Senior Wealth Strategy Associate Resume Example

Love this resume?

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
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.
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
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
  • [Scholarship Name] Recipient
  • [Award Name] Recipient
Websites, Portfolios, Profiles


Accredited Wealth Management Advisory(sm)

Series 7 and 66 FINRA-Registered

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

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:


Resume Strength

  • Formatting
  • Personalization
  • Target Job
  • Typos
  • Word Choice

Resume Overview

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