Sentences with phrase «clients meet their financial goals»

This credential stands as proof that the advisor has met the academic and ethical requirements and has the necessary expertise to help clients meet their financial goals.

The same goes for financial advisers and brokers, only worse, because many people selling stock or mutual funds didn't have to take courses, they only had to pass a test, which is geared almost entirely towards «the business of selling» rather than helping a client meet financial goals.

Because of that, it has an excellent reputation for helping its clients meet their financial goals, and for ensuring that survivors and loved ones are protected.

They offer a wide selection of insurance products to help their clients meet their financial goals.

Most of the reputed insurance brokers employ advisors whose work profile is to help clients meet their financial goals by means of proper financial planning which would include Protection Planning (Life Insurance and Critical Illness Insurance), short term goals (building financial discipline), long term goals (saving for children's higher education or for one's own retirement), protection, etc..

Kent brings real value to the table in serving client meet their financial goals.

Not exact matches

Survey respondents also reported being 18 % more likely to believe their company's priority was on making a positive impact on clients, and 30 % less likely to believe their company's top priority was meeting short term financial goals.

Lastly, I talk about goals — but not just financial ones — to clients in just about every meeting.

The Canadian Bankers Association said Tuesday Canada's banks are client - focused with a commitment to high ethical standards and complying with the law when providing products and services to help customers meet their financial goals.

While we are pleased to receive recognition on a national level, we are steadfast in our commitment to meet or exceed our clients» expectations in achieving their goals and securing their financial future.

Perhaps the biggest takeaway for advisors courting millennial clients is the understanding that younger clients are satisfied if they feel they're making progress and meeting their financial goals.

He enjoys serving as a financial advisor to a broad range of clients and utilizing SBA lending programs that best meet their corporate profile and financial goals.

He researches timely investment topics and produces market updates, special reports, white papers, podcasts, and webcasts that articulate strategies for clients to help them meet their long - term financial goals.

To evaluate our client's likelihood of success when it comes to meeting their retirement spending goals, we turn to our financial planning software, specifically the Monte Carlo simulation.

Regardless of when the new legislation is implemented, there are many great financial planners who are passionate about helping their clients meet their goals in retirement.

«People often don't know exactly what their goals are, but financial planners can help clients realize their dreams beginning in the initial meeting,» she says.

Because we can work with clients on a fee - only basis, we can complete a financial review of your current investments and financial situation to determine if you are on the right path to meet your goals.

To evaluate our client's likelihood of success when it comes to meeting their retirement spending goals, we turn to our financial planning software, specifically the Monte Carlo simulation.

Wealthsimple Black clients can meet with financial planning experts to discuss your savings and investing goals.

In order to help each client meet his or her financial goal, we base our process on a personalized approach using a range of investment strategies.

This approach ensures that the client's needs are paramount, and ties our financial incentive to meeting your investment goals.

Chautauqua Capital Management's International Growth and Global Growth Strategies are designed to meet the specific investment and financial goals of a variety of clients, institutions and groups including, but not limited to:

Our goal is to work with trusted financial and legal advisors to help determine if a reverse mortgage meets the needs of your client.

Our team of financial advisors help our clients sustain the lifestyle you deserve and meet your financial goals.

The company applies behavioral strategies to help clients to meet their financial goals.

Matthew Jackson, President and Founder of Solid Wealth Advisors, LLC, has been helping clients reach and meet their financial goals for over a decade.

We offer a broad array of investment advisory and asset services specifically designed to help institutional clients meet their organization's financial goals.

We then work in partnership with our clients, designing an appropriate strategy to help them meet their financial goals.

«Having all of their case and financial management data now centrally located inside of Total Office will allow for the firm to meet their clients» demands and grow their practice and we look forward to supporting them as they reach their goals.»

In these situations it may be necessary to have a financial planner re-evaluate someone's portfolio including their life insurance policy, to make sure everything meets the goals of the client.

The Universal Life Insurance plans we offer have been designed to help meet the life insurance needs and financial goals of many clients - including individuals whose focus is on death benefit protection for estate planning, retirement, and asset preservation purposes.

Our Branch Banking Teammates are often the first to meet new clients and the ones who start them on the path to reaching their financial goals.

Other tasks of Project Directors involve providing a strong motivational environment, handling the financial budgets of the company, resolving financial issues with clients and making sure that the financial goals of the company are met.

• Coordinated domestic and international meetings for CEO and portfolio investors.October 1999 - Company name, Harrison, N.Y.April 2000 Personal Financial AdvisorLeveraged interpersonal skills and creative thinking to simultaneously achieve corporate objectives and advise clients on how to successfully obtain their financiFinancial AdvisorLeveraged interpersonal skills and creative thinking to simultaneously achieve corporate objectives and advise clients on how to successfully obtain their financialfinancial goals.

Assisted the Financial Advisors in meeting with clients to obtain data and verify their financiFinancial Advisors in meeting with clients to obtain data and verify their financialfinancial goals.

Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.

My main responsibilities include understanding the key requirements of clients and developing plans accordingly, coordinating the involvement of other departments to ensure account objectives and expectations are met, and assisting in the planning of financial milestones and performance goals.

Provided financial counseling to clients, explaining various financial products and comparing the products to assist in meeting the client's financial goals.

Essential duties listed on a resume example for Business Banking Relationship Manager include meeting sales goals, identifying new business opportunities, setting new credit lines, networking with clients, and analyzing clients» financial statuses.

He / she is responsible for maintaining a high level of client satisfaction by meeting all financial goals set by the client and the organization.

Accomplishments • Reconciled a clients» financial statement which he claimed had gone haywire because the bank had deducted a huge amount • Successfully processed online transactions for 1500 clients in one day, following holiday rush • Met sales goals by a 100 % between (2011 and 2014) by selling all allotted credit cards to existing clients • Introduced the concept of «personalized home services» for clients with sizeable portfolios, resulting in increased interest in the bank's services

PROFESSIONAL EXPERIENCE PNC BANK, Evanston, IL (6/2012 to Present) Branch Manager • Determine the branch's market share and optimize growth in sales and profits • Develop client relationships by ensuring that relationship managers are performing their work properly • Work closely with bank management and sales teams to determine sales targets • Ascertain that bank staff is aware of sales targets and perform reviews towards these goals • Manage branch operations and motivate staff members to strive and exceed sales goals • Develop forecasts and financial objectives and ensure that staff members are in sync with them • Locate areas for improvement and propose corrective measures • Meet with corporate clients to determine their needs and ensure that they are fulfilled immediately • Address both client and staff issues promptly and ensure that they are resolved • Handle networking and marketing duties to make sure that the bank's revenue and sales goals are met constantly

Conferred with clients and developed proposals and programs to meet their financial needs, goals and objectives.

Client Service Successfully gathered relevant information from wealthy clients with significant holdings to ensure they met investment criteria and created retention and asset gathering goals by engaging Potential clients in a wide - ranging exploration of client's level of knowledge, financial objectives, current planning practices and confidence level with current outside adClient Service Successfully gathered relevant information from wealthy clients with significant holdings to ensure they met investment criteria and created retention and asset gathering goals by engaging Potential clients in a wide - ranging exploration of client's level of knowledge, financial objectives, current planning practices and confidence level with current outside adclient's level of knowledge, financial objectives, current planning practices and confidence level with current outside advisor.

Meeting financial needs of clients as well as meeting thMeeting financial needs of clients as well as meeting thmeeting the goals

In my opinion having the ability to maintain a high level of client satisfaction whilst meeting all set financial goals is going to be critical to the success of your position.

Professional Summary Financial professional with 17 years of progressive experience directing complex... Santa Maria Interviewed clients to determine a financial plan and used team approach to meet all client... client objectives tgereby obtaining entire financial portfolio and exceeding salFinancial professional with 17 years of progressive experience directing complex... Santa Maria Interviewed clients to determine a financial plan and used team approach to meet all client... client objectives tgereby obtaining entire financial portfolio and exceeding salfinancial plan and used team approach to meet all client... client objectives tgereby obtaining entire financial portfolio and exceeding salfinancial portfolio and exceeding sales goals.

Experienced at analyzing client needs and opportunities to meet an organization's financial and production goals.

Event Meeting Coordinator — Duties & Responsibilities Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Responsible for varied special event coordination from conception to implementation Oversee event logistics including audio / visual technology, venue, catering, and travel arrangements Manage volunteers and junior staff members ensuring effective, efficient, and professional operations Design and implement strategic business plans, integrated marketing campaigns, and research initiatives Set and strictly adhere to departmental budgets and timelines Create, launch, and manage «Homeowners Helping the Homeless» a nationwide financial assistance program Recognized for excellence as a relator, sales executive, and customer service specialist Represent company brand with poise, integrity, and positivity Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Provide exceptional customer service resulting in client satisfaction and repeat business Perform all duties in a professional and courteous manner

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines