Wealth Management Advisor Resume Falls Church, VA - Hire IT People

SKILLS:

Licensed with Series 7, Series 63, Series 66, Life and Health
Fully bilingual in English and Spanish
Proficient in all major software applications (All MS Office)
Proficient in Morningstar Advisor Workstation, Crescendo, ACT, Allocation Master, BNA Income Tax, BNA Estate Planner, Pareto

WORK EXPERIENCE:

Confidential, Falls Church, VA

Wealth Management Advisor

Responsibilities:

Head of the Investment Committee - in charge of investment analysis and investment selection for team
Assist in management of over $250 million - portfolio construction, portfolio management, investment research
Strategic Planning for Confidential Clients - investment planning, retirement planning, estate planning

Confidential, Vienna, VA

Financial Advisor

Responsibilities:

Qualified for Executive Council in first year
Built own book of business to over $100,000 of annual Confidential and $3.5 million of AUM in first year
Developed and helped execute financial plans for clients
Specialized in Retirement Planning, Estate Planning, Investment Planning, and Insurance Planning

Summer Intern

Confidential, Wilton, CT

Responsibilities:

Commodity Trading Analyst
Researched and gathered weekly precipitation, GDD, soil moisture and temperature data
Performed statistical analysis by running regression models in Excel to predict corn and soybeans yields

Summer Intern

Confidential

Responsibilities:

Wrote and published 11 International Marketing Insight Reports
Participated in the organization of Governor Taft’s Ohio Trade Mission
Implemented strategic business relationships between Mexican and American businesses
Revised and rewrote the 2004 Regional Profile

Summer Intern

Confidential, New York, NY

Responsibilities: