Financial Advisor Trainee Resume
Objective : As a Financial Advisor with the creative ability to develop and implement successful sales and marketing campaigns. Exceptional ability to cultivate, motivate, and lead others to achieve goals.
Skills : Financial Analysis, Business Management, Customer Service, Budget Management, Budgeting, Budget Development.
Description :
- Consulted with clients to ensure we were meeting their needs.
- Placed trades in regard to clients' desires.
- Placed sell trades for clients who were in individual retirement accounts.
- Made clients aware of the taxable implications and had to ask clients how much taxes they wanted to be withheld if any.
- Participated in the investment evaluation procedures with VIP clients, initiated corporation evaluation reports.
- Trained to handle cash receipts, bank settlements, bank reconciliations, and ratio & debt covenant analysis.
- Made cold calls to CEOs/CFOs of small/medium companies with a 17% successful rate, arranged weekly business.
Experience
0-2 Years
Level
Entry Level
Education
B.Com in Commerce
Financial Advisor Trainee Resume
Objective : Pursuing a Financial Advisor Trainee position where achievements, experience, and education will contribute to the success of a growth-oriented company and bridge the gap of communication between the employer.
Skills : Financial Analysis, Financial Reporting, Budgeting, Forecasting, Excel, Powerpoint.
Description :
- Represented all products in the target market area by providing personalized service to customers.
- Responded to specific questions, addressed concerns, personal considerations, and all matters relative to their investments/deposit accounts.
- Developed and executed an effective business development plans through intermediaries, colleagues, and existing client base.
- Managed solid client relationships to effectively operate a fee-based business.
- Kept abreast of market and economic developments and communicate relevant information to team and customers.
- Reviewed the opening and closing of domestic and international account documentation through verification of all client information.
- Enrolled in the CDP educational program learning sophisticated sales tactics for life insurance.
Experience
0-2 Years
Level
Entry Level
Education
BBA in Administration
Financial Advisor Trainee Resume
Headline : Seeking a full-time Financial Advisor Trainee position that will allow using a strong work ethic and experiences in customer service to help the firm build stronger client relationships.
Skills : Microsoft Office, Financial Analysis, Personal Banking, SAS Programming.
Description :
- Studied and completed a forty-hour certification course necessary to eligible to sell life insurance in the state.
- Gained a preliminary understanding of investment vehicles such as life insurance policies, annuities, and IRA's.
- Trained to perform multiple diverse and complex financial advisement including cold calling, closing, and assessing current financial situations.
- Analyzed necessary data to satisfy the NASD requirements.
- Attained future clients and satisfied current clients with their financial needs.
- Assisted a top-ranked team with development including solicitation of new clients and managing relationships with existing clients by maintaining.
- Created portfolio strategies using tools to minimize beta and unsystematic risk while adding Alpha through allocation into different.
Experience
5-7 Years
Level
Executive
Education
BBA in Administration
Financial Advisor Trainee Resume
Objective : Seeking a Financial Advisor Trainee position where achievements and education will contribute to the success of a growth-oriented company and bridge the gap of communication between the employer, company members, and clients.
Skills : Epic, Excel, Customer Service, Office: Word, Medical Terminology, Insurance Verification.
Description :
- Advised clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
- Participated in weekly marketing classes to gain insight into lead generation, networking, and the best practices needed to build a successful advisory business.
- Generated a variety of marketing ideas.
- Recruited local restaurants to partner with on lead generation as part of a marketing plan, building a larger number of relationships compared to the average trainee.
- Identified client's objectives through a personal financial assessment and presentation.
- Created and evaluated individual financial profiles for proper consulting.
- Developed individualized strategies and implementations based on a personal financial assessment.
Experience
2-5 Years
Level
Junior
Education
GED
Financial Advisor Trainee Resume
Objective : Detail-oriented Financial Advisor Trainee with 3 years of experience and a zest for solving complex problems. Seeking to use proven project management and design skills to improve quality, cost, and time metrics for the organization.
Skills : Time, and Project Management, MS Office Suite, Analytical Skills.
Description :
- Identified and set appointments with potential clients.
- Met with clients to assess their financial needs.
- Developed customized financial plans to address each client's outlined goals.
- Maintained strong relationships with clients, helping them to track their progress.
- Conducted presentations on financial education.
- Performed face-to-face financial analysis with potential clients to understand their financial position and uncover selling opportunities.
- Developed Executive benefit, Business Succession plans for business clients.
Experience
2-5 Years
Level
Junior
Education
High School Diploma
Financial Advisor Trainee Resume
Summary : Self-motivated and cheerful finance professional with 8+ years of experience helping organizations, and resolving products and services issues.
Skills : Problem Resolution, Conflict Management, Microsoft Office XP, CATS, SAP.
Description :
- Developed marketing strategies to target specific market segments, which resulted in a 35% increase in client acquisition.
- Developed Life Insurance, Investment, Retirement, Estate plans to assist individual clients to achieve financial goals in these areas.
- Assisted affluent and high net worth clients, developing customized solutions to meet and identify opportunities.
- Mentored the client on the planning process, from situation assessment to plan implementation.
- Conducted face-to-face meetings, with the support of the manager.
- Gathered pertinent information and educated clients about fundamental financial issues.
- Analyzed and managed clients' assets and liabilities to enhance net worth.
Experience
7-10 Years
Level
Management
Education
MBA in Finance
Financial Advisor Trainee Resume
Summary : Financial Advisor Trainee is responsible for providing advice to both individual and corporate clients. This includes managing the client relationship and financial planning process from start to finish.
Skills : Communication, Analytical, Database Management, Computer Proficient.
Description :
- Created portfolio strategies to minimize beta and unsystematic risk while adding Alpha through allocation into different departments.
- Prospected for new clients by door-to-door introductions in local neighborhoods.
- Cultivated relationships by assessing needs and offering appropriate solutions.
- Exceeded company goals for new accounts, prospects, and region participation.
- Completed certification training while fulfilling other developmental roles within the office.
- Provided clients with information on new and existing products and services.
- Gathered assets and generated revenue through a variety of methods, including leveraging relationships, and cold calling.
Experience
7-10 Years
Level
Management
Education
Bachelor Degree
Financial Advisor Trainee Resume
Objective : Financial Advisor Trainee with 5 years of experience is seeking to obtain a position where one can develop administration and communication skills and gain experience working in an office environment.
Skills : Excel, Word, Publisher, PowerPoint, Lotus 123, Outlook, JD Edwards, QuickBooks, Timberline.
Description :
- Assisted a top-ranked team with development including solicitation of new clients and managing relationships with existing clients.
- Reviewed client financial information to determine appropriate investments based on available assets, client risk tolerance, and client goals.
- Conducted financial analysis of accounts, managed risk, and P/L, and made investment recommendations.
- Conducted technical analysis and trend analysis on supply/demand (resistance/support) zones, sector rotational analysis, and top-down/bottom-up equity analysis.
- Attended seminars with a local financial advisor who was discussing retirement income distribution.
- Trained with a financial advisor who was able to share real-life stories and was provided case studies to think through and ask questions on.
- One on one training with a local financial advisor who shared sales presentations and her solutions-based selling approach.
Experience
2-5 Years
Level
Junior
Education
G.E.D
Financial Advisor Trainee Resume
Objective : Financial Advisor Trainee is responsible for providing high-quality client service and support to existing clients and building relationships with prospective clients. This includes developing a strong understanding of the financial services industry, providing accurate and timely advice, and maintaining an excellent rapport with clients.
Skills : Administrative Programming, Inventory Management.
Description :
- Attended quality circle lunches with product partners discussing various sales strategies.
- One on one training with a branch office administrator to learn about the standard operating procedures and branch efficiencies.
- Teamed directly with experienced advisors creating client presentations and lead generation.
- Created PowerPoint presentations to be displayed at sales meetings & client meetings.
- Worked on spreadsheets that demonstrate the risks and benefits of different mutual fund portfolios.
- Acted as direct point of contact for clients.
- Customized financial planning for clients and businesses.
Experience
2-5 Years
Level
Junior
Education
MBA in Finance
Financial Advisor Trainee Resume
Summary : Innovative professional seeks position offering opportunities for new challenges. Self-starter with a positive, can-do attitude who is driven to learn, improve, and succeed.
Skills : Contract Negotiation, Problem Resolution, Project Management, Risk Assessment, Networking, Management, Organizational, Troubleshooting, Conflict Resolution.
Description :
- Built and retain critical relationships to maximize business opportunities and deliver strong financial results.
- Designated credit specialist for complex to work with other financial advisors to uncover credit opportunities.
- Established and maintained relationships between high net worth clients and senior financial advisors.
- Created investment proposal drafts of financial product portfolios for high net worth clients.
- Designed invitations that met with compliance standards to invite qualified prospects to seminar dinners.
- Planned and coordinated retirement seminars at restaurants to educate prospects in regards to their financial needs.
- Developed a detailed business plan that met the target market of investors and performance hurdle goals.
Experience
7-10 Years
Level
Management
Education
MBA In Finance
