Muriel Gains - 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 career.
  • confident, clients, analysis
  • 2017-12-252017-12-25

    Financial Advisor


    • Develop and implement financial plans for clients based on risk tolerance, time horizon, and risk analysis. Build relationships with individuals and families.
    • Educate and encourage customers to help them achieve their financial goals. Also, I am responsible for the development of the team.
    • Manage and maintain a book of business of over 200 clients and over 100 clients. The firm is a new York City.
    • Work with the financial advisor to help them achieve their goals and objectives. I have helped to create a plan to meet the needs of the client and to help them to make informed decisions.