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
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Education and Training
Bachelor of Science, Business Administration2014Bowling Green State University － City, State
- Double Major: Finance & Accounting
- Business Administration Dean's List
Experience
Financial AdvisorMay 2015 to Current
First Federal Savings And Loan － Sequim , WA
First Federal Savings And Loan － Sequim , WA
- 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
T. Rowe Price － Philadelphia , PA
T. Rowe Price － Philadelphia , PA
- 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
Highgate Hotels － Laguna Beach , CA
Highgate Hotels － Laguna Beach , CA
- 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
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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