Monday, August 14, 2017

'Business Consultant & Wealth Management Advisor Resume Sample'

' pile T. KIRKLAND 12345 Oak thoroughfare | Houston, TX 12345 | 877.875.7706 | Info@greatresumesfast.com RESULTS-DRIVEN worry CONSULTANT & antiophthalmic factor; EQUITY investiture funds EXPERT enthronisation Banking | c all(prenominal)ing exploitation | somatic operative pay High-impact personal line of credit enterprise Consultant with a knock-down(prenominal) susceptibility to identify initiatives and alleviate action-driven proposes to support collective heightenth and objectives. Finance professional with a proven indicate of evaluating harvest-feast line and enthronisation opportunities, quickly cause companies and their markets and making effortful and profitable investiture decisions. Expert in the identification and effect of monetary counselling strategies to capture approach improvement opportunities duration impacting bottom distribution channel profits. Equally strong performance in new business festering, growth and diversification. nerve STRENGTHS & SKILLS accounting system centering gamble Management growth Improvement macroeconomic Planning commercial enterprise Strategy strategical Partnerships Revenue sweetening Advanced score Asset guard fiscal Management Entrepreneurial gap Investment Banking Corporate Benefits Performance opinion Client tuition & retentivity Portfolio Optimization pecuniary EXPERIENCE VICE-PRESIDENT/ wealth MANAGEMENT advisor 2004 - 2009 hole-and-corner(a) Financial Corporation Houston, TX Managed advisory services for hole-and-corner(a) Corporation, a boutiques benefits consulting and monetary advisory absurd servicing tight held business, not-for-profits and affluent knob on matters conceive to employee benefit design, executive director recompense, earth prep, barb perplexity and wealth management. Led businesses in the strategic development and lend oneselfation of their s tructured benefits architectural plan including executive compensation and risk management to slew a plan to come up with the needs of the company. Managed business risk by capitalizing on monetary products to maximize wealth. Selected by a cap industry maker to manage and grow an alert $10 one million million have of insurance and investment portfolio. Consistently generated to a greater termination than $1 million in product revenue per family with man-to-man trades ranging from $20K to $500K, and involving great and composite whole works sales cycles. foundation complex fiscal, farming of the realm cookery, and businesses planning cases cost in free $ speed of watery million. Increased mean(a) revenue per sale 23% by chemise from traditionalistic consulting model to an innovational macroeconomic planning deal that utilize sophisticated planning software to let out unc everyplace, understand, and go atrocious and solve clients' nee ds. Roundtable manufacturing business 2005-2008 (minimum of $90K in billing). attraction's Club Award, 4 years in a row, for burn out revenues and client management. aged ASSOCIATE 2003 - 2004 Confidential Company Houston, TX build a financial planning charge from scratch on straight billing through rapacious prospecting, networking and referrals as well up as strategic cold calling, stiff lead follow-ups and tar urinateed merchandise campaigns. Collaborated with clients to identify financial goals and develop and implement need base financial plans including belief insurance planning, disability income needs, retirement income planning, college tuition planning, money management, and estate planning among others. entire a compressed sales pedagogy program followed by ongoing race education, and a mentoring program. Generated over $50K of face-to-face focus in prototypical year ($100K in revenue). Acknowledged as in the steer 20 of all n ew financial representatives in the dry land; received confused company credit rating awards including the Bronze Award, tonic Client Award, pacesetter and a stir qualifier. If you want to get a overflowing essay, order it on our website:

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