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The sample below is for a Senior Level Financial Adviser CV Resume Sample. This resume CV was written by a ResumeMyCareer professional CV resume writer, and demonstrates how a CV resume for an Executive Management CV Resume Sample should properly be created. Our Certified Professional CV Resume Writers can assist you in creating a professional document for the job or industry of your choice.

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SENIOR LEVEL FINANCIAL ADVISER

Highly qualified Financial Advisor demonstrating success in surpassing business objectives through
integrating and developing new processes that sustain organizational requirements.

 Accomplished, multi-faceted, results-driven professional with exemplary experience in managing all functional areas of finance and portfolio oversight.

 Proven track record of bringing continuous growth, impressive leadership, resolving complex issues and achieving corporate objectives through enthusiastic, intuitive and innovative direction of staff.

 Proven track record in leading continuous improvement, reengineering business processes, cost reduction, program management, financial reporting and audit preparation.

 Recognized as a dependable leader with exceptional problem-solving skills, expertise in maximizing resources and the ability to motivate and encourage others.

RELEVANT EXPERIENCE
 Extensive executive level financial industry experience as financial advisor and portfolio management.
 Aggressively established client base of more than $300M in assets, providing superior oversight and advisement.
 Efficiently performed financial analysis and business segment reporting, developing recommendations and potential portfolio investment solutions based on analyses to senior management on direction of products and services.
 Effectively presented and communicated all results to top management on both a regional and national level on monthly and quarterly meetings and conference calls.
 Provide sales of full line of insurance options, financial products/services, annuities, mutual funds, fixed income, IRA’s, and 401(k) rollovers.
 Oversaw complete management of client portfolios mainly fee-based using asset allocation modeling.
 Provided complete client portfolio management and institutional fixed income sales.
 Demonstrate excellent communications skills, expert at new client acquisition, and building solid and sustainable client rapport that solidify repeat business and customer loyalty.
 President’s Club Sales Award winner.

WORK HISTORY
Financial Advisor – MetLife Investments 2010 – Present
V.P. Investments/Financial Advisor – Wells Fargo Investments 2005 – 2009
V.P. Investments/Financial Advisor – Morgan Stanley 2000 – 2005
V.P. Investments/Financial Advisor – US Bank/Piper Jaffray 1995 – 2000

EDUCATION / LICENSURE / AFFILIATIONS
B.S., Economics – University of Wisconsin, Madison, WI

Licensure:
FINRA Series 7 & 63
State of Colorado Insurance Licenses for health and life, property and casualty, and annuities

Affiliations:
Board of Directors of University of Denver Pioneer Hockey Club 1985-1995 – President 1990-1992
Board of Directors Denver Country Club 2001-2004 – Vice President 2004

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