Financial Consultant resume examples

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Skillful Financial Consultant resume

Lisa M Agosto
Summary
● Experienced professional with a successful career in banking, business development, and administration. 
● Effectively interfaced with others at all levels to ensure organizational goals are attained.
● Proactive approach has resulted in capturing numerous accounts and expanding client base.
● Possess excellent interpersonal, analytical, and organizational skills. Fully bilingual in Spanish.
● Excelled within highly competitive environments where leadership skills are the keys to success.
● An efficient team player with the attitude and skills necessary to direct, train, and motivate staff to perform to their fullest potential
Highlights
  • Proficiency in MS Word, MS Excel, MS PowerPoint
  • Provide great customer service experience.  
Accomplishments
Worked directly with the Executive Financial Advisor in the banking industry for 10 years where  we were able to rank number one nationwide for the country on top revenue and sales performance for the Investment and Insurance division.
Experience
Administration Clerk/ Floater
January 2018 to Current
Bronx House Pre K Division Bronx, New York
  • Executed time sensitive administrative assignments and projects in professional manner that consist of filing and archiving Students and Pre K staff members documentation.
  • Supported team with Pre K-registration for new students enrollment for the academic year of 2017-2018. 
  •  Worked directly with head teachers on classroom assignments and daily agendas.
Seasonal Freelance Administrator
May 2017 to March 2018
New York Psychological Association New York, NY
  • Supported the Executive Director with administrative functions. 
  • Facilitated in membership sales applications for new members. 
  • Maintained  tracking reporting system of existing members.
  • Greeted Doctors and Psychologist on Monthly events for continued education training, Sales renewals and fundraising responsibilities.
Senior Sales Assistant to Executive Financial Consultant
April 2003 to February 2014
Popular Investments at Popular Community Bank New York, NY
  • Sales and administrative accountable for soliciting business accounts developing strategic alliances.
  • Coordinated tactics to increase assets and profitability within territory.
  • Counseled high-net worth individuals/corporate clients with investment opportunities.
  • Cross-sold banking services and products to clientele.
  • Coordinated community events to position the bank as a leader within the territory.
  • Generated more than $100,000.00 in revenue and fee within an annual period.
  • Developed a strategic marketing campaign targeting accountants, lawyers, and doctors which generates substantial referrals.
Administrative Assistant to SBA/Franchise Department
August 2000 to March 2003
Banco Popular, North America New York, NY
  • Supported Regional Executive on daily operations for a retail bank, including branch sales for the New York region.
  • Assisted 10 SBA loan officers for NY/NJ Region with Commercial loan prospects.
  • Analyzed financial statements and pertinent information to determine credit worthiness of prospective clients.
  • Supported SBA Legal Counsel with Loan documentation approvals.  
Education
Early Childhood, 2017 Bronx Community College Bronx , NY, United States
CUNY Career PATH Teacher Assistant Program's Child Development Associate Course.  (120HR).CPR Certified Course completed.
NY State Insurance License Certified : Business , 2016 Kaplan Continue Education New York, New York , USA 2011-2016
Liberal Arts , 1992 Hunter College City University New York, NY, United States
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Job-winning Financial Consultant resume

Patricia Smith
Professional Summary
Committed and motivated Regional Account Manager with exceptional leadership and team-building skills. Strong work ethic, professional demeanor and great initiative. 
Core Qualifications
  • Strong work ethic
  • Works well under pressure
  • Strong initiative
  • Detail-oriented
  • Excellent organizational skill
  • Skilled problem solver
  • Ability to prioritize
  • Motivated team player
Experience
Regional Account Manager Apr 2015 to Current
Senior Care Centers Dallas, Texas
  • Regional Account Manager for 7 facilities in the Greater Houston/ Beaumont area 
  • Monitor Business Office Manager  performance and adherence to company policy and procedure.
  • Provide training and organizational support on an ongoing basis.
  • Coordinated and direct weekly / quarterly  meetings with Business Office Managers.  
  • Provide onsite support for vacant positions
  • Research and resolve escalated collections and billing disputes.
  • Create multiple weekly and monthly reports for Divisional Director of Business Office and Regional Vice President of Operations.
  • Conduct month-end close procedures  
  • Improved communication efficiency as primary liaison between CBO and facility Business Office Managers.
  • Review and process bad debt write offs and refunds to CBO
  • carry out special project assignments as directed by senior management. 
 
 
Business Office Manger/ Consultant - Contract Employee Nov 2014 to Mar 2015
HCR Manor Care Hemet, California
  • Contracted Business Office Manger/ consultant for 186 bed skilled nursing facility. 
  • verified insurance benefits and obtained service authorizations as needed. 
  • Handled cash and deposits using the proper accounting procedures and documentation.
  • Maintained accounts receivable documentation electronically and on paper.
  • Researched and resolved collections and billing disputes with tact and efficiency.
  • Conducted month-end balance sheet reviews and reconciled any variances.
  • Achieved notable successes in reduction of bad debt.   
  • Cultivated strong working relations with other department managers 
  • Recruited, retained and developed business office staff.
Implemented efficient Medicaid application processes. 
Regional Financial Consultant Nov 2010 to Dec 2014
Rockport Healthcare Los Angeles, California
  • Consultant for 7 facilities in Riverside, San Diego, Desert Region
  • Ensured Business Office Staff acted in accordance with established operating procedures and practices.
  • Organized meetings.
  • Trained and mentored Business Office staff 
  • Implemented processes to streamline workflow.
  • Conducted monthly AR aging review with Business Office
  • Ensured that team member responsibilities were defined and understood.
  • Set goals and monitored outcomes on a continual basis 
  • Facilitated month-end close processes, invoicing, journal entries and account reconciliations.
  • Reviewed claims for accuracy prior to submission 
Contract Business Office Services - Collections / Audit May 2010 to Nov 2010
HCR ManorCare Toledo, Ohio
  • Audited outstanding account for accuracy and collection potential 
  • Thoroughly reviewed  RA's  / EOB's  for payment accuracy 
  • Completed appeals and filed and submitted claims.
  • Meticulously tracked and resolved underpayments.
  • pursued collection of of outstanding private accounts 
  • Posted charges, payments and adjustments.
  • prepared and submitted bad debt write offs 
Regional Financial Consultant May 2009 to May 2010
Plum Healthcare San Marcos, California
  • Regional financial consultant for 5+ facilities 
  • Provided onsite support and training 
  • Trained Business Office Managers on company policies and   procedures  
  • provided individualized training / group training sessions based on need 
  • Conducting A/R Reviews and setting Action Plans and Goals.  
  • Audit all Business Office processes. Monitor Month End Billing and close. 
  • Submit  weekly reports/ monthly reports to upper management. 
Manager Resource Business Office Apr 2002 to Apr 2009
HCR ManorCare Toledo, Ohio
  • Oversee daily operations of the business office for 5+ facilities. 
  • Identify and address deficient practices to improve collections 
  • Ensured Business Office Staff acted in accordance with established operating procedures and practices.
  • Organized meetings with staff on a weekly/ monthly basis 
  • Trained and mentored Business Office staff 
  • Conducted monthly AR aging review with Business Office
  • Facilitated month-end close processes, invoicing, journal entries and account reconciliations.
  • Reviewed claims for accuracy prior to submission 
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Top Financial Consultant skills

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Experienced Financial Consultant resume

Christopher P. Vickers, CFP®
Professional Summary
Highly-accomplished Certified Financial Planner™ with significant industry and wealth management experience focusing on acquiring, developing and maintaining profitable relationships with high-networth clients.  Looking to transition from current Retirement Relationship Manager role focussing on employer provided plans for high-networth clients to local Financial Consultant role focussing on the needs of our retail high-networth clients.
Skills
  • Expert in the financial planning process and wealth management
  • Retirement Savings and Income Planning
  • Investment Planning
  • Education Planning


  • Risk Management and Insurance Planning
  • Tax Planning
  • Estate & Legacy Planning
  • Employee Benefits Analysis
Work History
Fidelity Investments, 02/2008 to Current
Retirement Relationship Manager Jacksonville, FL
  • Provided wealth management solutions that accounted for $400 million in assets under administration.
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
  • Answered clients' questions about the purposes and details of financial plans and strategies.
  • Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.
  • Sold financial products including stocks, bonds, mutual funds and professionally managed accounts.
  • Consistently ranks high among peer stack ranks
  • Demonstrates leadership by coaching fellow teammates on sales plays, practice management and guidance tool usage
  • Very proactive in self-guided professional development plan
  • Member of inaugural class for Jason Webb's Planning and Development Program (PDP)
  • $165 million in internal rollover and external transfer of assets from competitors 2016
  • $51 million in managed product sales 2016
Education
BBA: Business Management, 2007
University of North Florida - Jacksonville, FL

Certifications
  • Certified Financial Planner™ (CFP®)
  • FINRA Licensed: 7, 63 and 66
  • Florida Insurance License 2-14 (Life & Variable Annuity)
  • Clean U4 Industry Report

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