Stacy Claire 100 Broadway Lane New Parkland, CA, 91010 Cell: (555) 987-1234 stacyclaire@example.com
Summary
Honest Personal Financial Advisor who has been able to develop large customer networks thanks to a straightforward approach. Adept at identifying programs that will work for clients, assessing client needs and creating customized solutions for clients. Specializes in retirement and long-term healthcare spending planning.
Highlights
- Certified financial planner
- Maintains a wide network of satisfied customers that bring in regular referrals
- Has a strong passion for the job of helping others
- Has never been investigated for any kind of wrongdoing
- Can work in an office setting or in a client’s home
- Known for taking extra measures to insure client satisfaction
Work Experience
October 2011 to February 2015 Sallyvale Advisors – New Parkland, CA Personal Financial Advisor
- Responsible for building and maintaining a large network of satisfied clients.
- Responsible for maintaining all necessary certifications and keeping up on all product changes.
- Assisted in developing online and offline marketing materials.
September 2006 to October 2011 Your Personal Advisors – New Parkland, CA Personal Financial Advisor
- Assisted in creating marketing material and working company booth at trade shows.
- Responsible for bringing new clients and expanding on the programs of existing clients
- Responsible for developing an extensive network of professional organizations that would refer customers to the company.
June 2002 to September 2006 American United Advisors – New Parkland, CA Personal Financial Advisor
- Responsible for finding customers, turning them into clients and expanding that client base.
Education
2002 Illich Community College, New Parkland, CA Associate’s Degree, Finance And Investing