Financial Advisor Assistant Resume Edison, New Jersey - Hire IT People

Education : Bachelor of Science

Internship Financial Advisor Assistant September 2010 – May 2011
Assisted financial advisor in day to day tasks by contacting and organizing meetings with potential clients

Updated and arranged client information through Next-Gen Networks
Strategized and planned best way to reach out to prospective clients

Financial Associate May 2010 – June 2010
Confidential, Mount Laurel, New Jersey

Received insurance producer license with the authorities of life insurance; accident, health or sickness in the state of New Jersey
Learned different methods and approaches to engage with clients one on one during a weeklong training course

Work Registered Representative May 2011 – November 2011
Experience Confidential, Iselin, New Jersey

Studied and received Series 7 and Series 63 financial certifications
Contacted and persuaded potential clients to invest in various stocks
Followed up on leads from potential clients to establish a relationship

Sales Associate December 2008 – June 2009
Confidential, Edison, New Jersey

Responsible for representing the Lucky Brand look as a floor model
Demonstrated proper corporate policies and assisted in finding a proper store management approach

Confidential NJ Stars I and II Scholarship
Trustee Scholarship

Additional Bilingual in English and Dutch with dual-citizenship in Belgium
Skills & Information Experience with Microsoft Word, Excel, Outlook and PowerPoint
Visit Europe for a month every year to experience its diverse cultures

Activities Active member and volunteer of Irish American Association
Rowan intramural sports as well as Rowan University club rugby
Member of Financial Management Association
Rowan University Accounting Society

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Financial Advisor Assistant Resume

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