Wells Fargo Financial Advisor Resume
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1869 State Street
Detroit, MI48213
(333)-775-7302
j.sipple@emailaddress.com
Job Objective: To obtain a position as a Wells Fargo Financial Advisor where my special skill-set can be utilized to its fullest potential to help improve the organization as a whole.
Professional Experience:
Financial Advisor, August 2005 - Present
Wells Fargo Advisors, Detroit, MI
Collected financial information; assessed investment profile and evaluated client-s financial needs.
Determined the financial products that suites client-s needs and financial circumstances.
Recommended investment solutions and advised client about different financial products.
Identified client’s need and referred to appropriate financial services and specialists.
Provided support to clients referred by other Wells Fargo channels.
Participated in various community and business activities.
Conducted branch training sessions and in-branch coaching with team members.
Summary of Qualifications:
Strong accomplished experience in consumer lending, deposits and other banking products
In-depth Knowledge of financial institution operations and product/service delivery systems
Good knowledge of Investment sales, insurance and financial planning
Solid understanding of mortgage banking, credit analysis and consumer lending policies and procedures
Strong analytical and problem solving skills
Ability to derive innovative solutions
Remarkable ability to work effectively as member of a team
Education:
Bachelor's Degree in Finance, Capital University, Columbus, OH
