Resume Samples for Finance & Business Analytics
Senior Financial Analyst
Accounts Payable Specialist
Chief Financial Officer
Sr. Financial Analyst
Director of Finance
Assistant Vice President
Maire Seitz - Financial Advisor Resume Simple
To obtain a position in a financial institution where I can utilize my skills and experience in the field of finance and accounting. I have a strong work ethic, and the ability to learn and grow.
sales training, training, investments, series 6, clients, insurance
mutual funds, investments, clients, insurance, series 6, financial analysis, analysis
Autonomous University of Santo Domingo
Sales of over $1.5 million in new assets and insurance. Responsible for the planning and execution of a variety of investment products and services.
Develop and implement sales strategies for clients through cold calling, referrals, and referrals. Also, conduct presentations and training seminars for the purpose of providing financial advice.
Selling and selling of financial products and services to individuals and businesses. Also responsible for the sales of investments and other financial products.
Coach and mentor new employees on how to use the financial products and services available. I have also responsible for the development of a team of specialists.
Develop and implement sales strategies to meet and exceed client expectations. Build relationships with existing and prospective customers. Assist in the development of new business.
Manage and develop a book of business for the branch and sales force. Work with the financial advisor to create a strong relationship with the client.
Provided financial analysis and investment advice on mutual funds, stocks, bonds, and annuities. Performed all insurance and investment needs.
Developed and maintained relationships with clients through the use of financial products, including: Mutual funds, stocks, bonds, and other investments.
Built and maintained relationships with clients, including the investment advisors, wealth managers, and financial advisors. Utilized a consultative approach to develop a comprehensive financial plan.
Achieved top producer in the district for the first time in the company. Ranked in the top 5% of the branch in the nation.
Provided financial advice to clients and prospects for the purpose of providing investment advice. I was responsible for the successful completion of the client.