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yyyyyy x. yyyyyy                                           0000 xxxxxx xxxx , xxxx , xxxxx 00000

                                                                                                                                         xxx-xxx-xxxx

                                                                                                                                      abc@xyz.com

 

objective

results-driven leader with expertise in financial planning and insurance sales eager to contribute talents in a professional environment with a diverse platform of services to aid clients in achieving goals.

 

career profile

ø  over 14 years of experience in financial planning, insurance sales, estate planning and investments

ø  b.a., finance.

ø  results-oriented with emphasis on obtaining full utilization of resources to achieve organizational goals and objectives.

ø  strong leadership abilities in directing operations in a challenging environment.

 

professional certifications

series 7, 63 and 65 licenses

life, health & variable annuity license

upcoming cfp certification

 

professional experience

charles schwab, inc./charles schwab bank, inc.                                                               2002 - present

vice president & financial consultant, private client division

       dual employee with high levels of responsibility and authority.

       manage client base of over $450mm ($125mm fee-based) primarily individuals worth over $500,000.

       currently hold position in top 50 financial consultants in company.

       consistently in top quartile out of more than 1,200 brokers.

       two-time qualifier for charles schwab chairman s club for top 75 brokers.

       recognized and awarded key contributor status three years running.

 

american express financial advisors                                                                                   1996 c 2002

financial planner

       produced financial plans concentrating on life vul and disability insurance, as well as long-term care.

       achieved #1 in sales for two consecutive years and most often in top quartile for insurance sales.

       recognized by aefa for outstanding financial plans.

 

education

michigan state university, east lansing, mi

bachelor of arts, finance 1995

accounting minor

 

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