Sentences with phrase «clients meet their financial objectives»

Not exact matches

Quite simply, we operate with integrity, we treat our clients with the utmost respect, we listen to determine the appropriate loan product that meets our clients» financial objectives, and we meet the agreed upon closing date.

Along these lines, financial planners often recommend clients develop their portfolio allocations using a «pyramid» approach, where the bottom layer of the pyramid is filled with the safest assets to meet the client's most important objectives.

Ramsey, who celebrates her 40th year in the travel industry this year, approaches her work with the mind - set of a financial planner, meeting with clients to discuss their long - term travel objectives and develop an execution strategy.

Blacksoil Advisory is an independent boutique advisory firm assisting and facilitating corporate clients to meet their growing strategic issues and help them realise their objectives, usually through financial planning, structuring / restructuring, M&A and capital raising.

• 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.

The work experience section of a sample Investment Adviser resume can include such responsibilities as marketing and selling products like life insurance, annuities, and investments to clients, and analyzing clients» financial information to determine strategies that will meet their financial objectives.

Analyzed financial information obtained from clients to determine strategies for meeting clients» financial objectives.

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.

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

Analyze financial information received from clients to make strategies for meeting client's financial objectives.

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.

Analyze financial information obtained from clients to determine strategies for meeting their financial objectives.

Summary Creative Financial Advisor providing financial planning strategies for clients by accurately... 02/2010 - 02/2013 New England Financial － Bethesda, MD Financial Advisor Acquired $ 17 million in... strategies for meeting clients» financial objectives and implemented financial planning recommeFinancial Advisor providing financial planning strategies for clients by accurately... 02/2010 - 02/2013 New England Financial － Bethesda, MD Financial Advisor Acquired $ 17 million in... strategies for meeting clients» financial objectives and implemented financial planning recommefinancial planning strategies for clients by accurately... 02/2010 - 02/2013 New England Financial － Bethesda, MD Financial Advisor Acquired $ 17 million in... strategies for meeting clients» financial objectives and implemented financial planning recommeFinancial － Bethesda, MD Financial Advisor Acquired $ 17 million in... strategies for meeting clients» financial objectives and implemented financial planning recommeFinancial Advisor Acquired $ 17 million in... strategies for meeting clients» financial objectives and implemented financial planning recommefinancial objectives and implemented financial planning recommefinancial planning recommendations.

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.