Personal Financial Advisor Resume
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1589 Wilkinson Court
Fort Myers, FL33901
(222)-817-4322
w.carpenter@emailaddress.com
Job Objective: Looking for employment as a Personal Financial Advisor to work for a great organization in order to act on my skills and past experience.
Highlights of Qualifications:
Certified Financial Planner with strong experience in investment management and financial advisory services
In-depth knowledge of Brokerage, Banking, Insurance, Wealth Management,mutual funds, stocks, CDs, IRAs, insurance, and annuities
Good understanding of basic personal financial planning and investment concepts
Proficient in MS Office Suite – Word, Excel and MS Access
Excellent time management, analytical and problem-solving skills
Superior communication, interpersonal and organizational skills
Great ability to develop and manage client relationships
Ability to multi task and work in team environment
Professional Experience:
Personal Financial Advisor, August 2005 - Present
Retail Financial Services, Fort Myers, FL
Determined changes in client’s financial status.
Enlightened clients about financial assistance available to college and university students.
Advised clients about maintenance of all financial statements and records.
Made recommendations, and referred clients for implementing financial plan.
Determined clients financial status and other information needed to develop a financial plan.
Researched trends and ensured effectiveness of plans.
Personal Financial Advisor, May 2000 – July 2005
Kinecta Federal Credit Union, Fort Myers, FL
Advised clients of their financial options in order to help them reach their short-term and long-term financial goals.
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, Ventura College, Ventura, CA
