Financial Advisor Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:

Diligent and driven financial professional who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills. With seven years of practical management experience, have expertly created customized financial strategies to meet client needs.

  • FINRA Series 7 License
  • FINRA Series 66 License
  • AR Life/Health License
  • CFP Coursework complete
  • Bilingual (French and English)
  • Goal-oriented
  • Analytical
  • Reliable
  • Excellent communication skills, People-oriented
  • Flexible, Excellent time management skills
  • Created strategies and templates to accurately goal and track donor dollars, resulting in a 24% increase in annual revenue
  • Led a team of youths to participate in the Razorback relief, Operation Haiti event - packaged hundreds of meals for Haiti – June 2010
  • Key-Note speaker at OU’s United Nations Week Brown Bag Series – Oct 2004
  • Selected to participate in a pilot program to develop and improve microfinance projects for rural populations in Africa and Asia - May 2004
  • University of Central Oklahoma (UCO) Outstanding MBA Scholastic Achievement Award – 2005
  • International Honors Scholarship for academic achievement - 2005
  • UCO President’s Honor Roll - 2004, 2005 and 2006
Financial Advisor, 10/2012 to 01/2015
First National BankJohnstown, PA,
  • Duties included: Financial Analysis and Assessments; Asset Allocation; Estate Consideration and Legacy Strategies; Portfolio Review; Strategic Planning; Wealth Management, Preservation, Protection and Transfer Strategies; Retirement Plan Rollovers and consolidation
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
  • Executed seminars to targeted audiences on a variety of subjects: Social Security, business retirement plans, budgeting, education saving, buy-sell agreements, annuities, etc.
  • Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Created charts and graphs to illustrate daily, monthly and annual financial reports.
Portfolio Manager, 01/2007 to 05/2011
Bbcn BankNewport Beach, CA,
  • In collaboration with researchers, IT programmers, administrators, Matching Gifts, Planned Giving, and Directors of Development, directed the management and tracking of prospective donors through the donor commitment continuum.
  • Instrumental in raising on average $100 million annually in private funds.
  • Created detailed financial models and analytical tools to facilitate variance analysis.
  • Created and executed short and long-term customized comprehensive financial strategies and reports to reach organizational goals.
  • Effectively communicated financial management strategies and problem resolution techniques.
  • Assisted in the research of market trends through data mining and predictive modeling and used information to stimulate donor revenue growth.
  • Received superior customer service and teamwork satisfaction scores for four consecutive years.
Executive Assistant, International stage, 06/2002 to 06/2004
Columbus Association For The Performing ArtsColumbus, OH, Israel
  • Analyzed data on economic development and educational programs around the world.
  • Evaluated budget requests from organizations in 24 countries throughout Europe and Africa and made recommendations for the disbursement of funds.
  • Wrote detailed memoranda evaluating progress toward program goals and made recommendations for levels of financial support.
  • Identified operational processes inefficiencies and recommended necessary improvements.
Operations Assistant, 06/2001 to 05/2002
Standard Chartered BankCity, STATE,
  • Achieved proper compliance and accurate executive level reporting.
  • Processed internal and Central Bank checks.
  • Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
MBA: Business Administration, Expected in 2006
University of Central Oklahoma - Edmond, OK

Finance concentration, Summa Cum Laude GPA: 4.0

Bachelor of Science: Economics, Expected in 2001
University of Buea - Buea, Southwest Province
GPA: Summa Cum Laude GPA: 4.0 .........

Economics, Accounting minor, Cum Laude, GPA: 3.58

Bilingual (English and French)
  • Sequoyah Kiwanis Club
  • Children's class teacher / youth mentor
  • Young African Leaders' Initiative (YALI);
  • Donor to children's cancer research hospitals
  • Volley ball player at professors' club, U of A
  • MS Office: Advanced MS Excel, Excel Analysis Toolpak; Word; Outlook; PowerPoint; Access; FrontPage
  • Basic SAP ERP

References available upon request

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Resume Overview

School Attended
  • University of Central Oklahoma
  • University of Buea
Job Titles Held:
  • Financial Advisor
  • Portfolio Manager
  • Executive Assistant, International stage
  • Operations Assistant
  • MBA
  • Bachelor of Science

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