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Financial Representative Resume Example

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FINANCIAL REPRESENTATIVE
Professional Summary
Ambitious, detail-oriented Financial Professional versed in balancing priorities and meeting deadlines under pressure. Adapts quickly to challenges and changing environments.
Skills
  • Strong organization
  • Excellent attention to detail
  • Flexible team player

Still deciding

Still deciding

still deciding

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Work History
Financial Representative, 08/2014 to 12/2014
 Fidelity Investments – Merrimack, New Hampshire
 ·        Place Mutual Fund, Equity, and Option trades for clients. ·        Responsible for educating clients on services provided by Fidelity as well as guiding those clients through the necessary procedures to accomplish their account needs. ·        Provide expertise and help clients recognize their financial situations. ·        Collaborate with specialist groups to provide the best customer service for all clients' needs.
Sales Manager, 09/2010 to 05/2011
 One Cover (Student Run Business) – Wellesley, Massachusetts
 ·        30-member student run entrepreneurial venture as part of first year curriculum ·        Communicated business plans and weekly progress reports through PowerPoint presentations ·        Designed and published final report and presented to faculty ·        Exceeded  weekly sales quota ·        Presented rocket pitch and proof-of-concept pitch
High Net Worth Associate, 12/2014 to 01/2015
 Fidelity Investments – Merrimack, New Hampshire

Focus on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million.

Provide website and product guidance to clients processing options, equities, mutual funds and fixed income trades.

Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the  Financial Consultant.  

Collaborate with internal business partners to research and resolve complex client requests.

Senior Fund Accountant, 01/2015 to Current
 Fidelity Investments – Merrimack, New Hampshire
Education
Bachelor of Science: Finance, 2010
 Babson College - Wellesley, MAssachusetts
Certifications

Series 7 Exam

Series 63 Exam

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Resume Overview

Companies Worked For:

  • Fidelity Investments
  • One Cover (Student Run Business)

School Attended

  • Babson College

Job Titles Held:

  • Financial Representative
  • Sales Manager
  • High Net Worth Associate
  • Senior Fund Accountant

Degrees

  • Bachelor of Science : Finance , 2010

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