Stacy Claire 100 Broadway Lane New Parkland, CA, 91010 Cell: (555) 987-1234 firstname.lastname@example.org
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.
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
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.
2002 Illich Community College, New Parkland, CA Associate’s Degree, Finance And Investing
Customer Service: 855.213.0348
Mon-Fri 8AM-8PM CST, Sat 8AM-5PM CST, Sun 10AM-6PM CST