Financial Advisor Resume

TECHNICAL SKILLS:

PROFESSIONAL EXPERIENCE:

Confidential

Financial Advisor

Responsibilities:

Communicated regularly with high net worth clients regarding the markets, the economy, and their investment portfolios
Built and maintained close relationships with clients, center of influencers, and prospects
Determined and implemented strategies for meeting clients’ financial objectives
Addressed issues of asset preservation, liquidity, risk management, charitable pursuits, retirement and education funding
Designed, implemented, and rebalanced customized financial portfolios
Helped clients reduce risk, increase income, and manage taxes
Screened wholesalers and their products
Partnered with wholesalers to provide client and/or prospect events
Monitored and researched financial markets and trends
Utilize third party research, such as Dorsey Wright
Conducted seminars about timely issues to various organizations, such as rotary clubs and women clubs
Set - up, reviewed, and maintained employer-sponsored retirement plans, such as 401k and 403b plans
Helped sponsors understand their role as a fiduciary and offered solutions to reduce their liabilities
Used FreeErisa.com and Larksburg to extract information to assist with prospecting and closing new business
Compared vendors to help sponsors find best fit plan, in regard to fees, services, investment selection, ect
Customized, monitored, benchmarked, and reviewed investments regularly
Conducted educational workshops to employees with varying levels of industry knowledge

Confidential

Account Manager

Responsibilities:

Responsible for business development and fostering strategic business relationships
Analyzed IT market and industry trends to create strategic marketing plans
Acted as the liaison between clients and consultants to fulfill the clients’ IT staffing needs
Targeted companies through cold-calling, setting appointments, preparing RFPs, providing qualified IT candidates
Communicated, daily, with C-Level Executives, Directors, IT Managers
Negotiate pricing, billing terms, scheduling of rate increases and contract extensions.
Full life cycle recruiting
Identified and screened technical candidates for contract, contract to permanent, and permanent positions
Negotiated salaries, benefits, and relocations with prospective employees
Interviewed prospective consultants

Confidential

Intern

Responsibilities:

Confidential

Business Development Associate

Responsibilities:

Qualified and prospected mid-large businesses
Communicated, daily, with top level executives
Built and retained client rapport
Studied and evaluated diverse selling techniques
Devised marketing schematics to target prospective clients
Awarded Staples Business Development Associate of the Quarter for exceeding performance quotas