fadp resume example with 6+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
  • Accomplished and results-oriented who consistently meets deadlines and increases company revenue. Highly skilled at increasing productivity through detailed cost analysis.
  • Highly motivated who thrives in high-pressure environments. Excellent financial reporting, budget forecasting, management and and team-building skills.
  • Dynamic finance professional with a strong background in all aspects of accounting and financial management. Successful at managing multiple assignments while meeting tight deadlines.
  • Financial professional focused on developing and streamlining procedures and finding innovative, cost-effective solutions.
  • Ambitious sales professional with sales representative experience.
11/2017 to 04/2018 FADP Chancelight Behavioral Health | Tampa, FL,
  • Received online training, as well as mandates and modules regarding the firms rules and regulations.
  • Plan and develop the critical skills and knowledge necessary for building a successful wealth management practice — acquiring clients, enhancing relationships, providing tailored strategies and more.
  • Investment, business development, business management and technology platform training and development.
  • Preparation for registration exams, including Series 7 and Series 66.

07/2016 to 08/2017 Advisor Trainee Department Of Housing And Urban Development | Knoxville, TN,
  • Analyzed utilization and capacity against performance goals.
  •  Computed, recorded, and proofread data, records and reports.
  • Completed on average 500 daily outbound calls generating leads and soliciting potential accredited investors
  •  Created and executed marketing/PR campaigns, including new product introductions and existing product development. 
  •  Planned and executed special events and trade shows that assisted clients in raising over $60,000 and establishing community recognition.
  •  Communicated with customers, employees and other individuals to answer questions and explain information.
04/2016 to 07/2016 Senior Account Executive Energie Group | Bow, NH,
  • Executed 300-500 daily cold calls to top level executives to increase client base.
  • Answered customers' questions regarding products, prices and availability.
  • Collaborated with colleagues to exchange selling strategies and marketing information.
  • Responded to all customer inquiries in a timely manner.
  • Maintained friendly and professional customer interactions.
05/2015 to 02/2016 Senior Account Executive Merchant Advanced Express | City, STATE,
  • Provided capital to business owners.
  • Designed and created weekly and monthly spending reports.
  • Coordinated with underwriters, lenders, loan managers and securitization teams to manage portfolios.
  • Analyzed legal documents, including wills, insurance policies and corporate contracts.
  • Analyzed utilization and capacity against performance goals.
  • Supplied necessary industry and market research to target new businesses.
09/2011 to 10/2014 Personal Trainer New York Sports Club | City, STATE,
  • Folded towels, greeted people, scanned members in.
  • Assisted older adults with weight training programs by setting up equipment and providing detailed instructions.
  • Taught clients how to modify exercises appropriately to avoid injury.
  • Contributed to the operation of a clean, friendly and well maintained health club.
  • Recorded training sessions and maintained package rates for each client.
  • Encouraged clients to engage in group fitness classes and other activities in the gym to meet fitness goals.
  • Arrived on time, prepared and attentive for every training appointment.
01/2011 to 05/2012 Assistant to Owner Complete Care Medical | City, STATE,
  • Scheduled appointments and meetings
  • Handled all initial client concerns by answering questions and sending information as requested
  • Organized reports and memos by creating detailed spreadsheets
  • Assisted with calendar management and database management
  • Screened all incoming calls and visitors
Key Skills
  • Fluent In Spanish
  • Financial Modeling 
  • Complex problem solving 
  • Self-Motivated Professional
  •  Sales and Marketing 
  • Training and development 
  • Prospecting and cold calling 
  • Excellent Negotiation and Sales tactics 
  • Highly proficient in Word and Excel 
  • Financial records and processing
  • Contract negotiation/review/drafting
Expected in 2015 to to No Certificate | Finance Coastal Carolina University, Conway, SC GPA:
Completed 1.5 years and necessary courses towards bachelors/finance degree. 
Coastal Carolina Club Baseball Team Member.  

Expected in 2015 to to No certificate | Finance Nassau Community College, Garden City, NY GPA:
Completed 1 year, took necessary coursework to attain Bachelors/Finance degree in Math, Micro/Macro-economics and Spanish. 
Expected in 2011 to to High School Diploma | Liberal Arts /Finance Cold Spring Harbor Jr. Sr. High School, Cold Spring Harbor, NY GPA:
Completed coursework in Math , Spanish and Economics. 

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Resume Overview

School Attended

  • Coastal Carolina University
  • Nassau Community College
  • Cold Spring Harbor Jr. Sr. High School

Job Titles Held:

  • FADP
  • Advisor Trainee
  • Senior Account Executive
  • Senior Account Executive
  • Personal Trainer
  • Assistant to Owner


  • No Certificate
  • No certificate
  • High School Diploma

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