Financial advisor

Financial advisor
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Financial advisor
Financial advisor
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7Financial advisor resume examples found

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Financial advisor


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.

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