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Financial Advisor Resume Example

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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
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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

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