Financial Solutions Advisor Resume Samples

A Financial Solutions Advisor helps clients in identifying their investment goals and building their portfolios for retirement. A well-drafted Financial Solutions Advisor Resume indicates the following duties and responsibilities – investing and establishing action plans to make retirement, providing consulting and advice about the entity’s finances; helping companies and individuals reach their financial goals, reducing costs, and eliminating debts, providing insight on how to save more and build wealth, constructing a portfolio of investments based on the client’s risk attitude.

Those with the following skills fit best the role – a solid understanding of the client’s wealth and finance; the ability to assess the profitability of projects; deep knowledge of all the latest financial products of the market; knowledge of mutual funds, securities, and insurance industries, and experience providing quality finance advice. A bachelor’s degree in finance or accounting is commonplace among job applicants.

Financial Solutions Advisor Resume example

Financial Solutions Advisor Resume

Headline : As a Financial Solutions Advisor, responsible for Demonstrating knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs, Adapting to client preferences using a conversational style.

Skills : Financial Analysis, Microsoft Office, Sales, Financial Services.

Description :

    1. Proactively used to educate and advise Public and Private Retail Clients on Products and Services as well as to assist with Financial and Retirement Planning.
    2. Developed strong partnerships with Regional Field Retirement Specialists to introduce Company Focus with Products - Marketing Programs - and Rules of Engagement to build their business.
    3. Exceeded Company Scorecard Requirements while achieving Sales Outcomes and Living the Nationwide Values.
    4. Made Sales Presentations to new and existing Retirement Plans.
    5. Interacted with clients providing information regarding Retirement Planning, Investment Education, and College Funding as well as Basic Personal Finance.
    6. Promoted professional development by maintaining an in-depth understanding of financial planning, capital markets and the financial services industry.
    7. Stayed abreast of significant changes or developments.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
GED


Financial Solutions Advisor Resume

Objective : Consultative and passionate top-performing Financial Solutions Advisor professional displaying a consistent history of excellence in new business acquisition, pipeline growth and management, and account management. Success in planning and creating aggressive business strategies that are aligned with sales and business goals in dynamic, fast paced environments.

Skills : Management Experience, Sales, Customer Service, Customer Relationship Management.

Description :

    1. Developed a thorough understanding of client's financial goals and needs in order to create and deliver a suitable strategy.
    2. Provided investment advice and strategies to achieve client goals.
    3. Identified the appropriate risk tolerance, discuss appropriate savings or spending strategies and provide additional financial planning solutions as needed.
    4. Provided both verbal and written plans to communicate the recommended strategies.
    5. Managed client portfolios on an ongoing basis and continue to build and retain a client base.
    6. Served as clients investing coach, conducting periodic review of portfolios and providing appropriate reports addressing clients' ongoing advisory needs.
    7. Demonstrated mastery of Client Relationship Management (CRM) skills along with written and Address each client's ongoing advisory and wealth management opportunities and provide semi-annual formal reviews of each client's financial situation.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Master In Business Administration


Financial Solutions Advisor Resume

Headline : To secure a challenging Financial Solutions Advisor position where my business knowledge and my academic studies can be fully capitalized for a successful and fulfilling career.

Skills : Word, Attention to Details, Budgeting, Analytical, Customer Service.

Description :

    1. Made/Received an average of 40 calls per day in a high energy, production-based environment.
    2. Quickly assessed portfolio misallocation and offered efficient solutions based on risk management in an exceedingly dynamic global economic environment.
    3. Created Wealth Outlook reports for clients using proprietary software to model risk, inflation, liquidity, and various other financial variables using Monte Carlo simulations.
    4. Worked closely with clients to understand and prioritize their concerns and objectives through the development of a financial plan using the Wealth Outlook tool that addresses: Budgeting, Debt Management, Education Funding, and Retirement (Accumulation and Distribution phases).
    5. Consistently met and exceeded personal and team-based performance metrics.
    6. Prospect Conversion Group Worked with clients identified as at-risk of leaving the firm.
    7. Responsible for resolving/triaging existing issues and delivering a high quality of service with end-to-end ownership to retain the relationship and assets.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MS

Financial Solutions Advisor Resume

Summary : An innovative and seasoned Financial Solutions Advisor professional having 17 years of financial experience and a successful background in financial planning, relationship management, team leading and operations, which can be fully utilized for providing a cutting-edge to the company. Proven track record of developing relationships to achieve maximum sales potential. Demonstrated ability to develop and execute long range strategic business plans.

Skills : Powerpoint, Business Management.

Description :

    1. Conducted in-depth reviews of clients' financial circumstances and future goals.
    2. Assisted clients in making informed decisions.
    3. Reviewed accounts on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations.
    4. Created, implemented, and continually reviewed a plan that includes strategies designed to help clients pursue their long-term goals.
    5. Devised and executed business development strategies to attract and acquire new clients.
    6. Assessed customer goals by conducting financial opportunity sessions with new or existing banking clients.
    7. Leveraged business knowledge to determine prudent and appropriate strategy to meet client's needs by recommending financial solutions for Mass Affluent clients.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MS

Financial Solutions Advisor Resume

Objective : Seeking a Financial Solutions Advisor profession with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.

Skills : Ms. Word, Planning Skills.

Description :

    1. Worked with preferred clients to help them implement solutions to meet their long term banking and investment goals.
    2. Engaged in deep life priorities conversations to gain a comprehensive picture of their financial situation and priorities.
    3. Recommended and implemented solutions for them as well as provide ongoing advice to maintain and expand the relationship.
    4. Self- directed accounts enabling clients to engage in their own investment trading.
    5. Managed fee based accounts when I act in a fiduciary capacity for the clients.
    6. Commonly worked with many mutual fund families, individual stocks, exchange traded funds, bonds, and unit investment trusts.
    7. Built strategic partnership with Financial Center as a valued team member.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Financial Solutions Advisor Resume

Objective : Financial Solutions Advisor that dramatically improved loan production, asset quality, portfolio management, government, and community relations which resulted in improved earnings. Establishing a track record of enhancing lending in LMI and minority areas by starting new businesses and leading change within organizations.

Skills : MS office, Supervising Skills.

Description :

    1. Reviewed and recommendations on existing and external assets.
    2. Presented retirement and education planning reports to new clients.
    3. Proactively reached out to clients and prospects for financial reviews.
    4. Trained non-licensed employees on sales strategies and ideas.
    5. Developed external relationship with CPAs and QDRO lawyers for book expansion.
    6. Hosted conference calls to share ideas on making outbound calls to prospective clients.
    7. Handled all Spanish inquires and request for entire team.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelors Of Science In Finance

Financial Solutions Advisor Resume

Objective : Financial Solutions Advisor professional with progressive sales and management experience within the Wealth Management and Banking Industry. Possess strong client-facing capabilities providing Investment advice and direction. Proven abilities and broad-based experience in financial sales and sales training, relationship cultivation, and management. Self-directed professional with expertise in Investment Management and Banking products, training, client services, and value-add solution-based selling.

Skills : Microsoft Office, Training & Development, Office Management, Management, Payroll, Presentation, Auditing, Sales Management.

Description :

    1. Generated Investment Sales and Bank-Product Referrals by working closely with Internal Business Partners.
    2. Utilized Merrill Lynch products and research capabilities to enhance clients Retirement and Investment recommendations.
    3. Provided clients with a comprehensive Financial Review using a holistic approach to identifying client investment goals, appetite for risk and short-term savings needs.
    4. Proactively sought new business by participating in Outbound Call Campaigns, Branch On-Site visits and Internal Partnership meetings.
    5. Assisted in coordinating financial seminars.
    6. Demonstrated strong awareness of enterprise-wide opportunities to serve my clients.
    7. Developed new relationships with non-existing clients and those who were moved to Merrill Edge from Merrill Lynch Advisors in local Branches.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Business Administration

Financial Solutions Advisor Resume

Headline : As a Financial Solutions Advisor, responsible for Communicating clearly and confidently with clients from all walks of life, Working well with others and collaborates productively to get things done, and also managing complexity, prioritize tasks and execute in a fast-paced environment.

Skills : Mircosoft Outlook, SalesForce, Fax, Customer Service, Documentation, Financial Analysis, Inventory Control, Management, Notary Public, Powerpoint, Quality Assurance, Relationship Management, Sales, Training, Team Building, Windows, WordPress.

Description :

    1. Assessed customer goals by conducting financial opportunity sessions with new or existing bank clients Build strategic partnership with Financial Center as a valued team member.
    2. Demonstrated strong awareness of enterprise-wide opportunities to serve our customers Pro-actively build relationships with potential and existing clients to meet business objectives Comply with all applicable banking and investment laws, regulations, company policies, and procedures, in order to serve the clients' best interests and enhance client satisfaction.
    3. Provided evidence of consultative communication and relationship building skills leading to client services, fulfillment and delight in previous roles.
    4. Knowledged of Banking(credit and deposit) products and services desired.
    5. Developed new investment business through leads generated from internal partnering.
    6. Identified, profiled and met with clients to analyze and review investment goals.
    7. Developed customized asset allocation strategy and investment solutions for clients.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Financial Solutions Advisor Resume

Headline : To achieve a Financial Solutions Advisor position driving the growth of the enterprise, by providing useful guidance and recommendations through efficient and accurate trend, market, and financial analysis.

Skills : Strategic Tax Preparation, Planning Analysis, Problem Costing Financial Survey, Strategic Business Planning, Estate Retirement Planning, Project Management, Property Management.

Description :

    1. Reviewed client's portfolios and finances to tailor recommendations that align with their financial and personal goals, risk tolerances, and Merrill Lynch Research to ensure that the client's business and emotional needs are met.
    2. Promoted from Core I Advisor to Core II Advisor in 3 months by exceeding monthly production and consolidation goals by 130% or more, 1st advisor in hiring class of 20 to receive promotion.
    3. Demonstrated high satisfaction among clients by taking ownership of transactions, strong interpersonal skills, and receiving above-average client satisfaction scores.
    4. Completed 3-month Performance Coaching program at Merrill Edge.
    5. Prioritized client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds.
    6. Participated in ongoing training and interaction with the Merrill Lynch Wealth Complex.
    7. Acted as a bridge between banking and brokerage.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science In Business

Financial Solutions Advisor Resume

Objective : Financial Solutions Advisor who seeks role at a privately or publicly-held investment firm. Skillfully manages millions of dollars in assets. Active Series 7, 66, and 6 licenses. A financial planning professional with a strong history of developing customized financial plans while working extensively with succession planning, investments, and life insurance divisions.

Skills : Microsoft Office, Cross-Selling, Business Process Optimization, Lead Sales Generation, Staff Training And Performance Development, Customer Service And Satisfaction.

Description :

    1. Identified problem areas within the loan portfolio, analyzed risks, and suggested appropriate solutions.
    2. Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.
    3. Provided wealth management solutions that accounted for $1.5 million in assets per year.
    4. Researched and customized service proposals for clients.
    5. Planned client relationship cultivating events to promote growth, resulting in an expansion of clientele base by 30%.
    6. Developed and maintained long-term relationships with clients and small business entities.
    7. Identified and qualified customer needs, developed sales strategies, and negotiated and closes profitable projects with an 85% success rate.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
GED