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Keyla Gallegos
City, State, Zip Code
Home: 000-000-0000 | Cell: 000-000-0000
email@email.com
Professional Summary
Experienced Financial Advisor Assistant who has extensive experience in marketing and growing a financial practice. Adept in maintaining contact lists organizing client files and keeping a professional schedule organized. Specializes in smaller practices and practices that engage in personal finance.
Core Qualifications
- Series 7 sales Certified
- Life and health insurance sales certified
- Strong marketing abilities
- Excellent communication skills
- Strong team player
- Able to work without supervision
- Adept at analyzing financial data
Experience
Financial Advisor Assistant
9/1/2011 – 7/1/2014
Company Name
City, State
- Worked closely with financial advisor to develop new customer contact lists and then sent out mailers to those lists.
- Organized and maintained the practice’s professional calendar.
- Assisted in interviewing and hiring new employees for the firm.
Financial Advisor Assistant
3/1/2005 – 9/1/2011
Company Name
City, State
- Organized and maintained all client files and updated each file on a regular basis.
- Responsible for maintaining ongoing report of revenue generated by sales and presented a monthly report to primary partners.
- Responsible for gathering incoming correspondence and then distributing that correspondence to the appropriate personnel.
Financial Advisor Assistant
7/1/2001 – 3/1/2005
Company Name
City, State
- Qualified raw lists of prospective customers by making outbound calls on a regular basis.
- Responsible for fielding all incoming calls and then distributing messages to the appropriate personnel.
- Assisted in developing new marketing materials that were to be distributed throughout the community.
Education
Associate’s Degree – Business and Finance
2001
University Name
City, State
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