Merrill Lynch Financial Resume
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1509 Ward Road
El Paso, TX79912
(222)-126-1582
r.arends@emailaddress.com
Career Objective: Accomplished Merrill Lynch Financial Advisor with extensive experience seeking position with well established business firm.
Summary of Qualifications:
Strong experience in financial product sales
Wide knowledge of accounting, law, consulting, and commercial real estate
Good understanding of financial planning and the investment process
Familiarity with mapping clients’ investment needs to asset allocation models
Excellent communication and interpersonal skills
Outstanding sales skills
Amazing ability to provide the best advice and service for their clients
Outstanding ability to be self-motivated and proactive
Work Experience:
Financial Advisor, August 2005 - Present
Bank Of America, El Paso, TX
Identified and developed prospective clients through seminars, referrals, and networking with existing clients.
Implemented financial planning process.
Implemented investment strategies and assisted with sales presentations.
Implemented investment recommendations through active prospecting.
Provided marketing and organization support to FA or FA team.
Financial Advisor, May 2000 – July 2005
Merrill Lynch, El Paso, TX
Advised clients regarding financial options to achieve set targets.
Reviewed client's financial information and goals and developed financial plan and investment recommendations.
Analyzed financial information and determined strategies to meet clients' financial objectives.
Handled clients' inquiries about the purposes and details of financial plans and strategies.
Determined plan reassessment need of the clients.
Sold financial products such as stocks, bonds, mutual funds.
Education:
Bachelor's Degree in Finance, DePauw University, Greencastle, IN
