Senior Wealth Advisor resume example with 14+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Detail-oriented financial advisor with over 15 years experience in both retail and institutional investment management. Demonstrated success in managing multiple portfolios and maintaining excellent customer satisfaction within high volume, direct customer contact environments. Dedicated to professional development.

  • Analytical and Inventive Financial Research
  • Successful Project Leadership
  • Team Training & Mentoring
  • Individual Client Consultation
  • Assessment of Economic Trends
  • Building Key Strategic Relationships
  • Fixed Income Expertise
  • Series 7,63 & 66 Licensed
  • Life & Health Insurance Licensed


Currently manage over $45 million in assets and previously managed over $150 million in institutional and retail assets.
Senior Wealth Advisor, 02/2011 -
Vanguard Paoli, PA,
  • Maintain and Expand Client Relationships
  • Analyze financial markets and clients needs
  • Develop detailed financial plans
  • Develop and monitor taxable and tax-exempt portfolios for entire team
Institutional Fixed Income Sales & Trading, 10/2008 - 02/2011
Fidelity Investments Issaquah, WA,
  • Manage and Expand Institutional Client Fixed Income Portfolios
  • Municipal Bond Trading
  • Corporate Bond Trading
Retail Investment Officer, 10/2004 - 10/2009
Morgan Properties Reisterstown, MD,
  • Develop and Maintain Client Relationships
  • Develop Detailed Financial Plans
  • Develop and Manage Team of Investment Professionals
Investment Representative, 10/2001 - 09/2004
Edward Jones City, STATE,
  • Develop and Maintain Client Relationships
  • Monitor Investment Performance
  • Mentor to New Investment Representatives
Manager, 11/1996 - 09/2004
Dalt's Restaurant City, STATE,
  • Continually monitored restaurant and took appropriate action to ensure food quality and service standards were consistently met. Exhibited thorough knowledge of foods, beverages, supervisory duties, service techniques, and guest interactions.
  • Scheduled and directed staff in daily work assignments to maximize productivity.
  • Minimized loss and misuse of equipment through proper restaurant supervision and staff training.
Bachelor of Science: Agribusiness/Business Administration, Expected in 1996
Western Kentucky University - Bowling Green, KY

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Resume Overview

School Attended

  • Western Kentucky University

Job Titles Held:

  • Senior Wealth Advisor
  • Institutional Fixed Income Sales & Trading
  • Retail Investment Officer
  • Investment Representative
  • Manager


  • Bachelor of Science

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