Financial Solution Advisor Resume Pennington, NJ - Hire IT People

SUMMARY:

Qualified and resourceful financial professional with diverse expertise in private, personal, and corporate investment; who exemplifies ambitious sales strategies which yield proven results.Presented sales and services to new and existing accounts generating upwards of $2M of new money in one quarter.
Consistently met or exceeded monthly quota and performed at 40% higher than counterparts.
Turned the lowest revenue generation branch into one of the most profitable offices, performing at 20% above goal.
Received promotion to handle higher net worth clients within 15 months.

EXPERTISE AREA:

PROFESSIONAL EXPERIENCE:

Financial Solution Advisor

Confidential, Pennington, NJ

Responsibilities:

Develop new investment and banking business through leads generated from internal partnering with clients holding less than $250K in investable assets.
Create core banking and investment solutions that will facilitate beneficial working relationships between banking and brokerage options for potential clients.
Work closely in on - going training and interaction with the Confidential Wealth Complex.
Leverage business knowledge to determine prudent and appropriate strategy to meet client needs by analyzing and reviewing individual financial goals.
Comply with all applicable banking and investment laws, regulations, company policies and procedures, to serve clients’ best interests and enhance satisfaction.
Conduct portfolio reviews for new and existing clients to recommend appropriate financial products in line with their short and long-term goals.
Provided financial products specific to individual clients’ overall objectives, risk tolerance, and financial health.
Consistently exceeded company goal of production and revenue contributing to overall success of sales in Global Wealth Management in 2008.

Financial Specialist

Confidential, Malibu, CA

Responsibilities:

Enhanced the lending and deposit relationship side of the client base contributing to over $1M in revenue.
Tasked to sell industry’s most innovative financial products using leads and other resources.

Financial Sales Consultant

Confidential, Philadelphia, PA

Responsibilities:

Effectively combined bank and investment products to meet clients’ financial goals.
Coached and motivated bank staff to increase investment sales and referrals; leading to a performance of 30% above goal.
Partnered with PNC Investments to identify client investment needs.