Beverly Garcia - Financial Advisor Resume Simple
Highly motivated, results-driven financial professional with over 10 years of experience in the financial services industry. I have a proven track record of success in the areas of finance, and sales.
  • mutual funds, planning, implementation, recruiting, management, cash management, insurance, tax, financial planning, clients, cash
  • 2017-12-252017-12-25

    Financial Advisor


    • Conducted financial planning seminars, workshops, and training sessions for new and existing clients, including investment management, cash management, and mutual funds.
    • Guide clients in the gathering, information gathering, and evaluation of investment strategies, tax strategies, insurance coverage, and investment objectives.
    • Provided training to new employees on the implementation of new products and services. Developed and maintained client relationships. Conducted seminars and workshops on financial topics.
    • Conducted recruiting seminars to educate and sell new and existing investment products. Managed and maintained client relationships. Assisted in the development of a new financial plan.
    • Provided financial advice to clients by providing information on their financial status, goals, objectives, risk tolerance, and other information needed to develop a plan.
    • Analyzed clients' financial situations and recommended appropriate strategies to meet their financial goals. Managed and developed a client base of over 100 clients.


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