Finance Advisor Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Educated adult with the required education courses to obtain state certification and teach in Florida public schools. Conscientious individual with some teaching background and experience in various areas of instruction. Engaging and pleasant personality with strong commitment to promoting academic achievement for students of all ages and backgrounds. Seeking a teaching position in a charter school, regular public school, or in a private or religious school.

  • Counseling
  • Youth advocacy
  • Networking
  • Technical issue analysis
  • Skill development
  • Data analysis
  • Troubleshooting
  • Tutoring and after school help
  • Behavioral/cognitive skills development
  • Teaching, tutoring and counseling
  • Creative lesson plan development
  • Motivating students
Work History
Finance Advisor, 01/1996 to 12/2017
Self-employed City, STATE,
  • Helped clients plan for and fund retirements using mutual funds and other finance options
  • Assisted clients in making beneficial and strategic decisions regarding investments
  • Highlighted finance instruments and educated clients on various finance products
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
  • Monitored social media and online sources for industry trends
Live in Care Giver, 12/1996 to 09/2016
Self-employed / Private Employment City, STATE,
  • Documented residents' behavior in terms of mental status, sleeping and eating patterns in medical record books
  • Supervised contractors to maintain household and property
  • Handled incoming mail, bills and invoices and completed appropriate actions
  • Entrusted to handle confidential and sensitive situations in professional matter
  • Helped clients manage money, pay bills and shop for groceries or personal items
  • Liaised with key accounts to deliver targeted administrative support, including estate, household and property management
  • Implemented physical therapy to support patient improvement in muscle tone, range of motion and injury recovery
  • Kept patients mentally alert by entertaining, conversing and reading aloud to patients
  • Helped clients with hygiene-related tasks such as brushing teeth, bathing, grooming and toileting
  • Applied mobility assistance knowledge to safely ambulate patients in different spaces involving varying elevations and obstacles
  • Cooked meals and assisted patients with eating tasks to support healthy nutrition
  • Helped clients maintain optimal health by overseeing medication administration and all doctor's appointments
  • Supported daily hygiene needs of patients by assisting with bathing, dressing, dental care and personal grooming
  • Planned, prepared and served meals and snacks according to prescribed diets
  • Established nutritious meal plans and prepared daily offerings to meet patient dietary needs
  • Managed large range of services including pet care, phone screening, shopping and bill paying to provide clients with premium family time
  • Scheduled and accompanied clients to medical appointments
  • Laundered items, changed sheets and made bed to keep patients' bedroom clean
  • Recorded vital signs, such as temperature, blood pressure, pulse, or respiration rate, as directed by medical or nursing staff
  • Ran errands for customers, including shopping, and picking up other necessities
  • Shopped for groceries regularly in order to keep house stocked with necessities
  • Kept household areas clean and well-stocked, ran errands, managed laundry and completed weekly grocery shopping
  • Remained alert to problems or health issues of clients and competently responded
  • Determined specific needs and provided most appropriate level of services to ensure well-being
  • Documented vitals, behaviors and medications in client medical records
  • Provided assistance in daily living activities by dressing, grooming, bathing and toileting patients
  • Guided patients to restroom when necessary
  • Maintained appropriate filing of personal and professional documentation
  • Recorded patients' pulse, blood pressure and respirations (TPRs) to assess and document important health information
  • Performed household tasks such as laundry, dusting, washing dishes and vacuuming
  • Assisted patients with self-administered medications
Substitute Teacher K-12, 01/1993 to 12/1994
Palm Beach County FL City, STATE,
  • Set up lesson materials, bulletin board displays and demonstrations
  • Developed and implemented classroom routines to address varying student needs
  • Assisted students of all ability levels develop life-long learning skills and good study habits
  • Created schedules and lesson plans for different grade classes to increase student interest and participation
  • Created enjoyable and interesting learning environment for students of different backgrounds each year
  • Took over class for a couple of months, managing all classroom assignments, student needs and recordkeeping
  • Integrated various items into classroom to create safe and positive learning environment
  • Enhanced student learning by optimizing wide range of instructional approaches and innovative classroom activities
  • Fostered student curiosity and interest through creative hands-on activities
  • Kept students on-task with proactive behavior modification and positive reinforcement strategies
  • Scheduled hours per week (when possible) to provide academic support and tutoring to struggling students
  • Initiated tutoring sessions with students to improving their grades
  • Boosted cultural awareness by incorporating children’s literature and art from world cultures
  • Created and developed lesson plans according to students' academic needs, including both group and individual work
  • Promoted physical, mental and social development by implementing classroom games and outdoor recreational activities
  • Adapted teaching methods and lesson plans to changing student needs to increase classroom participation of students
  • Designed detailed learning plans for struggling students based on test, homework and assignment records
Bachelor of Arts: History, Expected in 06/1989
Univerity of Michigan - Ann Arbor, MI,
No Degree: Teaching / Education, Expected in 1998
Florida Atlantic University - Boca Raton, FL

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Resume Strength

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Resume Overview

School Attended
  • Univerity of Michigan
  • Florida Atlantic University
Job Titles Held:
  • Finance Advisor
  • Live in Care Giver
  • Substitute Teacher K-12
  • Bachelor of Arts
  • No Degree