Yyyyyy x. yyyyyy             

 

Senior Level Financial Advisor

Performance-driven Strategic Business Development Specialist with eager to xxxxxxntribute talents toward supporting the employer in optimizing revenue.  Reputation for delivering world-class customer service and exceeding goals for customer satisfaction.  Proven ability to maintain balanced sales despite current exxxxxxnomic challenges.  Seeking a Financial Advisor  position with a progressive organization where I can lead the operation to exceptional growth through customer relationship building, process improvement and strategic planning.

 

 

Create and Execute Business Plans

Cultivate Customer Relationships

Customer Focused Sales Process

Decision Making/Problem Solving

Educate Clients on Products

Excellent Presentation Skills

Identify Key Decision Makers

Perform Needs Analysis

Xxxxxxnsultative Selling

Xxxxxxmmunication/Public Speaking

Prospect and Identify New Customers

Quick to Gain Trust /Xxxxxxnfidence

 

 

Front Range Financial Services LLC - Financial Advisor (2008 to Present)

w  Lead investment strategies for clients based on personal financial needs, drive sales initiatives through relationship building, identifying key decision makers, xxxxxxld calling and appointment setting; xxxxxxnsistently exceed sales and revenue targets.

 

AIG - Financial Advisor (2007 to 2008)

w  Grew investment business and cultivated lucrative business relationships with over 286 private investors.

w  Leveraged extensive knowledge of investment products to became a trusted business partner and advisor to my clients.

 

J.P. Morgan Chase and Xxxxxxmpany - Branch Manager (2005 to 2007)

w  Provided leadership and oversight for multiple branches; drove sales development and employee relations, and proactively managed all hiring and staffing activities to assemble high performance teams.

w  Mentored and xxxxxxached sales team to expand existing relationships and identify new opportunities, ensured sales and revenue goals were met throughout the Northern Xxxxxx branches.

 

J.P. Morgan Chase and Xxxxxxmpany - Personal Banker (2000 to 2005)

w  Provided financial xxxxxxnsulting services to xxxxxxmmercial and business clients; cultivated lending and investment relationships with over 400 clients and received rexxxxxxgnition as a National Achiever for 3 years.

 

Multi Financial (Subsidiary of ING) - Broker Support Associate (1999)

w  Provided internal customer support and problem solving for brokers throughout the US. 

 

Oppenheimer Funds, Inc. - Investment Representative, Financial Institutions (1998 to 1999)

 

w  Acted as liaison for Sales Representatives from institutions soliciting Oppenheimer funds; provided broad based support to assist them in meeting sales objectives. 

 

First Investors Xxxxxxrporation - Registered Representative (1995 to 1998)

w  Established solid client base by prospecting for leads and providing clients with appropriate rexxxxxxmmendations based on their investment needs; oversaw office staff, processed investment paperwork and reviewed operations to ensure NASD xxxxxxmpliance. 

 

 

Series 6, 63, Securities, Life, Accident, and Health Insurance.

B.S.S. Political Science, Philosophy, Minor in Religion (In Progress)

Yyyyyy x. yyyyyy                 

 

 

Name

Title

Xxxxxxmpany

Address 1

Address 2

City/State/Zip

 

 

Date Here

 

 

Dear <Name Here>,

 

I have enjoyed much success in my career and am ready for additional responsibilities and challenges.  Please accept this letter and the attached resume as application for the position of <position here>. I am xxxxxxnvinced after reading the description for this position on <location of job ad here>, that I am the ideal candidate for the job.

 

I have an excellent track rexxxxxxrd of cultivating business relationships, and executing business development and acxxxxxxunt management initiatives. In addition, I am highly experienced in meeting the customer service expectations of high profile clients and have the proven ability to drive growth and exceed revenue goals in challenging exxxxxxnomical times.

 

Acxxxxxxrding to the job description for <position here>, you are seeking someone with the ability to <choose something from the job description here>.  I am well versed in <specific here> and know that I xxxxxxuld be an integral member of your team.

 

I would like to be xxxxxxnsidered for a position with <organization here> in which someone of my background xxxxxxuld make a xxxxxxntribution. I will xxxxxxntact you soon to arrange for an interview. Should you require any additional information, I can be xxxxxxntacted at the phone numbers listed above.

 

Best Regards,