Financial Advisor Resume Example Merrill Lynch Wealth Management

FINANCIAL ADVISOR

Objective

To obtain a position at a fast paced, highly entrepreneurial company that offers significant advancement to those who consistently work hard and demonstrate results.

Highlights

FINRA Series 7 License
NASAA Series 66 License
CT Life, Health and Disability Insurance Licenses
In process of obtaining CFP Designation

New Business Development
Goals Based Financial Planning

Excellent communication skills
Client Service

Work History

Financial Advisor, 05/2015 to Current
Merrill Lynch Wealth Management – Glastonbury, CT

Enrolled in Merrill Lynch's PMD Team Financial Advisor Program.
Report directly to Resident Director of Branch.
Responsible for Business Development for The Carroll Group.
Sold financial products including stocks, bonds and mutual funds.
Continued education on current Insurance products and services through Merrill Lynch's Insurance Accreditation Program.

Product/ Delivery Specialist, 05/2014 to 09/2014
Gene Langan VW – Glastonbury, CT

Responsible for the daily operation of the Delivery Center for Langan Volkswagen.
Delivered new and used vehicles to customers by giving an in-depth demonstration of their vehicles complex features.
Assisted in Langan Volkswagen's social media marketing campaign by organizing, tagging and uploading pictures of the "Langan Car Delivery Experience".

Financial Representative Intern, 02/2012 to 09/2013
Northwestern Mutual – West Hartford, CT

Responsible for prospecting, obtaining meetings with prospects, presenting solutions to prospects and closing sales.
Highest producing intern in a large 30 intern group with the most policies sold, most premium sold and most life insurance in-force ($20 million).
Recognized at NYC Annual Meeting for performance.
Contributed ideas and offered constructive feedback at weekly sales and training meetings.
Evaluated leads obtained through direct referrals, lead databases and cold calling.

Owner/Operator, 04/2005 to 11/2009
Baird Landscaping – South Glastonbury, CT

Started landscaping company at age 13.
Financed the purchase of a large commercial lawn mower and related equipment.
Grew company to 15 large residential clients.
Upon completing high school, sold the lawn equipment and client list to a large commercial lawn care firm.

Education

Bachelor of Arts: General Studies Business Administration, 2015
Eastern Connecticut State University - Willimantic, CT

Resume Overview

Companies Worked For:

Merrill Lynch Wealth Management
Gene Langan VW
Northwestern Mutual
Baird Landscaping

School Attended

Eastern Connecticut State University

Job Titles Held:

Financial Advisor
Product/ Delivery Specialist
Financial Representative Intern
Owner/Operator

Degrees

Bachelor of Arts : General Studies Business Administration , 2015

Financial Advisor Resume Example

Resume Score: 80%

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