Career Obejctive:
To work as a stockbroker with a leading and reputed brokerage firm and help clients in investing wisely and earning income with my research skills and knowledge of financial market.
Summary of Skills:
- Excellent knowledge of stock market and its products
- Strong math, communication, and computer skills
- Self-motivated with analytical brain and outstanding fitness level
- Ability to advice clients on investment options clearly
- Skilled in searching stock history according to clients’ investment needs
- Experience in planning and designing financial goals subject to stock market
Work Experience:
Stock Broker
Sun Rise Investment Firm, Marysville, CA
October 2014 – Present
- Performing market research and responding to clients’ emails
- Buying and selling stocks for clients as per their needs
- Addressing financial interest of clients in a professional manner
- Advising clients on investing in high returns yielding stocks
- Analyzing, monitoring, and forecasting stock market trend
- Protecting interest of clients by providing honest and fair advice
Stockbroker
Tenet Stock & Investment Firm, Marysville, CA
February 2013 – September 2014
- Provided investment advice and recommendation to clients
- Monitored New York Stock Exchange performance and guided clients accordingly
- Purchased and sold share, securities, bonds, and other funds for clients
- Collected and studied financial reports and made short-term and long-term investment plans for clients
- Evaluated portfolio of clients and suggested addition and deletion of certain account
- Assisted clients in buying and selling stocks at the right time
Education:
- Bachelor’s Degree in Finance
ABC University, Marysville, CA
2010
-
Certified Chartered Financial AnalystABC University, Marysville, CA
2012
Reference:
On request.
See Also
- Stock Broker Cover Letter
- Broker Assistant Resume