Investment ConsultantÂ Resume

SUMMARY:

Motivated, charismatic professional with over 2 years of experience to obtain an Investment Consultant position for utilization of exceptional knowledge in providing information to clients regarding financial products, services, analyzing, preparing and presenting personalized plans to best suit individual requirements.
Allowing to determine the best budgeting and retirement plans for clients in a results oriented way.

TECHNICAL SKILLS:

PROFESSIONAL EXPERIENCE:

Confidential

Investment Consultant

Responsibilities:

Recognized for being number two in Illinois as Investment Consultant in sales production, as well as first in campaign for capturing outside firm assets at the end of the year.
Developed professional relationships with portfolio size of $250,000 to ensure performance for client’s needs are aligned with projected results.
Conducted average of 20 scheduled client meetings per week through making 35 - 40 dials every day to conduct comprehensive individualized strategic alternatives for current assets to maximize projected portfolio performance.
Knowledgeable in offering Fidelity managed portfolio solutions, Fidelity annuity income solutions, and expert in presenting research platform to clients.

Confidential

Financial Advisor

Responsibilities:

Established personalized relationships with school districts, universities and hospitals to seek best investments in 403(b) retirement planning.
Provided risk expertise and financial strength for insurance (travel, auto, life) for both business and individuals, as well as product warranties and other retirement products.

Confidential

Financial Advisor

Responsibilities:

Delivered personalize guidance based on individual client needs and goals using the company’s principles to best attain long term financial goals in; wealth management, retirement, college savings, stocks and bonds, insurance and annuities.
Created tailored solutions while prospecting door to door to clients seeking prosperous futures.