Charles Jimenez - Financial Advisor Resume Simple
A highly motivated, results-driven financial professional with a proven track record of success in the areas of financial planning, analysis, and sales.
  • planning, securities, estate planning, tax, clients, business planning
  • 2017-12-252017-12-25

    Financial Advisor

    San Francisco State University

    • Provided financial planning and tax services for clients, including retirement, estate, and investment planning. Developed and implemented a comprehensive plan to help them achieve their financial goals.
    • Developed and implemented financial plans for client portfolios. Utilized asset allocation models to determine risk tolerance and suitability. Analyzed and evaluated clients' investment objectives.
    • Obtained Series 7, 63, 65, and securities licenses. Sold and sold life and health insurance. Registered and managed the CFP.
    • Created and implemented financial plans for individuals and businesses. Analyzed and presented investment recommendations. Developed comprehensive financial planning strategies.
    • Prepared and delivered comprehensive financial plans for client meetings. Created and implemented a new business development process. Increased sales by 30%.


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