Salaried Financial Advisor Resume

Job Objective: Qualified Paid Economical Consultant seeking position with an organization where encounter and coaching provide the perspective for career development.

Summary of Qualifications:

Remarkable encounter in financial planning

Proficient in Succeed worksheet and word handling applications

Ability to acquire and maintain changing item details for all items supported

Ability to perform with team and share abilities and knowledge.

Excellent statistical skills

Strong project control software and business skills

Excellent interaction and social skills

Work Experience:

Salaried Economical Consultant, 2006 - Present

Americanise Economical Solutions, Inc., Bradenton, FL

Identified and set sessions with prospective customers.

Identified financial needs of the client.

Developed personalized operating strategy to address each customer's defined goals and applied the strategy with suitable items and services.

Tracked customers in progress and offered continuous assessment and assistance.

Completed coaching in financial preparing, and regulating conformity.

Provided local and national marketing assistance, such as brand advertising.

Salaried Economical Consultant, May 2000 – This summer 2005

People's United Bank., Bradenton, FL

Provided details about different financial preparing items and services.

Determined specific customer needs and assured that appropriate market dealings are applied.

Provided advice to customers on personal financial commitment item buys.

Conducted telesales selections and sales workshops.

Researched industry item styles and issues; recognized opportunities for improvement and made suggestions for control.

Acted as a resource to certify investment affiliates.

Education:

Bachelor's Degree in Finance, Bumpy Mountain College, Billings, MT