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High-performing financial advisor with 6+ years of experience. Highly skilled in client education, financial planning, and analysis. Seeking position at Resnick & Sheckley Financial Services. At Fairchild Livingston, raised client satisfaction score from 85% to 99% through using automation to free up more time to spend with clients. Maintained client returns 4% higher than team average.
Nov 2014–March 2019
Executed trades, managed internal systems, and wrote financial plans for 150+ clients with over $200M under management.
Maintained client returns 4% higher than team average.
Increased client satisfaction scores from 85% to 99% through using time-saving automation tools to spend 8 hours more per week with clients.
Increased AUM by 25% in 18 months.
Used UAFRS data from Valens Research to identify undervalued investments. Raised individual investor client performance by 35%.
Nov 2013–Nov 2014
Developed and presented financial planning and investment seminars for clients and prospects. Increased client satisfaction 50% and grew client base 28%.
Created standardized reports that resulted in a better understanding of real-time performance. This allowed the firm to raise client returns 15%.
Mentored 3 financial advisors who had been marked for termination. They became 3 of the firm’s top 5 performers.
2009–2013 Northwestern University
Bachelor of Science in Business
President, MarketWatch student organization. Grew membership by 200%.
Conducted senior project to build imaginary hedge fund. Based on stock picking, would have grown $50,000 into $100,000 in one year.
Hard skills: Client education, generating reports, equity analysis, sales
Tom Gerencer is a career expert and Certified Professional Resume Writer who has published over 200 in-depth articles on Zety. Since 2016, he has been sharing advice on all things recruitment from writing winning resumes and cover letters to getting a promotion.