Financial Advisor Resume Russellville, AR - Hire IT People

SUMMARY:

Finance professional with diverse experience in financial planning, analysis, research, sales training, investor presentations and management. Through comprehensive analysis of economic trends, evaluation of businesses and investment opportunities and their competitive markets, provide customized financial strategies to successfully meet the needs of clients.

TECHNICAL SKILLS:

Working knowledge of the following Trading Platforms: Reuters, RBC, RBS, Penson, COR and Hilltop Securities

PROFESSIONAL EXPERIENCE:

Confidential, Russellville, AR

Financial Advisor

Responsibilities:

Senior account executive, asset allocation and portfolio management
Work with vendors to bring Tax deferred and tax - exempt products to clients
Consult with clients to determine financial needs and goals to develop growth plans
Continuously networking to build client base
Promptly resolve customer issues and answer financial questions
Trend forecasting and research to provide advice and strategies to meet client needs

Confidential, Boca Raton, FL

Financial Advisor

Responsibilities:

Senior account executive, asset allocation and portfolio management
Opened new accounts, provided portfolio analysis, consolidate assets, speculation and covered call writing
Worked with Oil and gas alternative investments
Monitored markets and adjusted client plans as needed
Met directly with clients to review documents and discuss financial planning options
Gave client presentations on new products including but not limited to oil and gas investments

Confidential, New Milford, CT

Financial Advisor

Responsibilities:

Provided comprehensive investment planning solutions
Asset allocation and portfolio management
Participate in ongoing personal and professional training to continually grow as a professional and advisor