robert smith financial professional phone 123 456 78 99 email infoqwikresumecom website wwwqwikresumecom linkedin linkedincomqwikresume address 1737 marshville road alabama summary gain valuable relevant experience obtaining financial professional position within fields digital marketing hopefully leading future endeavors firm skills sales business development customer service relationship management personnel management public speaking work experience financial professional abc corporation april 2013 july 2016 conducts detailed financial analysis clients made recommendations based clients needs maintains regularly updates detailed files clients according company finra standards performs good order reviews required forms legal documents processes market sensitive financial transactions accurately address resolve outstanding good order requirements thirdparty financial advisors prudential agents effectively communicates via letter phone responses reasoning conceming inquiries involved parties proactively identifies improvement opportunities recommends solutions track trend processing errors provide detail feedback clients develops cultivates relationships affluent financesavvy client base financial professional delta corporation 20082013 financial services professional managed clients assets amp investment portfolios acquired series 6 series 63 license assisted training new financial services institutions providing range insurance investment retirement services individuals families businesses curtis consulted clients determine financial needs investment objectives educated clients valuable retirement benefits tax laws built maintained client bases kept current clients uptodate prospect new clients ongoing basis conducted 403 b seminars closed contracts financial products stocks bonds mutual funds insurance conducted financial need analysis recommend appropriate products meet client needs maintained client relationships analyzed financial markets education bachelors millersville university millersville pa free resume template copyright qwikresumecom usage guidelines