yyyyyy x. yyyyyy                                                            0000 xxxxxx xxxx , xxxx , xxxxx 00000

(xxx-xxx-xxxx

                                                                                                                                               abc@xyz.com

 

objective

solutions-focused relationship manager/financial consultant eager to contribute talents toward actively supporting a progressive organization in building a quality high-net worth client base.

 

career profile

ø  over 18 years of diversified career business background.

ø  knowledgeable in all facets of financial planning, wholesaling and relationship management.

ø  award winner for business development contributions.

ø  comprehensive understanding of business and operations management.

ø  adept in relationship development and facilitating repeat business.

ø  proven accomplishments in building market share and recognition.

ø  skilled in working with high-net-worth clientele, business owners and non-profit management.

ø  track record of achieving challenging revenue objectives.

ø  accomplished presenter, facilitator and communicator..

ø  outstanding capacity in customer service.

ø  well-organized multi-tasker with strong detail orientation.

ø  exceptional team leader.

ø  bachelor of arts, business administration.

ø  series 7, 63 and 66 licenses.

ø  california life, health and variable annuity certification.

ø  upcoming certified financial planner designation.

 

professional experience

fidelity investments                                                                                                                  1998 - present

financial planning consultant, irvine investor center (2001-present)

       promoted to branch coordinator for insurance/mutual funds sales.

       multiple chairman s award winner for superior sales performance.

       coordinate with key decision makers in setting up/allocating funds for small businesses and corporations.

       aided individual investors in developing investment strategies ranging from asset allocation to estate planning.

       provide individualized financial planning service for high-net-worth client with investments up to $70mm.

       notable for highly positive and productive client relationships.

       increase client base through direct referrals and internal contacts.

 

investments representative, irvine investor center (2000-2001)

       advanced to branch coordinator for active trader brokerage services.

       assisted individual clients in asset allocation planning.

       identified opportunities to acquire more assets while referring business to financial planning consultant.

       supported financial representatives with walk-in sales opportunities and service concerns.

       played pivotal role in pilot program to upgrade customer satisfaction.

       won numerous branch contests by securing new business opportunities and delivering exceptional customer service.

 

- continued -

 

 

 

 

 

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page two

 

 

 

 

financial representative, brea investor center (1998-2000)

       recruited to serve as initial point of contact representing branch.

       consistently ensured superior client and public relations key to business growth.

       acted as strong supporter and back-up for financial planning consultants.

       winner of president s circle, fidelity investments highest service award.

 

 

 

earlier background

prior to 1998, served as stockbroker/nasdaq trader, waldron & company, irvine, ca, and financial representative, bank of america, costa mesa, ca.  in these assignments, built business development, trading, customer service and achievement/over-achievement of financial objectives skill sets.

 

 

 

education

california state university, fullerton, ca

bachelor of business administration, 1991

 

 

 

yyyyyy x. yyyyyy                                                            0000 xxxxxx xxxx , xxxx , xxxxx 00000

(xxx-xxx-xxxx

                                                                                                                                               abc@xyz.com

 

 

 

cover letter text

 

date

 

 

 

hiring agent name

title

company name

address

city, state   zip code

 

dear                   :

 

i am currently seeking a challenging career opportunity in a relationship manager/financial consultant capacity and am submitting my resume for your review.  in advance, i thank you for your time and consideration.

 

as demonstrated in the accompanying resume, my professional qualifications include over 18 years of successful business development, marketing, financial service and customer relations background. to complement this background, i possess demonstrated expertise in advising high net worth individuals, relationship management, supporting financial planners and winning top-level awards for business development performance, as well as strong problem-solving and managerial capabilities.  as an employee, you will find me to be an enthusiastic and disciplined team player, committed to supporting you in achieving your objectives through superior performance. 

 

i am confident that i could be a valuable asset to your firm, and look forward to interviewing with you in the near future to further discuss my areas of experience and expertise that would be a contribution to your organization.

 

 

 

 

sincerely,

 

 

yyyyyy x. yyyyyy

 

 

 

 

 

attachment

 

yyyyyy x. yyyyyy                                                            0000 xxxxxx xxxx , xxxx , xxxxx 00000

(xxx-xxx-xxxx

                                                                                                                                               abc@xyz.com

 

 

thank you letter text

 

 

date

 

contact name

company name

address

city/state/zip code

 

dear _______________________________:

 

i would like to thank you for providing me the opportunity to interview with you and discuss the exciting finance/investment specialist position currently available with your organization.  having gained a deeper insight into the job requirements and your objectives, i am confident you will find me a valuable asset in achieving your goals.

                                                         

as discussed, i am an enthusiastic, disciplined team player eager to continue a successful career as a dedicated member of your staff.  i believe you will find my dynamic management, coordination and communications skills vital to your operations and look forward to contributing to your success.

 

should you have any additional questions, or to discuss future employment opportunities, please feel free to contact me at your earliest convenience.  again, thank you for the enlightening interview.  i look forward to your response.

 

 

 

 

sincerely,

 

 

yyyyyy x. yyyyyy