SENIOR FINANCIAL CONSULTANT Resume Burlington, MA - Hire IT People

SUMMARY:

Driven, disciplined Advisor and Wealth Manager with more than 12 years of experience in the asset management industry understanding needs within client base to create customized portfolio management solutions.
Excel at applying analytical skills and recommending integrated advisory services to client base. Superior communication skills for building trust and confidence in managing relationships with high net worth clientele.
Manager Research Financial Planning Relationship Management
Portfolio Construction Asset Allocation Verbal & Written Communication
Investment Strategies Microsoft Office Business Development

TECHNICAL SKILLS:

Investment Savvy: CFA with broad knowledge of financial markets and securities; energetic with strong analytical and critical thinking; able to work independently and collaborate well on a team; expert in analyzing and interpreting financial circumstances to influence client decisions and manage holistic wealth solutions.

Investment Analysis: Able to solve problems and meet deadlines in fast - paced environment with strong organizational skills, close attention to detail and leadership; design and implement customized investment solutions, anticipating impact of investment decisions based on complex financial information.

PROFESSIONAL EXPERIENCE:

Confidential, MA

SENIOR FINANCIAL CONSULTANT

Responsibilities:

Built and managed relationships for $90 million portfolio for high net worth clients; new business through client referrals, inquiries and additional deposits
Presented individualized investment solutions and sales by utilizing balanced presentations to meet each client’s needs from holistic level and customizing solutions to fit short, medium and long-term financial goals
Completed financial goal planning sessions with clients using MoneyGuidePro to evaluate goals based on many factors, determine probability of success, and make suggestions for creating an investment strategy
Provided portfolio planning and comprehensive financial data analysis
Participated in business development activities in a collaborative culture at events led by company specialists and independent registered investment advisors

MA; Miami, FL

INVESTMENT CONSULTANT

Responsibilities:

Built and expanded relationships and sales on portfolio of 500 clients worth over $350 million in assets
Recommended more than $80 million in assets toward internal and external Registered Investment Advisors (RIAs) by matching customized strategies to clients’ financial needs and goals
Worked to understand clients’ holistic goals, educating them on available services, and guiding them toward achieving financial goals with new investment solutions
Served as primary client-facing strategy expert and was able work in a collaborative environment with institutional RIAs, fixed income and internal management specialists to develop comprehensive investment strategies
Communicated investment content and integrated company services to clients in articulate and effective manner
Self-motivated with strong business acumen. Passionate about helping clients to solve financial goals, leaving proven track record of success in business development and providing holistic investment solutions
Reviewed with money managers’ my clients’ investment, trust and estate, insurance, and tax planning needs

Confidential, FL

Financial Advisor

Responsibilities:

Achieved new client acquisition and business growth using prospecting and profiling techniques
Created investment solutions including diversified mutual fund portfolios and separately managed accounts for clients
Provided superior, highly customized service that fostered long-term client relationships

Wealth Management Analyst , FL

Responsibilities:

Worked collaboratively with 4 top Wealth Advisors to attract high net worth clients and increase business; created opportunities for Wealth Advisors to offer solutions to clients and prospects
Identified investment realignment opportunities
Generated $500k of additional revenue by analyzing and evaluating Wealth Advisors’ books of business
Used proprietary tools to analyze stock and mutual funds for inefficiencies, overlapping stocks, high expenses, and lack of diversification in advisor’s book and external assets in private banking
Utilized managed strategies to guide and recommend various investment strategies for clients including asset allocation, equity recommendations, and portfolio construction
Generated financial plans for clients and prospective clients to assess investment needs utilizing software to visually represent customized retirement scenarios based on client input; made recommendations on portfolio asset allocation, retirement savings, and investment drawdowns

We provide IT Staff Augmentation Services!

Senior Financial Consultant Resume

Burlington, MA

We'd love your feedback!

Resume Categories

Client Services

Job Seekers

Visa Sponsorship