Helen Manery - Financial Advisor Resume Simple
Financial advisor 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.
  • annuities, mutual funds, training, investments, financial planning, clients, insurance, planning, life insurance, estate planning, taxes, education, retirement planning
  • due diligence, analytical skills, planning, analytical, proposals, writing, operations
  • 2017-12-252017-12-25

    Financial Advisor

    Family Video

    • Provide financial planning services for clients, including life insurance, annuities, mutual funds, and retirement planning. Assist in the preparation of financial plans.
    • Investment and retirement planning, education, and tax preparation. Experienced in investments, life insurance, and long term care.
    • Conducts tax and estate planning to determine the best products for the client's needs. Develops and implements strategies to meet clients' goals and objectives.
    • Developed and implemented a comprehensive financial plan to meet clients' needs, including taxes, training, and retirement. Provided guidance to the client on the best products and services.
    • My team player in the successful completion of the financial advisor. We have a strong understanding of the client's needs and the importance of delivering a personalized approach.
    • Worked with clients to develop a financial plan and help them reach their financial goals. I was also responsible for the preparation of the annual budget and the quarterly forecast.
  • 2017-12-252017-12-25

    Planning Engineer


    • Assisted in writing proposals for new business and analytical procedures for the operations of the company. This included due diligence, and the development of a new financial model.
    • Strong interpersonal skills, planning, and problem solving skills.. Ability to work independently and in a fast-paced environment.
    • Developed and implemented a new process to improve the efficiency of the business and the client. This was a very complex and flexible problem.
    • Financial statement preparation and presentation to the Board of Directors. The result was a significant reduction in the time of the close process by 25%.
    • Provide support to the business and the company as needed. The responsibilities included the creation of new and existing customers, and taking the necessary steps to resolve problems.
    • Work with the team to develop and implement a new process to streamline the process of the project, which allows for better analytical and decision making.