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Your Name

Financial Advisor

Scottsdale, AZ

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

Summary

To continue to be a trusted advisor and assist all clients in meeting or exceeding their financial goals.

Work Experience

Financial Advisor

Merrill Lynch, Pierce, Fenner and Smith, Inc, Phoenix, AZ

Sep 2011Current

Proactively market to niche audience via cold calls, cold walks, networking and mailers
  • Organized and detailed follow up in all stages of sales cycle
  • Consistently exceeding sales goals
  • Excellent time management to balance key segments of success
  • Build and maintain strong relationships with my centers of influence (Internal business partners, Realtors, CPAs, Physicians and Attorneys)
  • Ensure compliance of all federal regulations

Manager

Sleepless in Phoenix Radiology, LLC, Phoenix, AZ

May 2011Sep 2011

Proactively market to Radiologists to work overnight shift for immediate pay
  • Set up awareness and educational seminars for contractors
  • Negotiate contracts with hospitals and physicians
  • Oversight of accounts payable and receivable
  • Ensure physician satisfaction to create strong referral base

Preferred Relationship Manager

BBVA Compass, Scottsdale, AZ

Jun 2010May 2011

Achievement of number one position in district for surpassing sales goals
  • Build and maintain relationships with high net worth clients using a comprehensive approach with investments, mortgage, lending and deposit dollars
  • Advise my clients to ensure they are on target with retirement planning
  • Specialization in professional clients, mainly physicians
  • Excellent time management to balance key segments of success
  • Build and maintain strong relationships with my centers of influence (Realtors, CPAs, Physicians and Attorneys)
  • Ensure compliance of all federal regulations

AVP, Wealth Management Banker

Bank of America,

Oct 2004Jun 2010

Comprehensive Wealth Management strategizing
  • Maintain portfolio of 4000 high net-worth clients ($1.2 billion)
  • Achieve sales goals for deposits and loans
  • Refer qualified clients to Merrill Lynch Financial Advisors
  • Excellent time management to balance key segments of success
  • Ensure compliance of all federal regulations

AVP, Client Manager of Premier Banking and Investments
  • Comprehensive Wealth Management strategizing
  • Maintain and grow portfolio of high net-worth clients
  • Achieve sales goals for deposits, investments and loans
  • Excellent time management to balance key segments of success
  • Ensure compliance of all federal regulations

Senior Personal Banker
  • Exceed sales goals in deposits and credit
  • Provide excellent customer service
  • Maintain relationships with business partners
  • Coach associates to ensure their success

Personal Banker

Compass Wealth Management, Scottsdale, AZ

Oct 2003Sep 2004

Profile customers for retail or wealth management placement
  • Sell banking products
  • Provide support to portfolio managers
  • Provide customer service

Teller/ Personal Banker/ Teller Manager

Wells Fargo Bank, NA, Scottsdale, AZ

Nov 1995Sep 2003

Started as teller, gained several promotions working up to management

Education

Bachelor of Interdisciplinary in Business and Communication

Arizona State University, Tempe, AZ

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