Emily Brotzman - Financial Advisor Resume Simple
To obtain a position in the financial services industry where I can utilize my skills and experience to help the company grow and expand my knowledge and experience.
  • planning, series 7, management, reports, documentation, financial planning, clients, maintenance
  • 2017-12-252017-12-25

    Financial Advisor

    The Walt Disney Company

    • Responsible for the maintenance of client portfolios, including the preparation of financial reports, and providing information on the suitability of new products and services.
    • Developed and implemented a comprehensive financial planning process for clients, including the management of the wealth management group. Managed the client’s portfolios and made recommendations to the client.
    • Worked with the financial advisor to develop a plan for the sale of the client. This included the development of a new client database.
    • Obtained Series 7, 66, and life and health licenses, and managed the documentation of all financial transactions.
    • Client base includes: Life insurance, disability, long term care, disability, and long term care insurance.


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