Kelly Hightower - Financial Advisor Resume Simple
Seeking a position in a financial institution where I can utilize my skills and experience in the field of finance and accounting. I am a self-motivated, and team spirited with a strong work ethic.
  • financial planning, communication, series 7, management, wealth management, cash management, clients, cash, risk analysis, planning, securities, series 66, analysis
  • cost analysis, database, adjustments, communication, management, accounting systems, reports, reconciliations, oracle, accounting, scheduling, staffing, budget, resource management, solutions, financial analysis, program management, verbal communication, journal, management skills, reporting, benefi
  • 2017-12-252017-12-25

    Financial Advisor

    Wesley Spectrum Services

    • Conducted financial planning seminars and workshops on wealth management, cash flow, and banking products. Created and maintained a strong network of clients.
    • Utilized consultative sales approach to uncover client needs and provide financial planning solutions to help them achieve their goals. Developed a Series of securities and investment strategies.
    • Created and maintained a comprehensive financial planning and analysis process, including the creation of a new client database, and organized the reports for the client.
    • Analyzed clients' financial situations and recommended changes in the client's financial situation and provided them with a proactive communication strategy.
    • Responsible for the development of a comprehensive financial plan for the firm. This includes the creation of a new client base, and the creation of a Series of securities.
    • Utilize consultative sales approach to uncover client needs and recommend appropriate financial planning products and services. Develop and maintain relationships with customers to ensure their understanding of the banking industry.
  • 2017-12-252017-12-25

    Budget Analyst

    Institute of Computer Technology

    • Managed the financial reporting of the organization. Provided administrative support to the Defense travel agency (DTS). Prepared and submitted budget and expenditure reports.
    • Provided analytical support to the management team in the preparation of financial reports, budget analysis, forecasting, and maintenance of the database.
    • Managed the budget process, including the communication of financial planning, budgeting, and payroll, and balance sheet reconciliations.
    • Assisted in the development of a new budget process. Managed the implementation of a new financial reporting system. Created and maintained a database of all payroll and benefits information.
    • Provided financial management support for the budget Analyst, a team of Finance, and the Chief executive Officer. Assisted in the development of the department's annual budget.
    • Assisting the budget Analyst with the development of the financial planning tool, including the training and mentoring of the civilian personnel, payroll, and other administrative staff.