M)finished at 135% of annual sales quota for 2007ranked #2 out of 15 top producing stockbrokers for 2007received wow award for consistent acquisition of personal & corporate accountspromoted from sales representative to director of account service department to financial advisorfield trainer for new sales representatives (trained and mentored 6 representatives)averaged fifteen to twenty new insurance/investment clients each monthexceeded sales and service goals each month by 20-30%increased revenue 15% through referrals of satisfied clients.
Stock broker resume summary
Stock broker CV sample
Responsibilities typically listed on a sample stockbroker resume include identifying prospective clients and assessing their needs, and maintaining current accounts while opening new accounts and raising assets.
Directly increased gross revenues of broker team consisting of 3 brokers by 20% to over 1 million in client assets with a 26% increase in new client acquisitionresearch publicly traded companies reviewing and analyzing income statements, balance sheets, company quarterly and annual reports in the servicing of my investment clientsconsistent focus on client needs and suitability, compiling information in recommending proper investment products and vehicles pursuant to individual and corporate goals and risk levels.A case study approach
Obtained nasd series 7 and 63 licensesconducted fed, margin and options selloutsmonitored trades, order executions, p&l and m&a activitiesdeveloped training and marketing materials for brokers.
Cover letter for planning engineer position