Financial advisor

Financial advisor
Resume examples

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Financial advisor
Financial advisor
Resume examples

2Financial advisor resume examples found

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Financial advisor

Experienced

Provided insurance and financial services and education to empower people to choose the best financial solutions for their life and legacy needs. Leveraged low- to no-risk life insurance, retirement, business, and estate planning products and solutions. Collaborated with external partners and the local community to promote financial products, services, and wealth accumulation.

  • Identified and analyzed the clients’ financial and insurance needs and long-term financial goals.
  • Conducted reviews of client portfolios, assessed strategies based on objectives and risk profile, identified opportunities and prepared customized low- to no-risk insurance and retirement solutions.

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Financial consultant

Experienced

Provided investment opportunities for Fortune 500 corporations, governments, and some of the world’s most affluent investors. Fostered relationships at the topmost levels while charting and executing value-driven transactions. Business and Market Impact.

  • Delivered double-digit growth for multi-billion- and multitrillion-dollar accounts.
  • Developed industry-first self-regulated hedge fund vehicle. Saved $12M annually by refocusing the strategy and introducing efficient processes for operations and client services. Opportunity Analysis, Deal Structuring, and Execution.
  • Introduced new markets and asset classes for corporations, wealth fund managers, and investors worldwide.
  • Captured 100% market share in emerging countries for some of the world’s fastest-growing technology companies.

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