Financial advisor
Resume examples

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.

Multifaceted role requiring client relations and account management to support and significantly growth clients’ wealth in a high-end investment firm.

• Managed over 100 client accounts with assets amounting up to $150M under my management.
• Researched and developed 150+ effective financial strategies and investment plans to consistently grow client’s assets.
• Successfully achieved a 40% increase in client satisfaction within the first year of joining the firm by providing personalized financial consultations to clients and increasing returns.
• Evaluated and streamlined internal systems to increase account performance of each client.

Dynamic role encompassing client portfolio management and potential investment opportunities research to facilitate clients on their journey to achieving their financial goals.

• Processed clients’ financial data encompassing assets, debts and projected earnings to translate them into easily understandable visual charts to facilitate discussions on their financial goals and available financial and investment opportunities.
• Routinely delivered comprehensive financial education to clients on their financial standing and investment prospects to help them in developing strategic plans to achieve their goals.
• Leveraged practiced financial modelling and forecasting expertise to developed financial strategies tailored to clients’ specific needs.
• Consistently grew clients’ portfolios and developed strategic investment plans tailored to their needs and long term financial goals.