Financial Advisor Resume

PROFESSIONAL EXPERIENCE

Confidential

Financial Advisor

Responsibilities:

Obtained Series 7, 66, 31 and PA Life, Health, and accident licenses
Ability to apply extensive knowledge of markets to help clients with their portfolio
Built and maintained client bases, keeping current clients plans up to date and recruiting new clients on an ongoing basis
Managed over 40 million in assets
Contacted clients periodically to determine if there have been changes in their current financial status
Explained and documented teh services that were proved for teh clients and teh responsibilities to be taken by myself as their financial advisor
Interviewed clients to determine their current income, expenses, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Monitored financial market trends to ensure that their plans were TEMPeffective, and to identify and execute necessary updates
Researched and investigated available investment opportunities to determine whether they fit into their current plans
Analyzed financial information obtained from clients to determine strategies for meeting clients financial objectives
Reviewed clients accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicated a need for a plan reassessment

Confidential

Trainee

Responsibilities: