Salaried Financial Advisor Resume
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1729 Monroe Avenue
Bradenton, FL34207
(111)-490-4608
r.jones@emailaddress.com
Job Objective: Qualified Salaried Financial Advisor seeking position with organization where experience and training provides the potential for career development.
Summary of Qualifications:
Remarkable experience in financial planning
Proficient in Excel spreadsheet and word processing applications
Ability to acquire and maintain changing product information for all products supported
Ability to work with team and share knowledge and skills.
Excellent mathematical skills
Strong project management and organizational skills
Excellent communication and interpersonal skills
Work Experience:
Salaried Financial Advisor, August 2005 - Present
Ameriprise Financial Services, Inc.,,Bradenton, FL
Identified and set appointments with potential clients.
Identified financial needs of the client.
Developed customized financial plan to address each client's outlined goals and implemented the plan with suitable products and services.
Tracked clients progress and provided ongoing consultation and support.
Completed training in financial planning, and regulatory compliance.
Provided local and national marketing support, including brand advertising.
Salaried Financial Advisor, May 2000 – July 2005
People's United Bank.,Bradenton, FL
Provided information about different financial planning products and services.
Determined specific customer needs and ensured that appropriate market transactions are executed.
Provided advice to customers on personal investment product purchases.
Conducted telemarketing collections and sales seminars.
Researched industry product trends and issues; identified opportunities for improvement and made recommendations to management.
Acted as a resource to licensed Investment Associates.
Education:
Bachelor's Degree in Finance, Rocky Mountain College, Billings, MT
