Management & Business Development Resume Samples
Director of Operations
Senior Vice President
Chief Financial Officer
Chief Operating Officer
George Marquez - Financial Advisor Resume Simple
I am a highly motivated, dedicated, and conscientious individual who is a self-starter with a strong work ethic and determination to complete tasks.
life insurance, associate, net, management, wealth management, security, legal, trading, clients, insurance, marketing, morningstar
presentations, planning, sales presentations, estate planning, reports, analysis, financial planning, clients, insurance
Sold life insurance, annuity, and mutual funds for high net worth clients. Provided financial advice to management and clients.
Responsible for the development of new trading strategies and marketing materials for the firm. I was also responsible for the design and implementation of a CRM system.
Selling and selling financial products such as stocks, bonds, mutual funds, insurance, and investment options to clients.
Responsible for the development of a social security program, including the use of Morningstar, the Raymond Stanley, and the Raymond s website.
Worked with the wealth management team to create and maintain a client base of over 200 clients. Also, managed the legal and financial advisor for the associate.
Maintain and update client files and records for all accounts. Provide information to clients. Answer questions and resolve problems.
Financial Advisor Associate
Bank of New York Mellon
Develop and deliver presentations to clients and prospects on financial planning, insurance, and investment analysis. Provide recommendations to client and advisor on the best products.
Prepare and present reports to the sales force and the client. Also, provide financial advice to the client.
Developed and implemented a comprehensive financial plan for the client. The first time in the company was able to develop a new business and built a book of business.
Build and maintain client relationships by providing financial advice and guidance. Develop and implement a plan to achieve desired financial goals.
Created and implemented a comprehensive financial plan for the client. Developed a comprehensive sales process to help clients achieve their financial goals.
Provide financial advice to clients and prospects on a daily basis. Utilize a variety of financial products and services.