Financial Solutions Advisor Resume Example Merrill Edge

FINANCIAL SOLUTIONS ADVISOR

Education

MarketingMay 2014Butler University － Indianapolis, Indiana

3.6/4.0 GPA

Objective

Obtain a position that will offer me the opportunity to utilize my skills in marketing and sales, enabling me to add superior value to the company.

Skills

Interests

Experience

Financial Solutions AdvisorFeb 2016 to Jul 2017
Merrill Edge － Rolling Meadows, IL

Obtained Series 7 and 66 securities licenses and completed 3-month advisor training program.
Assisted clients with financial service needs, portfolio reviews, and financial plans.
Deepened client relationships resulting in asset consolidation and investment purchases.
Worked in both call center and retail branch.

Sales RepresentativeAug 2014 to Oct 2014
Morning Star Photography － Watertown, SD

Land BrokerJun 2014 to Mar 2015
Mossy Oak Properties － Elk Grove Village, IL

Prospected for clients through the use of mailers, cold calls, and personal contacts.

InternJan 2014 to Apr 2014
Base Camp Leasing, Inc － Fishers, IN

Exposed to business operations including customer interaction and market research.
Involved with generating marketing materials and creating a new publication ad.
Responsible for weekly social media content development.

Marketing InternJun 2013 to Aug 2013
First Trust Portfolios － Wheaton, IL

Resume Overview

Companies Worked For:

School Attended

Job Titles Held:

Degrees