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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 - College Station, TX

GPR 3.2

  • Bloomberg Certified 
  • Eligible to sit for CFP® designation in January 2018
Skills
  • Budget Development
  • Financial Forecasting
  • Financial Reporting
  • Loan / Credit Analysis 
  • UBPR Analysis 
  • Quickbooks Pro
  • Interpersonal Communication
  • Creative Strategy
  • Strong Work Ethic
  • Team Leadership
Work History
06/2017 to Current
Financial Advisor Summer Intern Merrill Lynch Global Wealth Management – Fort Worth, Texas
  • 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 Analyst First State Bank – Dalhart, Texas
  • 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 Region FOX News Channel – New York City, New York
  • 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 Associate FOX News Channel – New York City, New York
  • 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
  • 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) 
  • 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

Companies Worked For:

  • Merrill Lynch Global Wealth Management
  • First State Bank
  • FOX News Channel

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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