Financial Advisor Sample Resume Format in Word Free Download -->

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


Jagon Nathan
3022 Canyon Run, Texas LA ● 902.820.4025 ● jagon.nathan59@hotmail.com
____________________________________________________________________________________
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 leadership – cultivated a team to create a strong district
·          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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