Search For Resume Examples

CenterState Bank - Personal Financial Advisors Resume Example

Build your own resume
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
Love this resume? Build your own now!

Resume Details

This is a real resume for a Personal Financial Advisors in CANA, Virginia with experience working for such companies as Centerstate Bank, Bb&t Investments, Metlife Resources. This is one of the 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.

Previous Companies:

  • CenterState Bank
  • BB&T Investments
  • MetLife Resources

Previous Job Positions:

  • Personal Financial Advisors
  • Investment Counselor
  • Investment Advisor
  • Correction Officer

Schools:

  • College of Aeronautics
  • Aviation High School

Level of Education:

The Easiest Way to Create a Professional Resume.

Create a job-winning resume in minutes.

create your resume

Similar Resumes

View More

Personal Financial A...

CANA, Virginia

Companies Worked For:

Alvord Taylor, Alternative Services, Tenant Manage...

Personal Financial A...

CANA, Virginia

Companies Worked For:

CenterState Bank, BB&T Investments, MetLife Resour...

Personal Financial A...

Doral, Florida

Companies Worked For:

New York Life Insurance Company, XI INTERNATIONAL...

Personal Financial A...

LOS ANGELES, California

Companies Worked For:

WORLD FINANCIAL GROUP, Fresh and Tasty inc, Office...

Personal Financial A...

Savage, Minnesota

Companies Worked For:

CliftonLarsonAllen Wealth Advisors, LLC, LarsonAll...

Personal Financial A...

Oregon, Ohio

Companies Worked For:

Huntington Investment Company, Key Investment Serv...

Personal Financial A...

Buffalo, New York

Companies Worked For:

Bank of America

Personal Financial A...

Ladera Ranch, California

Companies Worked For:

Self employed, Immigration Law Offices, Polish Tel...

Consultant

Ambler, Pennsylvania

Companies Worked For:

Tustin Consultanting, Wells Fargo Advisors, Caroli...

Front Desk Reception...

Tooele, Utah

Companies Worked For:

Tooele Pediatrics, Rent A Center, Wells Fargo Fina...

Member Advisor

Faribault, Minnesota

Companies Worked For:

Affinity Plus Federal Credit Union, Wells Fargo Ho...

Process Analyst

Chandler, Arizona

Companies Worked For:

State Farm Insurance Company, T Rowe Price

Front Desk Reception...

Cordova, Tennessee

Companies Worked For:

Stern Cardiovascular, Suntrust Bank, Methodist Hea...

Owner

Arlington, Virginia

Companies Worked For:

Abundant LIving with Essential Oils, Klein Indepen...

Financial Advisor

Hanson, Massachusetts

Companies Worked For:

Reliant Financial Group, Principal Financial Group...

Finance Manager

GRAND CANE, Louisiana

Companies Worked For:

T & T Power Sports Ltd, Intimate Expressions, Chan...

Sales Associate

Lakewood Ranch, Florida

Companies Worked For:

Premier Sothebys International Realty, Michael Sau...

Programming Develope...

Sunny Isles Beach, Florida

Companies Worked For:

Kahua, Cerrando Circulos Group, TV Azteca, HSBC Fi...

Financial Advisor

CONCHO, Oklahoma

Companies Worked For:

RBC, Td Canada Trust

Personal Banker

Port Jefferson, New York

Companies Worked For:

HSBC Bank USA, Astoria Federal Savings Bank

Customer Service Rep...

CONCHO, Oklahoma

Companies Worked For:

Wilshire Bank, iBear Daycare Center, LeeLoi Indust...

Get Started on Your Job-winning Resume Today!

Get all the help you need to create a professional resume in minutes. Includes thousands of pre-written examples for hundreds of jobs.

create your resume
Get Started on Your Job-winning Resume Today!