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Raymond James and Associates - Financial Advisor Resume Example

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Upal Crie
XXX XXXXXXXXX XXXX, Ridgeland, MS 39157 XXX XXXXXXXXX XXXX, 39157, Ridgeland MS | XXXXXXXXXXXX | XXXXXXXXXXXXXXXXXXXXX
Professional Summary

Service-oriented Financial Advisor. Core competencies include management, customer service, and production/processing as well as excellent communication and time management skills. Handles tasks with accuracy and efficiency.

Skills
  • Customer and Personal Service
  • Active Listening
  • Judgment and Decision Making
  • Sales and Marketing
  • Mathematics
  • Administration and Management
  • Production and Processing
  • Engineering and Technology
  • Mechanical
  • Building and Construction
Experience
Financial Advisor 05/2014 to Current
 Raymond James and Associates – Ridgeland, MS
  • Manage client portfolios, keeping client plans up-to-date.
  • Contact clients periodically to determine any changes in their financial status.
  • Recruit and maintain client bases.
  • Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
  • Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
  • Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
  • Open accounts for clients and disburse funds from accounts to creditors as agent for clients.
  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Manager 01/2010 to 12/2013
 Paul Anthony's Market – Jackson , MS
  • Provide customer service by greeting and assisting customers, and responding to customer inquiries and complaints.
  • Direct and supervise employees engaged in sales, inventory-taking, reconciling cash receipts, or in performing services for customers.
  • Monitor sales activities to ensure that customers receive satisfactory service and quality goods.
  • Inventory stock and reorder when inventory drops to a specified level.
  • Instruct staff on how to handle difficult and complicated sales.
  • Estimate consumer demand and determine the types and amounts of goods to be sold.
  • Formulate pricing policies for merchandise, according to profitability requirements.
  • Examine merchandise to ensure that it is correctly priced and displayed and that it functions as advertised.
Education
Bachelor of Science: Interdisciplinary Studies Dec 2012 Mississippi State University - Starkville , MS Majored in both business and communication.
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Financial Advisor Manager Advisor

Resume Details

This is a real resume for a Financial Advisor in Ridgeland, Mississippi with experience working for such companies as Raymond James And Associates, Paul Anthonys Market. 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:

  • Raymond James and Associates
  • Paul Anthonys Market

Previous Job Positions:

  • Financial Advisor
  • Manager

Schools:

  • Mississippi State University

Level of Education:

  • Bachelor of Science

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