Financial Advisor Resume Sample One

999 Main Street • Any Town, NY 99999 • 999-999-9999 •

Richard White

Career Profile

ABC Inc. 2009-2010
Financial Advisor
Any Town, NY

  • Surpassed customer retention and business development goals by building client base and increasing retirement plan contributions by $10 Million.
  • Managed over $80 Million in assets utilizing different investment strategies and products to maximize the best returns. Managed over $60 Million in retirement plan assets.
  • Met or exceeded all quotas throughout tenure.

XYZ Corp. 2008-2009
Financial Advisor
Any Town, NY

  • Managed approximately 2.6 MM in client assets while providing service to 105+ clients across the South Arizona Market region.
  • Coached and advised pre-appointed and appointed advisors through weekly educational classes, interactive plan writing, comprehensive product knowledge lessons, and client and advisor consultations.
  • Specialized in all areas of cash reserve management strategies, protection planning, and investment options with a focus on wealth accumulation, retirement, and children’s education.
  • Worked with clients in a proactive manner to realize specific financial planning objectives and reevaluated progress as needs changed and situations arose.
  • Identified opportunities for client acquisition and product marketing.
  • Held weekly client luncheons and appreciation events to cultivate existing client relationships and generate new interest in my personal practice and planning benefits.
  • Gold and Platinum Financial Services certified.

BCD Inc. 2006-2007
Financial Advisor
Any Town, NY

  • Establish business by developing strong relation with local community by prospecting from door to door houses and business.
  • Ask for financial question and develop the need analysis process.
  • Develop the strategies to present the solution.
  • Cold calling on products including bonds, mutual fund and individual company stocks.
  • Massive mailing to local community.
  • Develop the business from home based office.
  • Responsible for prospecting for a client by conducting seminars, cold calling, networking and mailing.

Education and Licensing

University of New York
B.A. English
May 2007

Group 1 life and health insurance license.

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