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Your Name

Financial Advisor

Rockford, IL

your.email@example.com
111-222-3333
www.your-website.com

Summary

I have been a Financial Advisor for 14 years. I managed a book of business, attracted new clients & increased company assets and revenues. Built a strong investment team through motivation, training, mentoring and coaching licensed Bankers and staff to look for opportunities to refer clients to me, the Financial Advisor. I have a Series 7, 24, 63 and 65 licenses along with Chartered Retirement Plan Counselor (CRPC). I am also licensed in Life, Health, Long Term Care, and Property & Casual. I am comfortable letting someone else make the sales and can pick up the pieces. I am detail oriented and I enjoy organizing the work flow, making phone calls, putting the client reviews together, and customer follow-up.

Work Experience

Financial Advisor, Assistant Vice-President

Associated Investment Services/Associated Bank, Rockford, IL

Aug 2006Nov 2010

Managed investment division of four different branches. Built strong investment team through motivation, training, mentoring and coaching licensed financial advisors to sell fixed annuities. Managed a book of business, attracted new clients and increased company assets and revenues. Developed a close relationship with Branch employees to develop activities to increase revenue and refer clients back to the Bank for additional products. Took it upon myself to start a customer activity system to maintain the relationships and bring in more clients. 
* Awarded Partner of the year in 2006 (nominated by my co-workers) 
* Ranked #1 for the most cross business referrals in 2008 (93 referrals) 
* Awarded Top Producer by Western & Southern in 2009

Retail Investment Officer

Nat City Investments/National City Bank, Rockford, IL

Mar 2003Oct 2005

Managed a book of business, researching opportunities to refer all clients to additional bank products. Built four strong investment teams through motivation, training, mentoring and coaching licensed financial advisors to sell fixed annuities and mutual funds. Directed and motivated team to attain number one status in the region for retail investment sales during first year of production. 
* Directed and motivated team to attain number one status in the region for retail investment sales during first year of production. 
* Exceeded sale revenue goal by 173%. 
* Awarded rookie of the year in 2004.

Financial Advisor, Associate Vice President

Raymond James & Assoc, Sterling, IL

Aug 1996Mar 2003

Attracted new clients and increased company assets and revenue. Developed marketing plan and built close relationship with clients by offering quality customer service. 
* Set company-wide record for opening new accounts during first two years. 
* Ranked number one in investment training class for three consecutive years. Judged on the most new accounts, new assets, and commission.

Private Banker, Vice President

First Bank, Sterling, IL

Apr 1993Aug 1996

Accountable for client's financial needs, including investments, certificates of deposit, checking, savings, real estate, home equity, and consumer loans. 
* Attained status as number one in real estate fee income out of 13 branches. 
* Ranked number two in total fee income out of 13 branches. 
* Achieved yearly deposit goal within the first four months.

Education

AS in Marketing

Sauk Valley Community College, Dixon, IL

Additional Information

LICENSES 
 
- Series 7, 24, 63, & 65 License 
- Chartered Retirement Plan Counselor (CRPC) 
- Life, Health, Variable, Long Term Care, Property & Casualty Insurance License
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