1257 Agriculture Lane
Miami, FL 33144
Job Objective To obtain the position of Financial Advisor with Edward Jones.
Summary of Qualifications:
- Profound knowledge of the financial terms and its issues
- Sound knowledge of sales and management history
- Excellent dedication and relationship-building skills
- Strong desire to work for long time
- Exceptional ability to be highly driven, sales-oriented and self-managing
- Profound ability to work independently and in a team environment
Financial Advisor, August 2012 – Present
CUSO Financial Services, L.P., Miami, FL
- Developed a business from an office in community to maintain contacts for business needs.
- Determined clients investment needs and their objectives to deliver appropriate investments and services.
- Provided financial and personal support as required.
- Collected commissions, bonuses and inducements.
- Applied a proven business model.
Financial Advisor, May 2010 – July 2012
Tax & Financial Group – Newport Beach, CA
- Collaborated with local offices as assisted by global financial services manager.
- Developed business and identified potential clients.
- Assisted clients to establish financial requirements.
Bachelor’s Degree in Finance, Oakland City University, Oakland City, IN