Financial Advisor Resume ,Â Phoenix, AZ - Hire IT People

SUMMARY:

To gain a position that would allow me to put to use my experience in the finance industry and developa long term career.

TECHNICAL SKILLS:

Skilled at learning new sales concepts quickly to increase productivity and meet goals.
Talented in quickly analyzing client needs and offering suitable products.
Accomplished leader - Following the implementation of my sales techniques, my 15-person sales unit has risen in ranking from 59th to 8th place during the previous two months.
Excellent written and oral communication skills that increase my ability to gain client trust.
Extensive training on fundamental and technical analysis. Proficient user of OnDemand, MARS, and other database software.
Efficient user of Microsoft Office products including Word, Excel, Outlook and Access (2007 and 2010). References available upon request

PROFESSIONAL EXPERIENCE:

Financial Advisor

Confidential, Phoenix, AZ

Responsibilities:

Working with highly affluent clients, I work with various financial products including active investing and new issues to the market.
Presently exceeding sales hurdles at 168%.

Registered Representative

Confidential, Phoenix, AZ

Responsibilities:

Top 1% for sales and client development in 2012.
Team leader - implemented sales strategy that increased my unit s company rating to fall within the
Top 10 (of 59) during the last 2 months.
Learned to create unique sales approaches to help me reach substantial goals.
Developed skills in trend analysis to determine areas to increase efficiency.
Exclusive service to Schwab s most active traders and most affluent clients.
Trained new representatives to identify hard-to-recognize sales opportunities.

Producer

Confidential, Tempe, AZ

Responsibilities: