Financial Solutions Advisor resume example with 2+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
: Marketing, Expected in May 2014
Butler University - Indianapolis, Indiana
3.6/4.0 GPA
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.
  • Sales and Marketing
  • Business Development
  • Verbal and Written Communication
  • New Customer Acquisition
  • Financial Services
  • Strategic Planning  
  • FINRA Series 7 License
  • NASAA Series 66 License
Financial Solutions Advisor, 01/2016 - 06/2017
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,
  • 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,
  • 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,
  • 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,
  • Involved with creating new product fact sheets and event promotions.
  • Helped create online marketing page for a Senior Loan Fund.
  • Hunting, Fishing, and the Great Outdoors
  • Archery
  • Photography

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Butler University

Job Titles Held:

  • Financial Solutions Advisor
  • Sales Representative
  • Land Broker
  • Intern
  • Marketing Intern


By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: