userskills like '%financial services%' or userskills like '%investments%' or userskills like '%banking%' or userskills like '%retail banking%' or userskills like '%financial management%'Select id, profile_id, post_title from profiles_meta where 1=(userskills like '%financial services%' or userskills like '%investments%' or userskills like '%banking%' or userskills like '%retail banking%' or userskills like '%financial management%') and profile_id<178437 order by profile_id desc limit 0,10

Financial Advisor seeking work in London

Available
I have been a tremendously successful financial/Investment advisor in the United States. I\'m thankful and enjoyed the opportunities that I got to experience in my 14 years as an advisor. I have always been client facing and predominate experience in a bank. I enjoy the bank channel the most as it gives me an opportunity to work with a team of people. I\'ve reached some of the highest levels as an advisor in the banks, my only reason for leaving is due to my relocation to the UK. I have obtained the level 4 DipFA qualification through my own studies and am currently working on my level 6 DipFA.
Serial No: 178437
Skills keywords: banking, financial management, financial services, investments, retail banking
List Of Qualifications & Related Skills:

Diploma for financial advisor, Level 4 DipFA 4. Financial services including creating financial plans, estate planning, income planning. and retirement planning. Working currently on Level 6 DipFA \r\n .

Interests & Hobbies:

I enjoy cooking and caring for animals. I am a patron of many animal charities. I try to help and advocate for animals where I can. I have been part of the World Wildlife Fund for 12 years. I also try to contribute towards vegan culinary. I am also a cook myself and have attended and finished several culinary programs including the Le Cordon Bleu in London.

Previous Employment Details:

Momentum Independent Network - Independent Financial Advisor. Private portfolio, advise clients on Investments, financial planning, tax and estate planning. \r\nPNC Investments - Investment Financial Advisor - Bank retail network: sourced leads and created book of business. Ranked as one of the top advisors in the bank. Achieved \'million dollar producer\' level. Worked with a variety of investments: structured products, annuities, insurance, actively managed accounts. Designed personal portfolios for clients to understand their goals, objectives, risk tolerance and situation

Current location:  United Kingdom - View on map
Nationality: American
Preferred Sector of Employment:  Banking Insurance and Financial Services, Sales, customer service
Spoken languages: english
Location I am interested in working: Anywhere
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