Financial Advisor Sample Resume Format in Word Free Download

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LILLY SCHULTZ

309 QUARRY RD
MEREDITH, NH 03001  US
Phone: 603-279-9876
Alt Phone: 603-455-1230
lilly@metrocast.net

Objective

Rewarding employment with a respected company who is looking for a team player.

A company who can benefit from the skills, talents and experience I will bring to the table in an effort to increase profitability, market share and the quality of the workplace experience.

Abilities

• Advise clients on financial matters
• Use computers to enter, access, retrieve financial data .
• Do financial analysis, compile and prepare reports.
• Money  Management .
• Excellent customer service. Training on Customer Service.
• Group training,individual coaching, Seminar presentation .
• Individual counseling with Business Owners to help increase market share, profitability and retain quality employees.
• Sales and marketing of tangible and intangible products.
• Grant writing, purchasing, property management, budgeting, conference and event scheduling.
• Most Securities licenses, including Series 7 and 24.
• Traveling for the Company.

Employment History

Financial Advisor/ Trainer
11/2006 - 06/2011	CITIZENS INVESTMENT SERVICES, INC.	Manchester, NH
Financial Advisement for clients. Marketing and sales of investment products. Training for staff and managers of bank branches.

Financial Advisor/Trainer
09/2002 - 09/2006	Laconia Savings Bank	Laconia, NH
Financial Planning and advisement for clients. Marketing and sale of investment products. Training for staff and bank managers.

Financial Advisor/Trainer
05/1994 - 09/2002	Community Investment Services, Inc.	Canandaigua, NY, NY
Financial Planning/Consulting with clients. Marketing and sales of Investment products; training for bank employees and managers.

Management Consultant/District Manager/Sales
06/1985 - 01/1989	Century 21 of New England	Rochester, NY, NY
Real estate sales and marketing. Manage 59 offices in Central NYS; help Franchise Owners maintain profitability, quality staff and market share. Financial planning for staff and owners. Consulting in Real Estate with Franchise Owners throughout the (5) New England State region; New York, Vermont, New Hampshire. Maine and Massachusetts.

High School Teacher/Administrator/ Coach
04/1972 - 06/1985	Various school districts in New York State and Vermont	Rochester, NY
Classroom instruction, Coaching of Varsity sports teams, (Men and Women), member of Teacher's Advisory Board, Advanced Placement Coordinator for colleges, Registrar duties, Purchasing Agent for school supplies and equipment, teacher appropriation and assignments,scheduling of mid-term and final exams, Master scheduling of courses for students, teachers and staff. Consultant for new building construction, classroom layout and equipment placement. Outdoor Education/Lifetime Sports mentoring.

Education History

Issuing Institution	Qualification	Course of Study
Castleton State University	Masters Degree	Educational Administration
State University of New York	Bachelor's Degree	Education

References

Eric Cournyer, Branch Manager
Citizens Bank
6 center st
Wolfeboro, NH  03894
603-569-7820
Business reference known for 2 year(s).

Holly Hiltz-Harrington, Branch Manager
Citizens Bank
587 Main st
Laconia, NH  03246
603-527-3000
Business reference known for 3 year(s).

Susan Adams, Office Manager
Laconia Savings Bank
62 pleasant st
Laconia, NH  03246
603-524-1212
Personal reference known for 10 year(s).

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