financial advisor resume example with 5+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
Home: (555) 432-1000
Cell:
resumesample@example.com
:
Summary
Experienced Financial Advisor bringing expertise in mutual funds and education planning. Resourceful, hardworking and passionate dedicated. Able to handle a wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of sales and operational strategies driving business growth.
Analytical and self-motivated Highly talented. Able to build strong relationships with clients and employees to consistently exceed expectations. Emerging Financial Advisor driven to learn from the best and exceed expectations. Energetic and eager to meet customer needs with a holistic approach & highlyknowledgeable support team.
Skills
Managing wealth
Developing financial plans
Making insurance decisions
Mutual funds understanding
Planning for retirement
Funding education
Increasing savings
Work ethic
Time management
Decision-making
Organization
Data management
Inventory control procedures
Written and oral communication skills
Listening skills
Team player mentality
Outgoing personality
Business development
B2B sales and customer service
Superb time management
Reading comprehension skills
Money handling
Strategic planning
Sales expertise
Excellent communication skills
Schedule management
Business Planning
Training and Development
Confidential document control
Staff development
Workforce Management
Experience
Financial Advisor, 11/2018 to Current First Tech Credit Union – Wilsonville, OR,
Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals, and risk tolerance to formulate and actualize strategic financial plans.
Articulated value of various financial products, including stocks, bonds and mutual fund and educated clients on benefits of each.
Counseled clients on financial matters and provided recommendations investment opportunities, products, and services based on client needs and asset availability.
Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors, and other professionals.
Identify evaluate & assess client financial goals and risk exposure/tolerance to recommend products.
Assisted clients with planning for and funding retirements using mutual funds and other strategies.
Analyzed wills, insurance policies and corporate contracts.
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.
Implemented diverse wealth management options to meet client objectives.
Distributed information on accounts, insurance plans and diverse funds.
Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
Maintained secure meeting spaces to discuss privileged information with legal and advisory partners.
Pricer/Warehouse Worker, 01/2019 to 10/2020 Bevmo Holdings Llc – Los Angeles, CA,
Identified defective, incorrect or missing merchandise and promptly reported to supervisor.
Packed and labeled merchandise to prepare for loading and shipment to customers.
Noticed damaged products and removed from received shipments to be processed for refund or replacement.
Communicated with internal staff members and management to facilitate timely product flows.
Store Manager, 12/2017 to 12/2018 Kaman Industrial Technologies – Pittsburgh, PA,
Generated repeat business by responding to customer concerns with friendly and knowledgeable service.
Trained employees on store security, monetary procedures and customer service expectations.
District Operations Manager, 12/2015 to 11/2017 Vapor World – City, STATE,
Coordinated equipment sales and service functions to enhance efficiency and deliver optimum customer service.
Controlled expenses, eliminated waste, reduced overhead costs and developed operating budgets.
Evaluated proposed expenditures in context with budgetary constraints to deliver cost-effective operational results.
Educated employees on corporate policy and procedure compliance to facilitate improved operations outcomes.
Recruited and trained employees to enable adherence to common standards and procedures.
Visited approximately 6 locations daily to ensure each location is fully functional and operating effectively.
Created reports and established processes to assist with loss prevention and budget maintenance.
Hired and mentored core start-up team, working to outline initial company policies and procedures.
Built and maintained loyal, long-term customer relationships through effective customer service.
Monitored inventory levels on daily basis and placed new orders for merchandise to keep supply well-stocked.
Enhanced operational performance by developing effective business strategies, systems and procedures.
Developed and implemented successful sales strategies leading to team exceeding monthly sales goals.
Evaluated financial statements and reports to monitor performance to devise solutions for improvement and cost reduction.
Trained, managed and motivated employees to promote professional skill development.
Boosted profit opportunities, conducting cost, schedule, contract performance, variance and risk analysis procedures for corrective action.
Created effective monthly business plans to focus strategic decisions on exceeding long-term objectives.
Oversaw 12+ staff members by training, mentoring, viewing inventory count and daily sales to match inventory.
Empowered staff members to contribute to continuous improvement, quality and growth of company by using incentivized programs to help retain employees and boost sales.
Assessed each employee's individual strengths and delivered mentoring to improve upon weak skill levels.
Education and Training
High School Diploma: , Expected in 05/2010 to Nova High School - Davie, FL, GPA:
Accomplishments
Identifying and realize ongoing effort to boost revenue while reducing costs.
Promoted from store manager to district operating manager, in less than 12-months
Led team to achieve results, earning recognition from upper management.
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