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Richard Anderson
1234, West 67 Street,
Carlisle, MA 01741,
(123)-456 7890.
Objective
Financial Advisor position looking for a success driven chance to take charge and increase my potential in offering financial services and advice to the clients.
Qualification Summary
- Amazing interpersonal skills
- A passion for financial market, the community and the people
Education
California University
Bachelor of Science in Business Administration (May, 1999)
Work Experience
Financial Planner, Remington Financial Services, San Francisco, CA 94000 (Nov 2003 - present)
Responsibilities includes:
- Conduct in detail client's reviews concerning financial circumstances and future objectives.
- Help clients in building informed conclusions.
- Discuss with the product suppliers for the best feasible rates.
- Review accounts on a regular basis to guarantee observance with external and internal policies, rules, regulations and guidelines.
- Generate, execute, and constantly review a plan which includes approaches designed to assist clients pursue their long-term goals.
- Plan and implement business development approaches to attract and get new clients.
Financial Advisor, Larson & Jones, San Francisco, CA 94000 (Oct 1999 - Nov 2003)
Responsibilities includes:
- Study information and arrange plans best suitable to individual clients' needs.
- Given clients with information on latest and obtainable products and services.
- Provided difficult information to clients to introduce them with their options and assist them assess the relative advantages of different plans.
- Achieved the client satisfaction and devotion through outstanding service.
Financial Services Assistant, Larson & Jones, San Francisco, CA 94000 (July 1996 - Oct 1999)
Responsibilities includes:
- Assisted clients with opening accounts.
- Worked with potential and existing clients to assess financial requirements.
- Recognized and sold the proper investment services to clients.
- Created and followed up on leads ensured compliance with industry and regulatory needs and guidelines.
Certifications
- Certified Trust and Financial Adviser
- Accredited Estate Planner (designation)
- Professional Affiliations: Certified Investment Management Consultants
- Certified Financial Planner
- Accredited Financial Counselor (designation)
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