Financial Advisor Resume Example

EsmeraldaRamirez

Summary

Flexible hard worker ready to learn and contribute to team success. Organized and motivated employee eager to apply time management and organizational skills in various environments.

Seeking entry-level opportunities to expand skills while facilitating company growth. Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference. Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued.

Industrious Banquet Captain offering advanced knowledge of venue procurement and large-scale event coordination illustrated across MANY years of industry performance. Offering exceptional work ethic and a passion for driving sales. Meticulous Banquet Captain offering strong background in staff leadership and banquet event logistics. Focused and ambitious with MANY years demonstrated success in we.

Skills

Funding education
Planning for retirement
Stock market expertise
Advising on investments

Project management abilities
High-energy attitude
Coordination skills
Staff development

Experience

04/2020 - CurrentFinancial Advisor, Company Name, City, State

Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
Consulted with clients to assess and meet short- and long-term financial goal.
Developed and deepened relationships with new and existing clients to advance progress and improve business.
Assisted clients with planning for and funding retirements using mutual funds and other strategies.
Devised business plan and identified target customers.
Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.

02/2019 - 03/2020Home Health Care Aide, Company Name, City, State

Supervised medication administration, personal hygiene and other activities of daily living.
Greeted patients and families with enthusiastic, compassionate attitude to establish long-term professional relationships.
Followed care plan and directions to administer medications.
Observed patient vital signs and medication reactions and reported health concerns or behavioral changes.
Developed strong and trusting rapport with patients to facilitate smooth, quality care.
Planned optimal meals based on established nutritional plans.
Assisted patients with personal care to alleviate burden on family members.
Monitored medications for patients with various conditions and kept watchful eye for side effects.
Interacted with patients through games and fun activities to boost mood and improve overall memory.
Maintained clean and well-organized environment for client happiness and safety.

11/2014 - 09/2018Bartender/Banquet Manager, Company Name, City, State

Coordinated with employees to arrange tables, chairs and other equipment needed for functions.
Reviewed banquet event orders to determine room layouts and schedule staff.
Attended and monitored events to direct staff, proactively address issues and solve problems or concerns.
Orchestrated breakdown of rooms and cleanup to return event spaces to original order.
Communicated with venue personnel to coordinate event logistics.
Interacted with kitchen staff to plan food and beverage logistics.
Mentored and coached team of banquet setters and other event personnel.
Supervised food preparation, delivery and quality to ensure satisfaction.
Organized and laid out buffet equipment, food displays and other items such as center pieces , flowers and more.
Maintained detailed records of stock and reviewed inventory to plan events.
Mentored all new employees, demonstrating best methods for servicing clients and guests.
Coordinated with wait staff to keep dining room buffet stations clean and dishes refilled.

01/2013 - 12/2015Secretary's Assistant, Company Name, City, State

Scheduled appointments for management teams and maintained updated calendar using google calendar system.
Automated office operations, as well as managed client correspondence, record tracking and data communications.
Supervised set up of conference rooms for corporate meetings and other events.
Kept detailed inventory records and made supply orders, cutting costs by monitoring use and effectively sourcing products.
Updated system to organize office documentation, maximizing efficiency and increasing productivity.
Worked professionally to handle client, vendor and public guest requirements.
Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
Pleasantly welcomed visitors, answered phone calls and maintained front reception desk.
Kept office equipment functional and supplies well-stocked to promote efficient operations.
Made travel arrangements and reservations.
Oversaw office inventory by restocking supplies and submitting purchase orders.

Education and Training

06/1997High School DiplomaMorristown High School, City, State

Languages

Spanish:

Native/ Bilingual

Spanish:

Native/ Bilingual

English:

Full Professional

English:

Full Professional

Resume Overview

School Attended

Morristown High School

Job Titles Held:

Financial Advisor
Home Health Care Aide
Bartender/Banquet Manager
Secretary's Assistant

Degrees

High School Diploma

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