Sample Merrill Lynch Financial Resume

Posted in Advisor Resume Examples

Rodney Arends
1509 Ward Road
El Paso, TX79912
(222)-126-1582
[email]

Career Objective Accomplished Merrill Lynch Financial Advisor with extensive experience seeking position with well established business firm.

Summary of Qualifications:

  • Strong experience in financial product sales
  • Wide knowledge of accounting, law, consulting, and commercial real estate
  • Good understanding of financial planning and the investment process
  • Familiarity with mapping clients’ investment needs to asset allocation models
  • Excellent communication and interpersonal skills
  • Outstanding sales skills
  • Amazing ability to provide the best advice and service for their clients
  • Outstanding ability to be self-motivated and proactive

Work Experience:

Financial Advisor, August 2005 – Present
Bank Of America, El Paso, TX

  • Identified and developed prospective clients through seminars, referrals, and networking with existing clients.
  • Implemented financial planning process.
  • Implemented investment strategies and assisted with sales presentations.
  • Implemented investment recommendations through active prospecting.
  • Provided marketing and organization support to FA or FA team.

Financial Advisor, May 2000 – July 2005
Merrill Lynch, El Paso, TX

  • Advised clients regarding financial options to achieve set targets.
  • Reviewed client’s financial information and goals and developed financial plan and investment recommendations.
  • Analyzed financial information and determined strategies to meet clients’ financial objectives.
  • Handled clients’ inquiries about the purposes and details of financial plans and strategies.
  • Determined plan reassessment need of the clients.
  • Sold financial products such as stocks, bonds, mutual funds.

Education

Bachelor’s Degree in Finance, DePauw University, Greencastle, IN

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