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Financial Advisor Resume Example

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AS
ALBIESANTIAGO
Summary

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. Dedicated Automotive Technician with 15+ years in service and repair. Friendly and upbeat professional enthusiastic about automotive work. Focused on satisfying customers, supporting the team and meeting shop targets by applying superior work ethic, mechanical knowledge and excellent customer service skills.

Skills
  • Mutual funds understanding
  • Developing financial plans
  • Making insurance decisions
  • Managing wealth
  • Diagnostic Assessment
  • Engine overhauls
  • Alignments experience
  • Brake systems knowledge
  • Gasket replacements
  • ALL vehicles experience
  • Troubleshooting and diagnostics
Experience
Financial Advisor / Company Name - City, State12/2018 - Current
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • 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.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Assisted clients with planning for and funding retirements using mutual funds and other strategies.
  • Developed and expanded financial planning relationships with customers through loyal and dedicated service.
  • Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
  • Analyzed wills, insurance policies and corporate contracts.
  • Counseled clients on profitable strategies to support informed decision-making on investments, financing and partner sourcing.
Automotive Service Technician / Company Name - City, State02/2014 - 07/2020
  • Adjusted, repaired or replaced defective automotive parts.
  • Repaired transmissions, engines, coolant systems and suspension systems on vehicles.
  • Inspected vehicles to assess damage and plan for repairs and new parts.
  • Tested electronic components and computer controls with specialized devices.
  • Rebuilt components and systems to correct faults and achieve desired performance levels.
  • Wrote up detailed repair orders outlining actions and estimated costs.
  • Calibrated repaired systems to meet performance specifications outlined by manufacturers.
  • Tuned and adjusted electronic automotive equipment and entertainment systems.
  • Performed minor maintenance services, including gasket replacements, coolant flushes and tune-ups.
  • Removed, replaced, balanced and rotated new or used tires to maintain on-road safety
  • Completed repairs and maintenance to major vehicle models to meet safety specifications.
  • Evaluated, repaired and aligned vehicle suspensions.
  • Maintained certifications and completed in-depth training on commonly-serviced equipment, systems and components.
Manager / Company Name - City, State01/2010 - 01/2014
  • Trained employees on additional job positions to maintain coverage of roles.
  • Assigned tasks to associates to fit skill levels and maximize team performance.
  • 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.
  • Established and created training programs to enhance employee knowledge of best practices, resulting in improved customer satisfaction.
  • 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.
  • Evaluated operational trends and proactively adjusted strategies to maintain alignment between performance and objectives.
Education and Training
Universal Technical Institute of Pennsylvania - City, State10/2011Associate of Applied Science: Automotive Technology/ BUSINESS MANAGEMENT
Languages
English:
Professional
English:
Professional
Spanish:
Professional
Spanish:
Professional
Accomplishments
  • Recognized as Employee of the month for outstanding performance and team contributions as an advisor.
  • Consistently maintained high customer satisfaction ratings.
  • Promoted from Representative to Regional leader (5 Promotions), in less than 12-months
  • Recognized as Employee of the Month & Top Producer 14 times for outstanding performance and team contributions as a Technician.
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Resume Overview

School Attended

  • Universal Technical Institute of Pennsylvania

Job Titles Held:

  • Financial Advisor
  • Automotive Service Technician
  • Manager

Degrees

  • Universal Technical Institute of Pennsylvania - City, State 10/2011 Associate of Applied Science : Automotive Technology/ BUSINESS MANAGEMENT

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