Supporting pre-service process by providing coverage verification and authorization for scheduled services.Successfully maintained and often exceeded monthly performance hurdles consecutively for the past 11 months.Built exceptional prospecting skills and found new ways to develop my client base outside of traditional cold calling by developing a highly personalized approach, focusing on community networking, face to face meetings, and onsite visits.Independently operated a financial planning practice specializing in private-client retirement and estate planning.Handled transactions involving mutual funds, exchange-traded funds, stocks, bonds, real estate investment trusts, and advanced tax strategies.Answered telephones and give information to callers, took messages, or transferred calls to the appropriate individuals.Used computers for various applications, such as database management or word processing.Received constant phone calls from the customers and business calls.
Looking for drafting your winning cover letter? See our sample Financial Advisor Cover Letter. Although this position is open to candidates from any discipline, the following areas prove to enhance chances? accountancy, finance or financial studies or business management. A Financial advisor?s job description generally includes job duties such as? recommending investment plans and services, executing and negotiating various services such as? real estate, tax planning, debt management, estate planning, and insurance completing risk analysis, designing financial strategies, promoting and selling financial products, producing financial reports, and meeting the regulatory aspects of the company.įinancial advisors should show evidence of the following skills in the Financial Advisor Resume? excellent communication skills, researching, and analytical skills, the ability to network, negotiation and influencing skills, a good level of numerical skills and a thorough knowledge of financial concepts. Financial advisors as the name suggest are involved in providing specialized advice to clients on money management.
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