Jeanette Justice - Financial Advisor Resume Simple
SUMMARY
I am a highly motivated financial advisor with a proven track record of success in the areas of financial planning, analysis, and sales.
SKILLS
  • audit, loans, management, wealth management, solutions, internal audit
  • mutual funds, management, solutions, clients, wealth management
WORK EXPERIENCES
  • 2017-12-252017-12-25

    Financial Advisor

    Fridays

    • Provided leadership and mentoring to junior analysts and audit team members. Trained and coached new employees on the process of the loan processing department.
    • Provided solutions to clients and prospects for the purpose of providing financial advice and guidance to the client in the areas of cash management, loans, and investment.
    • Evaluated and assessed risk factors of the bank's risk profile and the portfolio of the bank. Conducted risk assessment and provided recommendations to mitigate losses.
    • Increased the number of wealth managers through the firm and the first year of the company. Received the highest level of client service.
    • Conducted a Series of seminars to educate and educate clients on the importance of wealth management. Increased the client base by over 50% in the first year.
    • Worked with internal audit team to ensure that all client needs were met. Provided information to customers and other staff.
  • 2017-12-252017-12-25

    Financial Advisor

    Richmond Senior High School

    • Advised clients on wealth management and investment strategies for mutual funds, stocks, bonds, and options. Analyzed and evaluated clients' financial situations.
    • Identified and recommended appropriate financial solutions to meet clients' needs. Managed and developed relationships with existing and potential clients.
    • Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicated a need for plan revision.
    • Recommended strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
    • Conducted comprehensive portfolio reviews to determine whether life changes, economic developments or financial performance indicated a need for plan revision.

  

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