LiveCareer-Resume

financial consultant resume example with 18+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
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.

Dedicated financial services professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Proven and experienced Financial Consultant eager to contribute to team success through hard work, attention to detail and excellent organizational skills.

Honorably Discharged US Air Force Veteran

Skills
  • Certified Financial Planner
Education
Certified Financial Planning Board of Standards , Expected in : - GPA :
Texas Christian University Fort Worth, TX Expected in 05/1984 MBA : General - GPA :
Texas Christian University Fort Worth, TX Expected in 05/1982 BBA : Marketing - GPA :
Certifications
  • Certified Wealth Strategist - current CWS with credential obtained from Cannon Financial Services
Work History
Santander Bank - Financial Consultant
Cedar Grove, NJ, 05/2020 - Current
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Capitalized on gaps in market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
  • Expanded customer base through community outreach and strategic business partnerships.
  • Kept client financial plans optimized for current market trends and economic conditions.
The Bank Of New York Mellon - Wealth Manager I
Atlanta, GA, 04/2011 - 05/2020
  • Highlighted values and educated clients on investments, banking and lending, mortgages, estate planning, life insurance and comprehensive wealth management with tax efficiency using various financial products.
  • Guided clients through compiling important financial histories and documentation for evaluation.
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Kept client financial plans optimized for current market trends and economic conditions.
  • Worked flexible hours; night, weekend, and holiday shifts.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Exceeded goals through effective task prioritization and great work ethic.
  • Number one in the company for life insurance production and number 2 in the country for annuity production for all Wealth Managers I. This was done in the same year
  • Identified issues, analyzed information and provided solutions to problems.
  • Conducted research, gathered information from multiple sources and presented results.
  • Conducted local market seminars for existing clients and prospects












Santander Bank - Financial Consultant
Columbus, OH, 02/2003 - 04/2011
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
  • Performed due diligence and valuation processes.
  • Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
  • Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Capitalized on gaps in market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Highlighted values and educated clients on Comprehensive Wealth Management with Tax Efficiency using Cannon Financial Services training and resources
  • Expanded customer base through community outreach and strategic business partnerships.
  • Active in Rotary Clubs and Chambers of Commerce in Southlake, Colleyville and Grapevine

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Resume Overview

School Attended

  • Certified Financial Planning Board of Standards
  • Texas Christian University
  • Texas Christian University

Job Titles Held:

  • Financial Consultant
  • Wealth Manager I
  • Financial Consultant

Degrees

  • MBA
  • BBA

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