Financial Advisor Project Manager

James Lee Nave

**** ****** ****, *********, ** **019 918-***-****

*********@*******.***

Objective

Dedicated Financial Advisor seeking to leverage a diverse skill set, including project management, sales, communication, and leadership acquired through a background in environmental health and safety management, business administration, and military service. Education

● Bachelor of Science in Environmental Health and Safety Management May 2014

● Northeastern State University, Oklahoma

● Minor: Business

● Associate of Science in Computer Science 2010

● Rogers State University

● Major: Business Administration

● Minor: Computer Science

Skills & Abilities

Management

● Project Manager (2001) at MCSi, overseeing the installation and integration of commercial conference room, auditorium media, and sound systems.

Sales

● Licensed real estate agent with professional experience.

● Insurance Sales expertise, specializing in Life and Health insurance, with SIE certification.

Communication

● Customer service experience as a call agent with Saber and American Airlines computer help desk.

Leadership

● Possess strong leadership skills acquired through a Bachelor of Science in Management.

● Foundation in military leadership as a retired U.S. Coast Guard member.

Experience

● Financial Advisor January 2023 - Present

● Modern Woodmen of America

● Real Estate Agent January 2022

● HomeSmart Realty

● Conductor April 2007 – January 2022

● BNSF Railway

● Customer Service 2006 – April 2007

● Computer Helpdesk at Kelly Services

● Manufacturing Assembly 2002 - 2005

● Baker Hughes Centrilift

● U.S. Coast Guard December 1999 – Retired

● C-130 Navigator and Training Instructor for 16 years, also served as an avionics repairman.

Cover Letter

Dear Hiring Manager,

I am writing to express my interest in the Financial Advisor position at your esteemed organization, as advertised. With a strong background in project management, sales, communication, and leadership, I am confident in my ability to provide valuable financial advice and services to clients.

My academic foundation in Environmental Health and Safety Management, coupled with a minor in Business, has equipped me with a robust skill set. Additionally, my experience as a project manager at MCSi, overseeing complex installations of media and sound systems, has honed my management abilities.

As a licensed real estate agent and certified in Life, Health, and SIE, I have successfully navigated the intricacies of insurance sales. My communication skills, developed through roles at Saber, American Airlines, and Kelly Services, enable me to connect with clients effectively.

Moreover, my leadership experience in the U.S. Coast Guard, serving as a C-130 Navigator, training instructor, and avionics repairman for 16 years, has instilled in me a sense of discipline, dedication, and strategic thinking.

I am excited about the opportunity to contribute my diverse skills to your team, and I look forward to the possibility of discussing how my background aligns with the goals of your organization. Thank you for considering my application. I am available at your earliest convenience for an interview.

Sincerely,

James Lee Nave

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