Financial Advisor Resume Sample

Financial Advisor Resume Sample

Financial Advisor Resume Sample

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Noavatar-profile
RH
R Hyatt
Raul
Hyatt
48279 Immanuel Station
San Francisco
California
United States
48279 Immanuel Station
San Francisco
California
United States
Socials
Experience Experience
09/2014 – present
Boston
Financial Advisor
Financial Advisor
09/2014 – present
Boston
Financial Advisor
09/2014 – present
  • Analyzed investment opportunities and client needs; recommended appropriate strategies
  • Analyzed prospective clients’ investment portfolios and financial planning
  • Analyzed, drafted, edited, and delivered comprehensive financial plans to clients
  • Attended Financial Advisor trainings and continued education sessions via the Broker/Dealer to stay current regarding products, solutions, services, and policies
  • Attended company workshops or lectures and speak to groups of potential clients when called upon
  • Built client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management
  • Complied with all industry rules and regulations
  • Created a sales and marketing strategy for the business
  • Developed and cultivated client base via prospected and serviced potential new clients
  • Ensured adherence to company standards
  • Functioned as the primary trusted advisor to clients
  • Implemented company policies and procedures
  • Managed client communications and followed-up with clients’ other advisors
  • Marketed and presented appropriate investment solutions, financial, and wealth management services to clients
  • Prepared and delivered presentations/seminars to clients and prospects for business development and educational purposes
  • Provided cutting edge financial planning, tax, estate, and investment advice to the firm’s clients
  • Supported the team’s Regional Vice Presidents and Managing Directors as a Subject Matter Expert in the areas of asset management, taxation, pension administration, and general financial planning
  • Worked closely with key bank personnel on the development and success of the investment program and its integration with other services provided to bank customers
Education Education
2009 2014
Drexel University
2009 2014
2009 2014

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