Assistant Vice President; Financial Solutions Advisor Resume Pennington, NJ - Hire IT People

SUMMARY:

Self - motivated, analytical financial professional with near 5 years of success as a financial advisor and current Confidential certification.
A proactive, detail-oriented leader and team player who thrives is fast-paced environments.
Leverage critical reasoning, organizational, and time management skills with the ability to handle multiple simultaneous tasks.
Possess Series 7, 66, and 9 licenses.

CORE COMPETENCIES:

TECHNICAL SKILLS:

Software: Microsoft Office Suite (with advanced proficiency in Excel), NICE, Salesforce, Siebel, and Wealth Management Workstation.

PROFESSIONAL EXPERIENCE:

Confidential, Pennington, NJ

Assistant Vice President; Financial Solutions Advisor

Responsibilities:

Delivered comprehensive investment advice. Built strong client relationships.
Exercised holistic strategies to determine each client's needs and create customized goals and objectives.
Maintained responsibility for client acquisition, consultative reviews, revenue production, and asset/cash flow management.
Mentored new hires, including on-site coaching to master technology systems.
Assisted with detection of AML activity, SAR filing, Confidential, transaction monitoring, ad-hoc projects, and client onboarding.
Successfully analyzed transaction activity associated with Identified high-risk clients utilizing Confidential and other AML procedures.
Top Performer Award at Merrill Edge.
Selected for the Leadership & Development Program based on demonstrated leadership qualities and performance.
Experience detecting money laundering.

Confidential, Wall, NJ

Financial Advisor

Responsibilities:

Advised multiple insurance and financial products, including life insurance, annuities, 401K, IRAs, mutual funds, and other investments.
Developed and executed short- and long-term financial strategies.
Managed existing/expanding client relationships while developing networks for new client acquisitions.
Utilized sales skills and wealth management software to make investment recommendations based on client objectives and risk tolerance.

Confidential, Sparta, NJ

Sports Performance Director

Responsibilities:

Oversaw day-to-day operations for the franchise and facility.
Conducted staff professional development sessions regarding performance enhancement, injury prevention, and corrective exercise techniques.
Managed sales and marketing for all products and programs.
Assisted with NFL Combine Training at velocity headquarters.