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
  • 2017-12-252017-12-25

    Financial Advisor

    Kmart Pharmacy

    • 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.
  • 2017-12-252017-12-25

    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.