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Additional Finance Resume Samples
Financial Planner Resume Samples
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0-5 years of experience
- Created a selling culture that exceeded company goals of sales and profit in multiple stores, from (14%) to 125%.
- Managed staff in excess of 400, inventory in excess of $11 million and sales of $83 million.
- Reduced shrink from 3.5% to 1.1% adding more than $1 million in operating profit.
- Conceived merchandise plan for new store resulting in sales plan attainment of 125%.
- Conducted job fairs and interviews in excess of 2000 for grand opening of new store and existing stores.
- Championed multiple community events, successfully highlighting Home Depot's core values in giving back to the community and diversity.
0-5 years of experience
Facilitated Fortune 500 company executives with investment decisions and asset allocation
- Pioneered several excel tracking systems to increase team efficiency and operations
- Consolidated clients' financial data and created performance reports for each client meeting
- Executed client's money movements such as account funding, wires, transfer, and journals
- Prepared taxes for high net worth clients from year 2009 to 2010
0-5 years of experience
Worked with students and parents to determine their eligibility for awarding of financial aid.
- Managed a team of financial planning employees (5-25); planned, assigned, and directed work in a call center environment.
- Processing of Title IV Student Financial Aid and ensuring FA compliance with federal regulations.
- Reconciled and prepared all requested financial aid tracking and metric reports accurately and on time.
- Reviewed current and past due student accounts, to identify those outstanding balances in order to make collection calls, which would resolve past due student balances.
0-5 years of experience
Ranked 4 out of 32 FAs for total production in Southern Florida 2012.
- Sold over $25MM in Tax Free Bonds in last 4 months of 2012.
- Marketed and conducted bi-weekly financial planning/investment presentations at local restaurant in groups of 12.
- Provided Estate and Financial plans to high net worth individuals and families.
- Recommended investment products through Pro Equities including mutual funds, stocks, tax-free bonds, and fee based managed portfolios.
- Strong client relationship and presentation skills.
- Successful record networking and organizing quarterly educational meetings for Attorneys/CPAs and other centers of influence in the community.
0-5 years of experience
Supported four Financial Advisors in the development of financial plans for clients.
- Assisted the Financial Advisors in meeting with clients to obtain data and verify their financial goals.
- Using Excel spreadsheets, SunGard, Money Guide Pro, Profiles, or eMoney financial planning software, developed a comprehensive financial plan consistent with the client's goals.
- Collaborated with the Financial Advisors to provide strategies pertinent to each client's need.
- Built a data base including the various characteristics of variable annuities.
- Researched alternative financial planning software to replace the SunGard software.
0-5 years of experience
- Conducted preliminary interview with prospective students to determine their financial aid eligibility and analyze their financial aid needs.
- Assisted students with completing all Title IV financial aid requirements in order to be completely packaged by the targeted start date.
- Monitored the status of all pending student loan documents in order to maintain an accurate account of each student's financial aid package.
- Completed periodic training in order to effectively explain the different types of Federal/State grant and loan programs to inquiring students.
- Maintained a minimum 95% rate of accuracy which ensured timely submission of financial aid packages.
0-5 years of experience
Analyzed high-net worth client portfolios for risk imbalances and presented new short-term and long-term asset management solutions.
- Developed financial and evaluation models to evaluate stock holdings in clients portfolios.
- Conducted comprehensive portfolio reviews to re-evaluate objectives and forecast projected portfolio performance using Excel spreadsheet.
- Provided financial support and analysis to operations and marketing departments for strategic business decisions and cost savings initiatives.
- Organized and prepared retirement seminar presentations to educated prospects.
0-5 years of experience
Responsible for prospecting to new business, with a special emphasis in Financial Services
- Managed all [company name] Bank accounts and was responsible for marketing for vehicle loans, mortgages, and other bank products
- Assisted existing customers, managed insurance accounts, managed customer service
- Acquired the following Arkansas State Insurance licenses: Property and Casualty, Business, Surplus Lines, Life, and Health
- Maintained knowledge of all insurance and bank products as well as any company-mandated changes or updates
6-10 years of experience
Analyzed clients financial goals and objectives in order to build and manage their portfolio
- Provided guidance to clients regarding the advantages and disadvantages of investment products
- Researched mutual funds, stocks, private placements, and insurance products for clients
- Assisted in the creation of financial plans, investment decisions
- Communicated directly with clients regarding investment/financial planning decisions, quarterly review scheduling
- Managed the Operations for the office including processing all transactions, documenting information and maintaining CRM
- Assisted in forecasting and business development
0-5 years of experience
- FINRA Series 6 & 63 Licenses. Arizona Insurance License.
- Developed portfolio strategies, asset allocations and investment reviews.
- Advised clients on interest rates, hedging strategies and cash management.
- Analyzed client financials and developed working strategies.
- Managed over $12 million in assets.
- Analyzed and interpreted monthly trends and variances within portfolios.
- Created and presented ROI, cash flow, IRR & internal expense reports.
0-5 years of experience
- Educated students/parents on Title IV funding and alternative funding options
- Finalize each student's commitment to change their lives by securing the funds to finance their education
- Created and rolled out VC'S first Interactive FAFSA Webinar
- Oversaw the FAFSA Webinar project and team; including promoting, revising, scheduling and tracking
- Developed training materials for new hires and interviewed potential candidates for employment
0-5 years of experience
- Validated daily trades for 150 clients.
- Confirmed daily transactions and market price changes through proprietary software.
- Assisted in initial and yearly client reviews by creating balance sheets, cash flows, insurance summaries, and client correspondence.
- Organized and delivered sensitive client documents such as wills and banking documents.
- Prepared trading materials for firm wide withdrawal from two separate funds.