Financial Professional Resume Samples

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Finance Professionals are experts who assist clients in taking financial decisions regarding savings, debts and retirement funds. Their responsibilities converge towards helping individuals and companies to maintain and develop their financial level. The resumes of candidates looking to enter this profession should include a Bachelor's or Master's Degree in finance, business or accounting, plus any required certifications. It is important to highlight in sample resumes the following attributes: financial expertise, interpersonal and communication skills, self-confidence, customer service experience, critical thinking and IT skills.

1

Financial Professional

  • Managed monthly financial forecast for a $150 million annual internal cost pool, provided variance analysis and developed action plans to achieve budgets and realize cost saving opportunities.
  • Produced monthly CEO Reports, Operation Reviews, Board of Directors Reports, and Quarterly Business Reviews for Corporate Executive Team for multi-billion dollar business unit.
  • Accepted first overseas assignment (Balance Sheet Remediation project in the U.K.), identified multiple process weaknesses by implementing process control improvements to mitigate across the EMEA region.
  • Business owner for central financial reporting system, SAP Business Warehouse.
  • Identified the financial impact of a managed vacation policy that resulted in $30M of cost savings.
Candidate Info
6
years in
workforce
1
year
at this job
BS
Finance
2

Financial Professional Associate

Analyzed the financial conditions of clients to assist in determining objectives for;
investing, retirement, final expenses and estate expenses.

  • Developed strategic procedures to help clients meet their financial goals.
  • Created and implemented financial plans with clients.
  • Excellent client relation and communication skills.
  • Established and executed business plan for individual practice.
Candidate Info
5
years in
workforce
2
years
at this job
BA
Philosophy
3

Financial Professional Associate

Obtained Sales Goal for first 3 quarters within the first 5 weeks of employment

  • Enrolled in Financial Planner program
  • Implemented networking group to build business in Pickerington area
  • Created and delivered lectures on Fiscal Cliff & Affordable Healthcare Act
Candidate Info
16
years in
workforce
3
years
at this job
BA
Psychology Ba
MA
Social Sciences
MA
Master of Arts
4

Financial Professional

  • Began developing and cultivating a client database for my book of business
  • Further refined client rapport building skills through outbound/inbound calls and email
  • Analyzed client needs and investment opportunities
  • Marketed and promoted the company’s financial services and products as per policy and procedures
  • Prepared and delivered presentations to potential clients
  • Established compliant regulated social networking and marketing to gain additional leads
Candidate Info
10
years in
workforce
5
months
at this job
BA
Business Management
5

Financial Professional

  • Performed presentations to clients in the areas of risk management, wealth accumulation and wealth redistribution based on a needs analysis
  • Highly recognized for Top Tier production in 6 months
  • Prospected clients through networking events, social media and group presentations
  • Attended training seminars to improve product knowledge and sales expertise
  • Built trusting relationships with current and potential clients by providing excellent customer service, and following a code of ethics through compliance standards
  • Educated clients on how changes in the economic environment can affect their portfolios
Candidate Info
7
years in
workforce
1
year
at this job
BS
Business And Management Science, Concentrations
6

Financial Professional

  • Effectively demonstrated interpersonal communication and customer service skills by initiating financial planning processes with individuals & businesses
  • Successfully constructed financial action plans based upon need identification
  • Creatively utilized selling skills through use of diverse presentation methods to tailor to individual clients
  • Demonstrated extensive product knowledge to attain new clients
  • Continuous interaction with new and prospective clients refined skills in customer relationship
  • Efficiently organized schedule using time and territory management skills, resulting in 100% accuracy for meeting location times
Candidate Info
5
years in
workforce
2
years
at this job
BS
Finance
7

Financial Professional

  • Customized insurance programs to suit individual customers and families to cover variety of risks
  • Prepared action plans and schedules to identify specific targets and markets
  • Followed up on new leads and referrals resulting from field activity.
  • Interviewed prospective clients to obtain data about their financial situations, discussed any existing coverage, and provided appropriate recommendations.
Candidate Info
6
years in
workforce
5
years
at this job
BS
Chemical Engineering
8

Financial Professional Associate

  • Analyzed clients' financial situations and made appropriate recommendations to help reach their financial goals
  • Used marketing techniques to increase business exposure (Newspaper, mail, phones, networking groups & referrals)
  • Provided customer service to existing clients as needed
  • Kept files updated and secured in accordance with compliance & FINRA regulations
Candidate Info
14
years in
workforce
5
years
at this job
AS
Business Administration
BA
Economics
9

Financial Professional Associate

Conducted financial needs analysis for clients

  • Delivered sales presentations to potential clients
  • Determined insurance needs for clients
  • Reviewed and recommended annuities when needed
Candidate Info
9
years in
workforce
2
years
at this job
BS
Accounting
MA
Master of Arts
10

Financial Professional Associate

  • Obtained variable products (Georgia), life insurance (Georgia), Series 6 and 63 licenses. Scored "91" on the Series 6.
  • Implemented mutual fund investment strategies for clients within variable insurance contracts to maximize total return while eliminating tax liability.
  • Designed personalized tax free investment vehicles for usage by high-income clients to supplement their retirement income.
  • Created risk tolerance profiles and asset allocation models for clients and implemented wealth protection strategies.
Candidate Info
9
years in
workforce
7
months
at this job
BBA
Finance
Doctorate

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