financial solutions consultant resume example with 7+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - - -
Ambitious and self-motivated Account Specialist with exceptional research and qualitative abilities. Ambitious professional determined to continually exceed expectations. Willing to take on added Responsibilities to achieve desired results.
  • Client-oriented 
  • Very Experienced using Customer Relationship Management (CRM)
  • SQL Experienced
  • MS Access Experience
  • Relationship management
  • Work very well with software & Computer Data mapping
  • Applications Finance and accounting
  • Attention to Detail
  • Strong Communication Skills
  • Fiscal Budgeting Knowledge
  • Budget Development
  • US GAAP Principles
  • Licensed Financial Advisor
  • Relationship Management
  • Organized & Consistent
Certifications & Relevant Experience
  • Series 7 & 66 FINRA SEC Licenses 
  • Registered in 50 states 
  • Achieve & exceed Sales based goals on both Monthly & Quarterly basis.
  • Created & Developed complex Investment strategies for clients 
  • Managed & monitored Billions in assets under Firm
  • Great at building strong & Lasting Relationships
  • Ability to engage & recommend to new prospecting Clientele
01/2016 to Current
Financial Solutions Consultant Slice Macedonia, OH,
  • Provide recommendations & investment Guidance to thousands of clients with over 187 billion in assets under the firm.
  • Completed client prospecting & made proactive Outbound calls to produce & achieve goals of Asset Under Management.
  • Continually achieve & exceed performance sales goals on monthly & Quarterly basis.
  • Participated in various incentive programs and contests designed to support achievement of production goals.
  • Developed tool to track and monitor personal sales opportunities, deals in progress and finished contracts.
  • Responsible for implementing all business-building and relationship-building expectations with uniquely assigned accounts and client
  • Consistently met and exceeded department expectations for productivity and accuracy levels.
09/2015 to 2016
Account Specialist Advanced Business Computers Of America City, STATE,
  • Work in a team of twelve to provide excellent customer service and Database support for applications developed by ABCOA.
  • Provide accounting support to the personnel using my company's software.
  • General ledger accounting, Bank reconciliations, Accounts Payables/Receivables, Payroll.
  • Assist in the process of testing database errors and provide solutions for Debugging and Enhanced Database Management.
  • Consistently work with SQL, SQL management studio, & Proficient in Querying SQL.
  • Assist in the conversion & migration of Databases from outside Software to integrate successful client Management.
  • Provide classroom and on-the-spot training for new and developed clients to provide exceptional Customer experience.
08/2013 to 08/2015
Teller Coordinator II SunTrust Bank City, STATE,
  • Actively Manage and Coach Teller and Service Team of 5.
  • Provide leadership of branch Operational Awareness and Compliance.
  • Sole Custodian of Vaults and ATM, Personally responsible for maintaining cash levels and incoming and outgoing shipments.
  • Experience with advanced computerized systems including Excel, Quick books, Access, and Microsoft Office.
  • Provide key support to meet branch goals and objectives on a daily and continual basis.
  • Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
  • Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  • Enter customers' transactions into computers to record transactions and issue computer-generated Receipts.
  • Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
  • Receive and count daily inventories of cash, drafts, and travelers' checks.
  • Monitor bank vaults to ensure cash balances are correct.
  • Prepare work schedules for staff.
Expected in Aug 2015 to to
Bachelor of Arts: Accounting
Flagler College - Tallahassee, FL
Accounting Accounting 24 hours completed in Accounting and related fields. Proficient in Microsoft Office, Excel and Quick books. 5 years' experience in Banking, Amortization schedules, Internal Finance, and Reconciliation.
Expected in 2013 to to
Associate of Arts: Accounting and Finance
Tallahassee Community College - Tallahassee, FL
Accounting and Finance Accounting and Finance Pre-requisites specialized in mathematics and accounting.
Professional Affiliations
Notary of Public - Florida Commission expires: March, 2018
FINRA Licensed Financial Advisor - Broker
Accounting, Accounts Payables, adding machines, Adobe, ATM, attention to detail, Balance, Bank reconciliations, Banking, Budget development, budgeting, calculators, Cash flow analysis, cashier, Coach, Strong interpersonal skills, Strong communication skills, client Management, conversion, Credit, clients, Customer relations, excellent customer service, customer service, Databases, Database, Database Management, Debugging, due diligence, Finance, forecasting, funds, General ledger accounting, inventory, leadership, mathematics, Access, MS Access, Excel, exchange, money, Microsoft Office, MS Office Suite, Microsoft Office, migration, Multi-tasking, Payroll, personnel, Quick books, QuickBooks, receiving, Relationship management, sales, SQL

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Resume Overview

School Attended

  • Flagler College
  • Tallahassee Community College

Job Titles Held:

  • Financial Solutions Consultant
  • Account Specialist
  • Teller Coordinator II


  • Bachelor of Arts
  • Associate of Arts

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