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Licensed Personal Banker and Brokerage Associate Resume Example

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LICENSED PERSONAL BANKER AND BROKERAGE ASSOCIATE
Summary

Financial Professional and dedicated relationship manager with experience in both a retail banking and lending environment as well as investment products and sales.

Highlights
  • FINRA Series 7 License
  • NASAA Series 66 License

  • SAFE Registered NMLSR ID: 1229203
  • NY State Life Insurance License
Experience
Licensed Personal Banker and Brokerage Associate
July 2014 to CurrentCompany Name - City, State
  • NY State Life Insurance Agent, SAFE Registered NMLSR ID 1229203.
  • Help find suitable products and services for high value clients including referrals to Wells Fargo Partners that span several lines of business.
  • Primary objective included identifying investment opportunities and acquiring new assets for Financial Advisor partners.
Financial Advisor
June 2013 to July 2014Company Name - City, State
  • FAIT Program Grad, Licensed Financial Advisor-Current Series 7 & 66.
  • Worked as junior Advisor on a team led by a First Vice President of Investments within the Private Client Group.
  • Primary responsibilities included new client acquisition and on boarding.
Social Media/Marketing Intern
September 2012 to December 2012Company Name - City, State
  • Managed and maintained social media outlets for a non-profit boy's home.
  • Created new social media platforms to attract future volunteers and potential donors
  • Worked closely with the board of the Group Home to communicate more effective strategies to gain exposure for the cause
Bank Teller
May 2012 to August 2012Company Name - City, State
  • Acquired customer service skills in dealing with bank customers on a personal and daily basis.
  • Became well versed in bank products and operations
  • Assisted lead teller with compliance responsibilities
Intern in Bank Operations
May 2011 to August 2011Company Name - City, State
  • Learned and utilized several computer and office-related skills by shadowing head of Operations in the bank's Corporate Office.
Education
B.A : Economics, December 2012Clemson University - City, State

Economics

Skills
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Resume Overview

School Attended

  • Clemson University

Job Titles Held:

  • Licensed Personal Banker and Brokerage Associate
  • Financial Advisor
  • Social Media/Marketing Intern
  • Bank Teller
  • Intern in Bank Operations

Degrees

  • B.A : Economics , December 2012

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