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

Performance-driven and detail-oriented Financial Representative with 3+ years of extensive experience in creating new investment strategies, performing risk assessments and profit and loss analysis, and providing professional financial advice and recommendations to clients. Offers an Economics & Finance degree and well-developed analytical skills. Possessing excellent problem-solving skills and great time management abilities, Debbie is presently seeking a Financial Representative position.

Work experience

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

Collaborated with colleagues on the development and implementation of new investment strategies and worked closely and communicated with clients to identify their financial needs and goals.
Produced professional investment presentations, conducted risk assessments and profit/loss analysis, and promoted the bank's services all over the Internet.
Provided financial advice and recommendations to existing clients and maintained strategic relationships with potential customers and business partners.
Collected and analyzed financial data from clients. resolved any client issues, and managed confidential files and records.
Awarded Employee of the Month for exceeding all goals and objectives and constantly performing great work.

Education

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

GPA: 4.0 (Top 2% of the Program)

The 2015 Academic Excellence Award winner

Clubs and Societies: Economics Society, Psychology Society, Table Tennis Club

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

Graduated with Distinction (Grade 1 - A/excellent equivalent in all subjects)

The 2012 Best Graduate Award winner

Activities: Boat Club, Drama Club, 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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