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Financial Professional Resume Samples
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0-5 years of experience
- Managed monthly financial forecast for a $150 million annual internal cost pool, provided variance analysis and developed action plans to achieve budgets and realize cost saving opportunities.
- Produced monthly CEO Reports, Operation Reviews, Board of Directors Reports, and Quarterly Business Reviews for Corporate Executive Team for multi-billion dollar business unit.
- Accepted first overseas assignment (Balance Sheet Remediation project in the U.K.), identified multiple process weaknesses by implementing process control improvements to mitigate across the EMEA region.
- Business owner for central financial reporting system, SAP Business Warehouse.
- Identified the financial impact of a managed vacation policy that resulted in $30M of cost savings.
0-5 years of experience
Analyzed the financial conditions of clients to assist in determining objectives for;
investing, retirement, final expenses and estate expenses.
- Developed strategic procedures to help clients meet their financial goals.
- Created and implemented financial plans with clients.
- Excellent client relation and communication skills.
- Established and executed business plan for individual practice.
0-5 years of experience
Obtained Sales Goal for first 3 quarters within the first 5 weeks of employment
- Enrolled in Financial Planner program
- Implemented networking group to build business in Pickerington area
- Created and delivered lectures on Fiscal Cliff & Affordable Healthcare Act
0-5 years of experience
- Began developing and cultivating a client database for my book of business
- Further refined client rapport building skills through outbound/inbound calls and email
- Analyzed client needs and investment opportunities
- Marketed and promoted the company’s financial services and products as per policy and procedures
- Prepared and delivered presentations to potential clients
- Established compliant regulated social networking and marketing to gain additional leads
0-5 years of experience
- Performed presentations to clients in the areas of risk management, wealth accumulation and wealth redistribution based on a needs analysis
- Highly recognized for Top Tier production in 6 months
- Prospected clients through networking events, social media and group presentations
- Attended training seminars to improve product knowledge and sales expertise
- Built trusting relationships with current and potential clients by providing excellent customer service, and following a code of ethics through compliance standards
- Educated clients on how changes in the economic environment can affect their portfolios
0-5 years of experience
- Effectively demonstrated interpersonal communication and customer service skills by initiating financial planning processes with individuals & businesses
- Successfully constructed financial action plans based upon need identification
- Creatively utilized selling skills through use of diverse presentation methods to tailor to individual clients
- Demonstrated extensive product knowledge to attain new clients
- Continuous interaction with new and prospective clients refined skills in customer relationship
- Efficiently organized schedule using time and territory management skills, resulting in 100% accuracy for meeting location times
0-5 years of experience
- Customized insurance programs to suit individual customers and families to cover variety of risks
- Prepared action plans and schedules to identify specific targets and markets
- Followed up on new leads and referrals resulting from field activity.
- Interviewed prospective clients to obtain data about their financial situations, discussed any existing coverage, and provided appropriate recommendations.
0-5 years of experience
- Analyzed clients’ financial situations and made appropriate recommendations to help reach their financial goals
- Used marketing techniques to increase business exposure (Newspaper, mail, phones, networking groups & referrals)
- Provided customer service to existing clients as needed
- Kept files updated and secured in accordance with compliance & FINRA regulations
0-5 years of experience
Conducted financial needs analysis for clients
- Delivered sales presentations to potential clients
- Determined insurance needs for clients
- Reviewed and recommended annuities when needed
0-5 years of experience
- Obtained variable products (Georgia), life insurance (Georgia), Series 6 and 63 licenses. Scored “91” on the Series 6.
- Implemented mutual fund investment strategies for clients within variable insurance contracts to maximize total return while eliminating tax liability.
- Designed personalized tax free investment vehicles for usage by high-income clients to supplement their retirement income.
- Created risk tolerance profiles and asset allocation models for clients and implemented wealth protection strategies.
0-5 years of experience
Developed marketing strategies for life insurance and investment products
- Implemented new agent brainstorming sessions within agency to actively hone skills and increase sales
- Cold Called on business owners to provide products education and gain market share
- Created peer marketing groups to increase sales
0-5 years of experience
- Helped establish employee retirement plans including 403(b) plans and 457 plans
- Provided clients with access to annuities, mutual funds, and life insurance to create their financial plan
- Structured clients’ portfolios to manage their risk and suggested how to evolve their investments as life situations and financial objectives change
0-5 years of experience
- Studying to become licensed agent to sell life and health insurance products
- Conducted broad-scale marketing and demographic research
- Trained with investment professionals on portfolio asset management
- Assisted Talent Acquisition team in recruiting Financial Professional Associate candidates and promotional events planning
0-5 years of experience
- Integral member of award winning sales team.
- 2014 President’s Citation Award Winner with the Greater Metro Financial Group.
- 2013 President’s Citation Award Winner with the Greater Metro Financial Group.
- Life, Health and Variable License designations in New Jersey.
- Life and Health License designations in New York.
- Well versed in product with ability to explain advantages and disadvantages in order to best fit the need for each client for both insurance and retirement vehicles.
- Constantly seeking out new clients and developing relationships through networking.
- Perform administrative tasks such as filing proper forms and maintaining records.
0-5 years of experience
Manage client portfolios consisting of: retirement accounts, non-qualified investment accounts, annuities, long term care, life insurance, and health insurance
- Designed and implemented quarterly marketing/business plans to successfully grow practice above benchmarks
- Present client proposals in a client-facing environment on a daily basis
- Manage client base and business metrics through Business Information Systems to successfully grow practice
- Attained Series 6, Series 63 and Life and Health Licenses within 8 weeks of beginning training program
- Partnered with senior associate to manage and analyze $30+ million in investments using Modern Portfolio Theory and Fundamental and Technical Analysis
- Attained Series 65 within first year of employment
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Financial Professional
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
