wealth management Search Results
Filters
Detail-oriented Estate Planning Paralegal with 2+ years of experience drafting wills, trusts, and related legal documents. Proven ability to manage se... View More
Top Skills
Certifications
- Certified Paralegal (CP) – South Seattle College, The Center for Legal Studies, 2017
Performance-driven financial services professional with 10+ years experience enhancing client portfolios and simplifying complex financial solutions i... View More
Top Skills
Certifications
- Chartered Financial Analyst (CFA) - Level I (scheduled for 2026)
- Certificate in Corporate Finance - Awarded June 2025
- Diploma in Advanced Mortgage Advice (CeMAP) - Awarded March 2025
Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Over 11 years of success supporting ... View More
Top Skills
Certifications
- Series 7, 63,66
- ChFC® Designation
- Life/Health License
Creative Business Development Manager skilled in growing sales and improving stakeholder relations. Strategically-minded in capturing new business and... View More
Top Skills
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demons... View More
Top Skills
Certifications
- Licensed Banker (SIE, Series 6, Series 63, Life Health & Annuities).
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailore... View More
Top Skills
Certifications
- Series 66
- General Securities Representative Exam
- Securities Industry Essentials Exam General
Meticulous and conscientious individual with over 4 years of a proven track record of exceeding customer service expectations and meeting sales goals.... View More
Top Skills
Financial planning professional skilled in developing and implementing strategic financial plans. Strong focus on teamwork and achieving tangible resu... View More
Top Skills
Certifications
- SIE - FINRA.
- Series 66 License - North American Securities Administrators Association and FINRA.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
Experienced financial professional with over 8 years of experience helping clients with financial planning. Successfully built strong relationships wi... View More
Top Skills
Results-driven Vice President with 14+ years of experience in operational efficiency and excellence in hedge funds, private equity, and private wealt... View More
Top Skills
Certifications
- Certification in Data Analysis ( SQL, Power BI and Advance Excel)