assistant to financial advisor resume example with 5+ years of experience

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

Dedicated and organized financial advisor's assistant with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments.

Energetic Nanny experienced watching children and leading fun activities in home settings. Successful in keeping environment organized and instructing children in safe behaviors. Well-versed in caring for children with special dietary, emotional or physical considerations.

  • Customer Complaint Resolution
  • Customer Referrals
  • Honest and Dependable
  • Customer Expectations Management
  • Project Management
  • Client Engagement
  • Client Confidentiality
  • Analytical Thinking
  • Service Oriented
  • Relationship Building
  • Customer Consulting
  • Appointment Scheduling
  • Verbal and Written Communication
  • Critical Thinking
  • Salesforce
  • Microsoft Excel
  • Advisor 360
  • Light Housekeeping
  • Emotionally Supportive
  • Childcare Techniques
  • Enrichment Activities
  • Behavior Modeling
  • Meal Preparation
  • Creative Thinking
  • Praise and Encouragement
  • Creating Good Habits
  • Arts and Crafts
Assistant to Financial Advisor, 01/2020 to Current
Bright Horizons Family SolutonsAptos, CA,
  • Maintained secure meeting spaces to discuss privileged information with legal and advisory partners.
  • Analyzed wills, insurance policies and corporate contracts.
  • Promoted business to increase customer base and grow revenue.
  • Developed and expanded financial planning relationships with customers through loyal and dedicated service.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Answered clients' questions regarding details of client accounts in easy-to-understand terms.
  • Appointment Scheduling
  • Service Work Organization and up-keep
  • Run and Organize Client Annual Review Reports, Statements and Product Detail Reports to appointed client appointment folder
Nanny, 06/2019 to 12/2019
Goose IslandFennville, MI,
  • Created nurturing, safe environments to promote emotional, social and intellectual growth.
  • Monitored indoor and outdoor playtime by guiding activities while watching for dangers.
  • Bathed and dressed babies, changed diapers and prepared bottles and feeding equipment.
  • Regulated children's schedules to balance rest, learning and play.
  • Interacted positively with children to promote mental and emotional development.
  • Followed routines to foster stability and structure in children's lives during parental absences.
  • Developed lasting, professional relationships with families by encouraging open communication and delivering positive feedback.
  • Encouraged safe, positive behavior by redirecting children to take positive action.
  • Participated in hands-on learning activities with children incorporating art.
  • Monitored children's behavior, health and well-being as well as physical, emotional and mental development.
  • Engaged children in age-appropriate activities to encourage intellectual and motor skills development.
  • Planned recreational activities to enhance physical development and explore stimulating exercises.
Brand Ambassador, 02/2018 to 07/2019
Cedar Fair Entertainment CompanyMuskegon, MI,
  • Promoted positive company image through superior customer service experiences.
  • Maintained consistent visual merchandising standards to highlight product features, attract customers and boost sales.
  • Conducted promotional efforts to increase trial and consumption of client brands.
  • Increased client profits by establishing strong brand representation through face-to-face marketing.
  • Used social media monitoring platform to view conversations about brands and respond to inquiries.
  • Took high-quality photographs of products to support social media campaigns.
Makeup Artist, 01/2018 to 01/2019
MyselfCity, STATE,
  • Handled appointment booking, canceling and rescheduling.
  • Applied makeup to clientele to cover imperfections and create new looks.
  • Suggested personalized skin care routines for clients, keeping skin type and skin conditions in mind.
  • Researched makeup trends to learn about new products and techniques by using YouTube, beauty blogs and magazines.
  • Maintained counter hygiene standards with sanitized display units, tools and testers.
  • Used sales tactics and persuasion to meet goals.
  • Promoted sales events and product launches to customers.
  • Provided makeup services for weddings, proms and other special events.
  • Responded to customer inquiries by phone, email and in person.
  • Customized styles, services and products to suit client needs and maintain customer satisfaction.
  • Drove retail sales through salon product and service promotion, making specific client recommendations.
Education and Training
Associate of Arts: Cosmetology, Expected in 07/2010
The Nail Inn & School of Cosmetology - Lemont, IL,
  • Ranked in Top 2 of class.
Bachelor of Arts: Photography, Expected in
Columbia College Chicago - Chicago, IL
Associate of Arts: Communications, Expected in
Illinois State University - Normal, IL
  • Consistently maintained high customer satisfaction ratings.
  • Improved organization techniques in the office.
  • Developed close relationships with clients.
  • Received various high customer satisfaction ratings while working as a makeup artist
  • Nannied for 2 special needs children, including those with learning disabilities, mental challenges and physical impairments.
  • Helped out with caring for my younger sibling with autism while growing up.
Activities and Honors
  • Member of Mass Mutual/WPFG Study Group
  • Tennis Athlete of 10 years
  • Volunteer at Dog/Cat Shelter 2011
  • Member of Photo Club 2010-1011
  • Member of ISU Tennis Club 2011-2012
  • Donor to Autism Speaks

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Resume Overview

School Attended

  • The Nail Inn & School of Cosmetology
  • Columbia College Chicago
  • Illinois State University

Job Titles Held:

  • Assistant to Financial Advisor
  • Nanny
  • Brand Ambassador
  • Makeup Artist


  • Associate of Arts
  • Bachelor of Arts
  • Associate of Arts

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

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