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yyyyyy x. yyyyyy
(xxx-xxx-xxxx • abc@xyz.com
results-focused financial advisor specializing in driving business growth, building a large-scale client base, analyzing consumer needs, creating key investment strategies, providing world-class customer service, and cultivating a strong brand image eager to offer experience toward maximizing an employer s bottom-line.
profile of qualifications
top performer who analyzes and interprets statistical data to optimize profits in coordination with key objectives, including prospecting, developing, and servicing individual and employer-sponsored retirement and investment plans.
integral leader who excels at creating targeted investment strategies for a diverse clientele within competitive markets.
out-of-the-box thinker who plans, prioritizes, and manages financial tasks to maximize profitability and productivity.
fluent in german and turkish; seamlessly interfaces with all levels of business professionals, staff, and clientele.
member of the wm financial services leaders circle (only top 50 financial consultants qualify).
key areas of expertise
asset allocations investment planning budget / forecast prep dollar cost averaging
strategic analysis account management prospecting / referrals client / customer relations
financial planning variable / fixed annuities actual variance analysis needs analysis / assessment
professional synopsis
vp financial advisor, banc of america investments / merrill lynch, city, state 2008 c present
utilize broad scope of industry knowledge and business acumen to create targeted investment strategies, including aggressively prospecting for new clientele while maintaining high-quality services for an existing client database.
present fee-based accounts, mutual funds, bonds, annuities, stocks, uits, retirement plans, and life insurance plans.
financial advisor, wm financial services, anaheim hills, ca 2003 c 2008
applied sharp analytical abilities toward creating investment strategies while supporting wamu customers in identifying financial needs / objectives and promoting diversified plans / products to achieve individual goals.
prospected for new clientele and developed natural markets, and purchased stocks on behalf of wmfs clients.
personal financial representative / licensed bank employee, washington mutual bank, irvine, ca 2001 c 2003
met and / or exceeded goals by successfully marketing financial products, including opening up accounts for new clientele, assisting existing customers with daily transactions, referring bank customers to wm financial services as appropriate, selling qualified- / non-qualified fixed annuities, and providing home loans and lines of credit.
financial advisor, aig valic, anaheim, ca 2000 c 2001
drove bottom-line results by providing sophisticated financial solutions to individuals, families, and small- to mid-sized businesses, including creating key investment strategies, conducting comprehensive seminars, prospecting for new clientele, and serving an existing client database for multiple school district employees within the l.a. area.
contributed strong communication and interpersonal relations skills toward ascertaining client financial needs / requirements and recommending plans / products to assist in the attainment of select goals.
created and executed cross-selling opportunities with 401(k) and 403(b) participants.
education, professional development & technical summary
master of business administration national university
bachelor s degree in law ankara university (ankara, turkey)
registered financial advisor with series 6, 7, 63, 66 and california state variable life & health licenses
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