Financial Advisor/Portfolio Management Resume Chicago, Illinois - Hire IT People

PROFILE:

Highly motivated, performance driven financial sales professional with over 25 years of proven success in developing and maintaining profitable distribution of investment products to retail and institutional clients.
Superior customer service and relationship development expertise that complements the ability to aggressively build a solid client base and drive revenue growth.
Professional and personable, with strengths in problem resolution, communication skills and time management.
Flexible and adaptable to changing priorities.

TECHINICAL SKILLS:

Bloomberg, ILX/Beta, Word, Excel, PowerPoint, Access, Outlook, CRM Software

PROFESSIONAL EXPERIENCE:

Confidential

Financial Advisor/Portfolio Management, Chicago, Illinois

Responsibilities:

Analyzed, reviewed, and constructed portfolios on over a hundred million dollars of client assets.
Reviewed and researched client portfolios to determine appropriate action to be taken on behalf of the client.
Executed investment buy and sell orders.
Prepared letters, forms and spreadsheets to assist with servicing existing clients.
Built rapport and credibility through extensive contact with customers to resolve any questions or problems.
Provided impeccable customer service and follow up to ensure client satisfaction.

Confidential

Financial Advisor, Chicago, Illinois

Responsibilities:

Schedule and hold meetings with clients and prospects in order to determine their goals.
Work with branch team to identify clients needs, analyze customer information, and define investment goals.
Review and analyze investment and other financial data to formulate recommendations for client to achieve their goals and objectives through investment strategies.
Gather outside assets and provide ongoing service to clients needs through reviews.

Confidential

Institutional Financial Associate, Chicago, Illinois

Responsibilities:

Solicited and serviced a Tier - 1 account package with top accounts averaging over one billion dollars under management.
Utilized the Bloomberg system to calculate spreads and input bids on clients sell lists.
Solicited and confirmed orders on syndicate and secondary trades.

Retail Financial Associate

Confidential, Chicago, Illinois

Responsibilities:

Supported six financial consultants by providing superior service to clients and prospects, including order taking, answering client inquiries regarding accounts and market conditions.

Operations Manager

Confidential, Bloomington, Illinois

Responsibilities:

Responsible for overall operations and administrative activities of a 12 person branch to ensure superior client service while maintaining and developing a book of business.

Investment Broker

Confidential, Palo Alto, California

Responsibilities:

Developed a retail client base through prospecting and networking.
Advised clients on how to establish a diversified investment plan to meet goals using developed models and recommended products.