advisror resume example with 3+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • :

Focused Financial Advisor handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth. Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Flexible hard worker ready to learn and contribute to team success. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.

  • Stock market expertise
  • Managing wealth
  • Funding education
  • Developing financial plans
  • Making insurance decisions
  • Increasing savings
  • People skills
  • Teambuilding
  • Conflict resolution
  • Organization
  • Work ethic
  • Customer service
  • Microsoft Office
  • Flexible
  • Friendly, positive attitude
  • Sales Techniques
  • Staff development
  • Issue and conflict resolution
  • Workforce Management
  • Communication
  • Fluent in Spanish
Advisror, 10/2021 to Current
Cb&S BankKillen, AL,
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Developed and expanded financial planning relationships with customers through loyal and dedicated service.
  • Promoted business to increase customer base and grow revenue.
  • Kept abreast of financial impact of clients' life changes to meet needs and target new areas of growth.
Financial Advisor, 03/2021 to 07/2021
H&R Block, Inc.Niles, IL,
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Developed and expanded financial planning relationships with customers through loyal and dedicated service.
  • Implemented diverse wealth management options to meet client objectives.
  • Devised business plan and identified target customers.
  • Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
  • Took advantage of gaps in market and reached out to potential new clients.
  • Counseled clients on profitable strategies to support informed decision-making on investments, financing and partner sourcing.
  • Maintained secure meeting spaces to discuss privileged information with legal and advisory partners.
  • Advised customers on financial investment options and capital expenditures.
Manager, 11/2015 to 03/2019
Sanchez TacosCity, STATE,
  • Trained employees on additional job positions to maintain coverage of roles.
  • Assigned tasks to associates to fit skill levels and maximize team performance.
  • Recruited and hired qualified candidates to fill open positions.
  • Greeted and encouraged feedback from customers to implement in-store operational changes.
  • Conducted inventory counts by assessing current state of inventory integrity against target accuracy levels and tracking variances.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Evaluated store performance by receiving, analyzing and incorporating feedback from store inspections to implement action plans for improvements.
  • Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.
  • Facilitated exceptional sales and performance results by focusing on continuous improvement approaches and capitalizing on emerging market opportunities.
  • Drove financial performance of assigned areas by verifying achieved sales and profit goals and implementing plans to correct deficiencies.
  • Managed shifts in absence of store manager to deliver excellent customer service while promoting sales.
  • Organized store and maintained high standards for cleanliness of parking lot, restroom and stockroom.
  • Delivered level of service to customers in effort to build upon relationships for future clients.
  • Coordinated ordering, receiving merchandise, pricing and stocking to maintain appropriate product levels on shelves.
  • Assisted with training and onboarding of sales associates in store operations.
  • Upheld company's high standards for business via leading by example and encouraging team members to adhere to corporate policies.
  • Completed daily sales reports and analyzed metrics to identify trends.
  • Supervised staff performing daily activities.
  • Adhered to store policies and procedures to maintain regulatory and legal compliance.
  • Conducted regular evaluations and addressed performance concerns directly with employees.
  • Investigated misconduct, mediated problems and determined appropriate discipline for staff.
  • Set challenging yet attainable goals to encourage continuous staff development.
  • Maintained team progress against performance targets by motivating staff and proactively resolving department-level issues.
  • Maintained safe and productive study, research, work and collaboration space for employees, residents and students and monitored visitors and incoming deliveries.
  • Eliminated inefficiencies and process gaps to improve function of fast food team.
Education and Training
High School Diploma: , Expected in 06/2018 to Albuquerque Charter Academy - Albuquerque, NM,
Native/ Bilingual
Full Professional
  • Financial Advisor, Aflac - 2021
  • Accident,health, and life insurance licensed expires december 2022

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Resume Overview

School Attended

  • Albuquerque Charter Academy

Job Titles Held:

  • Advisror
  • Financial Advisor
  • Manager


  • High School Diploma

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