Assistant Vice President, Financial Solutions Advisor Resume Annapolis, MD - Hire IT People

SUMMARY

Dynamic, highly motivated, performance - driven professional with strong interpersonal skills. A proven self-starter that demonstrates excellent communication and organizational skills, enthusiasm and forward-thinking. Consistently demonstrates strong analytical, research and problem-solving skills.

TECHNICAL SKILLS

CRPC, Chartered Retirement Planning Counselor
Passed the Level 1 CFA exam
Life and Health Licenses
Series 7 and 66 licenses
Clean U4 securities record
Proficient in Microsoft Word, Excel, Outlook and PowerPoint

PROFESSIONAL EXPERIENCE

Assistant Vice President, Financial Solutions Advisor

Confidential, Annapolis, MD

Responsibilities:

Develop relationships through the various lines of business to identify client’s personal and financial priorities and worked to provide solutions aimed at achieving the client’s goals.
Help clients to achieve financial goals including retirement planning, educational savings, asset and liability management needs.
Provide holistic solutions to help clients achieve financial goals and strengthen brand loyalty.
Partner with internal associates across lines of business and referred as appropriate based on client’s needs.

Associate

Confidential, Baltimore, MD

Responsibilities:

Provided financial advisory services for high net-worth and ultra-high net-worth private clients.
Provided global brokerage and advisory services to employees of Confidential .
Created sales opportunities by proactively identifying and building relationships with ultra-high net-worth clients that would benefit from additional advisory services or the experience of a senior brokerage team.
Ensured investment advice and consultation was the ideal resolution to client’s goals and needs while adhering to their financial suitability and risk tolerance.
Brokered sales transactions involving foreign exchange, fixed income, equities, ETFs, mutual funds, options, rights offerings, warrants, credit and lending opportunities, managed accounts and structured products.

Confidential, Towson, MD

Responsibilities:

Provided customer service and financial brokerage to facilitate the growth of a high volume retail branch.
Promoted to the role of branch Confidential from the role of broker trainee.
Facilitated the investment process by opening and maintaining accounts, educating clients on financial markets and providing quotes, news and research material.

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Assistant Vice President, Financial Solutions Advisor Resume

Annapolis, MD

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