Sentences with phrase «of financial consultant»

I came across the advertisement, for the position of Financial Consultant in your esteemed organization, dated 3td March 2010.

A financial consultant resume example must outline the work experience, specialized skills and educational background of a candidate aspiring for the position of a financial consultant in a company.

Seeking a position of a financial consultant at a renowned financial organization through which I could implement my financial research and skills to the fullest and help the clients with decision making related to their finance.

Financial Consultant Resume helps to apply for the job of Financial Consultant, Assistant Financial Consultant and Associate Financial Consultant.

This sample will help you in creating a good resume for your job application for the post of a financial consultant.

Highly skilled and qualified with more than 12 years of experience in the finance and banking industry now seeking a challenging position of financial consultant to utilize my knowledge and my skills

Allegedly, the records of financial consultants serving as middlemen for the union pension fund investments are also being examined.

Guided Wealth Portfolios combines the ease of technology with the personal attention and service of your financial consultants at Webster Investment Services.

• There is no need to wait for the big banks to approve your debt as you can easily procure them from reliable institutions with the help of financial consultants.

HDFC Life has 475 branches across 700 towns in India backed by a large network of financial consultants.

Not exact matches

The beauty of moonlighting with a startup is that it lets you test a business idea without jeopardizing your financial well - being, says Pamela Slim, business consultant and author of Escape from Cubicle Nation: From Corporate Prisoner to Thriving Entrepreneur.

Many of the top advisors in the industry have designations such as certified public accountant (CPA), certified financial planner (CFP), certified fund specialist (CFS), chartered financial consultant (ChFC), chartered financial analyst (CFA), chartered life underwriter (CLU) and / or juris doctor (JD), and carry their Series 7, 24, 51, 63, 65, 66 and insurance licenses.

But in a new survey of 250 business owners by Bank of America's Merrill Lynch division, only 39 % said they used an expert — like a management consultant, financial adviser or commercial banker — to develop a succession plan.

Ted Klontz, a financial psychologist and consultant, said that it's in our very nature to try to emulate the lifestyles of peers we perceive to be more popular or high - class.

Michael Newcomer, vice president of the financial planning firm Retirement Advisory Consultants, tells Bustle he recommends Ibotta, which lets you upload your receipt and often gives you some money back afterward.

Last week, a 33 - year - old former McKinsey consultant was arrested on charges of helping Iranian investors skirt the U.S.'s financial embargo.

The charges against Gates and Manafort stem from their financial dealings and their work as political consultants for Ukraine's pro-Russia Party of Regions and former Ukrainian President Viktor Yanukovych.

After the financial crisis of 2008, the Dodd - Frank Act ensured that compensation consultants were hired by the board's compensation committee and not hired by or unduly influenced by the CEO or other management.

Prior to this, Ranga was Head of the Domain Competency Group, where he led a group of industry consultants and worked with global financial services clients.

Volumes of research from global consulting firms coupled with my own experiences as a business owner and consultant point to the fundamental belief that there is a distinct correlation between culture and financial performance.

The consultants spend six to 12 months analyzing the attractiveness of a potential market, evaluating the capabilities needed to win in that market, assembling the resources needed to master them, detailing the action steps to implement the strategy and building a robust financial model that estimates the investment required and the expected return.

There must be a zillion social media management businesses and consultants out there by now, and I'll bet a bunch of them used to be financial advisors.

The group recommended a financial adviser whom it kept on retainer — a resource that, courtesy of Booker's TEAM membership, would come much cheaper than a Big Five consultant.

Sticking close to home on the banking front is a strategy that Donna McGovern, a financial consultant and owner of Custom Business Results Inc., based in Huntington Beach, Calif., recommends to her clients in all economic environments.

* Charles Speake, a Honolulu - based management consultant and publisher of the Hickson Financial Marketing Report (P.O. Box 1444, Honolulu, HI 96806), a monthly newsletter on small business finances, has adapted VisiCalc to a wide variety of uses, including keeping tabs on extpense - account reporting.

In 2015, Uber passengers were paying only 41 % of the actual cost of their trips, according to an analysis by transportation industry consultant Hubert Horan, based on financial statements from Uber.

Director, Scripps Translational Science Institute; Chief Academic Officer, Scripps Health; Professor of Genomics, The Scripps Research Institute, La Jolla, California; Editor - in - Chief, Medscape Disclosure: Eric J. Topol, MD, has disclosed the following relevant financial relationships: Serve [d] as a director, officer, partner, employee, advisor, consultant, or trustee for: AltheaDX; Biological Dynamics; Cypher Genomics (Co-founder); Dexcom; Genapsys; Gilead Sciences, Inc.; Portola Pharmaceuticals; Quest Diagnostics; Sotera Wireless; Volcano Received research grant from: National Institutes of Health; Qualcomm Foundation

Therefore, when considering Wind Farming, consult a Certified Public Accountant (CPA), CCIM and other Financial Consultants too, or you may not receive the best financial advice to build long term multi streams of ultimate and other passive income for your and future generation's financialFinancial Consultants too, or you may not receive the best financial advice to build long term multi streams of ultimate and other passive income for your and future generation's financialfinancial advice to build long term multi streams of ultimate and other passive income for your and future generation's financialfinancial futures!

The advent of the Affordable Care Act has spawned a surge in business for lawyers, CPAs and industry consultants on ways for businesses to navigate the new law and minimize their financial exposure.

Kit is a University of Delaware alum and holds designations as a Chartered Financial Consultant (ChFC) and Accredited Estate Planner.

Getting good advice regarding Social Security benefits can help — if pre-retirees can find a financial consultant adept at interpreting the multitude of regulations.

William currently is a consultant to some of the most successful financial advisors and financial firms in the country.

Rich Best has spent more than 30 years in the financial services industry, as an advisor, a managing partner, directors of training and marketing, and now as a consultant to the industry.

In an effort to help plan sponsors and retirement plan professionals communicate more effectively with participants, Invesco Consulting teamed up with the political consultants and word specialists, Maslansky + Partners, to conduct one of the largest, most comprehensive studies of its kind on financial language.

Ms. Johnson began her financial services career at Fidelity Investments, where she held a number of investment consulting, client service and trading roles before becoming a Vice President, Financial Cofinancial services career at Fidelity Investments, where she held a number of investment consulting, client service and trading roles before becoming a Vice President, Financial CoFinancial Consultant.

Financial Advisor Fraud: Every year, investors become the victims of stockbrokers, financial advisors, financial consultants or other registered representatives who overpromise returns, misdescribe the risks of an investment, recommend inappropriate investments, or even perpetrate fraud when dealing with theirFinancial Advisor Fraud: Every year, investors become the victims of stockbrokers, financial advisors, financial consultants or other registered representatives who overpromise returns, misdescribe the risks of an investment, recommend inappropriate investments, or even perpetrate fraud when dealing with theirfinancial advisors, financial consultants or other registered representatives who overpromise returns, misdescribe the risks of an investment, recommend inappropriate investments, or even perpetrate fraud when dealing with theirfinancial consultants or other registered representatives who overpromise returns, misdescribe the risks of an investment, recommend inappropriate investments, or even perpetrate fraud when dealing with their clients.

WCA is a team of expert HR consultants with decades of combined experience with a diverse range of industries including hospitality, financial services, construction, mining, oil & gas, project engineering, science & education, IT and native title.

«This is significant because we [were] at all - time highs, and you usually don't see a bull market where everything is up, including bonds, stocks and gold,» says Chartered Financial Consultant Chris McMahon, founder of McMahon Financial Advisors in Pittsburgh.

is up, including bonds, stocks and gold,» says Chartered Financial Consultant Chris McMahon, founder of McMahon Financial Advisors in Pittsburgh.

The value of Ethereum is expected to surge to new highs this year, according to a new forecast from DeVere Group, an international financial consultant.

Sarawat Panupong (Financial Consultant), who graduated from Amsterdam University of Applied Science, is charged with client development and reach - out efforts in the Aramco project.

He's a «financial consultant» with no shortage of clients, he says, though he declines to identify any of them.

Thus, the «success» of diversification strategies was confused with luck during these times and such a strategy even provided incompetent financial consultants with a cover of credibility as it empowered them with an undeserved veneer of competency.

The same is true of financial advisers and financial consultants, if those are the titles that your broker uses, as well as financial planners and insurance agents who sell products on commission.

The reason commercial investment firms and commercial banks all over the world, no matter if they are located in Cologne, Madrid, Reykjavik, Buenos Aires, New York, London, Wellington, Melbourne, Toronto, Vancouver, Montreal, Shanghai, Kunming, Hong Kong, Singapore, or Nairobi try to convince all clients to embrace diversification strategy as an essential part of their wealth building plan is not because it actually works, but because it covers up the weaknesses and flaws of an unqualified financial consultant.

If one's counterargument to this fact is that this particular task is the job of a portfolio manager, then (1) why assign such misleading titles like «financial consultant / adviser» to their employees when salesman is a more appropriate title; and (2) why does nearly every portfolio manager employed by commercial investment firms stick to low - utility diversification strategies that consistently underperform non-managed, passive index funds year after year?

In fact, over a decade ago, I was told by my peers of the exact same scam, described by neuro - linguistic programming expert Derren Brown of a fool - proof system that could predict the winner of every horse race around the world, used by Wall Street financial consultants on unsuspecting prospects to successfully gather millions of dollars of AUM.

He attributes that success to working with his customers as a consultant with the objective of determining which financial products best meet the customers» needs and financial circumstances.

A certified financial planner (or consultant) went to college and then completed additional training to become professionally certified in creating financial strategies to help their clients get the most out of every dollar they earn, spend, or invest.

PhD University of Michigan — Ann Arbor MA University of Michigan — Ann Arbor BA Swarthmore College Chartered Financial Planner (CFP) Chartered Life Underwriter (CLU) Chartered Financial Consultant (ChFC)