Financial Advisor Long-Term

James Franklin

Tempe, AZ ***** • 480-***-**** • ********@*****.***

Professional Summary

Proven Financial Advisor at IEC Electronics, adept in investment advice and building client relationships. Leveraged sales expertise and retirement planning skills to enhance client portfolios and secure long-term loyalty. Trained in order handling and efficient packing with Gorilla Industrial Costing, showcasing a blend of strategic financial management and operational efficiency.

Skills

Investment advice

Relationship building and management

Sales expertise

Retirement planning

Loading and unloading

Order Picking

Work History

Financial Advisor, 08/2024 to 11/2024

IEC Electronics – Mesa, AZ

Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.

Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client’s individual needs.

Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.

Established new client relationships by conducting thorough needs assessments during initial consultations.

Analyzed clients' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.

Negotiated with product providers to secure advantageous terms for clients, enhancing their investment returns.

Devised comprehensive financial plans for clients to achieve short and long-term financial goals.

Packing Handler, 02/2024 to 08/2024

Gorilla Industrial Costing – Tempe, AZ

Collaborated with team members to ensure timely completion of all orders during peak seasons.

Maintained strong attention to detail while efficiently completing large volumes of orders daily.

Managed time effectively to prioritize tasks appropriately and meet tight deadlines consistently.

Trained new employees in packing procedures, increasing overall team efficiency and performance levels.

Ensured customer satisfaction by accurately following packing instructions and addressing special requests.

Sealed, packed, labeled and affixed postage on packages to prepare materials for shipping, utilizing postage meters, and sealing tools.

Operated forklift and hand truck to transport shipments from shipping and receiving platform to storage and work areas.

Education

High School Diploma

Southeast High School - Kansas City, MO

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