LiveCareer-Resume

financial advisor resume example with 20+ years of experience

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Summary

Experienced Financial Advisor providing financial planning strategies for clients by assessing each client’s present and future financial goals, objectives and requirements.

Highlights

Series 7 License

 Series 66 License  

Insurance License

Goal-oriented

Reliable

Excellent communication skills

Experience
01/2001 to 05/2005 Financial Advisor Banner Bank | Walla Walla, WA,
  • Consulted with clients and prospects to determine needs, goals, objectives and risk tolerance in order to develop personally tailored financial plans
  • Implemented financial planning recommendations.
  • Monitored world markets and adjusted client portfolios as needed to maintain financial plan balance.
05/2005 to 01/2011 Financial Advisor Banner Bank | Kennewick, WA,
  • Analyzed financial information obtained from clients and prospects to determine strategies for meeting clients' financial objectives.
  • Reviewed clients' accounts regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
  • Implemented Retirement plans for small businesses.
  • Regularly met with retirement plan participants to review their accounts and other investment portfolios.


01/2011 to Current Financial Advisor Banner Bank | Bellevue, WA,
  • Analyze financial information obtained from clients and prospects to develop investment strategies that meet each individuals specific goals.
  • Meet with clients and review their portfolios to determine if economic developments or account performance dictate a revision of their financial plan.
  • Work with and train new Financial Advisors hired to the company. Educate them on products and financial planning strategies.






Education
Expected in 2001 to to BBA | Business Radford University, Radford, VA GPA:

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Resume Overview

School Attended

  • Radford University

Job Titles Held:

  • Financial Advisor
  • Financial Advisor
  • Financial Advisor

Degrees

  • BBA

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