financial advisor resume example with 5+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -
Website, Portfolio, Profiles
Professional Summary

Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures. versees financial management workshops to share up-to-date information and build community network for client acquisition. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

  • Financial Plan Development
  • Sage 50
  • Investment Planning
  • Financial Analysis
  • Financial Forecasting
  • Customer Expectations Management
  • Financial and Estate Planning
  • Financial Budgeting
  • Operational Efficiency
  • Presentations
  • Influential and Persuasive
  • Goals and Performance
Work History
05/2022 to Current
Financial Advisor The University Of Kansas Hospital Lee's Summit, MO,
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.

• Effectively communicate financial agreement with Customer to get better input and feedback.

04/2018 to 05/2021
Lead Customer Service Associate Main Line Health, Inc. Philadelphia, PA,
  • Engaged clients in person and over phone to answer questions and address complaints.
  • Planned schedules and workflows based on expected customer demands.
  • Boosted team spirit and performance by communicating clear service expectations and quality goals to each team member.
  • Identified opportunities to streamline processes by targeting areas of inefficiency and implementing improvements.
  • Maintained accurate and current customer account data with manual forms processing and digital information updates according to government rules.
  • Expertise in building the team, Participating in teamwork, Leading projects with shared responsibility and keeping team motivated
  • Train and Coach management and team on internal system supports and implementation plans, also to strengthen performance and job expertise.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
  • Communicated professionally with internal and external department with open communication and trust to find better fit solutions.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
03/2017 to 03/2018
Customer Service Representative Supervisor Laz Parking Ypsilanti, MI,
  • Supervised 3 Customer Service Representatives in providing excellent customer service and meeting the company's expectation.
  • Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
  • Helping manager in Hiring also managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
  • Delegated tasks to administrative support staff to organize and improve office efficiency.
  • Developed highly-efficient administrative team through ongoing coaching and professional development opportunities.
02/2016 to 03/2017
Assistant Manager Moe's Southwest Grill Savannah, GA,

  • Supervised social media marketing strategies and plan some promotion and pricing for better customer service development.
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Analyzing the data collected by Customer Representative to implement new business idea and Developed innovative business plans.
  • Reviewed customer feedback and complaints to resolve the issues and implement action plans for future.
  • Maintained compliance with company requirements.
  • Applied advanced business and technical expertise in program planning to effectively support Team.
  • Making small sales project and implementing the same with management and Team to perform better in the market.
  • Consulted with clients after sales and contract signings to resolve problems and provide ongoing support.
  • Consistently exceeded monthly sales quotas by more than 15% by pursuing leads and expanding.
Expected in 12/2016
Advanced Diploma: Business Management
Humber College - Toronto, ON
Expected in 03/2012
Bachelor in Commerce : Advanced Accounting And Finance
Gujarat University - Gujarat , India ,

Canadian Investment Funds

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Resume Overview

School Attended

  • Humber College
  • Gujarat University

Job Titles Held:

  • Financial Advisor
  • Lead Customer Service Associate
  • Customer Service Representative Supervisor
  • Assistant Manager


  • Advanced Diploma
  • Bachelor in Commerce

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