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Financial Advisor Resume Example

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FINANCIAL ADVISOR
Summary
Diligent and driven Financial Advisor who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, mathematical and problem-solving skills looking to apply my education and experience to a job in the financial analyst field
Skills
  • FINRA Series 6 License
  • Microsoft Excel, Word, PowerPoint
  • Mathematical
  • Analytical problem solving
  • Inspiring team leader
  • Financial modeling


Education and Training
Bachelor of Science, Business Administration2014Bowling Green State University － Bowling Green, OH
  • Double Major: Finance & Accounting
  • Business Administration Dean's List
Experience
Financial AdvisorMay 2015 to Current
Variable Annuity Life Insurance Company (VALIC) － Independence, OH
  • Collaborate with human resource directors to grow a professional relationship that continues VALIC as a resource of information and approved vendor
  • Improve compliance efficiency by ensuring accuracy of security transaction information and conformance to governing agency regulations
  • Build and maintain client bases that increased number of participants in retirement accounts every year of employment
  • Reduce account surrender percentages by analyzing clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicate a need for plan implementation


Financial RepresentativeMay 2014 to May 2015
Western & Southern Financial Group － Findlay, OH
  • Interviewed prospective clients to learn financial needs and to discuss any existing coverage
  • Elected member of branch leadership team due to work ethic, innovation and improved leadership abilities
  • Constructed a financial tool utilizing Microsoft Excel that representatives implemented to present solutions to clients in a professional and timely manner
  • Designed a competitive system comprised of teams increased appointments scheduled during structured office phone sessions
​​
Retail ClerkJun 2013 to May 2014
Meijer － Bowling Green, OH
  • Ensured product availability for customers by replenishing floor stock and processed shipments
  • Cultivated customer satisfaction by providing solutions to customers' inquiries about merchandise
  • Researched and reported merchandise needs to the appropriate supervisors making accounting measures efficient
Accomplishments
  • Captain of Bowling Green State University Football Team
  • MAC Student-Athlete Academic All-Conference Team
  • Two-time winner of Capstone Project in a class of 30 comprised of 6 teams
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Resume Overview

Companies Worked For:

  • Variable Annuity Life Insurance Company (VALIC)
  • Western & Southern Financial Group
  • Meijer

School Attended

  • Bowling Green State University

Job Titles Held:

  • Financial Advisor
  • Financial Representative
  • Retail Clerk

Degrees

  • Bachelor of Science , Business Administration 2014

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