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Senior Wealth Strategy Associate Resume Example

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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Summary
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Skills
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Experience
Senior Wealth Strategy Associate, 02/2019 to Current
UbsHouston, TX,
  • Handled all delegated tasks, including [Task] and [Task].
Financial Advisor, 09/2017 to 02/2019
First Tech Credit UnionRedmond, WA,
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
Education and Training
Bachelor of Arts: Biological Sciences, Psychology, Expected in 06/2014
Northwestern University - Evanston, IL
GPA:
  • [Scholarship Name] Recipient
  • [Award Name] Recipient
Websites, Portfolios, Profiles
  • https://financialservicesinc.ubs.com/fa/JessicaClaire/
Certifications

CERTIFIED FINANCIAL PLANNER(TM)

Accredited Wealth Management Advisory(sm)

Series 7 and 66 FINRA-Registered

Activities and Honors
  • Member, Alumni Association
  • Member, Metropolitan Club of New York

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Resume Overview

School Attended
  • Northwestern University
Job Titles Held:
  • Senior Wealth Strategy Associate
  • Financial Advisor
Degrees
  • Bachelor of Arts