CenterState Bank - Personal Financial Advisors Resume Example

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XXXXX XXXXXXX XXX XXXXX, CANA, VA 24317 | (H) XXXXX XXXXXXXX | XXXXXXXXXXXXXXXXXXXXXXXX
Victoria Ramirez
Professional Summary

Outgoing Financial Consultant offering superb financial service proficiency and passion for exceeding sales goals. Results-oriented professional, specializing in Brokerage and Insurance Products. Accomplished and energetic with unique ability to relate to diverse clients and close high-dollar sales.

Skills
  • Customer and Personal Service
  • Economics and Accounting
  • Active Listening
  • Judgment and Decision Making
  • Reading Comprehension
  • Critical Thinking
  • Speaking
  • Service Orientation
  • Sales and Marketing
  • Complex Problem Solving
  • Time Management
  • Education and Training
  • Coordination
Experience
Personal Financial Advisors 04/2011 to 01/2014
CenterState Bank Lake Wales, Fl.
  • Oversee activities directly related to making products or providing services.
  • Direct and coordinate activities of businesses or departments concerned with the production, pricing, sales, or distribution of products.
  • Review financial statements, sales, activity reports, and  performance data to measure productivity and goal achievement.
  • Manage staff, preparing work schedules and assigning specific duties.
  • Establish and implement departmental policies, goals, objectives, and procedures, conferring with regional members, and staff members as necessary.
  • Determine staffing requirements, and interview, hire and train new employees, or oversee those personnel processes.
  • Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
Investment Counselor 02/2010 to 11/2010
BB&T Investments Brandon, Fl.
  • 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.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
  • Answer clients' questions about the purposes and details of financial plans and strategies.
  • Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Recruit and maintain client bases.
  • Investigate available investment opportunities to determine compatibility with client financial plans.
Investment Advisor 06/2003 to 02/2010
MetLife Resources Lake Mary, Fl.
  • As a group provider for the 403B market I provided a business relationship with administrators to insure that a strategic business plan was established for several of investment and protection products.
  • Analyze investment opportunities and client needs, and recommend appropriate strategies.
  • Build client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management.
  • Market and sell appropriate investment products, financial and wealth management services, and products to clients.
  • Prepare and deliver presentations as well as seminars to clients and prospects for business development purposes.
  • Attend Investment Advisor meetings and continuing education sessions to stay current about products, services, and policies.
  • Comply with all industry rules and regulations.
  • Develop and cultivate a client base estimated at 14.5 million.
Correction Officer 04/1983 to 05/2003
New York City Department of Corrections Bronx, New York
  • Maintain order, discipline, and security within assigned areas in accordance with relevant rules, regulations, policies, and laws.
  • Maintain knowledge of, comply with, and enforce all institutional policies, rules, procedures, and regulations.
  • Supervise and direct the work of correctional officers to ensure the safe custody, discipline, and welfare of inmates.
  • Restrain, secure, or control offenders, using chemical agents, firearms, or other weapons of force as necessary.
  • Supervise or perform searches of inmates or their quarters to locate contraband items.
Education
College of Aeronautics - Queens, NY
Aviation High School - Queens, NY
Language
Fluent in French and Arabic
Additional Information
QUALIFICATIONS:FINRA Series 7 & 63, Registered Notary in State of Florida
Life Health and Annuity Insurance Licenses States of Florida & New York
Self-motivated; able to achieve immediate and long-term goals and meet operational deadlines.Respond well in high stress environments.
20 years' experience in Law Enforcement Fluent in French and Arabic

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About this resume

Personal Financial Advisors FROM CANA , Virginia RESUME

This is a resume for a Personal Financial Advisors in CANA, Virginia with experience working for such companies as CenterState Bank and BB&T Investments. The grade for this resume is 0 and is one of hundreds of Personal Financial Advisors resumes available on our site for free. Use these resumes as templates to get help creating the best Personal Financial Advisors resume.

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School Attended
College of Aeronautics