Financial Planner Resume Example
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FINANCIAL PLANNER
Summary
Focused Financial Advisor able to handle a wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth.
Experienced Financial Advisor bringing expertise in tax law, mutual funds and education planning. Resourceful, hardworking and passionately dedicated to satisfying customers.
Financial Planner with talent for people skills and empathy. Strong knowledge of human nature and culinary arts. Communicative and team-oriented with proficiency in excel and MS word. Proven history of fostering determination to meet team, individual and management objectives.
Skills
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Experience
Financial Planner|Nationwide - Florida , PR|01/2019 - Current
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
- Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors, and other professionals.
- Analyzed investment materials to develop financial techniques to fulfill customer needs and predict favorable investments.
- Recruited and hired high-producing managers, resulting in substantially increased revenue.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Improved customer satisfaction by finding creative solutions to problems.
- Profiled and analyzed investment products to devise financial strategies meeting client financial needs and to forecast opportunities with highest return on investments.
- Articulated value of various financial products, including stocks, bonds, mutual funds, and insurance policies; educated clients on benefits of individual products.
Head Chef|Quintegra Solutions - Westfield , IN|07/2017 - 01/2020
- Monitored quality, presentation and quantities of plated food across line.
- Incorporated customer recommendations and feedback to experiment with new dish creations.
- Supervised preparation of specialty items and customer requests to verify accuracy in production.
- Taught kitchen staff about proper nutrition, food allergies and dietary issues.
- Developed recipes and menus to meet consumer demand and align with culinary trends.
- Oversaw hiring, training and development of kitchen employees.
- Developed innovative recipes to suit complicated dietary requirements for customers.
- Prepared schedules, work assignments and constructed employee compensation packages.
- Prepared mise en place every day to promote efficient preparation of signature dishes.
- Worked with vendors to locate optimal recipe ingredients at cost-effective rates.
- Monitored kitchen area and staff to ensure overall safety and proper food handling techniques.
- Approved and polished dishes before delivery to customers to maintain signature reputation.
Head Line Cook|University Of Colorado Boulder - Boulder , CO|04/2017 - 07/2017
- Assessed inventory levels every 3 months and placed orders to replenish goods before supplies depleted.
- Oversaw inventory and ordered ingredients to restock freezers, fridges and pantry.
- Interacted professionally and effectively with wait staff regarding special orders for customers, including those with food allergies and gluten intolerance.
- Stocked and managed inventory items using First-In First Out (FIFO) method to use products prior to expiration and reduce food waste.
- Planned and prepared food products orders to maintain appropriate stock levels.
- Communicated effectively with wait staff regarding patron food allergies and dietary restrictions.
- Monitored kitchen area and staff to ensure overall safety and proper food handling techniques.
- Developed recipes and menus to meet consumer demand and align with culinary trends.
- Built and managed relationships with local vendors to obtain fresh, quality ingredients at cost-effective prices.
- Worked with vendors to locate optimal recipe ingredients at cost-effective rates.
- Plated dishes using tasty garnishes and sauces to appeal to and delight patrons.
Cashier Team Lead|Northern Tool + Equipment - El Paso , TX|04/2016 - 04/2017
- Welcomed customers, offering assistance to help find necessary item
- Processed efficient and accurate cash, check, debit, and credit card payments using Point-of-Sale system.
- Maintained high productivity by efficiently processing cash, credit, debit and voucher program payments for customers.
- Answered phone calls to assist customers with questions and collect orders.
- Trained new team members in cash register operation, stock procedures and customer service.
- Trained new employees in cashiering procedures, offering assistance in resolving system & customer issues.
- Issued receipts, discussed return policies, and directed customers to pickup locations for larger merchandise.
- Counted drawers at start and end of shifts to validate daily records and uphold accounting accuracy.
- Observed company return policy when processing refunds, including inspecting merchandise for wear or damage.
Education and Training
Dr Phillips High School||City|05/2016High School Diploma
Valencia College||City, State|Expected in 05/2021Associate of Science: Culinary Arts
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Resume Overview
School Attended
- Dr Phillips High School
- Valencia College
Job Titles Held:
- Financial Planner
- Head Chef
- Head Line Cook
- Cashier Team Lead
Degrees
- High School Diploma
Associate of Science : Culinary Arts
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