Independent Financial Adviser Resume
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1396 Cedar Street
Jonesboro, AR 72401
(222)-954-4734
j.daniels@emailaddress.com
Objective: Independent Financial Adviser seeking career with a seasoned organization looking for loyal employees dedicated to the job.
Summary of Skills:
Remarkable sales experience in financial advisory
Expertise in financial services, finance, economics, business administration, accounting and Law
Ability to research and analyze financial information
Ability to communicate well with a diverse range of people
Ability to explain complex information in an accessible way
Profound ability to build strategic relationships and integrity as a core value of business
Strong desire to work for long hours and earn more
Work Experience:
Independent Financial Adviser, August 2005 - Present
Farmers Insurance, Jonesboro, AR
Reviewed clients’ financial situation and future plans.
Determined information and developed plans best suited to individual clients' requirements.
Provided clients with information on new and existing products and services.
Assisted clients to in making decisions.
Interacted with groups and individuals about personal finance.
Negotiated with product suppliers for the best possible rates.
Independent Financial Adviser, May 2000 – July 2005
Prime Financial Strategies, Jonesboro, AR
Compiled data for financial reports.
Analyzed social and economic data.
Examined market conditions.
Worked with detailed financial records.
Created and developed statistical diagrams and charts.
Suggested clients on financial matters.
Made investment presentations.
Education:
Bachelor's Degree in Finance, Kennesaw State University, Kennesaw, GA
