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Associate Financial Advisor Resume

Troy, MI

PROFESSIONAL EXPERIENCE

Confidential, Troy, MI

Associate Financial Advisor

Responsibilities:

  • Served as Director of Financial Planning and focused on providing comprenehsive financial plans to counsel clients on their path to retirement
  • Successfully completed 25 financial plans in 4 months with the group

Confidential, Toledo, OH

Financial Advisor

Responsibilities:

  • Continued to build my financial services practice by growing my service offerings, adding disability and life insurance products to clients along with investment products and counsel
  • Completed a thorough fact finding profile for each client I work with to ensure I am able to get a complete understanding of their goals and needs, and work in collaboration with my clients to create a sound financial plan free of any conflict of interest with nothing but the best interest of my clients at the heart of everything I do

Confidential, Toledo, OH

Financial Advisor

Responsibilities:

  • Worked to build a financial services practice from the ground up using a strategy of solutions based sales, genuine compassion for the best interest of my clients, and a foundation of client service based on trust
  • Built a practice of 35 households and $2M in assets under management

Confidential, Toledo, OH

Financial Advisor Training Program

Responsibilities:

  • Earned my Series 7 and Series 66 licenses while going through the new advisor training program
  • Learned grassroots sales techniques and actively prospected in the Toledo community to build a financial services practice

Confidential, Toledo, OH

Business Development Consultant

Responsibilities:

  • Responsible for over 800 season ticket and group ticket accounts totaling more than $1,000,000 per season in revenue
  • Managed major accounts including Confidential

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