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yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com
career objective
financial services specialist eager to contribute industry expertise as well as dynamic business development, customer service and managerial skills toward supporting the employer in optimizing operational and financial performance
qualifications profile
ø professional licenses: finra nasd series 6, series 7, series 63, life accident & health
ø solid background in financial advising/consulting and asset management, with expertise in servicing high-net-worth prospective and existing clients
ø well-versed in broad financial/investment strategies and products, with talent for analyzing and capitalizing on individual client needs and presenting/providing optimal strategies
ø dynamic communication, consultation and relationship building/ management skills; experienced in steering seminars and informational/educational sales presentations
ø motivating leader adept in orienting, training and mentoring staff
career track
financial advisor, delaware valley financial group 2009 c present
strategically manage high-net worth, affluent client assets to maximize financial performance
devise and execute complex financial plans for large estates
have delivered/directed seminars targeting young physicians to boost market penetration
contribute sharp leadership skills as well as subject matter expertise toward collaboratively training and mentoring new agents in product, cash needs analyses, client relationship building/management, and daily operations
financial advisor, creative financial group fall 2006 - winter 2008
successfully sold broad-range of financial instruments ranging from life insurance, annuities and disability income to mutual funds and 529 plans in order to optimize product/service offerings for comprehensive client servicing and market leveraging; thoroughly analyzed client financial needs to determine best financial solutions
effectively delivered expert informational sales presentations customized to potential client needs
management internship, aramark at lincoln financial field summer 2005
collaboratively launched new stadium account, with strong focus on staffing and new hire orientation vital to building top-performing teams
supervisor/coach, pennsylvania lacrosse camps summer 2001-2004
demonstrated sharp leadership and motivation skills in successfully coaching and supervising as many as 100 students; incorporated innovative teaching strategies to boost performance
academic credentials
bachelor of science, the pennsylvania state university-university park; 2006
successfully dedicated 25+ hours weekly toward athletics concurrent with full academic schedule
4-year starter, men s varsity lacrosse team; top scorer award, sophomore year
ecac league champion; 2005
member, ncaa tournament, 2003 and 2005
activities
member, merion cricket club & aronimink golf club
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