Senior Wealth Advisor resume example with 14+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
Summary
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.
Highlights
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
Accomplishments
Currently manage over $45 million in assets and previously managed over $150 million in institutional and retail assets.
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.
Education
Bachelor of Science: Agribusiness/Business Administration, Expected in 1996 - Western Kentucky University - Bowling Green, KY GPA:
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