Adam Randle - Financial Advisor Resume Simple
I am a highly motivated financial advisor with a proven track record of success in the areas of financial planning, analysis, and sales.
  • solutions, clients
  • 2017-12-252017-12-25

    Financial Advisor


    • Provided solutions to help them achieve their financial goals. Educated clients on the importance of investing in the client's needs.
    • Managed client relationships and provided financial advice to clients. Prepared and delivered presentations to clients. Conducted seminars and workshops on topics such as retirement planning, estate planning, and estate planning.
    • Analyzed clients' financial situations and recommended appropriate strategies. Educated clients on the importance of investing and long term investment objectives.
    • Created and implemented a comprehensive financial plan for clients based on their needs and goals. I also developed a personalized financial planning strategy for the client.
    • Managed the financial aspects of the client by providing them with a variety of financial products and services. I was responsible for the successful completion of the sales process.
    • Developed and implemented a new marketing campaign to attract new clients. Created and maintained relationships with existing and prospective clients.