senior financial advisor resume example with 12+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Experienced Account Executive with a demonstrated history of working in the Payment processing industry going on 12 yrs. I Specialize in stripping away all of the hidden fees that other processors charge merchants i pass through all surcharge cards at true bank cost. I main deal with B2B and B2G companies, i have also done some training and Team Building. Strong sales professional graduated from Pacific High. I have signed up a lot of big accounts like La Laser 16 locations also found a company called IIG an Integration company that was able to seamless integrate into Sage accounting software, also seamlessly integrated Bill and Pay into QuickBooks an invoice management software that sets on top of QuickBooks posting real time to element all the double entry that QuickBooks require them to do at the end of the day. i also signed up Hanna Instruments,Norwall Power Systems llc. ,Recently signed up Panel Built Inc and we seamlessly integrated Paytrace into NetSuite's ERP System to provide them with a level 3 solution so they have the capability to run Large ticket transactions since that's mainly what they sale. i am very resource full when it comes to finding seamless integrations into systems Proprietary accounting software and ERP ,CRM, like Epicor Profit 21 and Epicor prelude. What separates us from the rest of the merchant service providers. here at Pay Assist inc we are a full disclosure company and in this industry there are only a couple of us. What i really like about the industry is that i am always learning something new. Meticulous [Job Title] with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. Commendable history of helping clients reach financial goals. Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Effective Senior Financial Advisor proudly offering over [Number] years of experience working closely with clients to achieve financial goals. Poised professional skilled in handling stressful situations with ease. Dedicated to providing exemplary level of client service and support while attracting new business opportunities. Focused Financial Advisor handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth. Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over [Number] years of success supporting client financial goals through astute investment guidance. Experienced Financial Advisor bringing expertise in tax law, mutual funds and education planning. Resourceful, hardworking and passionately dedicated to satisfying customers. Strategic [Job Title] with high-level financial acumen and in-depth knowledge of portfolio management. Works with clients to assess risk tolerance and strategize individualized wealth management plans. Meticulous investment professional with expertise in client education. Hardworking and reliable [Job Title] with strong ability in [Task]. Offering [Skill] and [Skill]. Highly organized, proactive and punctual with team-oriented mentality. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.

  • Electronic Data Interchange (EDI)
  • ACH Payments
  • Software Implementation
  • Integration
  • Merchant
  • Services
  • Sales
  • Management
  • Leadership
  • Account Management
  • Customer Service
  • Jessica Claire - page 2
  • Developing Financial Plans
  • Mutual Funds Understanding
  • Increasing Savings
  • Funding Education
  • Sage 50
  • Verbal and Written Communication
  • Account Performance Reviews
  • Certified Financial Planner
  • Cash Management Strategies
  • Financial Document Summaries
  • Microsoft Excel
  • Financials Analysis
  • Attention to Detail
  • Service-Oriented
  • Investment Performance Reporting
  • Chartered Financial Analyst
  • Service Oriented
  • Analytical Thinking
  • Client Engagement
  • Interpersonal and Written Communication
  • Client Needs
  • Proficient in [Software]
  • Financial Planning Expertise
Education and Training
, Expected in 09/1992 High School Diploma : - GPA :
Empower Retirement - Senior Financial Advisor
AZ, State, 07/2014 - Current
  • I specialize in Passing through all card types at true bank cost. Stripping away all of the hidden fees that other processors mark up and also make fees.
  • Not marking up the EDI rates or surcharge cards rates. Payment,EDI, Integrations,B2B and B2G,
  • Customer service, Account manager, Relationship manager. i like to educate my clients on how to read there statements so that they can check each month what it cost them, to execpt cards as a form of payment.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Conducted market research and made recommendations concerning products and services best suited for customer goals and risk tolerance.
  • Counseled clients on profitable strategies to support informed decision-making on investments, financing and partner sourcing.
  • Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
  • Conducted due diligence and valuation activities to support informed business decisions.
  • Coordinated with local organizations to provide specialized support to diverse populations with unique needs.
  • Provided extensive training and coaching to build strong, talented and client service-oriented financial team.
  • Promoted business development and new opportunities by engaging and meeting with prospective clients.
  • Gathered information from various sources to create suitable client financial strategy taking into account client's needs and future goals.
  • Asked appropriate questions and conducted in-depth research to gain valuable and thorough understanding of every client's financial situation and future needs.
  • Oversaw approximately [Number] financial portfolios and regularly communicated with clients regarding updates and changes to investments.
  • Advised clients on targeted business strategies and corporate financing.
  • Developed and expanded financial planning relationships with customers through loyal and dedicated service.
  • Consulted with clients to assess and meet short- and long-term financial goal.
Vaynermedia - Senior Account Executive
Los Angeles, CA, 07/2014 - Current
  • Make a 100 calls a day also i fill out all of my application and get all of the documents and write letters explaining the business and what they sell or what type of service they provide
  • I have a lot experience dealing with BtoB,(Business to Business) BtoC( Business to Consumer and BtoG (Business to Government clients
  • I deal with mainly BtoG and BtoB alot of my clients i have sign up are BtoG
  • I have experience in training and using outlook and i
  • Attended company and industry events to network with potential customers and generate leads.
  • Generated new accounts by implementing effective networking and content marketing strategies.
  • Developed strong and long-term client relationships by attentive relationship cultivation.
  • Estimated and quoted prices, credit and contract terms, warranties and delivery dates.
  • Sought out key decision-makers and tailored solutions to address business challenges.
  • Addressed customer questions and concerns regarding products and services.
  • Reached out to accounts to measure customer satisfaction and increase revenue.
  • Established, documented and implemented account management processes and procedures.
  • Drove new business development through cold calling and direct marketing.
  • Managed and mentored team of account executives.
  • Supervised team of account executives across varying types of accounts.
  • Developed and implemented advertising strategies to drive substantial growth.
  • Created, implemented and reported performance of sales campaigns to enhance brand awareness and drive profits.
  • Efficiently communicated with account holders about payment changes and product updates.
  • Researched and secured new accounts within assigned territory to increase sales and profitability.
  • Cold called potential customers and maintained above average conversion rate on leads.
Liveperson, Inc. - Account Executive
New York, NY, 12/2005 - 08/2010
  • Cultivated and developed customer relationships to enable sustained revenue growth.
  • Revived dormant accounts by re-establishing relationships with key decision-makers.
  • Represented product offerings and platforms throughout assigned territory.
  • Gathered company and contact information to compile data for current and potential customers.
  • Helped develop marketing materials and ideas to increase referrals.
  • Developed relationships with channel partners to coordinate shared content delivery.
  • Drove new business development and client acquisition through cold calling, lead generation and exceptional service.
  • Used consultative sales strategies to effectively overcome client objections and maximize sales activity.
  • Maintained updated knowledge of changing industry, standards and trends related to accounts.
  • Sought out key decision-makers and tailored solutions to address business challenges.
  • Utilized job-related software to input customer order details into system, accept payments and update accounts.
  • Prepared sales presentations or proposals to explain product specifications or applications.
  • Cross-sold additional products and services to increase profitability within accounts.
  • Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
  • Built and maintained productive relationships with customers and internal partners.
  • Developed sales strategies and comprehensive understanding of customers' business models.
  • Experienced in developing technical and cost proposals.
  • Negotiated contracts and closed agreements to maximize profits.
  • Provided clear business insight and market knowledge to drive solutions to meet customers' business objectives.
  • Negotiated agreements with clients for pricing and logistics.
  • Pitched to new clients by leveraging client base and targeting strategic partnerships.
  • Developed strategic growth plans for new and existing customers.
  • Researched competitors and customer business models for sales strategy development.
  • Cultivated new accounts and provided value-added services to existing clients to increase overall revenue.
  • Improved year-end inventory audit process to increase accuracy.
  • Worked with regulatory representatives to complete accurate filings and maintain compliance.
  • Developed actionable improvements for existing processes and presented to management.
  • Networked within communities to identify and capitalize on business opportunities.
  • Evaluated budget plans and current costs to project trends and recommend updates.
  • Contributed to improvements in procedures and operations, resulting in [Result].
  • Compiled operational and risk reports detailing financial metrics to help management make proactive decisions.
  • Implemented and facilitated operational facilities to develop customer service protocols and standards.
  • Mitigated corporate risk by identifying process inefficiencies and errors.
  • Acted as main point of contact in matters relating to client concerns and needs.
  • Optimized employee satisfaction and productivity by developing employee incentive programs.
  • Analyzed data and continually identified new opportunities for product placement to achieve sales growth.
  • Utilized sales data to evaluate sales performance and make proper adjustments.
  • Provided alternative tactics to solving problems and satisfying customer needs to deescalate customer interactions.
  • Developed successful customer relationships and quickly resolved service requests to increase sales.
  • Negotiated product pricing, freight rates and delivery and payment terms to beat competition and elevate client retention.
  • Followed up with key account business partners to maximize account potential and generate project leads.
  • Established and maintained good public relations and networking within community to develop business.
  • Attended enrollment meetings to communicate client vision and program design to target audience.

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Job Titles Held:

  • Senior Financial Advisor
  • Senior Account Executive
  • Account Executive


  • High School Diploma

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