Investment Advisor Resume Salem, OH - Hire IT People

SUMMARY:

Certified Financial Planner ( Confidential ®) with excellent client facing communication and presentation skills
Team player proficient in client discovery, financial plan development, and portfolio construction/management
Passionate about developing well researched and client specific wealth building, income, and transfer strategies
Well versed at communicating with retirement plan sponsors and improving plan outcomes for participants

PROFESSIONAL EXPERIENCE:

Confidential, Salem, OH

Investment Advisor

Responsibilities:

Teamed up with an advisor managing over $500mm in assets
Over 95% successful closing rate on all referrals and walk - ins
Ran discovery process, strategized, and presented financial plans for all new and existing clients
Wealth planning strategies aided in uncovering and bringing in millions in new assets
Portfolio management responsibilities included ongoing risk assessment, asset allocation, and security selection
Designed & conducted retirement plan education meetings, consulted with plan sponsors on plan improvements
Managed over 300 relationships, conducting client reviews, running investment proposals and planning updates
Developed increased service platform to educate clients, turn them into fans, and drive more referral business
New business development through partnering with estate attorneys, accountants, education events

Confidential, Canton, OH

Team Financial Advisor

Responsibilities:

Part of a dynamic veteran team managing over $350 mm in assets
Led the team’s client facing discovery/exploration process resulting in $9 mm of uncovered assets
Developed and presented comprehensive financial plans that enabled clients to achieve goals
Coordinated with team members and specialists to develop innovative solutions to complex financial problems
Increased the team’s breadth of relationship rating by 12% in only 3 months
Designed & conducted retirement plan education meetings, consulted with plan sponsors on plan improvements
Worked to cultivate new business through networking, social media, intimate events, seminars, cold calling, etc.
Exceeded challenging Confidential goals

Confidential, Bolivar, OH

Operations Manager

Responsibilities:

Grew existing business by communicating with customers, improving service, and pull-selling
Developed a more rigorous training program for incoming salesmen and warehouse managers
Increased efficiency and profitability by developing standard operating procedures across the company
Controlled inventory movement between warehouses to ensure all orders are accurate and complete
Was responsible for recruitment, hiring, training, reviews and termination
Maximized inventory “turns” to improve cash-flow
Improved warehouse efficiency ratings by 15%
Improved warehouse inventory setup and flow resulting in over 300 hours of time savings per year
Reconfigured delivery routes saving $57,200 annually

Confidential, Hudson, OH

History Teacher, Head Varsity Football/Wrestling Coach, Advisor, Housemaster

Responsibilities:

Taught two sections of World History, one section of US, and a self-designed elective on the Interwar Period
Head varsity football coach with the highest student participation in five years
Head varsity wrestling coach, sent ten boys to the Confidential
Housemaster, worked with prefects to improve academic and social climate of a senior boys’ dormitory
Academic advisor to a diverse group of students
Addressed parents’ concerns over student performance and developed improvement plans
Chairman of the committee that worked with students to design a formal honor code for the school

Contractor

Confidential, Lancaster, NY

Responsibilities: