Sentences with phrase «as a financial advisor where»

Looking for a challenging position as a financial advisor where I can use my exceptional communication and interpersonal skills, grasp of financial matters and expertise in bringing good business to be a valuable team player in the success of your organization.

Finance resume objective 1: Looking for a challenging position as a financial advisor where I can use my -LSB-...]

Not exact matches

Amy Wasser joined Edward Jones as a financial advisor in 1999 in Pleasant Hill, Calif., where she continues to partner with individual investors today.

You'll probably need to make adjustments over time as your goals and income needs change, and that is where your Edward Jones financial advisor can help tailor this guidance to your specific situation.

Currently, he is a Board Member of the Latvian Association of Tax Advisors, where he represents the professional interests of tax consultants in discussions with representatives of the Ministry of Finance and officials of Tax Administration.As a financial and legal advisor, Ainis has participated in various investment and management projects, provided consultations on tax planning, tax legislation, tax risk evaluation as well as represented his clients in financial and judicial authorities.

On the other hand, the front office is an area where Sutton believed that human interaction is necessary as finance is an industry that is very relationship centric as people leverage financial advisors and wealth managers to provide customised advice.

His previous experience includes serving as a senior equity analyst at Wasatch Advisors, where he was a generalist and a financial sector specialist supporting both domestic and international equity funds.

Third Avenue has invested heavily in the common stocks of financial institutions where price competition seems minimal, or non-existent; e.g., money managers such as Legg Mason and Nuveen; and broker - dealer financial advisors such as Jefferies Group and Raymond James.

The mutual fund newsletter was meant to be a clear online collaborative where both fundcos can get their news, information and release created or amplified to an important Canadian financial consumer base and to and through The Advisor Channel where the independent mutual fund advisors and representatives sell all or most funds and serves the client directly as opposed to a common retail bank mutual funds system.

He has a really great story where he began as a personal finance writer and blogger and later moved into the space of being a professional financial advisor.

The following is a guest post from Nick Drzayich, an advisor at Eagle Capital Management where unique and innovative financial strategies such as Becoming Your Own Bank are taught.

Which just helps to show how the shift from active to passive is really just a mirage; what's really occurring is a process where financial advisors are remaining active, but disintermediating mutual fund managers and going hands - on to actively build the portfolio themselves, whether as an independent RIA, or under a Rep - As - PM arrangement in a broker - dealeas an independent RIA, or under a Rep - As - PM arrangement in a broker - dealeAs - PM arrangement in a broker - dealer.

Is Spector moonlighting as a financial advisor with inside tips on where to park your excess cash?

So far as guiding the conduct of financial advisors were concerned, provided they complied with «the relevant law, regulations, regulators» rules and guidance and standards, relevant codes of practice and, where appropriate,... good industry practice», they could be assured that they would not be liable to their client in the absence of some exceptional factor requiring a different decision.

By allowing lawyers to offer legal services in conjunction with other services (what are typically referred to as multidisciplinary practices, or MDPs), where the structure and all its professionals (psychologists, financial advisors,...) are subject to the ethical standards that apply to all law firms,

Seeking a position as a mortgage advisor with a reputed financial institution where I can share my experience and knowledge of this field with people who are interested in securing a good mortgage deal for buying a house

In fact, there have been situations where a trusts and estates attorney and / or a financial advisor have been present as well.