Financial Representative Resume

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Here is the Financial Representative Resume example:

David Coburn

8 Hummingbird Way

Boston MA 2110

(555)-555-5555

[email]

Job Objective To secure a position as Financial Representative with established firm in which I can continue to grow and excel in this field for the good of the company.

Highlights of Qualifications:

Extensive experience working in financial services industry
Wide knowledge of bank policies and regulations
Ability to meet and exceed sales quotas on a regular basis
Ability to handle sensitive information and maintain confidentiality
Ability to help others manage and achieve financial security

Professional Experience:

Financial Representative

Fidelity Investments, Boston MA

November 2006 – Present

Suggested appropriate financial recommendations and ensured financial security for clients.
Acted as an advocate for clients and nurtured long lasting client relationships.
Expanded business practice.

Financial Representative

Mayo Clinic, Boston MA

February 2001 – October 2006

Protected clients financially.
Aided clients to achieve financial and retirement goals.
Formulated strategies so that client’s legacy lives on beyond their lifetime.
Nurtured relationships to generate fresh business.

Education

Bachelor’s Degree In Finance

Virginia Commonwealth University, Richmond, VA