Jesse Williams - Consulting Intern Resume Simple
Seeking a position in a progressive organization where I can utilize my skills and experience in the field of finance and accounting. I am a self-motivated, and organized professional with a strong work ethic.
  • planning, management, wealth management, territory, increase, retirement planning, solutions, insurance
  • operations, mutual funds, training, clients
  • 2017-12-262017-12-26

    Consulting Intern


    • Build and maintain relationships with business owners, financial advisors, and wealth management teams to provide solutions for retirement planning, insurance, and estate planning.
    • Develop and implement a plan to increase sales opportunities and provide a high level of individualized customer service. Also, responsible for the development of a territory of over 100 new accounts.
    • Managed and maintained client relationships and provided financial advice and guidance. Prepared and delivered presentations to clients and prospects.
    • Develop and implement a plan to increase the number of clients in the company. Work with the client to create a new business and build relationships.
    • Develop and maintain relationships with clients to ensure their needs are met. Provide guidance to the client on the best products and services available to them.
  • 2017-12-262017-12-26

    Financial Advisor


    • Provided training to the operations team on how to use the financial products. Worked with the client to develop a plan to help them achieve their goals.
    • Created and presented investment strategies for clients to help them achieve their financial goals. Managed the mutual funds and stocks.
    • Responsible for the daily operations of the branch office including the opening and closing of accounts, and the processing of all paperwork.

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