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Practice Manager Resume

York, PA


To obtain a position that will provide the opportunity to train, advance, and become a professional representative of the agency by providing leadership and professionalism through hard work and determination.


Confidential, York, PA

Practice Manager


  • Manage business operations to enhance profitability & productivity
  • Handle all complex service issues regarding investments & risk management products
  • Prepare & organize all client/prospective client meeting files and documents
  • Oversee day to day operational procedures for all aspects of Financial Advisor’s business
  • Liaison between home office, advisor, clients & network support team
  • Create and generate proposals
  • Provide sales and operational support
  • Proficiency in Certified Records Manager (CRM) & Microsoft Office Suite

Confidential, York, PA

Financial Representative


  • Execute sales approach with prospective and existing clients
  • Analyze client's personal financial goals and create a written analysis
  • Provide specific recommendations as to which products would appropriately fit the clients expressed need within budgetary constraints
  • Superb relationship - management skills. Understanding different personality types, asking the right questions, listening, resolving conflicts, counseling clients and educating others on financial matters
  • Marketing and sales skills. Able to market professional skills and knowledge to potential clients and prospects in niche markets
  • Project management ability, superb organizational skills and attention to detail
  • Technology savvy. Skilled and familiar with marketing and communication software tools

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