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

xxx-xxx-xxxx

                                                                                                                                               abc@xyz.com

objective

enthusiastic and professional team player eager to contribute variety of talents toward financial consulting, actively supporting the optimal performance of a progressive organization.  offer demonstrated dedication, personal drive and superior performance.

career profile

ø  long-term career of substantial and diversified professional 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  well-organized multi-tasker with strong detail orientation.

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

ø  exceptional team leader.

ø  outstanding capacity for client service.

ø  have successfully co-managed $250mm in high net worth client assets.

ø  track record of achieving challenging revenue objectives.

ø  personally produced over $1mm in annual revenues.

ø  notable presenter, facilitator and motivational speaker.

ø  proven accomplishments in building market share and recognition.

ø  most recent five years as participant in world poker tour.

professional experience

merrill lynch                                                                                                                                  1983 - 2003

sales associate, boca raton, fl (2000 - 2003)

       sold various financial products/services to corporate and individual clients.

       team managed over $200mm in client assets, exceeding $1.2mm annual production.

       developed profitable and mutually beneficial relationships with clients.

       coordinated and implemented diversified asset allocation strategies.

       acted as client first-point-of-contact at branch office.

                                                                                                     

financial consultant, boca raton, fl (1993 - 2003)

       coordinated with key decision makers in providing personalized financial services.

       identified opportunities to increase market share.

       chairman s club member for meritorious and profitable accomplishments.

       provided individualized service for high-net-value clients.

                                                                                                                       

financial consultant, garden city, ny (1983 - 1993)

       awarded win smith fellowship during second year of service.

       member of chairman s club for superior performance for 15 consecutive years.

       notable for highly positive and productive client relationships.

       increased client base through direct referrals and internal contacts.

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

 

lentex corporation, new york, ny                                                                                                 1962 - 1982

general manager/equity partner

       advanced from entry-level sales to equity partner during tenure with company.

       imported and distributed fastener components throughout country.

education

new york university, new york, ny

masters of business administration and bachelor of arts

 

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 financial consultancy 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 long-term, successful financial and corporate experience. to complement this background, i possess planning, sales/marketing support, client relations, as well as strong analytical and problem-solving skills.  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

 

 

 

 

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