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JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Summary

A skilled financial professional with 30 years of financial services industry experience who expertly creates customized financial strategies to meet client needs. Diligent and driven Investment Advisor Representative

who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills.

Highlights
  • FINRA Series 6 License
  • FINRA Series 7 License
  • NASAA Series 66 License
  • Risk management assessor
  • Goal-oriented
  • Excellent communication skills
  • Reliable
  • People-oriented
  • Flexible
  • Excellent time management skills
  • Analytical
Accomplishments

Created strategies to develop and expand existing customer sales, resulting in a 4% increase in annual sales.

Originated over $2,000,000 in personal volume through professional networking, loan reviews and marketing.

Experience
04/2012 to Current Direct Care Behavioral Tech American Century Investments | Kansas City, MO,
  • I work with latency-aged children and adolescents in a residential setting, utilizing a normative therapeutic milieu to help children and youth identify and build upon their strengths.
  • The youths have specialized medical and behavioral needs including developmental disabilities including Cerebral Palsy, Autism and/or intellectual disabilities.
  • We utilize a holistic, relational, trauma informed, cultural and gender responsive approach to assessment and treatment services.
  • We work with each person to increase communication, social skills, improve relationships, increase their circles of support and assist people in regulating their emotions for optimal independence and happiness.
10/2006 to 04/2012 Financial Consultant Security Service Federal Credit Union | American Fork, UT,
  • The sale and solicitation of insurance and investment Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.Implemented financial planning recommendations.Created charts and graphs to illustrate daily, monthly and annual financial reports.Interpreted data on price, yield, stability, future investment-risk trends, economic influences and other factors affecting investment programs.Selected and maintained superior investment portfolios.Investigated red flags for fraud, embezzlement, money laundering, tax evasion, false accounting statements, organized crime, terrorist financing and insider trading.Monitored risk accounts on a weekly, monthly, quarterly and annual basis.products
2008 to 08/2008 Registered Sales Assistant Dieterich Bank | Red Bud, IL,
  • Prepared internal quarterly and annual portfolio monitoring reports.Communicated regularly with management regarding portfolio performance and new loan transaction quality.Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.Monitored risk accounts on a weekly, monthly, quarterly and annual basis.
02/2006 to 09/2006 Retirement Advisor ING FINANCIAL ADVISORS | City, STATE,
  • Duties included, educate clients regarding their options when the employee leaves their employer as a job changer or retiree, develop lasting relationships with clients as they help sponsored plan participants continue to accumulate assets for retirement or reinvest their retirement savings to transition to an income phase.
  • Make recommendations on how to allocate their retirement plan to reap the highest return with the least amount of risk and achieve strong rollover sales and retention results on behalf of ING in the defined contribution rollover market.
09/2004 to 03/2006 Personal Banker JPMORGAN CHASE BANK, NA | City, STATE,
  • Duties included acquiring, retaining and expanding new and existing customer relationships by profiling to discover needs, making the best recommendations, completing sales, proactively contacting and meeting customers, asking for referrals and conducting appointments.
  • Conduct monthly workshops to groups and organizations on timely subject maters, including; identity theft, bank scams and retirement planning.
  • Maximize the depth and profitability of the customer's relationship by partnering with the sales specialists in Retail Lending, Small Business, Investments, Workplace Financial Services, and other product areas to ensure a world-class customer experience.
Education
Expected in 1980 Bachelors of Arts | Socila Welfare University of New Haven, West Haven, CT GPA:

Social Welfare

Professional Affiliations
Governance Chairman, Community Health Charities of New England; Treasurer, Knights of Columbus Council 8372; Exalted Ruler, East Rock Lodge #141 (I.B.P.O.E. of W.); Treasurer, New England States & Eastern Canada Elks Association (I.B.P.O.E. of W.); Chairman Emeritus, Southern Connecticut Regional Sickle Cell Association; Finance Committee Chairman, Sickle Cell Disease Association of America, Southern Connecticut; Election Moderator, City of New Haven; Chairman, New Haven Redevelopment Agency.
Skills

•Skilled at and aptitude for assessing client needs, providing applicable solutions and recommendations, and building customer relationships based on mutual trust in order to optimize sales opportunities

•Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment

•Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach etc.

•Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements

•Excellent oral and written communication skills with strong influencing skills

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Resume Overview

School Attended

  • University of New Haven

Job Titles Held:

  • Direct Care Behavioral Tech
  • Financial Consultant
  • Registered Sales Assistant
  • Retirement Advisor
  • Personal Banker

Degrees

  • Bachelors of Arts

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