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Prudential Financial - Financial Advisor Resume Example

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Chloe Torres
XXXX XX XXXXX XXX , Wauwatosa , WI 53225
Professional Summary
Experienced Financial Advisor holds Life, Health, FINRA Series 6, 63 and 65 licenses. Trained by Prudential Financial and Liberty Mutual, two of the top training companies in the Insurance Industry.  Manage a book of business of $1,135,000 in investment accounts.. Work well with all types of clients in areas of Financial Planning, Life Insurance, Annuities and Investing. Excellent communication, telemarketing and time management skills.
  • Customer and Personal Service
  • Sales and Marketing
  • Investment Market Analysis
  • Portfolio Selection and Management
  • Retirement and Estate Planning
  • Life Insurance, Annuities and Mutual Funds 
  • Experienced Public Speaker
03/2013 to Present
Financial Advisor Prudential Financial - Wauwatosa, WI
  • Interview clients to determine income, expenses, insurance, tax status, investments, financial objectives, and risk tolerance in order to develop a financial plan.
  • Recommend strategies in cash management, insurance coverage, investment planning, in order to help them achieve their financial goals.
  • Select specific stock funds, bond funds and other mutual funds.
  • Seek investment opportunities that are compatible with client's financial plans.
  • Conduct seminars on retirement planning, estate planning and Social Security.
12/2007 to 11/2012
Route Sales Hostess/Wonder Bread - Brookfield, WI
  • Order and deliver food products daily to commercial businesses
  • Maintain inventories at all stores to maximize sales and prevent store and customer complaints.
  • Keep records of merchandise distributed and money collected.
  • Obtain management approval for in-store product displays in order to maximize sales.
04/2007 to 12/2007
Health Insurance Agent KNI Insurance - Waukesha, WI
Cold call commercial businesses to find opportunities to quote Group Health Insurance.
09/2005 to 09/2006
Senior Adjuster West Bend Mutual Insurance Company - West Bend , WI
Investigate, evaluate and settle Auto Liability claims.
08/2003 to 09/2005
Senior Claims Adjuster Sentry Insurance Company - Brookfield , WI
Investigate, evaluate and settle bodily injury claims of nationwide trucking companies.
04/1985 to 04/2003
Senior Adjuster/Field Investigator Liberty Mutual Insurance Company - Milwaukee, WI
  • Investigate, evaluate and negotiate complex, high exposure, litigated claims to contribute to a reduced loss ratio.
  • Develop negotiation skills with legal counsel of all skill levels.
  • Engage in Mediation and Alternate Dispute Resolution.
  • Monitor defense counsel to minimize legal expense and recommend litigation when settlement cannot be negotiated.
Bachelor of Science: Finance Northern Illinois University - DeKalb, IL
Additional Information
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Resume Details

This is a real resume for a Financial Advisor in Wauwatosa, Wisconsin with experience working for such companies as Prudential Financial, Hostess, Wonder Bread. This is one of the hundreds of Financial Advisor resumes available on our site for free. Use these resumes as templates to get help creating the best Financial Advisor resume.

Previous Companies:

  • Prudential Financial
  • Hostess
  • Wonder Bread

Previous Job Positions:

  • Financial Advisor
  • Route Sales
  • Health Insurance Agent
  • Senior Adjuster
  • Senior Claims Adjuster


  • Northern Illinois University

Level of Education:

  • Bachelor of Science

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