Category — Investment

INVESTMENT PLANNER: Highly motivated and accomplished financial sales professional with expertise cultivating relationships and developing/executing winning investment strategies. T ABC SECURITIES – Laramie, WY, 20xx to Present, Senior Investment Planner Provide full-service portfolio and asset management for a national firm with a presence in 50 states. Collaborate with clients to assess financial goals and risk [...]

INVESTMENT ASSOCIATE – PrimeVest Financial Services, Plano, TX: Full-service investment services company offered through banking platform. Provides complete range of investment vehicles, including mutual funds, managed accounts, stocks, bonds, annuities, and insurance. INVESTMENT ASSOCIATE, PRIVATE CLIENT ADVISOR, 20XX – 20XX Provided outstanding customer service for and management of affluent investor relationships. Supervised Sales Assistant who [...]