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Certified Financial Planner Resume

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Elkton, MarylanD

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SUMMARY:

To work with High Net Worth Individuals in the areas of Wealth Accumulation, Wealth Protection, and the Transfer of Wealth. Also, to work with business owners to design Retirement plans both Qualified and Non - Qualified, group Life Plans and Group Disability.

SKILLS:

  • DST Systems, BrokerVision, and Quotron Systems.
  • Microsoft Word, Excel, Outlook, and PowerPoint

PROFESSIONAL EXPERIENCE:

Certified Financial Planner

Confidential, Elkton, Maryland

Responsibilities:

  • Help the bank’s existing clients with investments and protection products.
  • I covered five branches in Cecil and Hartford Counties

Certified Financial Planner

Confidential, Baltimore, Maryland

Responsibilities:

  • Help clients protect financial future through the use of protection products, investments, tax planning and estate transfer techniques Attract and retain individual as well as business clients

Financial Professional

Confidential, Tampa, Florida

Responsibilities:

  • Help clients to accumulate, protect, and transfer their wealth Attract and retain individual as well as business clients Complete a full fact finder on each client, find the need, make a recommendation, implement the plan, and monitor the plan.

Investment Sales Representative

Confidential, Tampa, Florida

Responsibilities:

  • Assisted potential and existing clients with their Investment decisions using a risk tolerance model and finding the best Investment for them.
  • Compliance Representative for the Tampa Office Lead Brokerage Liaison 

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