Investment Advisor Representative Resume Houston, TX - Hire IT People

PROFILE:

Detail - oriented, results-driven, and performance-focused professional with experience in investment assessment, wealth management, customer service, portfolio evaluation, and client requirement analysis.
Effective at creating and implementing innovative strategies to attain set-forth objectives, optimize productivity, and enhance processes.
Highly capable of multitasking within fast-paced environments, while ensuring uncompromised quality of work and performance.
Equipped with articulate communication and interpersonal aptitudes, essential in establishing rapport with professionals at all levels.
Technically proficient with Microsoft Office Suite (Word, Excel, and PowerPoint).

EXPERTISE AREA:

RELEVANT EXPERIENCE:

Confidential, Houston, TX

Investment Advisor Representative

Responsibilities:

Closely collaborated with senior advisors in monitoring wealth management practice to acquire and improve experience and knowledge on investments operations in providing extraordinary service to high net-worth clients
Carried out several responsibilities including investment evaluation; balance sheets administration; risk management strategies, insurance, and 401(k) advisement; portfolio analysis; and retirement plans development
Offered administrative support in organizing records, opening and distributing mails, answering phone calls, and providing customer service
Suggested investment products and services that were appropriate for prospects and clients based on their objectives, resources, risk profile, and preferences
Gained distinction as one of the top 35 out of 500 interns to participate