Financial Professional
Resume:
VICTORIA ROGERS
Dallas, TX *****
Ph: 770-***-**** ***********@*****.*** www.linkedin.com/in/victoriarogers12/
Professional Summary
Disciplined and enthusiastic self-starter eager to contribute to team success through hard work, attention to detail and excellent critical thinking skills. Looking for a career opportunity to showcase my analytical skills.
Skills
Series 7 and Series 63 license
Strong Analytical and Quantitative skills
Life and Health Insurance - (GA, TX)
Works well under pressure
Relationship building and management
Strong Leadership qualities
Retirement planning/Investment advice
Regulatory Compliance
Strong Interpersonal/Communication
Proficient in MS Excel
Experience
Financial Advisor Jun 2019 Current
AXA Equitable Dallas, TX
Analyzed investment opportunities and client needs to recommended appropriate strategies that best fit their risk tolerance, investment objectives and goals
Focused on providing personal, face to face client meetings and portfolio management
Complied with all industry rules and regulations and followed best practices and procedures
Performed various administrative tasks, maintained and managed documents and records of clients
Attended Financial Professional trainings and continued education with the Broker/Dealer to stay current regarding products, solutions and services
Conduct workshops on retirement planning
Fostered relationships necessary for building and maintaining a client base
Financial Assistant - Intern May 2017 Jun 2018
Magnolia Wealth Strategies Baton Rouge, LA
Communicated with clients and scheduled meetings on behalf of the advisor
Completed market research and reviewed data for business planning meetings
Helped organize financial workshops and recruited local business leaders to attend
Helped the advisor improve his social media presence
Constructed a new website for the advisor
Maintained and managed documents and records
Education
Bachelors in Finance May 2019
Louisiana State University Baton Rouge, LA
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