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Financial Advisor Sample Resume Format in Word Free Download
Sample Template Example of Beautiful Excellent Professional Curriculum Vitae / Resume / CV Format with Career Objective, Job Description, Skills & Work Experience for Freshers & Experienced in Word / Doc / Pdf Free Download
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Jagon Nathan
____________________________________________________________________________________
Objective
To
obtain a position that will provide me with the opportunity to utilize the
skills I have and enhance my talents to their fullest potential. I want to work with a well-respected company
that will allow me an opportunity to do so and to help grow the organization to
“beyond excellence.” _______________________________________________________________________________________________________________
Core Competencies
·
Strong communication – both
written and verbal
·
Experienced facilitator –
provided training for clients and employees
·
Possess strong presentation
skills
·
Strong customer service
orientation
·
Attention to detail and
accuracy
·
Ability to instill
cooperation
·
Builder of teams – identify
and provide education to all staff members to show added value
·
Effective problem solver
·
Advocate/Support of
diversity
·
Reliable/commitment is key
·
Results/Goal oriented
·
Good organization/time
management
_______________________________________________________________________________
Experience
October 2010 to Current Merrill Lynch Texas,
LA
Financial
Advisor
·
Build and maintain client
bases, keeping current client plans up-to-date and recruiting new clients on an
ongoing basis.
·
Developed marketing plan
for The Lamb Group, including seminars, client appreciation events, and
prospect client events.
·
Constructed an annual
budget for The Lamb Group with focus on driving value added financial decisions
and reviewed budget throughout the year.
·
Developed and implemented
client service model
May 2007 to October 2010 Thrivent Financial Valparaiso, IN
Financial Advisor
·
Developed marketing plan
for the Lamb Financial Group, LLC, including seminars, client appreciation
events, and prospect client events.
·
Constructed an annual
budget for Lamb Financial Group, LLC and reviewed budget throughout the year.
·
Educate clients, through
effective verbal and written communication, on the types of services that are
to be provided and the role played by our team in representing the client’s
best interest.
·
Ensured all clients were
met with on a consistent basis to review accounts and contacted clients
periodically to determine if there have been changes in their financial and
life status.
·
Ensured that we
participated in events that helped establish us as active participants in
supporting our community, such as in the development of “Kids Against Hunger”
packing event (2008 and 2009) and various Kiwanis activities such as Pancake
Breakfast, Chicken BBQ dinner, and The Balloonfest.
·
Ensured our Valparaiso
office and business entity was government compliant.
July 2003 to May 2007 Chase Bank Texas, LA
Vice President, Branch Manager, Heritage
Valley
·
Managed staffed of 8 to 10
employees, including human resource management and day-to-day operations.
·
Motivated and trained staff
to provide the best customer service to our clients.
·
Developed plans for my
staff to meet goals and objectives, both from a tactical and strategic
perspective in accordance with their positions.
·
Created and led in the
implementation of our branch’s business plan each year.
·
Grew profit by 5%
consistently over 4 years.
·
Managed and analyzed business
reports to ensure all goals were being met and exceeded and to ensure our
P&L reports were kept under control.
·
Ensured government
compliance policies were known and abided by each employee.
·
Interacted with Valparaiso
Chamber of Commerce to make our presence known in the community.
May 2000 to January 2003 Aldi Texas, LA
District Manager
·
Managed 4 to 6 different
store locations in the northwest and northeast Indiana area.
·
Managed staff of 35 to 40
employees.
·
Kept inventory loss under
5% the first year and 3% at each store successfully for 3 years straight.
·
Developed and implemented
inventory loss tracking sheets to minimize our stores loss and best utilize our
resources.
·
Responsible for employee
relations and other human resource concept applications, inventory controls,
merchandising, and day-to-day operations.
·
Developed floor
merchandising plans to best lay out stores for our customers.
__________________________________________________________________________________________________
Education
Purdue University – West Lafayette, IN
Bachelor’s
of Science in Management from Krannert School of Management
·
Minor: Marketing
Professional Education:
·
Series 7 – General
Securities License
·
Series 66 – Registered
Representative
·
Indiana Life and Health
___________________________________________________________________________________________________________________________
Volunteer
Activities
·
Rebuilding Together
Valparaiso – currently serving on Board of Directors
·
Kiwanis Club of Valparaiso
– former Board of Director
Ø Member
of the Sponsored Youth committee
Ø Member
of the Scholarship committee
·
Immanuel Lutheran Church – currently
serving on Congregation Council
Ø Member
of the Principal Search Committee
·
American Cancer Society –
Board member (2003 to 2006)
Ø Survivor
Dinner Co-Chair
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