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Financial Solutions Advisor Resume


To obtain a position where I can effectively utilize my experience and knowledge while improving my skills and keeping an open mind to learning new skills and techniques.


  • Can speak, read, and write both English and Spanish. Detail oriented, organized, strong analytical abilities and problem solving skills, fast learner and enjoy working with others as a team or individually.
  • 4+ years of financial analysis experience including quantitative and qualitative analysis and fundamental and technical analysis of financial markets such as interest rates, equity, bond, forex, commodity and futures markets.
  • Literate in Windows, Mac, and Linux based computers. 15+ years of experience in Microsoft Office products including Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook and Microsoft Access.



Financial Solutions Advisor


  • Perform analysis of financial markets, financial instruments, financial products and stay up to date with world news
  • Assist in preparing financial reports to present in weekly meetings covering interest rates, equity, bond, forex, commodity and futures markets
  • Assist clients in completing financial reviews and recommending investments and products to properly allocate and rebalance their portfolios and overall finances
  • Assist clients with placing trades in their accounts
  • Maintain accurate records of all customer interactions, analysis performed and recommendations given
  • Stay up to date with company policies and procedures to assure accurate processing of data and adherence with compliance


Sr. CS Ops Spec


  • Manage a training team who’s main function is to train and prepare new associates for their new roles
  • Assist with training new associates, help them complete the on boarding process and ensure they meet compliance requirements
  • Prepare and test workstations by assuring that proper hardware and software has been installed and access to the correct networks has been granted for new associates
  • Assist with taking escalation calls and answering questions from internal associates and clients and make sure that our team is providing customers with accurate information and professional customer service
  • Stay up to date with company policies and procedures and prepare reports to present to fellow associates during scheduled training


Office Manager/Director


  • Oversee daily office operations such as inventory while managing a staff of 9 employees
  • Pay bills, manage company cash flow, prepare company financial statements, oversee inventory and purchase office supplies
  • Educate and train fellow co - workers on how to operate office equipment and computer based applications
  • Demonstrate strong and professional communication skills by quickly identifying and troubleshoot problems and implement practical solutions
  • Manage a computer based English class with 15 students on a daily basis answering questions and providing feedback on their progress

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