Financial Solution Advisor Resume Rolling Meadows, IL - Hire IT People

SUMMARY:

Top - Performing Investment Consultant with excellent qualifications in financial planning, investment management, and securities analysis with dynamic record of achieving corporate goals and delivering outstanding bottom-line results.
Visionary leadership in identifying client needs, and strategically positioning financial programs to help clients achieve their specific goals.
11 years of experience in the Financial Planning industry and 7 years experience as an Attorney with thorough understanding of regulatory and departmental policies and procedures.
Passionate about uncovering investment opportunties for clients, cultivating new relationships and igniting sales performance.

KEY AREAS OF EXPERTISE:

COMPUTER SKILLS:

Microsoft Word, Excel and Power Point

PROFESSIONAL EXPERIENCE:

Confidential, Rolling Meadows, IL

Financial Solution Advisor

Responsibilities:

Initial point of Contact between Confidential ’s clients and Confidential
Explain the competitive advantage that Confidential can offer the client.
Analyzing client’s objectives and position solutions appropriately
Identify opportunities to cross sell productions that would be in the client’s best interest
Get the clients to partners in the company who can best meet the client’s needs.
Determine if Confidential, Self-Directed, Guided, or Managed account would be the best fit.
Assisted in opening new accounts ranging from General Brokerage, Business, or IRA accounts.
Capable of multi-tasking and working efficiently under stress

Confidential, Chandler Arizona

Centralized Sales

Responsibilities:

A combination of customer service and doing a review of client’s accounts to make sure they are utilizing Confidential ’s product line to their advantage.
Assisting clients in opening credit cards, transfers of credit balances, direct deposits of credit lines, and assisting clients in understanding their credit accounts.
Assisting clients in opening direct deposit accounts, checks accounts, and educating clients as the services that Confidential, the mortgage department, and the car loan departments can provide.

Confidential, Scottsdale, Arizona

Investment Consultant

Responsibilities:

Brought in over $110 million dollars every year to Confidential ; in 2014 brought in over 170 million dollars.
Converted 70% of prospective client calls into customers.
Actively help clients evaluate their needs, provide guidance on Vanguards’ products and services, and assist with money movement process.
Discuss fund strategies, educate clients on Confidential 's broad array of products and services and develop solutions to meet the needs of the clients.
Averaged over 120 sale case at any given time.
Cultivated new relationships and distinguish Confidential from competing firms; Inform clients of Confidential ’s
Financial planning services, philosophies and rationale.
Analyzed customer situation, determined best advice and drafted financial strategies to achieve customers’ financial goals.

Confidential

Customer Service Representative

Responsibilities:

Assisted and informed clients of Confidential s financial planning services , and advised and promoted product and services.
Provided day - to-day customer service, analyzed and resolved issues and contributed to achieving company goals and objectives.