Sales Financial Advisor

Noyeg Arkoian

*** * ****** **., ******** CA ***16 Cell: 909-***-**** - ************@*****.***

Career Focus

Highly motivated, Multi-task-oriented professional Financial Consultant,

Investment Banker skilled at producing results in fast paced environments by adapting and implementing innovative strategies.

Client focused with dedication to build and deepen relationships by uncovering financial needs and recommending the best products & services.

Driven, detailed and goal oriented, by monitoring daily/weekly sales activities

Team player and partnering with specialists and business associates to understand what they offer to customers and the most effective way to generate business referrals to customer's banking, small business, mortgage and investment needs.

Summary of Skills

Excellent Time Management Computer Literate

Sell Financial Products Compliance

Open New Accounts Monitoring Policies and procedures

Client Relations Participant in proactive planning sessions for

Respond to customer inquiries and concerns and engagement activities and drive sales related topics create customized solutions

Accomplishments

Increased annual gross sales by 150% by supporting branch referrals and reaching their targeted goal over 100%.

Received many Regional Recognitions and Awards for sales increase, and customer services.

Creating and developing strategies and expand sales of services to existing and new customers and deepen relationships by recommending the best products & services.

Professional Experience

Financial Advisor

June 2012 to June 2015

US Bancorp Investment Services Banning, CA

Recommending financial advice, managed trade activities, serviced the existing book of business and created new sales opportunity by the support branch associates and business partner’s referral.

Complied with federal, state and company policies, procedures and regulations.

Communicated with customers, employees and other individuals to answer questions and explain information. Increase production annual gross revenue over 100% to goal.

Senior Financial Advisor

September 2010 to June 2012

Union Bank Investments Riverside, CA

Financial Advisor Wealth Management and Retirement Planning managed and covered 12 branches referrals and 45-million-dollar book of business generated outstanding annual gross revenue.

Sold investments and Life Insurance products such as Annuities Long Term Care policies. Hosted and plan promotional seminars.

Opened new investment accounts, managed trades activities.

Profile clients and recommend suitable investments.

Senior Financial Advisor

March 2008 to February 2010

Wells Fargo Wealth Management Riverside, CA

Recommending & Selling Investment products & services, Life Insurance representative, selling Annuities and Long term care policies.

Opening Investment accounts and building new book of business targeting investment annual goal by 100% Coaching and mentoring branch employees to increase investment referrals achieved to generate $500000.00 gross revenue.

Senior Financial Advisor

September 2003 to March 2008

Citi Corp Investments Riverside, CA

Areas of expertise include financial planning retirement and estate planning, managed accounts, investment recommendations, witting Insurance and annuity contracts, managing over $60-million-dollar book of business increasing production revenue, supervising Financial Associate with outstanding sales track records, qualified and

awarded Chairman of Global Award in year 2005 and Citi Star award in year 2006.

Licensed Banker and Financial Associates

August 1998 to September 2003

Washington Mutual Bank Corona, CA

WM Bank started my career as a Licensed Banker teaming with Financial Advisor /CFP, selling bank products and services, introducing clients to the Financial Advisor brokerage team, helping clients to understand and plan their feature financial goals, servicing and resolving banking problems

Studied my security licenses Series 6 & 63 in year 2000 I earned my Series 7 and Series 66

Senior Savings Consultant January 1990 to August 1998

Glendale Federal Bank Glendale, CA

Started in Financial Institution & Banking industry since 1980 entry level Teller position and move up to different levels and titles such as New Account Representative, Operation supervisor and Branch Manager in 1988 with Sears Savings Bank. due to the bank mergers and layoffs, I joined Glendale Federal Bank in year 1990 as Senior Savings Consultant position and gradually advanced in the financial industry

Education

Business Administration, 1981

Glendale Business College Glendale, CA, Los Angeles

Economy / Securities, 1999

University of Phoenix Santa Ana, CA, Orange County

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