Financial Advisor Resume

TECHNICAL SKILLS

PROFESSIONAL EXPERIENCE

Financial Advisor

Confidential

Responsibilities:

Fully licensed holding series 7 and 66 licenses along with Life, Health, & Annuity Insurance license for Virginia, NMLS registered. Using self - sourced and branch referred prospects,
I specialize in taking families in all stages of their financial lives and designing a risk appropriate, long-term focused, tax-efficient financial plan.
Initial consultation is a multifaceted approach, gathering hard data such as income, expenses, and current savings; additionally, exercises are conducted to determine the ability to withstand risk, while also determining goals.
Information collected is used in creating a financial plan that will provide a risk appropriate return and asset allocation needed to obtain goals; further consultation is provided regarding liabilities and the value of debt in building overall wealth, leading to cross selling services and lending offered through wealth management banking.
Clients are met with quarterly where progress is reviewed and any new life situations are discussed.

Confidential

Branch Banker

Responsibilities:

Focused on building long-term relationships with clients, the branch banker is responsible for handling clients' needs and recommending proper solutions.
Aiding the branch banker's efforts is a team of partners from different areas within the BB&T network including: insurance, mortgage, private advisors, and others.
With this network, the branch banker supports the daily needs of the bank branch and its clients.
Additionally, the branch banker handles small business clients working with additional business partners within BB&T to address needs of this clientele.
The branch banker is a multifaceted role encompassing sales and service to deliver all BB&T has to offer.

Appliance Sales

Confidential

Responsibilities:

Began work as a part-time sales associate in the Windows & Walls department.
Promoted to full-time and moved to the Appliance department As an appliance salesman,
I aided customers in the selection of a large variety of goods, determining their needs through open, friendly conversation.
Another large portion of my duties involved handling customers' issues with the delivery, installation, and use of the appliances.

Confidential

Billing Specialist

Responsibilities:

Worked in the accounts receivable division as a billing specialist.
Daily task included working with the accounting system JAMIS, ARMS, and excel to create client specific invoicing documents.
I also reconciled the invoicing documents with a secondary check system to guard against unforeseen variance and errors.
The final product is sent to the project manager for approval and then to the client for payment.
Additional work involved answering client questions regarding charges, payment, and contract closing schedules.

Confidential

Analyst

Responsibilities:

MIF is a student-run hedge fund that manages a portion of Confidential endowment.
After having gained experience in the previous semesters, I was elected Manager of the Fund's Confidential Group.
As Manager it was my duty to conduct weekly group meetings, in which I and the group's analysts discussed economic conditions, our current holdings, our investment goals, and made decisions pertaining to the current holdings as well as any purchases /or sales.

Analyst

Confidential

Responsibilities:

Worked in the Firm's investment banking division as a summer analyst in the real estate sector.
As a summer analyst, I worked with fellow analysts and associates in creating presentations for the Firm's clients.
Tasks included market and sector research, building of comparable company sets, creating financial models for clients, reviewing alternative options, and compiling all work into an efficient, attractive final presentation.