Investment Associate Resume

INVESTMENT ASSOCIATE – PrimeVest Financial Services, Plano, TX: Full-service investment services company offered through banking platform. Provides complete range of investment vehicles, including mutual funds, managed accounts, stocks, bonds, annuities, and insurance.

INVESTMENT ASSOCIATE, PRIVATE CLIENT ADVISOR, 20XX – 20XX
Provided outstanding customer service for and management of affluent investor relationships. Supervised Sales Assistant who provided administrative support. Pro-actively expanded book of business through self-sourced leads, and prospected for new business by using bank platform and conducting educational seminars. Covered topics such as retirement planning, college funding, and estate planning. Reviewed clients’ existing portfolios and offered new investment solutions. Trained bank employees on investment products, solutions, and cross-selling techniques.

Citibank, Sunnyvale, CA, and Frisco, TX: Full-service bank offering full range of products and services.
INVESTMENT ASSOCIATE, FINANCIAL CENTER MANAGER, 20XX – 20XX
Oversaw Financial Centers in California and Texas while reporting to Area Manager and supervising up to 20 employees. Hired, trained, and coached sales staff. Secured business and retail clients and generated revenue through adept client acquisition and retention. Orchestrated special events and seminars for new and existing clients and provided educational seminars in community. Supervised according to P&L, consistently reducing expenses.

Certifications include: FINRA Series 7, FINRA Series 8 (equivalent to Series 9 and 10), FINRA Series 66, Group 1 Life and Health Insurance

Training includes: Citigroup Management, UBS Management
Technical skills include: MS Excel, PowerPoint; Bloomberg; Thompson Financial Software; Proprietary Financial Planning Software (Smith Barney and UBS)

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