Financial Advisor Summer Intern Resume Example
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FINANCIAL ADVISOR SUMMER INTERN
Professional Summary
Highly driven and goal-oriented finance senior seeking to further expand my professional growth by utilizing my unique skill set and experience through a full-time job opportunity.
Education
Grad: December 2017
BBA: Finance, Minor in Financial Planning
Texas A&M University - City, State
Texas A&M University - City, State
GPR 3.2
- Bloomberg Certified
- Eligible to sit for CFP® designation in January 2018
Skills
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Work History
06/2017 to Current
Financial Advisor Summer InternInnosight – Boston , MA
- Reported directly to the Fort Worth Market Executive primarily working on projects that required gathering account data from each of the eight offices in our market
- Filtered information to create comprehensive performance reports as they pertain to Gained Households and Net New Flows, and formulated CRC's and Annual Reviews to be assessed at a more granular level
- Created investment proposal models for the First Vice President on the basis of taxable and tax deferred styles with a heavy concentration on fee structures
- Proposed equity and fixed income allocation strategies to reach certain returns and risk tolerances
- Ran client account analytics, to build reports pertaining to re-balancing of assets, education or retirement planning, then presented them to my manager and/or corresponding FA's for feedback
- Obtained Cashiering Certification to assist in Operations with tasks such as issuing and depositing checks, wire call execution, trade corrections, compliance correspondence
06/2016 to 08/2016
Summer AnalystSurgical Care Affiliates – Rockwall , TX
- Established procedures for custody and control of assets, records, loan collateral and securities
- Performed UBPR analysis and projection reports through ratios based on previous data to determine the pros and cons of taking on a loan from a differing bank
- Built loan packages and handled collateral appraisals for both real estate and large equipment
- Developed spreadsheet models for diverse projects and analysis
- Became proficient in "Core Banking System," the behind-the-scenes engine that processes all deposits, payments, loans, most bank transactions and customer data
- Wired money of up to over $2M on a daily basis
08/2015 to 05/2016
Lead Campus Associate - Southern RegionFOX News Channel – City , STATE
- Oversee and track progress for all campus associates within the Southern Region of the US
- Coordinate and execute major branded events such as debate watch parties and recruiting events
- Implement social media campaigns to promote various national initiatives from the headquarters
- Brainstorm innovative ways to promote the FOX News brand in the collegiate realm
- Act as liaison between the university and the FNC Headquarters by fielding all incoming inquiries from students regarding College Associate positions
06/2015 to 08/2015
Business Development AssociateFOX News Channel – City , STATE
- Constructed partnership proposals and negotiation points for prospective projects
- Performed comparative and competitive SWOT analyses regarding various investments
- Coordinated and executed the College Associate informational and orientation days
- Served as temporary Executive Assistant to the Executive Vice President
Involvement
Financial Planning Association Case Competition
May 1st, 2017 - October 4th, 2017
May 1st, 2017 - October 4th, 2017
- Created a 70-page comprehensive financial plan for fictitious clients, consisting of analysis and recommendations
- Completed a rigorous three-round written, oral, and industry knowledge assessment at the national Financial Planning Association conference in Nashville, TN
- Placed third in the nation out of eight teams who were selected to attend
Aggie Investment Club
Member (August 2013 - Present)
Member (August 2013 - Present)
- Creating and diversifying a personal financial portfolio while gaining in-depth knowledge of trading, risks, and investments
Financial Planning Student Association
Member (May 2016 - Present)
- Continuing my learning outside of the classroom through guest speakers, special events and participation in national finance competitions
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Resume Overview
School Attended
- Texas A&M University
Job Titles Held:
- Financial Advisor Summer Intern
- Summer Analyst
- Lead Campus Associate - Southern Region
- Business Development Associate
Degrees
- BBA : Finance, Minor in Financial Planning
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