Personal Financial Advisor Resume
Job Objective: Looking for employment as an individual economic consultant to perform an excellent organization to be able to act on my abilities and consider your encounter.
Highlights of Qualifications:
Certified Economical Adviser with strong encounter in financial commitment control and financial advisory services
In-depth knowledge of Broker, Banking, Insurance plan, Wealth Management,mutual resources, shares, CDs, IRAs, insurance, and annuities
Good understanding of basic personal financial planning and financial commitment concepts
Proficient in MS Office Package – Word, Succeed and MS Access
Excellent effective time control, systematic and problem-solving skills
Superior communication, social and business skills
Great capability to create and manage client relationships
Ability to multi task and perform in team environment
Professional Experience:
Personal Economical Consultant, 2006 - Present
Retail Economical Solutions, Citadel Myers, FL
Determined changes in customer's financial position.
Enlightened customers about education funding available to higher education and individuals.
Advised customers on maintenance of all fiscal reports and records.
Made suggestions, and referred customers for applying operating strategy.
Determined customers financial position and other details needed to create an operating strategy.
Researched trends and assured efficiency of programs.
Personal Economical Consultant, May 2000 – This summer 2005
Insects Federal Credit Partnership, Citadel Myers, FL
Advised customers of their financial options to be able to help them reach their short-term and long-term financial targets.
Reviewed customer's financial details and goals and developed operating strategy and financial commitment suggestions.
Analyzed financial details and identified techniques to meet customers' financial goals.
Handled customers' queries about the purposes and details of economic programs and techniques.
Determined strategic reassessment needs of the customers.
Sold loans such as shares, ties, common resources.
Education:
Bachelor's Degree in Finance, Ventura College, Ventura, CA
