Client Advisor Resume Roanoke, VA - Hire IT People

SUMMARY:

Investment Planning Professional, with 25+ years’ sales and marketing and management experience.

KEY ASSETS:

Results Driven/Assertive
Enjoys A Challenge
Customer - Oriented
Persistent /Takes Initiative
Goal & Team Oriented
Highly Dedicated

PROFESSIONAL&NBSP; EXPERIENCE:

Confidential, Roanoke, VA

Client Advisor

Responsibilities:

Manage a portfolio of approximately 120 clients with investable assets between 500K - 10MM with annual revenue of 5K+.
Proactively profile clients using financial planning and needs assessment process to understand client goals and aspirations.
Help clients define goals and objectives.
Develop client relationship plan for all clients to ensure that service standards are established and met.
Acquire new clients through targeted prospecting, strong client relationships, referral sources and centers of influence.
Maximized first year bonus payout at 100%
Position eliminated 04/30/11 due to business changes that resulted in a Reduction of Force.

Confidential, Roanoke, VA

Direct Sales Agent

Responsibilities:

Actively sell Medicare products for the states
Exceeded first month goal by 250% and exceeded following months by 110+%

Confidential, Roanoke, VA

Investment Counselor

Responsibilities:

Expanded existing main branch program into seven Confidential Branches.
Responsible for management and training of four platform Confidential employees.
Conduct weekly investment and referral training for branch personnel.
Market and promote VWMS to both bank and non - bank customers through the bank s retail branch system.
Averaging $250,000 in new asset growth per week.
Position eliminated 12/31/08 due to slowing economy.

Confidential, Franklin County, VA

Investment Counselor

Responsibilities:

Primary point of contact for individuals, institutional and corporate customers to provide sound personalized financial advice and planning.
Conduct investment product education seminars for bank personnel, customers and potential customers.
Provide integrated delivery of financial planning, asset management, personal trust and estate planning, insurance and risk management services to affluent clients

Confidential, Winston Salem, NC

Investment Advisor

Responsibilities:

Provided financial planning analysis to new and existing clients using Financial Profiles planning software and used results to coach clients on ways to maximize returns within client s constraints.
Made ongoing recommendations concerning portfolio asset allocation, emergency reserve accountsemployer sponsored retirement accounts, retirement planning reviews and insurance requirementsi.e.

Confidential, High Point, NC

Financial Advisor

Responsibilities:

Built a book of business from zero dollars to approximately one a million dollars in five months, during a bear market, through identification of target markets, strategic networking and focused planning.
Developed and implemented a client - first approach to investment strategies; researched and identified improved Long-Term-Care product for client portfolios with projected savings to client of $100,000 in premiums over a 20 year period.

Confidential, Greensboro, NC

Local Sales Manager

Responsibilities:

Managed, motivated and mentored staff through highly competitive and difficult period of transition.

Confidential, Greensboro, NC

Classified Sales Representative

Responsibilities:

Increased sales by $400,000+ in a limited territory with respected, established competition.

Confidential, Greensboro, NC

Account Executive / Marketing Associate

Responsibilities:

Highly instrumental in all phases of start - up for this progressive television network in the Piedmont
Triad market, producing the #1 rated station in the Confidential group (out of 78 stations).
Built over seventeen major accounts from an account base of zero.
Initiated relationships with all regional cable systems to establish and maintain a strong cable presence.
Gained and disseminated knowledge to other staff members involving non-traditional television advertising infomercials, grass-roots marketing, packaging, inventory management (managing specials)market-branding, co-op advertising opportunities, all in an effort to maximize revenue opportunities.

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Client Advisor Resume

Roanoke, VA

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