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Financial Solutions Advisor Resume Example

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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
  • Sales and Marketing
  • Business Development
  • Verbal and Written Communication
  • New Customer Acquisition
  • Financial Services
  • Strategic Planning  
  • FINRA Series 7 License
  • NASAA Series 66 License
Interests
  • Hunting, Fishing, and the Great Outdoors
  • Archery
  • Photography
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
  • Went door-to-door selling aerial pictures of individual farms.
  • Personally sold over $18,000 of aerial pictures.
Land BrokerJun 2014 to Mar 2015
Mossy Oak Properties － Elk Grove Village, IL
  • Obtained IL Real Estate License.
  • 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
  • Involved with creating new product fact sheets and event promotions.
  • Helped create online marketing page for a Senior Loan Fund.
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Resume Overview

Companies Worked For:

  • Merrill Edge
  • Morning Star Photography
  • Mossy Oak Properties
  • Base Camp Leasing, Inc
  • First Trust Portfolios

School Attended

  • Butler University

Job Titles Held:

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

Degrees

  • Marketing May 2014

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