Financial Consultant Resume

SUMMARY:

I have spent many years in client facing roles from different perspectives, making me a well - rounded financial specialist. I thoroughly understand and appreciate all aspects of financial planning services. Financial planning knowledge includes retirement income and accumulation planning, asset protection strategies, wealth transfer, qualified and non-qualified exec deferred comp, consumer credit planning, mortgage financing, education funding, retail banking. Well versed in Deferred Compensation and Defined Contribution Plans as well as holistic retirement planning concepts. Experienced with a consultative needs based approach helping people plan for retirement. Clean regulatory and compliance recordsSpecialties: Collaborative team member, influential leader and motivator, sales and operational prowess, high energy/commitment, inspirational coach, logical and analytical, ethical and honorable, eager to excel.

EXPERIENCE:

Confidential

Financial Consultant

Responsibilities:

Provide retirement education and expertise to the participants
Conduct effective needs based one-on-one consultations
Develop strategic relationships with centers of influence (Colleges, Universities)
Working closely with internal business partners delivering increased client value.

Confidential

Financial Solutions Advisor, VP

Responsibilities:

Provide advice and guidance to the clients with appropriate and suitable multiple Investments solutions, based on the clients objections (Managed products, Annuities, Mutual funds, IRAs,529 plans, Life insurance etc )
Responsible for the face to face interactions with the client, to make the planning/investment process easy, understandable, suitable advise based on the client objectives in achieving their goals.
Use product website, hypothetical illustrations, tools and literature to provide the best solutions for the clients.
Responsible for acquisition of new assets to the firm, as well as strong retention, by assuring to provide each client with superior client service and unique advice
Consult clients on every aspect of the financial planning to assure the appropriate recommendation in alliance with clients’ time frame and objections.
Consistently outperform goals and ranking top 3 on the team in different categories.
Ranking top 5% of the peers across the country

Confidential

Financial Advisor, VP

Responsibilities:

Acquiring and deepen relationships with clients through comprehensive needs based marketing and promotion of Investment products within the branch environment (managed products, annuities, mutual funds)
Working with the Branch Team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve their investment goals and objectives through individual investment strategies.
Personal Banker r- President Club member, National Achiever
Responsible for the sale and service of all types of consumer and residential lending products, as well as business banking products and services.
Make sure that customer needs are met, and that their questions are answered.

Confidential, Chester, NJ

Customer Service Representative

Responsibilities:

Exceeded individual sales, referral and service quality goals
Responsible for increasing the profitability of the branch P&L
Proficient with consumer loan request documentation and closing requirements.

Confidential, Dover, NJ

Member Service Representative

Responsibilities:

Provided members with the highest levels of quality service.
Processed a variety of credit union transactions for the members and identified their needs by cross-selling the appropriate product and/or service to meet their financial needs.

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