Financial Representative Resume Example

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

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Financial Representative Resume Example (Full Text Version)

Debbie Gordts

Email address: hello@kickresume.com

Phone number: 555-555-5555

Profile

Highly accomplished and detail-oriented Financial Representative with over 3 years of experience in developing innovative investment strategies, conducting thorough risk assessments, and analyzing profit and loss. Skilled in delivering expert financial guidance and recommendations to clients. Holds a degree in Economics & Finance and demonstrates strong analytical abilities. Proven track record of superior problem-solving and time management skills. Actively pursuing opportunities as a Financial Representative.

Work experience

07/2016 - 07/2019, Financial Representative, Citizens Business Bank, Santa Fe Springs, CA, United States

Collaborated with colleagues to develop and implement new investment strategies, while effectively communicating with clients to understand their financial needs and goals.
Produced professional investment presentations, conducted risk assessments, profit/loss analysis, and promoted bank services online.
Provided financial advice and recommendations to existing clients, maintained strategic relationships with potential customers and business partners.
Collected and analyzed financial data from clients, resolved client issues, and managed confidential files and records.
Awarded Employee of the Month for consistently exceeding goals and objectives through exceptional performance.

Education

09/2012 - 05/2016, Economics & Finance, Carnegie Mellon University, Pittsburgh, PA, United States

Achieved a GPA of 4.0, ranking in the top 2% of the program
Awarded the 2015 Academic Excellence Award
Engaged in Economics Society, Psychology Society, and Table Tennis Club.

09/2008 - 05/2012, High School, Lycee Emile Max, Brussels, Belgium

Achieved graduation with Distinction, earning Grade 1 (equivalent to A/excellent) in all subjects.
Received the prestigious 2012 Best Graduate Award.
Participated in extracurricular activities including Boat Club, Drama Club, and Volleyball Team.

Skills

Languages

French

English

German

Computer Skills

Microsoft Office

Envestnet, Wealthbox

Junxure, UGRU Financial CRM

SatuitCRM, Practifi

Interpersonal Skills

Analytical Skills

Attention to Detail

Communication Skills

Critical Thinking

Problem-solving

Time Management

Volunteering

09/2014 - 05/2015, Class Representative, Carnegie Mellon University, Pittsburgh, PA, United States

Certificates

04/2019, Certified Financial Advisor, CFA Institute

03/2015, Driving Licence, Dirivng School

Hobbies

Exploring distant lands

Getting lost in a good book

Capturing moments

Milan Šaržík, CPRW

Certified Professional Résumé Writer

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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