensive training in personal financial planning and medical transcription.

Ideal Companies: Halliburton, Mesa County, Chevron,

Tags for this Online Resume: Executive Administration, Administrative Specialist

Financial Advisor / Manager - 20 years experience

Long-term career in personal financial planning with reputable firm.

Tags for this Online Resume: cfp, advisor, financial sales

Featured Profile

Public Relations Manager, Los Angeles

A challenging career in public affairs and/or education, allowing for the use of acquired professional skills to enhance career growth.

Ideal Companies: Government agencies, Consulting firms

Tags for this Online Resume: Writing, Editing, Media, Transportation, Education, Outreach

Featured Profile

Sales Professional

I am a tireless, energetic, and smart sales professional looking for a new challenge that utilizes my business skills. Looking for a career in business development, account management, and sales growth. While I excel at account management and growth, I am also a hunter and enjoy the challenge of earning new clients.

Ideal Companies: Coca-Cola, Wells Fargo, Fidelity, Schwab, US Bank, Medtronic, American Diabetes Association, Life Scan, University of Colorado,

Tags for this Online Resume: Business Development, Credit and Finance Analysis, Sales Management, Consultative Sales, Account Management, Strategic Planning and Execution

Financial Specialist - 1 Years of Experience - Near 62062

Energetic and highly motivated young professional with over eight years of Operations Management experience and eighteen years of consumer sales experience. A career-changing MBA with a passion and education for financial planning that strives to apply a business approach to personal financial planning.

Tags for this Online Resume: CFP Applicant, MBA, Financial Planner, Financial Advisor, Financial Services

Financial Planner - 20 Years of Experience - Near 28273

My goals and objectives are to continue to utilize my previous training and past success in the area of financial planning. I believe everyone should have a personal financial plan in place at all times;many small business and couples require personal pension creation and continual management to achieve financial goals. Whether one utilizes stocks, bonds,ETF's,variable products ,and Life Insurance;what always proves essenti...

Tags for this Online Resume: concerned, thoughtful, researcher, intuitive, family , experienced, planning , next generation

Featured Profile

Personal Financial Advisor - 7 Years of Experience - Near 44124

AREAS OF EXPERTISE * Financial Planning * Client Prospecting * Sales Team Leadership Investment Analysis * Sales Analysis & Projection * Business Development Needs Assessment * Financial Solution Design * Project Management

Tags for this Online Resume: Book of business, Leadership, Financial, Management, Planning, Wholesale, Sales, Account Manager, Book of business, Leadership, Financial, Management, Planning, Wholesale, wealth management, account management, securities, lending, insurance, vp, Financial Planning, Investments, compliance

Financial Specialist - 15 Years of Experience - Near 11746

My interest in the above position has incited me to forward my resume as requested in your advertisement on Indeed.com. I have been involved in a number of diverse employment situations, including a self-owned business, in which I successfully utilized various sales techniques, such as cold calling, telemarketing, and prospecting. During the past several years, my experience has been concentrated in banking and finance, w...

Tags for this Online Resume: finance, accounting, accountant, excel

Financial Specialist - 0 Years of Experience

SUMMARY OF QUALIFICATIONS Microsoft Office 2010- Excel, Word, PowerPoint, Outlook Typing - 40 WPM QuickBooks Cash Handling Customer Service Strong Work Ethic Outstanding Attendance and Punctuality Analytical and Organized Problem Solving and Decision Making Detail Oriented Independent yet Team Oriented Great Communication Skills Strong Multitasking Skills

Tags for this Online Resume: Customer Service, Accounting, Inventory, Data Entry, CAT, PET, Accounts Receivable, Communication Skills, Filing, Insurance

Featured Profile

Flexible Professional/Experienced Project Manager/Team Leadership Experience and Business Strategist

Utilizing all my exceptional values, visions, skills and experiences. Creating an ever challenged career while instilling exceptional values with company culture. Attaining company visions with with my unprecedented and unique experiences. Creating a socially responsible and world class company.

Ideal Companies: Business Consulting, Johnson and Johnson, Microsoft, Google, Cisco, Amazon, Target, St. Jude Medical Center, Irvine, Slalom

Tags for this Online Resume: Customer Service, Process Improvement, Planning, Management, Compliance, Leadership, Project Management, Cost Slashing, Financial Management, Compliance Audits, Profit Margin Increase, Business Administration, Financial Planning, Staff Management, Employee Development, Team Leadership, Superior Attention to Detail, Quality Control, Strong Communication Skills, Sales, Strategic Planning, Budget Development, Commercial Construction, Business Development, Data Analysis, Data Collection, Change Agent, Investment Strategist, Sales force, Microsoft Office