LiveCareer-Resume

financial advisor resume example with 20+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Talented LEader,experienced in developing and managing staff, budgets and programs to achieve results. Offering more than 30 years of experience at executive level. Applies skills in ministry, leadership, mentoring and training to motivate organization's members in meeting organizational mission and program goals. Successfully raises public awareness about community-based programs and services. Talented Executive Director offering proven background in business settings and driving organizational change at operational levels. Demonstrated leadership, planning and problem-solving abilities focused on delivering robust, performance-oriented strategies to meet current and expected demands. Forward-thinking Leader with solid history of accomplishment in a Not For Profit settings. Keep operations smooth and consistent to maintain company stability and sustainability. Articulate and personable leader with excellent program management, strategic planning and operational oversight abilities.

Skills
  • Advising on investments
  • Increasing savings
  • Planning for retirement
  • Managing wealth
  • Mutual funds understanding
  • Making insurance decisions
  • Funding education
  • Developing financial plans
  • Critical thinking
  • Team management
  • Analytical
  • Teambuilding
  • Relationship building
  • Studio recordings
  • Music theory knowledge
  • Musical arrangements understanding
  • Composition
  • Supporting tours
  • Music recording
  • Ministry experience
  • Song composition
  • Rehearsing
  • Brand building and awareness
  • Presentations and demonstrations
  • Planning and coordination
  • Training initiatives
  • Public speaking
  • Interdenominational networking
  • Inspirational leadership
  • Discipleship
  • Preparing weekly sermons
  • Crisis management
  • Biblical stewardship
  • Leadership development
  • Working collaboratively
  • Organization
  • Studio management
Experience
2020 to Current Financial Advisor Futurity First Insurance Group | El Paso, TX,
  • 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.
  • 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.
  • Assisted clients with planning for and funding retirements using mutual funds and other strategies.
  • Developed and expanded financial planning relationships with customers through loyal and dedicated service.
  • Promoted business to increase customer base and grow revenue.
  • Implemented diverse wealth management options to meet client objectives.
  • Conducted due diligence and valuation activities to support informed business decisions.
  • 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.
  • Took advantage of gaps in market and reached out to potential new clients.
  • Analyzed wills, insurance policies and corporate contracts.
  • Counseled clients on profitable strategies to support informed decision-making on investments, financing and partner sourcing.
  • Hired and developed junior financial and support staff.
  • Maintained secure meeting spaces to discuss privileged information with legal and advisory partners.
  • Drafted executive analysis reports detailing profit opportunities and potential risks involved.
  • Advised clients on targeted business strategies and corporate financing.
  • Advised customers on financial investment options and capital expenditures.
04/1993 to 03/1995 Youth & Worship Pastor Hexagon | Birmingham, AL,
  • Monitored and cared for youth in carefully controlled environment to promote safety.
  • Communicated with challenged and troubled children in effort to exact positive impact and influence.
  • Advised children and helped to foster improved levels of self-worth and confidence.
  • Collaborated with counselors and parents to report youth behavior and progress.
  • Liaised with family members to discuss progress and develop ongoing plans for counseling goals.
  • Performed counseling interventions to address issues through conflict resolution and situational adjustment to depression, anxiety, and physical or substance abuse.
  • Maintained confidentiality through stringent handling of charts and data.
Jun1985 to Sep1994 Partner Relationship Manager Life Care Centers Of America | Elyria, OH,
  • Streamlined communication efforts by measuring client satisfaction metrics.
  • Provided expert support to COO through operational oversight and strong team leadership.
  • Developed and implemented improved organizational tools to increase productivity.
  • Communicated delays and early arrivals to management.
  • Reported maintenance and repair needs for transportation vehicles and equipment.
  • Assign and dispatch drivers on loads.
  • Maintained cleanliness of vehicle interior and exterior and scheduled routine maintenance.
  • Planned travel routes in accordance with applicable traffic and bulk cargo transportation laws, regulations, standards and guidelines.
  • Relayed delays and early arrivals to planning team and CEO.
Jun1985 to Sep1994 Transportation Coordinator Stryten | Tacoma, WA,
  • Communicated delays and early arrivals to management.
  • Coordinated driver loads and managed dispatch tasks.
  • Assign and dispatch drivers on loads.
  • Planned travel routes in accordance with applicable traffic and bulk cargo transportation laws, regulations, standards and guidelines.
Sep1995 to sep1997 Youth Pastor Rug Doctor | Vacaville, CA,
  • Instructed and mentored youth between grades 7 and 12.
  • Directed weekly youth meetings, special group events and overnight excursions.
  • Worked with church leadership, parents and volunteers to establish clear goals and guidelines for church youth.
  • Managed ministry budget and documented all purchases.
  • Partnered with parents and offered insights and resources for guiding youth in preferred directions.
  • Worked with senior pastors to lead Sunday morning and mid-week worship services.
  • Carried out church mission by planning and leading worship services, writing sermons and working with church leaders.
  • Visited, counseled and prayed with church members to provide pastoral care.
  • Coordinated with stewardship committee to advocate biblical stewardship when promoting congregational benevolence.
Sep1997 to Jun1999 Worship Pastor T. Rowe Price | Baltimore, MD,
  • Planned worship schedules and sequences of events to keep members engaged and active.
  • Selected mix of contemporary and traditional music to meet expectations of congregation.
  • Recruited, equipped and motivated band members for professional accompaniment.
  • Managed audio-visual support for multiple weekly services.
  • Coordinated special event worship, camp worship sessions and revivals.
  • Improved choir and praise team performance by directing regular rehearsals.
  • Implemented special programs for holiday and church events.
  • Carried out church mission by planning and leading worship services, writing sermons and working with church leaders.
  • Brought attention to youth ministry contributions through congregational awareness initiatives.
  • Taught Music Classes in Church's School
Jun1999 to May2002 Sr. Associat Pastor /Director of Communications Grace Christian Center | City, STATE,
  • Served as primary point of contact for incoming media calls.
  • Handled communications and marketing budgets and implemented effective financial strategies.
  • Wrote and edited content to create consistent and positive company image.
  • Performed crisis management and preemptive planning for department.
  • Directed public relations, media relations and crisis communications campaigns.
  • Write internal documents such as employee manuals and provided input on different changes to policies and overall culture.
  • Managed production of publications and newsletters.
  • Created and implemented marketing and communications plans.
  • Liaised with cross-functional departments to develop communications materials for various business processes.
  • Served on senior leadership team to advocate for communications department's needs.
  • Interpreted operational processes and proposed communication strategies to effectively move prospects through sales funnel.
  • Assisted Senior Pastor with development and execution of departmental budget.
  • Established donor relations strategy to promote annual giving.
  • Researched methods to improve CRM usage.
2003 to 2008 Interm Orchestra Director Abba's Houose | City, STATE,
  • Arranged and transposed sheet music for ensembles and provided conducting and accompaniment services when needed.
  • Scheduled and oversaw separate music rehearsals for vocal and instrumental groups.
  • Managed requests for specific musical pieces.
  • Used computers and synthesizers to compose, orchestrate and arrange music.
  • Rewrote original musical scores in different musical styles by changing tempos, harmonies, and rhythms.
  • Transcribes musical compositions and melodic lines to create musical style.
  • Met with composers to discuss interpretations of work.
  • Wrote musical scores for orchestras, bands, choral groups and solo artists.
2010 to 2012 Worship Arts Pastor Graceworks Community Church | City, STATE,
  • Chose songs and organized materials for every worship service.
  • Planned worship schedules and sequences of events to keep members engaged and active.
  • Selected mix of contemporary and traditional music to meet expectations of congregation.
  • Recruited, equipped and motivated band members for professional accompaniment.
  • Implemented special programs for holiday and church events.
  • Improved choir and praise team performance by directing regular rehearsals.
  • Rewrote original musical scores in different musical styles by changing tempos, harmonies, and rhythms.
  • Transcribes musical compositions and melodic lines to create musical style.
  • Positioned group members to obtain balance among instrumental or vocal sections.
  • Wrote musical scores for orchestras, bands, choral groups and solo artists.
2012 to 2017 Volunteer Musician Mission Chattanooga | City, STATE,
  • Collaborated with other musicians to plan rehearsals and performances.
  • Developed strong interpersonal skills to deal with different personalities.
  • Played variety of music with broad stylistic range and improvisatorial flexibility.
  • Identified mistakes made by other musicians and corrected problems.
  • Closely followed musical notation and conductor's instructions.
  • Provided accompaniment for church choirs and other musicians participating in worship.
  • Performed with orchestras, symphonies, choirs and bands.
  • Played different musical instruments to accompany and complement praise teams.
  • Closely followed musical notation, in accordance with conductor's instructions.
  • Transcribed musical compositions to adapt for particular ensembles.
  • Played bass & Piano in 5 person groups.
2017 to 2020 Pastor of Worship Spring Creek Road Baptist Church | City, STATE,
  • Chose songs and organized materials for every worship service.
  • Planned worship schedules and sequences of events to keep members engaged and active.
  • Selected mix of contemporary and traditional music to meet expectations of congregation.
  • Recruited, equipped and motivated band members for professional accompaniment.
  • Put together lyrics presentations for congregation and performers.
  • Implemented special programs for holiday and church events.
  • Managed audio-visual support for multiple weekly services.
  • Coordinated special event worship, camp worship sessions and revivals.
  • Improved choir and praise team performance by directing regular rehearsals.
  • Brought in and managed volunteers to fill ranks of choirs and morning worship teams.
  • Carried out church mission by planning and leading worship services, writing sermons and working with church leaders.
  • Demonstrated effective leadership to church, including managing daily operations, developing and administering annual budget and promoting compassionate pastoral care to members and public.
  • Brought attention to youth ministry contributions through congregational awareness initiatives.
2002 to 2016 Regional Sales Manager Panera Bread | City, STATE,
  • Maintained open communication, followed-up on customer needs and offered new products to account holders to maintain client base and encourage repeat buyers.
  • Traveled to customer sites with sales representatives to meet and help close deals through effective persuasion.
  • Mentored and trained staff to define and exceed field sales objectives.
  • Developed productive relationships with key account holders.
  • Recruited, interviewed and hired individuals bringing exceptional talent and well-developed skills to already successful sales division.
  • Supported, trained and motivated team of professionals to consistently meet annual goals for sales and production.
  • Analyzed quarterly sales statistics and prepared analyses for corporate management.
  • Supervised sales strategy, training, team structure and communication of regional sales program.
  • Formalized sales process to enhance operations and promote acquisition of new customers.
  • Established clear lines of communication between business and clients.
  • Analyzed regional market trends to discover new opportunities for growth.
  • Met regional sales objectives by developing and implementing promotion strategies, coordinating sales team and servicing key accounts to fortify business relationships.
  • Developed and managed regional sales program and market operations.
  • Penetrated new markets by investigating competitor products, services and trends.
  • Leveraged trends in customer industries to shape value-added solutions and approaches for new market opportunities.
  • Forecasted and documented annual and quarterly profits.
  • Assessed effectiveness of sales representatives and implemented courses of action to rectify weaknesses.
  • Prospected, identified and cultivated relationships with contacts to promote product lines and solutions.
  • Reviewed and renegotiated key contracts with suppliers and lease holders.
  • Gave benefit-oriented presentations that drove dramatic revenue growth.
  • Devised marketing, sales and customer promotions to work alongside national plans.
  • Initiated and cultivated relations with distributors to realize optimal cost savings.
  • Developed operational budgets and approved travel expenses.
  • Coordinated product acquisition and distribution processes.
  • Captured market share by facilitating setup of sales and distribution channels, creation of sales partners and new product rollouts.
  • Increased account penetration rates from by 0% while generating over $1,000,000 in total revenue.
  • Supervised 5 local cafe's.
2016 to 2018 Area Service Representative Colonial Life & Accidental Insurance | City, STATE,
  • Resolved customer concerns with friendly and knowledgeable service.
  • Upheld strict standards for quality and performance.
  • Met and exceeded productivity targets by handling every interaction with top-notch customer service.
  • Leveraged opportunities to upsell company products and services while providing information and discussing options with customers.
  • Escalated complex issues and set up appointments for further service.
  • Consulted with customers regarding needs and addressed concerns.
  • Shared detailed information regarding options to help customers make decisions.
  • Processed customer account changes with proprietary software.
  • Educated customers on special pricing opportunities and company offerings.
  • Documented conversations with customers to track requests, problems and solutions.
  • Assisted customers in making payments on accounts and setting up payment plans.
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • Built client rapport while accurately processing repair documentation and troubleshooting technical discrepancies through completion.
  • Made outbound calls to obtain account information.
  • Secured client retention by driving service and product benefits, features and recommendations around clients' needs.
  • Recommended improvements to products and services to mitigate complaints.
  • Set up and activated customer accounts.
  • Worked with supervisor to develop customer service improvement initiatives.
  • Exceeded company productivity standards on consistent basis.
2018 to 2020 Financial Representative Prudential Securities | City, STATE,
  • Worked with customers to determine needs, evaluate financial means and check eligibility for products or services.
  • Reviewed customer applications and pursued missing information to complete submissions.
  • Secured long-term customer accounts, providing recommendations to promote service effectiveness and benefits to exceed client goals and needs.
  • Processed and documented customer and institutional payments.
  • Developed and managed growth-oriented business and marketing plans.
  • Promoted Protection and Investment products to meet customers needs.
  • Proactively identified and solved complex strategy problems impacting wealth management and business direction.
  • Collaborated with finance team to monitor supporting documentation for rate calculations.
  • Processed purchase orders following financial procedures for approving invoices.
  • Reviewed financial documentation and reports semi-anually to implement strong financial controls.
  • Identified trends in financial performance to provide recommendations for improvement.
Education and Training
Expected in 1979 to to High School Diploma | Western Albemarle High School, Crozet, VA GPA:
Expected in 1984 to to Bachelor of Arts | Church Music Lee University, Cleveland, TN GPA:
Expected in 1995 to to Master of Arts | Church Music Lee University, Cleveland, TN GPA:

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Resume Overview

School Attended

  • Western Albemarle High School
  • Lee University
  • Lee University

Job Titles Held:

  • Financial Advisor
  • Youth & Worship Pastor
  • Partner Relationship Manager
  • Transportation Coordinator
  • Youth Pastor
  • Worship Pastor
  • Sr. Associat Pastor /Director of Communications
  • Interm Orchestra Director
  • Worship Arts Pastor
  • Volunteer Musician
  • Pastor of Worship
  • Regional Sales Manager
  • Area Service Representative
  • Financial Representative

Degrees

  • High School Diploma
  • Bachelor of Arts
  • Master of Arts

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