Financial Advisor Resume Example

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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

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. Energetic financial services professional highly effective at working with clients of all levels and backgrounds.

Friendly and personable with adaptable approach. Over 25 years of success supporting client financial goals through astute investment guidance.

  • Understanding tax law
  • Stock market expertise
  • Funding education
  • Developing financial plans
  • Planning for retirement
  • Work ethic
  • Organization
  • Planning
  • Time management
  • Making insurance decisions
Financial Advisor, 01/1994 to Current
Bmo Blaine, MN,
  • 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.
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Implemented diverse wealth management options to meet client objectives.
  • Devised business plan and identified target customers.
  • Kept abreast of financial impact of clients' life changes to meet needs and target new areas of growth.
  • Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
  • Analyzed wills, insurance policies and corporate contracts.
Retirement Services Representative, 08/1992 to 12/1993
Ss&C Technologies Oakland, CA,
  • Managed The Atlanta Public Schools 403b-7 Retirement Saving Plan approximately 1000 contributing clients with approximately 50 million under management with Travelers Insurance and Lincoln National Life Insurance Annuities.
  • Educated potential clients about products through seminars and other special events.
  • Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
  • Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
Insurance Sales Agent, 10/1990 to 08/1992
Pma Usa Mascot, TN,
  • Interviewed prospective clients to gather information on financial needs and discuss any existing coverage.
  • Up-sold products to policyholders and potential new clients.
  • Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
  • Pursued continued professional development through insurance workshops.
  • Exceeded company sales goals for new policies.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Followed up with customers to check on changing needs and propose new offerings.
  • Wrote policies, finalized documents and filed paperwork.
  • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
  • Evaluated customer desires and budgetary constraints to pick best policies.
  • Made appointments with potential clients to discuss products.
  • Reached out to potential clients to schedule appointments.
  • Kept thorough records of customer details and previous sales.
  • Answered insurer questions regarding policyholders.
  • Generated new leads and identified potential clients by using successful direct marketing strategies.
Quality Control Inspector, 10/1985 to 10/1990
Mercury Systems Inc. Any City, CA,
  • Assessed Printed Phone Books and other printed products for conformance with quality control requirements and production specifications.
  • Trained newly hired employees by explaining company procedures, job duties and performance expectations.
  • Adhered to all safety protocols to minimize equipment damage and avoid injuries.
  • Wrote detailed reports outlining performance, quality and defect rates.
  • Completed non-destructive tests and visual inspections continuously.
  • Used specialized tools to take precise measurements of various aspects of samples.
  • Documented non-conformities immediately and recommended techniques for prompt resolution.
  • Performed detailed analysis on 10% sample of products.
Education and Training
Associate of Applied Science: Electronic Engineering Technology, Expected in 10/1986
Rets Electronics Institute - Birmingham, AL,
Diploma: General Securities Registered Representative, Expected in 11/1989
Investment Training Institute - Atlanta, GA,

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Resume Strength

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Resume Overview

School Attended
  • Rets Electronics Institute
  • Investment Training Institute
Job Titles Held:
  • Financial Advisor
  • Retirement Services Representative
  • Insurance Sales Agent
  • Quality Control Inspector
  • Associate of Applied Science
  • Diploma