Vice President Financial Advisor Resume Format in Word Free Download -->

Vice President Financial Advisor Resume Format in Word Free Download

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Elin Townsend
             


309 Limerick St.                                                      Cellular Phone: 214.668.9876
Prior Lake, MN                                                        Em elin.townsend@gmail.com



OBJECTIVE

Financial professional with over 18 years experience in business development and sales looking to build a Private Banking practice within a well capitalized banking institution utilizing my business development and relationship management skills which gives me ample opportunities to grow, and to contribute in the most effective manner by being a key and an effective member of the organization.


SKILLS SUMMARY

•   18 years experience in business development and sales
•   Extensive planning, forecasting and economic modeling skills
•   Ability to analyze customer needs and identify appropriate solutions
•   Strong background in building sales pipelines and closing the sale
•   Well developed organizational and interpersonal communication skills
•   Proficient in software applications including MS Office, CRM, and Siebel


EDUCATION AND PROFESSIONAL LICENSES

Bachelors of Science (Economics & Finance) Univ. of Texas at Dallas - 1993
FINRA Series 7 General Securities Representative (National)
FINRA Series 63 Uniform Securities Agent State Law Examination (National)
FINRA Series 65 Uniform Investment Adviser Law Examination (National)
General Lines Agent, Life, Accident, Health, and HMO Insurance (Texas/Reciprocal)


WORK EXPERIENCE

JP MORGAN CHASE
03/15/2010 - 04/01/2011

Vice President - Investment Advisor
•   Provided comprehensive financial planning to JP Morgan Chase retail and private bank clients
•   Worked with internal team members to identify prospects and cultivate into clients
•   Tracked and monitored accounts to ensure a successful plan implementation
•   Used statistical and economic analysis as a basis for investment recommendations
•   Provided ongoing relationship management to ensure a successful practice

BANK OF AMERICA  
06/01/2005 - 03/15/2010

Assistant Vice President - Premier Banking / Account Executive 
•   Managed 210 full-service banking relationships with high net worth individuals and businesses with a combined asset base of US$212 million
•   Analyzed financial, trust, estate, tax and credit needs of the client base to position Bank of America’s products and services
•   Structured mortgages and credit facilities based on the client’s needs
•   Partnered with Financial Advisors and internal teams ensuring a successful plan implementation
•  Originated conventional and government loans
•  Acted in the capacity of closer for Home Equity and Unsecured Credit Lines
•  Created and implemented marketing strategies with real estate professionals
•   Developed personalized business plan for tactical success in the marketplace
•   Kept abreast of changes in Government and Firm Wide lending regulations
•   Recipient of the Bank of America Top Client Satisfaction Award in 2006 - 2008

FIDELITY INVESTMENTS    
01/03/2003 - 05/25/2005

Financial Planning Consultant
•   Managed US$76 million dollars in assets for high net worth individuals
•   Provided comprehensive financial planning by assessing needs and recommending financial solutions using a consultative sales approach
•   Broadened existing client base by contacting centers of influence in local markets
•   Worked with business partners to enhance customer experience

SOUTHWEST SECURITIES  
01/03/2001 - 01/03/2003

Independent Financial Planner
•   Developed US$30 million dollars in fee based business
•   Created investment portfolios for clients based on risk tolerance and timeframe
•    Ran all aspects of business including business development, marketing, P&L management, and compliance oversight
•    Recommended investment portfolios by thorough market analysis and financial modeling

QUICK & REILLY INC. (acquired by Bank of America in 2000)
06/01/1992 - 01/03/2001

Financial Advisor
•   Established client base from US$0 - US$56 million through prospecting, cold calling, and referrals
•   Solicited stocks, bonds, and IPO’s to new and existing clients
•   Performed market analysis and portfolio modeling based on global economic data
•   Ranked in the top 5% of the company’s financial advisors nationally

Additional Info
Career Information
Most recent employer
-
Relevant work experience
10+ to 15 Years
Highest Education
Bachelor's Degree
Career Level
Experienced (Non-Manager)
Availability
Immediately
Location
US-MN-Prior Lake
Relocate
Will Relocate
Travel
Up to 50% travel
Willing to work weekends
-
Active security clearance
No
Willing to work shifts
-
Target Job
Company size
-
Desired status
Full Time
Job type
Employee
Salary
-
Locations
US MN Minneapolis
US TX Dallas

Work authorization
US - I am authorized to work in this country for any employer.
Job titles
Private Banker
Industry
-
Occupation
-



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