Registered Investment Advisor Resume
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1628 Ashmor Drive
International Falls, MN56649
(333)-487-7915
g.ramsey@emailaddress.com
Career Objective: To obtain a position as a Registered Investment Advisor with growing organization where there is room for advancement within the field.
Summary of Qualifications:
Strong experience in Financial Network
Excellent understanding of investment and banking procedures
In-depth knowledge of open brokerage accounts, mutual funds, and variable annuities
Proficient in CRM, Microsoft Office, and Outlook
Strong quantitative and analytical skills
Great communication and presentation skills
Outstanding ability to work independently
Work Experience:
Registered Investment Advisor, August 2005 - Present
Mangrum Career Solutions. LLC, International Falls, MN
Identified potential customers and recommended customized investment options.
Established relationships with clients to identify financial goals.
Trained team members on investment products and helped them to recognize profitable opportunities.
Provided training, coaching, and corporate support on financial product knowledge.
Determined their financial goals, objectives, and current financial position of customers.
Recommended investments solutions to clients from wide range of full service investment products.
Registered Investment Advisor, May 2000 – July 2005
Alamo Capital, International Falls, MN
Handled inbound and outbound calls.
Assessed and resolved client issues.
Delivered outstanding clients service to build and maintain client loyalty.
Placed trades and uncovered business development opportunities.
Researched latest market trends and provided investment advice to clients.
Complied with all laws, regulations, and corporate policies.
Education:
Bachelor's Degree in Finance, Grove City College, Grove City, PA
