Financial Strategist Resume

FINANCIAL STRATEGIST

Accomplished and highly knowledgeable financial services leader with broad-based expertise contributing in various areas of financial services, including tax / accounting, lending, product sales, financial planning, and investment management. Define frameworks and establish operating standards and procedures to facilitate proactive business decisions.

ABC FINANCIAL STRATEGIES, INC.
FINANCIAL STRATEGIST, Gresham, OR, 20xx-20xx
Developed a systematic process to guide clients in the investment decision process. Conducted needs analysis, reviewed personal financial goals, and prepared investment strategies. Evaluated appropriate investment vehicles and administered a portfolio management system to track portfolio performance and manage billing and reporting.

> Leveraged vision, innovation, and leadership competencies to transform the company into a thriving practice with a sustainable service model. Delivered clear and effective financial planning and investment management solutions to a variety of clients.

BCD FINANCE, INC.
FINANCIAL STRATEGIST, Gresham, OR, 20xx-20xx
Devised and oversaw implementation of prospecting and client development strategies. Managed the budget; hired and provided ongoing professional direction to staff.

Licenses: Series 65, Wisconsin Life Insurance Intermediary License
Memberships: National Association of Personal Financial Advisors, Financial Planning Association

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