Financial Advisor Resume Sample

By | December 6, 2018

Financial Advisors work in the banking industry and make plans that have the capability of attracting customers for investments, thereby elevating the profit of the bank. They assist the firms make fiscal decisions by making provisions for protection of loss and evaluating risks. They make plans to allocate finances responsibly and enhance income sources to attain higher returns. In addition to this, drafting regulations and policies related to interest rates, allocation of finances, loan disbursement and sanctioning procedures, and making reservations against risks are handled by them.

Hence, if you need a Financial Advisors job, you must have all the qualities that are mentioned above. Moreover, just having these qualities are not enough. You also need to have some additional features that can make you stand out of the box. These features act a cherry on the cake, increasing your chances of getting selected. These qualities can be leadership, punctuality, time management, and many more such qualities that are general in nature and helpful for the company.

Another point that you need to mention in your resume is the experience along with the list of tasks and responsibilities that you had in the previous companies. This gives a general idea to the employer as to what he is buying.

E-117 Woodfield Mall
Schaumburg, Illinois
[email protected]


Driven Financial Advisor capable of handling a broad range of financial requirements, from insurance decisions to retirement planning. Decisive problem-solver and planner with awareness of sales and marketing strategies that boost business development. Track record of 7 years working with financial goods.


Marion Cross School Norwich

Bachelor’s Degree
Graduated November 2012

Employment History

Finance House Securities

Financial Advisor
Mareham le Fen, England
January 2015 – Present

  • Managed $3M in client investment portfolios by offering individual service when discussing with customers to understand expenses, assets, and short-term as well as long-term investment objectives to devise a tailored financial plan
  • Operated with customers to meet and assess long- and short-term financial objectives
  • Joined hands with local agencies to offer specialized support to different people with unique requirements
  • Used different wealth management plans to meet client needs
  • Offered data on insurance plans, accounts, and diverse funds
  • Assisted clients plan for fund retirements employing options such as mutual funds
  • Reached out personally to possible new clients and capitalized on gaps in market

Fund For Peace

Financial Advisor
St. Cloud, Minnesota
February 2013 – December 2014

  • Upgraded comparables covering up to 5 companies on a monthly basis
  • Helped customers’ financial situations to design tactical financial planning solutions
  • Compiled detailed analysis data and studied industry competitors
  • Processed quarterly ATM and Vault audits with a zero rate of error
  • Improved the operational risk application to collect regulatory results from OCC and SEC
  • Directed and trained 12 new freshers during department orientations
  • Educated and led investment team on client relationship management methods

Professional Skills

  • Financial planning: Beginner
  • Financial services: Beginner
  • Financial advising: Competent
  • Financial analysis: Intermediate
  • Investment planning: Advanced
  • Investment advice: Competent
  • Trend analysis expertise: Expert
  • Stock market understanding: Intermediate
  • Banking: Advanced
  • Retirement needs: Intermediate


Certified Public Accountant (CPA), Ohio

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