Financial Advisor Resumes

Dallas, TX
... Texans Credit Union Irving, TX Loan Advisor June 2020 – 2025 • Originated and processed consumer loans generating over $2.3M monthly. • Exceeded sales goals while providing tailored financial service to members. • Built lasting member relationships ... - Jan 06

Deridder, LA
... Reserve Career Information Program Advisor: Advises and assists commands in organizing and implementing a career information ... Prepared and assembled financial returns, inventoried stock. REFERENCES Heath Broussard Superintendent Interfor Mill ... - Jan 06

Johannesburg, Gauteng, South Africa
... WORK EXPERIENCE Care Line Group Medical Aid Advisor 9 September 2024 – Current • Representative: Serve as the primary point ... • Payments: Process, record, and reconcile incoming and outgoing financial transactions, ensuring accuracy and adherence to ... - Jan 06

Fort Worth, TX
... and 4+ years in the financial industry, including hands-on expertise in processing and maintaining brokerage accounts. ... Provide exceptional client service with every interaction to build and strengthen donor and advisor relationships. Actively ... - Jan 06

Sacramento, CA
... Assisted in billing, invoicing, and record-keeping to support smooth financial operations. Played a key role in streamlining workflows, improving customer retention, and maintaining a professional, organized workplace. Beauty Advisor/Lead Cashier ... - Jan 05

Sedalia, MO
... Professional Summary Dynamic sales leader with over 15 years of experience in financial services and operations management. ... Member Recruitment Advisor Springdale Chamber of Commerce-Springdale, AR August 2021 to May 2022 • Advised and coached staff ... - Jan 05

Magnolia, TX
... March 2023- March 2024 — Magnolia Bible Preschool July 2025 - Present — McLean Insurance Group, LLC As an insurance agent, I serve as a guide and advisor, helping individuals choose insurance coverage that protects them from financial loss. I sell ... - Jan 05

Edison, NJ
... financial data became available. • Built internal tooling to allow non-technical users to test and validate AI-driven insights. • Conducted performance tuning of inference services to meet strict latency requirements for advisor-facing applications. ... - Jan 05

Los Angeles, CA
PERSONAL BANKING ADVISOR Crédit Agricole – France Jan 2025 – Dec 2025 Managed a portfolio of clients, assessing individual needs and delivering tailored financial solutions. Provided ongoing guidance, follow-up, and problem resolution to ensure ... - Jan 05

Spanaway, WA
... Angi - Formerly Home Advisor 1/2020- Current Manager of Operations Training and Content Creation Manage corporate training ... Donation Center departments Assist Store Manager in achieving financial goals including sales goals, labor targets, and ... - Jan 05