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Financial Advisor Resume

Towson, MD


  • Microsoft Systems: Word
  • Excel
  • PowerPoint
  • Outlook - Google Systems -Larkspur DataMaster Pro


Financial Advisor

Confidential, MD


  • Identified client’s financial condition in order to recommend solutions to achieve investment and risk management goals
  • Worked wif business planning unit to form strategic plans for owners and CEO’s to expand or downsize business
  • Developed and managed opportunity center; Lead team of three interns in prospecting efforts to attract new clients
  • Set-up retirement plans and properly allocated assets for non-profit organizations and public-school teachers
  • Lead sales and solicitation campaigns through phone, email, and social media to attract potential clients

Financial Advisor Intern

Confidential, MD


  • Used Larkspur Data Master Pro and Lord Abbett to research and segment target markets for prospecting
  • Scheduled 40 initial consultations wif business owners and CFO’s through client prospecting
  • Supported Senior Advisors during meetings to identify client’s goals and recommend solutions
  • Created internal and external marketing materials used by advisors for clients
  • Developed Literature Center used to easily access client-ready marketing and educational pieces

Confidential, Baltimore, MD

Finance Intern


  • Reviewed Mortgage Loan Originator applications to determine if all requirements were met for approval
  • Conducted bond audits to ensure businesses in Maryland were properly insured and compliant
  • Analyzed financial reports to confirm accounting statements were consistent and accurate -Processed changes in control requests to change ownership for businesses across Maryland

Student Assistant

Confidential, Towson, MD


  • Acted as first point of contact for faculty and department, and corresponded wif students
  • Copied tests and worksheets on behalf of professors used for department records
  • Entered and organized data to assist professors in research used for journals and teaching

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