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Financial Advisor Resume Example

Resume Score: 80%

Love this resume?Build Your Own Now
Adam
Madar
Professional Summary

I am very eager to take part of this platform and I have always felt like this is something I would love to help with / need to help with!

I am aware of the growing anti Semitism around the world and don't think there is enough parties out there helping minimizing this sad situation .

I was born to a conservative family in brooklyn New York .

Both my parents are Israeli and met here in New York in a Purim Party .

Ive lived in Brooklyn until age 12 and moved to Tel aviv with

Skills
  • Financial planning
  • Financial Advising
  • Relationship building and management
  • Intelligence gathering
  • Tactical planning
  • Crew leadership
  • Project organization
  • Business operations
  • Supervision
  • Problem resolution
  • Relationship development
  • Team management
Education
Yeshiva of FlatbushBrooklynHigh School Diploma
Alumot Tel AvivTel Aviv
Zeitlin Tel AvivTel AvivHigh School Diploma
Israeli Air ForceTel Aviv
Work History
AMM CAPITAL- Financial Advisor
New York, NY07/2016 - Current
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Researched [Type] rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers.
  • Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Delivered strategy advisement and corporate financing to clients.
  • Performed due diligence and valuation processes.
  • Capitalized on gaps in market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts.
  • Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
  • Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue.
Choice Home Warranty- Sales Representative
Edison, NJ08/2014 - 07/2016
  • Tailored sales approaches and techniques to specific client needs to increase marketing effectiveness.
  • Communicated with customers to understand needs and recommend appropriate solutions.
  • Pursued minimum of 3,000 new leads each month.
  • Generated and followed up on lead lists resulting from specific marketing campaigns.
  • Created and executed reorganization plan, training and development programs and implemented process improvements.
  • Boosted brand awareness, implemented promotional campaigns and employed sales tactics for Home Warranty's .
  • Built strong rapport with clients by understanding needs and clearly explaining products.
  • Drove business development through proactive networking and relationship-building strengths.
  • Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements.
  • Helped resolve client problems quickly with superior customer service.
  • Completed customer contracts and warranties as part of administrative aspects of sales.
MALCA-AMIT- Intake Coordinator
New York, NY02/2013 - 08/2014
  • Completed skilled administrative work to support all office staff and operational requirements.
  • Completed and filed financial documentation for accounting purposes.
  • Restructured installation processes and staff teams, boosting productivity by 300%.
  • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
  • Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
  • Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
  • Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs using Internal Software.
  • Developed internal requirements which complied with US CUSTOMS and Border Protection standards to minimize regulatory risks and liability across program.
  • Helped employees with day-to-day work and complex problems by applying motivational and analytical strategies.
  • Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.
PAPUSH- Event Coordinator
New York, NY01/2010 - 02/2013
  • Supported senior leadership by developing status reports on activities related to planning, scheduling, cancellation, inquiries, resourcing, risk mitigation and proposal development for various events.
  • Supervised onsite team of [Number], including caterers, audio-visual technicians, and facility management team.
  • Delivered smooth training execution by coordinating seminar functions, including site selection, scheduling, marketing, reservations, materials, event management and follow-up.
  • Fulfilled contractual obligations, including communications, vendor coordination, schedule creation, budget administration and rehearsal and day of event coordination.
  • Managed administrative logistics of events planning, including contract signing, fee collection, event booking and event promotions.
  • Evaluated existing plans, processes and events planning services to identify opportunities for improvement.
  • Recommended workflow and budget improvements, resulting in [Number]% savings per event.
  • Cut costs and doubled [Type] show volume by delivering effective marketing strategies to optimize outreach.
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • AMM CAPITAL
  • Choice Home Warranty
  • MALCA-AMIT
  • PAPUSH

School Attended

  • Yeshiva of Flatbush
  • Alumot Tel Aviv
  • Zeitlin Tel Aviv
  • Israeli Air Force

Job Titles Held:

  • Financial Advisor
  • Sales Representative
  • Intake Coordinator
  • Event Coordinator

Degrees

  • High School Diploma
    High School Diploma

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