Jane Heath - Financial Advisor Resume Simple
SUMMARY
A highly motivated, results-driven financial professional with a proven track record of success in the areas of financial planning, analysis, and sales.
SKILLS
  • tax planning, planning, investments, management, wealth management, financial management, risk management, estate planning, tax, clients, insurance
  • annuities, mutual funds, office, management, wealth management, financial management, insurance, fixed income, 401k, education, p l
WORK EXPERIENCES
  • 2017-12-252017-12-25

    Financial Advisor

    Binghamton University

    • Specializing in retirement planning, estate planning, insurance, tax, and investments.., and other financial services.
    • Series 7, Series 66, life, Accident, and health insurance, and wealth management for clients. Responsible for the financial planning and risk management of the firm.
    • Responsible for financial management of a wide variety of investment vehicles. (i.T.), including: The following: Estate planning, insurance, retirement planning, education, and life insurance.
    • Provides financial advice to clients on retirement planning, tax, and estate planning. Using MS Excel, and other tools to help achieve client goals.
  • 2017-12-252017-12-25

    Financial Advisor

    Mayo Clinic

    • Insurance, mutual funds, annuities, and fixed income products. In addition to the implementation of a new financial Advisor, and the investment advisory practice.
    • Create and implement financial plans for individuals and businesses. Prepare and present financial planning for clients, including life insurance, long term care, disability, and long-term care.
    • Series 7, 63, 65, life, health, and variable annuity, and long term care insurance.
    • Manage and train new employees on the financial planning process, including the management of the Elite portfolio, education of the firm's products and services, and the creation of the wealth Manager.
    • Provide wealth management office with P&L and other financial services.. -sell and implement investment products.