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RssDedicated to move forward in the corporate environment.

I am looking to move out of the personal financial advisory sector and move on to a corporate finance position. I have a passion for finance and I complete jobs on time and with attention to detail. I lack experience, but I am intelligent and learn quickly.

Personal Financial Advisor

Fort Worth, TX

About Me

Industry:

Accounting & Finance

Occupation:

Personal Financial Advisor
 

Education level:

Bachelor

Will Relocate:

Yes

Location:

Fort Worth, TX

Work Experiences

8/2008 - Present

(private)

Manager

  • Financial Advisor -Prospected and provide client services to clients with net worth over $250,000 -Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios. -By providing excellent customer service and financial knowledge, I would receive referrals to further continue building my client base. Operations -Created several documents and processes that streamlined operations -Designed our client confidential, this created a snapshot of our client’s finances, which provided uniformity between advisors and ease of creating a financial plan. -Created several key documents such as our sexual harassment policy, code of ethics, action slips, and a excel program that kept track of each advisor’s gross, submitted, and final commissions. Human Resources -Would hand-pick on a select few individuals to interview. -Panel interview, focused my questions dealing with ethics, integrity, honesty, and dedication.

12/2007 - 8/2008

American Premier Financial Inc.

Entry Level

  • Grew Client Base -Consistently met and frequently exceeded the financial objectives of clients. Assessed risk tolerance and investment goals to recommend solutions optimally suited to client needs Sold Insurance Products -Represent a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals. -Explained death and living benefits, while broking down the advantages and disadvantages of each product to fit my client with the proper coverage. Award Winning Professional -Earned awards for excellent sales performance, including the Young Gun Award. -The quickest to get through my license training and exceeded gross revenue targets for the first 12 months compared to the class of 62 across the country.

Education