financial advisor resume address line 1 address line 2 city state zip 212 2561414 janesmithgmailcom summary financial advisor 7 years experience delivering financialinvestment advisory services high value clients proven success managing multimillion dollar portfolios driving profitability increasing roi skillful strategic planning finetuned consulting financial advisory services professional experience wells fargo advisors richmond va financial advisor august 2016present deliver financial advice clients proposing strategies achieve short longterm objectives investments insurance business estate planning minimal risk develop review optimize investment portfolios serving 300 high value clients 190m aum assets management ensure maximum client satisfaction providing exceptional personalized service client enhancing client satisfaction ratings 88 999 work closely specialists multiple branches managing investment portfolios 800 clients 25m assets care design implement templates internal financial reports dashboards operational departments increased profits 40 suntrust investment services inc charlottesville va financial advisor july 2013august 2016 served knowledgeable financial advisor clients managing 2075m investment portfolio 90 individual corporate clients created investmentasset allocation models proposed strategies capitalize market risk insurance opportunities devised applied new training accountability program increased productivity 10 3 region within less 2 year period partnered crossfunctional teams consulting clients provide asset management risk strategy mitigation increased aum 50 developed new business cultivating solid relationships clients increasing number high worth clients 30 education river brook university chicago il bachelor science business administration concentration finance july 2013 honors cum laude gpa 3640 additional skills proficient ms office word excel powerpoint outlook ms project salesforce tfs project management webex goto meeting bilingual spanish english