Wealth Advisor Resume

SUMMARY;

Results oriented CERTIFIED FINANCIAL PLANNER™ with twelve years of professional sales experience and relationship building.
Identify and communicate complex financial solutions to high net worth members/clients. Commitment to doing what is right for the member/client because it is the right thing to do.

PROFESSIONAL EXPERIENCE:

Confidential

Wealth Advisor

Accomplishments:

Wealth Management Team top 3 in production for 2012
Proactively co - manage book of business of 300+ High Net Worth Households (minimum USAA investable assets size = $1,000,000) 750Million AUM
Recognized by multiple members and USAA COE for excellence in service

Confidential

USAA Financial Advisor I

Accomplishments:

Confidential

Registered Representative

Accomplishments:

Confidential

Financial Consultant

Accomplishments:

Developed and implemented a personalized financial plan that achieved my client's financial goals.
Worked closely with my clients their accountant and lawyer to insure that all aspects of their financial situation were taken into consideration.
Advised and educated clients in matters of wealth creation, wealth transfer, tax savings, and financial and non-financial risk management.
Prospected for clients and build new relationships through a variety of marketing channels including networking, cold calling, direct mail, and advertising.

Confidential

Financial Analyst

Accomplishments:

Provided financial support for the Canadian Business Segment to achieve its’ financial and operational goals.
Analyzed and communicated the Canadian Operating Plan, Profit/Loss Statements, and Key-Metrics.
Developed and maintained financial modeling applications for accurate and consistent reporting.
Improved segment profitability through trending of key business metrics, variance analysis, financial forecasting and ad-hoc financial reporting such as exchange rate exposure and "what--if" business scenarios.