Investment Advisor Resume
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1437 West Side Avenue
Rochelle Park, NJ 7662
(111)-568-7562
c.monroe@emailaddress.com
Objective: Seeking employment as a Investment Advisor in a qualified organization in order to bring my years of expertise in the industry to the table.
Highlights of Qualifications:
Remarkable experience in the area of broking and investment advisory
Profound knowledge of investment management and financial advisory services
Skilled in developing new business using both traditional and alternative investment strategies
Extensive knowledge of the various asset classes and investment management styles, asset allocation techniques, investment strategies and strategic tax planning strategies
Excellent Communication and management skills
Ability to work successfully in a small company environment
Professional Experience:
Investment Advisor, August 2005 - Present
PNC Bank, Rochelle Park, NJ
Communicated with the clients to prepare an investment policy statement.
Analyzed and executed portfolio changes as advised.
Conducted periodic investment meetings with clients.
Provided investment solutions and achieved supplementary resources from potential clients.
Received referrals from satisfied clients and assisted the sales team in securing new relationship.
Investment Advisor, May 2000 – July 2005
Investment Advisors International, Rochelle Park, NJ
Accompanied the Investment Advisors in maintaining and improving relationships with existing institutional clients.
Supported the Regional Director and Investment Advisors in expanding existing account relationships.
Collaborated with other sectors and outside vendors to complete assigned tasks.
Education:
High School Diploma, Owensmouth High School, Canoga Park, CA
