Financial Advisor Resume Example

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

  • Retirement Needs
  • Investment planning
  • Insurance decisions
  • Financial planning
  • Relationship building and management
  • Retirement planning
  • Financial services
  • Cash Handling
  • Investment advice
  • Financial Advising
Work History
01/2021 to Current Financial Advisor First Federal Savings And Loan | Port Angeles, WA,
  • Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
01/2018 to 12/2020 Store Manager Cost Plus World Market | Fort Collins, CO,
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
  • Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands.
  • Oversaw, trained and encouraged 14 Assistant Managers, cashier's, and other associates, promoting culture of efficiency and performance.
  • Devised, deployed and monitored processes to boost long-term business success and increase profit levels 20%.
  • Set effective store schedules based on forecasted customer levels, individual employee knowledge and service requirements.
  • Promoted team collaboration, performance and efficiency by fostering healthy environments focused on mutual success.
  • Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
  • Oversaw receiving and display of incoming products, meeting planned promotions and seasonal rotation for sales events.
  • Led multiple quality-assurance projects and enhanced productivity, realizing 20% increase in profits.
  • Approved regular payroll submissions for 14 employees within compass.
  • Kept inventories accurate with daily cycle counts and weekly audits to identify and resolve variances.
  • Maintained proper product levels and inventory controls for all merchandise and organized backroom to facilitate effective ordering and stock rotation.
  • Boosted sales by 25% by effectively cultivating customer rapport and delivering superior customer service.
  • Upheld and communicated store programs and standards to employees for optimal quality, freshness, safety and cleanliness.
  • Maintained strong knowledge in handling of perishable products in dairy, meat and produce departments.
  • Cooperated with staff and clients to achieve customer service goals and surpass team objectives.
  • Managed vendor selection and relations to guarantee best pricing and on-time deliveries.
  • Evaluated suppliers by assessing quality, timeliness and compliance of deliveries to maintain tight cost controls and maximize business operational efficiency.
  • Supervised guests at front counter, answering questions regarding products.
  • Reported to district manager regarding all store and staff issues, financial goals and sales.
  • Managed inventory control, cash control and store opening and closing procedures.
  • Created work schedules according to sales volume and number of employees.
  • Coached all sales associates in product specifications, sales incentives and selling techniques, increasing customer satisfaction ratings 90%.
  • Established succession planning by training and mentoring 7 associates into leadership positions.
  • Generated repeat business by delivering exceptional customer service and positive engagement.
  • Oversaw employee scheduling to guide operations and secure adequate staffing coverage for busy periods.
  • Boosted revenue by $800,000 by developing and deploying strategies to effectively improve operations.
  • Bolstered sales volume by 40% in less than 2 years by implementing a proper customer service program and initiating floor associates training.
  • Drove branch sales to achieve #1 sales ranking among district locations company-wide during every quarter.
  • Rotated merchandise and displays to feature new products and promotions.
  • Monitored and maintained proper humidity and temperature in climate-controlled stockrooms.
  • Achieved consistent budget targets with optimal expense controls and elimination of unnecessary waste.
  • Trained new hires for diverse jobs and kept employees up-to-date through frequent meetings.
  • Delivered positive results by controlling monthly operations budget and limiting financial discrepancies.
  • Established and administered annual budget with effective controls to prevent overages, minimize burn rate and support sustainability objectives.
09/2015 to 12/2018 Real Estate Broker The Pegues Group | Charlotte, NC,
  • Arranged for title searches of properties being sold and gave buyers virtual and physical tours of properties.
  • Worked closely with clients to facilitate appropriate loans, inspections and credit reports.
  • Generated lists of properties for sale, locations, descriptions and available financing options.
  • Compared properties possessing similar features to determine competitive market prices.
  • Assisted clients in financial planning for purchase.
  • Obtained agreements from property owners to place properties for sale with real estate firms.
  • Advised clients on mortgage and housing conditions to identify successful properties and promote customer satisfaction.
  • Negotiated real estate contracts to navigate transactions between buyers and sellers.
  • Successfully maintain clean, valid driver's license and access to reliable transportation.
Expected in 09/2015 Certificate | Real Estate Kaplan University, Greenwood Village, CO, GPA:
Expected in 01/2021 Certificate | Life Producer Pass It Colorado, Greenwood Village, CO, GPA:

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Resume Strength

  • Length
  • Personalization
  • Strong Summary
  • Target Job
  • Typos

Resume Overview

School Attended
  • Kaplan University
  • Pass It Colorado
Job Titles Held:
  • Financial Advisor
  • Store Manager
  • Real Estate Broker
  • Certificate
  • Certificate