Financial Services Professional Resume Samples

An average customer will find it hard to buy financial instruments, and so a Financial Services Professional is hired to help these clients in buying such products like stocks, bonds, and retirement plans contending with the bewildering array of procedures and regulations. Some typical duties to be carried out by these professionals are listed on the Financial Services Professional Resume as follows – meeting clients and identifying their financial goals, recommending financial services and products, constantly monitoring the markets and economy, evaluating changes in finances which can affect client tax situation, and ensuring financially prudent recommendations to clients.

To work at this position, candidates must be powerful in customer service, they should be able to coax information out of financial analysts, listen patiently, demonstrate strong verbal and written communication skills, and be able to cold-call potential customers. On the technical front, math skills, proficiency in ROI, and the ability to follow legal procedures are required. As this is an entry-level position, a degree in finance, economics or accountancy is the minimum qualification required.

Financial Services Professional Resume example

Financial Services Professional Resume

Headline : Aggressive individual seeks a dynamic career utilizing strong interpersonal skills to establish lucrative accounts and build a loyal client base.

Skills : Sales, Insurance, Investments, Inventory.

Description :

    1. Prepared client reports, conduct research, present and direct face to face interviews regarding financial planning decisions to meet client needs.
    2. Attained new clients and achieve new sales from existing clients.
    3. Managed administrative and clerical functions of the office including appointment scheduling/calendar management.
    4. Established, coordinated, and modified administrative policies and procedures to increase efficiency and improve follow-up.
    5. Achieved Agent of the Year award for demonstrating the highest standard of professional competence.
    6. Crystalized financial portfolios for families, businesses, and business owners by introducing effective ways to systematically maximize savings.
    7. Provided linear expertise for business benefits packages, exit strategies, and transfer of wealth.
    8. Received the highest training the financial services industry has to offer with first-hand workshops, seminars.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Environmental Studies


Financial Services Professional I Resume

Objective : To secure a professional Healthcare Administration position. Excellent leadership and organizational skills, Pleasant personality, Self-motivated, Patient professional.

Skills : Licensed Insurance Agent, Inventory Management.

Description :

    1. Licensed with various other independent unaffiliated insurance companies.
    2. Accomplished initially triggering a contract exceeding the criteria for four new accounts.
    3. Played a key role in the building of relationships and new/existing client retention.
    4. Generated revenue while conducting face to face client meetings.
    5. Efficiently utilized various social media tools to prospect for new clients and educated both warm and cold markets.
    6. Specialized in the transfer of ownership of assets working as a death benefits advocate.
    7. Successfully retained clients and assets under management.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Banking


Financial Services Professional III Resume

Summary : Dependable business person bringing sales, advisory, management, and hands on experience, plus a willingness to learn and take on added responsibility to meet organizational objectives.

Skills : Accounting, Management.

Description :

    1. Developed a client base through multiple prospecting methods including written material, phone contacts, web presence.
    2. Performed individual and business analysis to determine client needs.
    3. Executed business and close sales utilizing various financial instruments and products including fixed index annuities.
    4. Followed up and maintained working client relationships through periodic reviews and routine client service.
    5. Established, coordinated, and carried out meeting schedules with prospects, clients, and vendors.
    6. Acted as an Agent for clients, offering fixed insurance and financial products and services.
    7. Developed personalized financial strategies to address the goals and needs of clients Experience building and developing strong client relationships.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Finance

Sr. Financial Services Professional Resume

Summary : Responding to clients' inquiries in a professional manner, providing sound financial advice to clients.

Skills : Accounting, Finance.

Description :

    1. Drafted and implemented financial, retirement and insurance benefit plans for clients and small businesses.
    2. Prepared, administered, and managed client investment and insurance accounts and relationships.
    3. Coached and trained new employees and college interns about insurance and investment products and supported their career development.
    4. Oversaw retirement and health insurance plan sales of new employees.
    5. Facilitated investment and insurance software training classes for new employees.
    6. Held Group I and IV Insurance Licenses and Series Securities Licenses.
    7. Maintained daily financial records/transactions for local and international companies.
    8. Performed reconciliation statements and management accounts.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Management

Financial Services Professional II Resume

Headline : Support and help desk and about two years of financial analysis and administration experience. Received the highest score on an aptitude test in a company's history.

Skills : Management, Customer Service, Communications.

Description :

    1. Integrated fundamental financial principles with securities, insurance, variable and mortgage products into comprehensive strategies for individuals and families.
    2. Designed plans focusing on cash flow management, debt management, emergency fund creation, insurance protection.
    3. Marketed mutual funds, variable annuities, variable universal life insurance, unit investment trusts, qualified plans, and education savings plans.
    4. Evaluated, corrected and approved securities business.
    5. Evaluated securities from dozens of providers.
    6. Maintained branch office literature and paperwork.
    7. Enrolled dozens of people into the Affordable Care Act-compliant, Medicare, Medicaid, and supplemental health plans.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Master's

Financial Services Professional/Representative Resume

Summary : Educate and guide clients toward products best suited to their needs. Build relationships of trust. Pursue certification to ensure superior service.

Skills : Data faction, Accounting.

Description :

    1. Educated clients about essential financial goals and the products available to secure a financially stable future.
    2. Advised clients based on goals determined through detailed fact-finding and financial data analysis.
    3. Provided a variety of insurance and annuity products based upon client goals and suitability.
    4. Identified prospective clients through networking, social media, and referrals.
    5. Managed database of prospective and current client information, correspondence, and transactions.
    6. Maintained close relationships with clients to provide support and guidance for their changing financial circumstances.
    7. Pursued continuing education to maintain compliance with strict industry standards.
    8. Attained requisite test scores for licensing requirements.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Automotive Maintenance

Financial Services Professional/Co-ordinator Resume

Summary : Provided over four years of logistics, quality assurance, customer service and continuous process improvement experience and training for six explosive ordnance disposal forces.

Skills : Analytical Skills, Management.

Description :

    1. Provided sound financial advice to individuals.
    2. Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives.
    3. Recommend strategies clients can use to achieve their financial goals and objectives, including advice on debt management.
    4. Identified and kept abreast of new market trends. Use spreadsheets and market research to back up financial advice.
    5. Explained the financial assistance available to college students.
    6. Reviewed accounts to determine if life changes necessitate new financial strategies.
    7. Sold products such as stocks, bonds, and mutual funds.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business

Lead Financial Services Professional Resume

Summary : Communications Professional with work experience in recruiting. Expertise in the areas of Staffing, Recruiting, Marketing, Sourcing, Head Hunting.

Skills : Photo Adobe, Social Networking, Management.

Description :

    1. Established and maintained solid working relationships with hiring managers.
    2. Provided an extremely high level of customer service to all staff members.
    3. Consulted with managers and supervisors regarding hiring processes and other matters.
    4. Scheduled and prepared candidates and clients for first and second interviews with management.
    5. Displayed the ability to problem-solve, implement company policies, and employment laws.
    6. Developed action plans to fill open positions in a timely and efficient manner.
    7. Networked through organizations like Chamber of Commerce, East Chamber of Commerce.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Arts

Associate Financial Services Professional Resume

Summary : Great depth in multiple career fields. Highly organized with an acute attention to detail. Outstanding in a team environment. Strong interpersonal skills.

Skills : Analytical Skills, Technical Skills.

Description :

    1. Financial Services Professional Worked extensively with advising the team on new cases.
    2. Educated clients on what type of product they are selected and the reason behind the need.
    3. Cold calls and set appointments for team members and bring business owners together.
    4. Attended networking events such as BNI, Leeds and Needs, Vancouver Chamber Of Commerce weekly.
    5. Leveraged business relationship meetings allowing the opportunity to increase revenue for the company and increase benefits for employees.
    6. Displayed exceptional customer service to clients and partners to ensure business continuity.
    7. Prospected for clients through networking and referrals.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Administration

Financial Services Professional/Analyst Resume

Summary : To obtain a position that provides an opportunity to make a strong contribution by utilizing and expanding upon education, skills, experiences and capabilities.

Skills : Analysis, Management.

Description :

    1. Established client's trust and long term relationships.
    2. Analyzed client needs and presenting potential solutions and on-going services for the client.
    3. Specialized in life insurance and family protection along with future college funding planning.
    4. Worked directly with business owners on creating a plan of action to save on business taxes.
    5. Experienced knowledge that will accommodate the client's needs.
    6. Sourced own leads with over cold calls a day with an average of presentations.
    7. Conducted over In-point meetings with new clients out on the field.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Marketing

Financial Services Professional Resume

Summary : Great depth in multiple career fields. Highly organized with an acute attention to detail. Outstanding in a team environment.

Skills : Technical Skills, Problem Solving Skills.

Description :

    1. Identified financial goals and concerns.
    2. Illustrated what needs to be done to reach goals and concerns.
    3. Identified gaps, if present, and offer solutions with products and services provided by the company and/or others.
    4. Achieved Rising Leader status. Skills Used Presentation, Networking, Sales, Client Services, Marketing, Consulting, Leadership.
    5. Led Agency in the Lives counts for Sophomore.
    6. Obtained life, health, long-term care, and securities licenses.
    7. Followed up on emails and client concerns in a timely manner.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Communication