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Financial Advisor Resume |
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Edward Ritter
2465 Andell Road
Nashville, TN 37216
(555)-778-6157
e.ritter@tmail.com
Objective
Highly analytical Financial Advisor seeking an opportunity to work in well organized financial firm with a possibility for career and financial advancement.
Summary of Qualifications
In-depth knowledge of investment concepts, terminology, procedures, and related regulations
Demonstrated abilities to sell and negotiate financial products
Advanced math and analytical skills
Advanced PC skills including MS Office Applications and on-line systems
Advanced written, oral, interpersonal, and negotiating skills
Professional Experience
Senior Financial Advisor, January 2007- Present
Bank of America, Hewlett, NY
Responsibilities
Counseled and communicated with customers on investment related topics including retirement planning, tax planning, income management, and investment objectives.
Sold securities to corporations, banks, individuals, partnership, foundations or trust customers which met their needs or purchases securities when customer objectives change or need arises.
Developed and maintained personal marketing plan to identify target markets.
Prospected new customers and further developed individual portfolio of existing customers.
Maintained and served current customer accounts by answering questions about the market.
Financial Advisor, May 2004- December 2006
City National Bank, San Francisco, CA
Responsibilities
Devised and developed comprehensive financial plans to assist individuals and families.
Assisted clients pursue their financial goals and dreams through financial plans comprising investments.
Performed investment related research on products, the market, and the economy.
Monitored production activity and ensured individual sales goals are met.
Presented the company to various civic and non-profit organizations to promote and develop new business.
Education
Master’s Degree in Financial Management, 2004
Yale University
Bachelor’s Degree in Financial Management, 2002
Yale University
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