Wealth Manager Resume , Chandler, AZ. - Hire IT People

SUMMARY:

Positioni as a Financial Planner / Wealth Manager in a small to mid size firm wif a collaborative atmosphere, responsible for a combination of marketing for new clients and servicing an existing client base, base plus bonus compensation system or similar desired.
History of increasing sales, customer base and profits in going concerns. Excellent at relationship and trust building wif clients. Eight years financial services experience in Insurance, Investment, and Retirement Planning, Two years Mortgage Banking Experience, Eight years Business Applications Software Sales/Marketing Management Experience, Four Years Management Consulting Experience, Six Years Operations, Management Analysis and Auditing Experience. Experience in start up companies, small business and corporate environments.

EMPLOYMENT HISTORY:

Wealth Manager

Confidential, Chandler, AZ.

Confidential, Ameriprise.

Investment Advisor Representative

Confidential, Tempe, Az

Associate Financial Advisor

Responsibilities:

Responsible for teh processing, underwriting (associate), doc prep, and funding activities for conventional mortgages.