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Zeiser Wealth Management - Financial Advisor Resume Example

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Henry Hernandez
XXX XXXXX XXXXXXX XX, Hot Springs, AR 71913
Ph: XXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXX
Professional Summary

Qualified and experienced Financial Advisor seeks an achievement-driven opportunity to create and maintain profitable relationships with clients while maximizing investment strategies designed to achieve their financial goals.

Skills

Active portfolio management Financial Planning

Client Relationships

Experience
Financial Advisor Apr 2012Present Zeiser Wealth Management Hot Springs, AR
  • 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.
  • Manage client portfolios, keeping client plans up-to-date.
  • Recruit and maintain client bases.
  • Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
  • Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
Financial Advisor Jul 2007Apr 2012 The Wethington Agency Hot Springs, AR
  • Manage client portfolios, keeping client plans up-to-date.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
Financial Advisor Jan 2006Jun 2007 Bank of The Ozarks / IPI Hot Springs, AR

Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

Work with banks other divisions to grow all areas of client service.

Insurance Agent / Principal May 2003Dec 2006 The Wethington Agency Hot Springs, AR

Full service Life and Health Insurance agency serving both business and individuals.

Provided insurance solutions to serve and meet clients needs..


Managed and provided sales and service support for affiliated agents.


Education
Communications / Broadcasting National Park Community College Hot Springs, AR
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Resume Details

This is a real resume for a Financial Advisor in Hot Springs, Arkansas with experience working for such companies as Zeiser Wealth Management, The Wethington Agency, Bank Of The Ozarks. 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:

  • Zeiser Wealth Management
  • The Wethington Agency
  • Bank of The Ozarks

Previous Job Positions:

  • Financial Advisor
  • Insurance Agent
  • Principal

Schools:

  • National Park Community College

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