Dear Hiring Manager,
I am writing to express my interest in the registered client associate
position located in San Diego. I have experience in both customer service
and the financial industry. Having successfully served in financial sales
and retail banking, I am confident I can make a valuable contribution to
your client's continual success. There are several reasons why I am a good
candidate.
I have the aptitude and licenses required to work in the financial
industry. I also have a fundamental understanding of financial markets, and
have developed a sound understanding of what support system is necessary
to excel as a financial advisor and customer service representative.
In a short time I have developed strong organizational, leadership,
financial knowledge, and independent business developmental skills. I feel
that my mix of experience in banking and financial advising is a perfect
match for the position. I am certain the transition from Edward Jones to
your clients will be profitable to your clients and myself.
I would appreciate the opportunity to meet with a representative from your
staff to discuss an opportunity as a registered client associate. I can be
reached at 619-***-**** or *********@****.***. I look forward to hearing
from you.
Sincerely,
Aaron Xavier Holland
Aaron Xavier Holland (619)- 655-9771
989 Peach Ave. Apt. 117, El Cajon, CA 92021 *********@****.***
EDUCATION
TEMPLE UNIVERSITY, PHILADELPHIA, PA
. Bachelor of Science degree in Secondary Education (June 2008)
. Bachelor of Arts degree in History (June 2008)
. Study Abroad Program, Rome, Italy
. Dean's List, Spring Semester 2005
Business EXPERIENCE
EDWARD JONES INVESTMENTS, SAN DIEGO, CA
FINANCIAL ADVISOR ( NOVEMBER 2008 - AUGUSTUS 2010
. Cultivated and maintained client bases, keeping current client plans up-
to-date and recruiting new clients through various prospecting means
. Identified client's investment goals to assist in building their
portfolios by assessing investment objectives, risk tolerance, time
horizon and unique circumstances
. Assisted small business owners and individual investors in selecting
appropriate equity investments, fixed income, and insurance products in a
easily understandable manner
Citizens Financial Group, Philadelphia, PA
BANK TELLER / CUSTOMER SERVICE REPRESENTATIVE ( OCTOBER 2006 - APRIL 2008
. Implemented new programs at local universities to generate new accounts
. Assisted customers in understanding banking policies and procedures
. Processed customer deposits, withdrawals, and account maintenance
functions
Feastivities Catering Inc., Berwyn, PA
SHIFT SUPERVISOR / CUSTOMER SERVICE REPRESENTATIVE( JUNE 2001 - JANUARY
2003
. Facilitated training of new employees
. Coordinated employee daily work activities
. Managed teams of up to ten employees at various off-site locations
Licenses Skills
? CRD # 5619431
? SOFTWARE: MICROSOFT OFFICE
? FINRA series 7 ? Hardware: IBM & PC
? FINRA series 66
? California Health & Life Agent # 0G78617
? Clean U-4 and U-5 History
aaron xavier holland
242 Story Rd, Aston, PA 19014 ( 610-***-**** ( axholland@hotmail.c