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Your Name

Financial Advisor

Fort Lauderdale, FL

your.name@example.com

111-222-3333

www.your-website.com

Summary

  • 14 years of experience in professional sales Investments, Banking, Credit Lending, Insurance and Sales Coaching
  • Helped CESI a non-profit debt consolidation and management organization create a sales process and closing funnel
    • Increased closing ratio 28% in one month time frame
  • Built a strong investment and banking sales team through motivation, training, mentoring and coaching licensed Bankers and staff to look for opportunities to refer clients to me, the Financial Advisor
  • Initiated new practice of partnering with Business Banking Group, Private Bank and Community Banking partners into a  "Wells One Team" concept to increase productivity and overall wealth-management experience for our clients

Work Experience

Financial Advisor

Wells Fargo Advisors, Fort Lauderdale

Jul 2011Jul 2016

  • Provide clients with comprehensive financial planning on 12 Wealth Management Issues; 
    • Managing Investments and Risk;Managing and Leveraging Debt; Planning for Retirement;Funding Educational Goals; Protecting Families with Insurance; Business Transition Planning;Defining Estate Goals; Create Legacy;Coordinating Executive Benefits; Planning for Life Transitions and Unexpected Events;Pursuing Dreams and Other Goals and Concerns.

Financial Advisor

JPMorgan Chase & Co, Pompano Beach

May 2009Jul 2011

  • Offered clients Investment and Retirement Planning

District Manager/Financial Advisor

Ameriprise Financial, Plantation, FL

Sep 2002May 2009

  • Managed up to 20 financial advisors (continuously), overseeing and assisting with the hiring and the training of financial advisors
  • Providing comprehensive financial planning to clients
  • Managed Financial Advisors production level
    •         Ranked within top 5% Nationally

Education

Bachelor of Science(B.S), Finance

Florida International University, Miami

19982002

Masters of Taxation

Nova Southeastern University, Fort Lauderdale, FL

2014

CERTIFICATIONS & LICENSES

  • CERTIFIED FINANCIAL ADVISORS (CFP)
  • CHARTERED RETIREMENT PLANNING COUNSELOR (CRPC)
  • SERIES 7
  • SERIES 66
  • LIFE INSURANCE 
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