, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
Home: (555) 432-1000
Cell:
resumesample@example.com
Summary
Strategic-minded individual boasting a career spent providing client needs assessments and portfolio management. A polished Senior Financial Advisor offering skills in mentoring, cultivating business opportunities and leadership.
Skills
Increasing savings
Funding education
Client engagement
Managing wealth
Stock market expertise
Making insurance decisions
Advising on investments
Interpersonal and written communication
Client needs
Investment strategies
Developing financial plans
Portfolio oversight
Financial planning expertise
Mutual funds understanding
Experience
VP-Senior Financial Advisor, 02/2007 to 12/2018 Hingham Institution For Savings – San Francisco, CA,
Distributed information on accounts, insurance plans and diverse funds.
Devised business plan and identified target customers.
Implemented diverse wealth management options to meet client objectives.
Provided extensive training and coaching to build strong, talented and client service-oriented financial team.
Took advantage of gaps in market and reached out to potential new clients.
Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
Developed and expanded financial planning relationships with customers through loyal and dedicated service.
Conducted due diligence and valuation activities to support informed business decisions.
Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
Advised customers on financial investment options and capital expenditures.
Advised clients on targeted business strategies and corporate financing.
Promoted business to increase customer base and grow revenue.
Gathered information from various sources to create suitable client financial strategy taking into account client's needs and future goals.
AVP- Branch Manager, 04/2004 to 12/2006 HSBC Bank – City, STATE,
Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
Developed culture of success rewarding performance, productivity and sales results.
Reduced bank losses by setting successful risk management policies.
Improved decision-making by using current data on market conditions and individual financial situations.
Cultivated positive relationships with key stakeholders and decision-makers as part of successful business practices.
Promoted managers from employee ranks to encourage performance and maintain continuity of leadership.
Developed annual branch business plan for maximum profitability and effectiveness.
Enhanced financial performance metrics by networking to create successful and sustainable relationships.
Established budgets and strategic business plans for daily operations.
Led banking tasks, business administration and financial decision-making to ensure first-class client services.
Articulated growth objectives and operating plans.
Maintained current and accurate cash balances for all programs, departments and projects.
Verified accuracy of accounting disbursements such as payroll and vendor payments.
Set and reinforced consistent and compliant control and operational policies for accounts tracking, reconciliation and reporting.
Managed contract administration, maintained files, validated codes and monitored reporting.
Evaluated historical, current and forecast data to determine opportunities for development and enhancement.
Evaluated accounting and financial reporting systems to assess quality, identify concerns and devise enhancement strategies.
Operations Manager (Assistant Manager), 10/2002 to 04/2004 STERLING NATIONAL CORPORATION – City, STATE,
Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.
Conducted performance reviews providing coaching and feedback to benefit both company and employee.
Managed company operations with responsibility for profit and loss, scheduling, training and inventory control.
Implemented policies and standard operating procedures and managed quality, customer service and logistics.
Delivered positive customer experiences by implementing effective quality assurance practices.
Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
Planned daily operational strategies, including delivery routing, team workflows and promotional initiatives.
Maintained safety and emergency readiness among personnel by disseminating information on and monitoring compliance with regulatory and organizational policies.
Recruited, hired and trained crew members on application of projects, customer relations and customer service.
Education and Training
BBA: Marketing, Expected in 05/2006 New York Unversity - New York, NY, GPA:
MBA: Investments And Securities, Expected in 05/2009 NEW YORK UNIVERSITY - NEW YORK, GPA:
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