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Financial Advisor/Associate Resumes RSS Feed

Here are the latest Financial Advisor/Associate Resumes

Resume 2245 : Financial Planner / Paraplanner / Office Manager

  • Sydney
  • 65k neg
  • Preferred Job Type : Full Time
  • Updated 16-May-12

Enjoys helping and advising others with expertise to guide and assist with decision making and problem solving. Handle new ideas and can express myself coherently in the written and spoken word. Excellent computer ability – Microsoft Office, Outlook, Excel, Exchange, Aqueous, Trigold, Mortgage Brain, Select a Pension, Quay Software and First Software. Learns from mistakes and I am a good listener and have a very understanding non judgemental nature and I am supportive of the people I work wit

Resume 59 : Paraplanner, Client Services Manager, FP Assistant

  • NSW Other
  • 50k-55k
  • Preferred Job Type : Any Type
  • Updated 10-May-12

Currently completing Adv Diploma Financial Planning Diploma Financial Planning Frontline Management Secretarial Diploma Travel and Tourism Diploma

Resume 3470 : Finance/Portforlio

  • Melbourne
  • 55k-80k
  • Preferred Job Type : Full Time
  • Updated 02-May-12

• Develop new accounts via phone and follow up with face to face meetings • Manage existing accounts focusing on retaining them and encouraging future investment • Provide general financial advice in relation to foreign exchange and commodities market. • Explain to clients about the foreign exchange market, its evolution and the risks • Analysis of the market from a technical and fundamental perspective. This involves going into specifics on various indicators on charts as well as explainin

Resume 1903 : Financial Planner- Investment Specialist

  • Other - Outside Australia
  • 100k-150k
  • Preferred Job Type : Full Time
  • Updated 02-May-12

Investments, Markets, Financial Planning,Life Insurance, Tax, Medical Aids, Estate Planning, Trusts, Offshore Investments. I have been advising clients on most aspects of financial planning for more than 15 years, specializing in investments. I have an absolute passion for Investments and believe that an investment is by definition something that returns and grows clients' wealth. I have a National Diploma in Unit Trusts & am busy with my CFP. I have done my RPE, specializing in Equities.

Resume 3371 : Management - Financial Planning Industry

  • Sydney
  • 75k neg
  • Preferred Job Type : Any Type
  • Updated 22-Apr-12

Advanced Diploma of Financial Planning completed 2012, Over 12 years in the industry in a range of roles - Financial Adviser, Paraplanner, Office Administration Manager, Training Manager, Introduction of third party referral sources, Liasing with in-house referral sources, Participated in Working Groups prior to implementation of new software.

Resume 1528 : Paraplanner / Practice Manager / Compliance

  • Gold Coast
  • 75k-100k
  • Preferred Job Type : Full Time
  • Updated 22-Apr-12

Paraplanning, Financial Planner, Risk specialist, 7 years plus Financial Planning background, Advanced Diploma Financial Planning, Experienced with Midwinter COIN & XPlan

Resume 2660 : Manager

  • Melbourne
  • neg
  • Preferred Job Type : Full Time
  • Updated 20-Apr-12

I am an experienced Financial Services and Financial Planning professional. I am a highly motivated individual with the ability to develop business and deliver results. A strategic thinker with acknowledged key account, sales & relationship management skills, and a natural ability to lead, manage & motivate a team to achieve sales, service, and revenue & profitability goals.

Resume 2758 : Finance Adviser - Stock Broker - Para Planner

  • Adelaide
  • neg
  • Preferred Job Type : Full Time
  • Updated 19-Apr-12

Covering Letter. Resume.

Resume 893 : Financial Planning (High Networth)

  • Other - Outside Australia
  • 150k-240k
  • Preferred Job Type : Full Time
  • Updated 07-Feb-12

I am South African, born and bred, and am a Certified Financial Planner. I have been advising clients for 18 year on financial matters. I have a strong positive personality, well experienced, zest for life, a strong sense of upholding integrity, and a tremendous passion for Financial Planning. I am married with two sons (19 & 14 yrs old). My wife is a Personal assistant and is well exposed to the Life Assurance industry too. My two boys have both represented our Province in Rugby, and Water

Resume 205 : Business Development/ Broker Consulting

  • Other - Outside Australia
  • neg
  • Preferred Job Type : Full Time
  • Updated 01-Feb-12

2.5 years paraplanning and financial planning experience, including: retirement planning, investment planning, estate planning, tax planning. risk planning. New role in busines development for past 10 months. Responsibilities include developing and retaining business relating to a number of different business units such as: asset management, unit trusts, mortgage fund managers, life, private client portfolio management, multi-management funds. I am a current Certified Financial Planner.

Resume 2693 : Financial Advisor, client service

  • Brisbane
  • 90k-180k
  • Preferred Job Type : Full Time
  • Updated 07-Jan-12

I have Excellent proffesional communication skills (written and oral), Good people skills and social empathy, Excellent at grasping new concepts and being innovative, Organised and hardworking to achive set goals, Time concious, highly self driven and motivated, Experience Financial Advisor for 12 Months, Life Assurance Broker Agent for 12 months, Business consultant 12 Months, Production Manager and HOD 2 years

Resume 1559 : Financial Planner with RG146

  • Sydney
  • 55k-95k
  • Preferred Job Type : Any Type
  • Updated 06-Dec-11

Dear Sir/ Madam, I have done my Diploma in Financial Planning from IIT and looking for an opportunity in the industry. Thanks Ashish Bansal

Resume 2225 : Financial Planner-Entry Level

  • Melbourne
  • 50k-60k
  • Preferred Job Type : Full Time
  • Updated 15-Nov-11

I am into Risk & superannuation from last 2 years.I did DFS(FP) last year & expanded my portfolio of insurance & Superannuation products.

Resume 1147 : Contract Paraplanner / Compliance Assistant

  • Sydney
  • neg /hr
  • Preferred Job Type : Contract or Temporary
  • Updated 15-Nov-11

Have worked in the financial planning industry since 2003 and been paraplanning since 2005. Able to assist with the completion of SoAs, RoAs and strategy letters. Competent in the use of Xplan and Coin for plan construction and modelling around super, SMSF, insurance, gearing, investments and retirement planning. Well developed written skills and ability to articulate strategies. Also able to assist with the completion of ongoing CPD requirements such as Kaplan Ontrack and administration tasks.

Resume 734 : Junior Advisor, Advisor Associate, Servicing Plann

  • Sydney
  • 50k-70k
  • Preferred Job Type : Any Type
  • Updated 18-Oct-11

Leadership, People Management, Oral and written communications, Strategic Planning, business acumen, project management, ethical, results driven, flexible/adjustable to different environments

Resume 506 : Financial Planner associate

  • Sydney
  • 35k-40k
  • Preferred Job Type : Full Time
  • Updated 11-Oct-11

Currently working as an Assistant to the Financial Planner with 12 month experience. I completed Bachelor of Commerce and am also RG 146 compliant. I have developed intensive skills in client service, researching products, portfolio administration, general personal insurance knowledge and superannuation administration as well as general office admin duties. I am keen to build a long term career in financial services, building relationship and developing comprehensive strategies for clients

Resume 305 : Financial Planner

  • Melbourne
  • 40k-60k
  • Preferred Job Type : Full Time
  • Updated 31-May-11

18 months with CBA Financial Planning & 11 months with MGF Fnancial Planning (AMP). - Risk - Investents - Gearing - Super & Allocated Pensions - UK Pension Transfers - Centrelink

Resume 795 : Financial Advisor/Financial Planner

  • Melbourne
  • 20-40/hr
  • Preferred Job Type : Full Time
  • Updated 27-May-11

-Strong analytical skills; experience with variance and ratio analysis, present value concepts, and financial models - Strong written, verbal, and interpersonal skills; ability to work independently or as a part of a team - Excellent problem solving and strong leadership skills - Self-starter with the insight and vision to propose changes even in the face of strong opposition - Ability to prioritize work efficiently across a wide range of responsibilities.

Resume 1060 : Financial Planner

  • VIC Other
  • 50k neg
  • Preferred Job Type : Any Type
  • Updated 22-Apr-11

Key skills: excellent customer rapport ability to solve problems Ability to relate and put customers at ease. Run seminars Not afraid to call people Market from a data base Understand the need to care for customers 1996-2003 worked as a financial planner with AMP 2005-2007 Reverse mortgage consultant 2009-current working as a paraplanner/AMC for a financial planner with AMP

Resume 496 : para planner associate financial planner

  • Perth
  • 55k-85k
  • Preferred Job Type : Any Type
  • Updated 09-Apr-11

Communication skills: - Developing and writing reports to meet specific compliances Negotiate solution with client Develop excellent customer service skills and maintain good on-going relationship with client. Self-Management skills: - Planning own work schedule, monitoring and evaluate my own job performance Taking full responsibility for my work role, ensuring all appropriate procedures are followed Understanding and acting upon compliance implication • Work ethically, responsible, an

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