Financial Solutions Advisor resume example with 2+ years of experience
Jessica Claire
- Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
- (555) 432-1000
- resumesample@example.com
- Date of Birth:
- India:
- single:
Education
: Marketing, Expected in May 2014
Butler University - Indianapolis, Indiana
Butler 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
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Experience
Financial Solutions Advisor, 01/2016 - 06/2017
Breg, Inc. – Portland, OR,
Breg, Inc. – Portland, OR,
- 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 Representative, 07/2014 - 09/2014
Resource Date, Inc – Portland, OR,
Resource Date, Inc – Portland, OR,
- Went door-to-door selling aerial pictures of individual farms.
- Personally sold over $18,000 of aerial pictures.
Land Broker, 05/2014 - 02/2015
Ddc Advocacy – Washington, DC,
Ddc Advocacy – Washington, DC,
- Obtained IL Real Estate License.
- Prospected for clients through the use of mailers, cold calls, and personal contacts.
Intern, 2014 - 03/2014
Base Camp Leasing, Inc – City, STATE,
Base Camp Leasing, Inc – City, STATE,
- 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 Intern, 05/2013 - 07/2013
First Trust Portfolios – City, STATE,
First Trust Portfolios – City, STATE,
- Involved with creating new product fact sheets and event promotions.
- Helped create online marketing page for a Senior Loan Fund.
Interests
- Hunting, Fishing, and the Great Outdoors
- Archery
- Photography
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Resume Overview
School Attended
- Butler University
Job Titles Held:
- Financial Solutions Advisor
- Sales Representative
- Land Broker
- Intern
- Marketing Intern
Degrees
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