Financial Representative Resume Example

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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’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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