Merrill Lynch Financial Resume

Professional Objective: Achieved Merrill Lynch Economical consultant with comprehensive encounter looking for position with a well established business company.

Summary of Qualifications:

Strong encounter in financial product sales

Wide knowledge of bookkeeping, law, talking to, and commercial real estate

Good understanding of economic preparing and the financial commitment process

Familiarity with applying clients' financial commitment needs to resource allowance models

Excellent interaction and social skills

Outstanding product sales skills

Amazing capability to provide the best advice and service for their clients

Outstanding capability to be self-motivated and proactive

Work Experience:

Financial Consultant, 2006 - Present

Bank Of The united states, El Paso, TX

Identified and designed potential customers through workshops, recommendations, and social media with current customers.

Implemented financial preparing procedure.

Implemented financial commitment opportunities and helped with product sales demonstrations.

Implemented financial commitment suggestions through active lead generation.

Provided marketing and company support to FA or FA team.

Financial Consultant, May 2000 – This summer 2005

Merrill Lynch, El Paso, TX

Advised customers regarding financial options to achieve set objectives.

Reviewed customer's financial details and objectives and designed operating strategy and financial commitment suggestions.

Analyzed financial details and recognized techniques to meet customers' financial objectives.

Handled customers' queries about the reasons and details of economic plans and techniques.

Determined strategic reassessment needs of the customers.

Sold loans such as shares, ties, common funds.

Education:

Bachelor's Degree in Finance, DePauw School, Greencastle, IN