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Manager Founder Resume Example

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Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary

Experienced Financial Planner bringing expertise in tax law, retirement, succession and estate planning, management and education planning. Resourceful, hardworking and passionately dedicated to the financial planning field at individual and organizational levels.

Managing and founding partner seeking to share 20 years of education and experience in a pro bono capacity in order to serve her community. Results-focused financial planning professional with strength in high-level project visioning, organization and execution. Proactive leader with strengths in communication and collaboration. Proficient in leveraging professional skills and talent with passionate volunteers to achieve purposeful results.

Skills
  • Uncompromising work ethic
  • Persuasive communication style
  • Resourcefulness
  • Problem-solving skills
  • Managing wealth
  • Planning for retirement
  • Advising on investments
  • Stock market expertise
  • Defining company vision
  • Financial leadership
  • Policy development
Education and Training
Thomas Edison State College New Jersey, Expected in 05/2010 Bachelor of Science : Finance - GPA :
University of Missouri - Columbia Columbia, MO Expected in 05/2012 Master of Science : Personal Financial Planning - GPA :
Certifications

Certified Financial Planning Professional (TM) 2010-2021

Certified Divorce Financial Analyst 2008-2021

Experience
Horace Mann Educators Corporation - Manager Founder
Seattle, WA, 11/2015 - Current
  • Developed clear mission, vision and culture for company as foundation for growth, branding and development.
  • Implemented robust policies and organizational structures to underpin successful expansion and drive continuous growth.
  • Oversaw strategic business decision-making to develop, enhance and enforce business mission.
  • Created highly successful marketing and branding strategies to spearhead entry into Financial Planning market.
  • Negotiated key intitial contracts and established plans to formalize structure and support growth.
  • Enabled organization to scale through rapid growth by identifying and eliminating bottlenecks, risks and other constraints.
  • Maintained up-to-date knowledge of all statutory requirements and regulations.
  • Developed and monitored internal control systems.
  • Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors, and other professionals.
  • Articulated value of various financial products, including stocks, bonds, mutual funds, and insurance policies; educated clients on benefits of individual products.
  • Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals, and risk tolerance to formulate and actualize strategic financial plans; administer over $100 M client investment portfolio.
Horace Mann Educators Corporation - Financial Advisor
Boston, MA, 09/2009 - 11/2015
  • Counseled clients on financial matters and provide recommendations investment opportunities, products, and services basedon client needs and asset availability.
  • Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals, and risk tolerance to formulate and actualize strategic financial plans; administered $50M client investment portfolio.
  • Analyzed investment materials to develop financial techniques to fulfill customer needs and predict favorable investments.
  • Kept abreast of financial impact of clients' life changes to meet needs and exploit new areas of growth.
  • Assisted clients with planning for and funding retirements using mutual funds and other strategies.
  • Implemented diverse wealth management options to meet client objectives.
  • Counseled clients on profitable strategies to support informed decision-making on investments, financing and partner sourcing.
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Distributed information on accounts, insurance plans and diverse funds.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
Fidelity Investments - Financial Advisor
Chicago, IL, 03/2004 - 09/2009
  • Counseled clients on profitable strategies to support informed decision-making on investments, financing and partner sourcing.
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Promoted business to increase customer base and grow revenue.
  • Analyzed investment materials to develop financial techniques to fulfill customer needs and predict favorable investments.
  • Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors, and other professionals.
  • Articulated value of various financial products, including stocks, bonds, mutual funds, and insurance policies; educated clients on benefits of individual products.
  • Maintained knowledge of regulations, communicated with industry professionals, devised financial models, conducted sensitivity analyses and gathered financial reports to deliver superior service.
Edward Jones - Investment Advisor Representative
City, STATE, 10/2002 - 03/2004
  • Advised high net worth customers on financial matters, focusing on estate opportunities, succession planning and decisions involving capital expenditures.
  • Assessed the performance of different portfolios and made proactive adjustments to increase returns.
  • Determined and evaluated customer objectives and current financial situations in order to recommend the best possible products.
  • Generated and developed leads, scheduled appointments and built solid customer relationships.
  • Improved decision-making by using current data on market conditions and individual financial situations.
Accomplishments

After 15 years in financial services, formed a financial planning firm operating as a custodial and broker/dealer hybrid; creating an organic synergy between personal relationships, state of the art financial planning and cutting edge tools of technology

Activities and Honors

Actively supporting Blue Horse Mukwa Equine Retirement and Rescue Center in the capacity of financial support, animal care and as a foster resource.

Routinely take on Pro Bono clients in the capacity of personal financial planner and organizational financial planner.

Lifetime adopter at The Animal Conservators Center.

Volunteer experience instructing basic financial principles for various organizations in South Boston, Virginia.

Regularly participate in 5K and athletic activities in order to support local causes including: Girls on the Run, Back the Blue, Heart for Orphans, American Cancer Society, and Women's Health.

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Resume Strength

  • Length
  • Personalization
  • Target Job

Resume Overview

School Attended
  • Thomas Edison State College
  • University of Missouri - Columbia
Job Titles Held:
  • Manager Founder
  • Financial Advisor
  • Financial Advisor
  • Investment Advisor Representative
Degrees
  • Bachelor of Science
  • Master of Science

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