Registered Investment Advisor Resume

Professional Objective: To obtain a place as an authorized economic commitment consultant with growing organization where there is room for progression within the field.

Summary of Qualifications:

Strong encounter in Economical Network

Excellent understanding of investment and banking procedures

In-depth information of open broker accounts, common funds, and varying annuities

Proficient in CRM, Microsoft Office, and Outlook

Strong quantitative and systematic skills

Great interaction and presentation skills

Outstanding ability to perform independently

Work Experience:

Registered Economical commitment Consultant, 2006 - Present

Antrum professional alternatives. LLC, Worldwide Drops, MN

Identified prospective clients and suggested personalizing investment options.

Established connections with clients to recognize financial targets.

Trained associates on investment items and helped them to recognize successful possibilities.

Provided training, training, and business support on financial product information.

Determined their financial targets, goals, and current budget of clients.

Recommended investment strategies methods to clients from a wide variety of full support investment items.

Registered Economical commitment Consultant, May 2000 – This summer 2005

Alamo Capital, Worldwide Drops, MN

Handled incoming and outgoing calls.

Assessed and settled on customer issues.

Delivered excellent clients support to build and maintain customer commitment.

Placed deals and discovered business development possibilities.

Researched latest market styles and offered investment advice to clients.

Complied with all laws and regulations, rules, and business policies.

Education:

Bachelor's Degree in Finance, Grove Town College, Grove Town, PA