Financial Advisor Resume Sample

• Depending on the client’s short-term or long-term financial goals, giving appropriate advice that could prove to be rewarding for the client.
• Consider the client’s financial situation, and then design strategies to meet his financial needs.
• Asset management and real estate investment advice.
• Provide retirement planning solutions to the client.
• Financial advisors dealing with mutual funds are responsible for pooling and investing the shareholder’s money in groups of assets in a way that it provides a good rate of return.
• Advising the clients of the risk involved in different forms of investments, and coming up with risk management strategies and techniques.
• Must be aware of the various tax services that the company offers on different investments.

• Name
• Address
• Telephone Numbers (Home and cell)
• Email Address

Career Objective
The objective is one of the most crucial aspects of the resume, as an impressive objective leaves a long-lasting impression on the employer, and it speaks a lot about the passion for this profession.

Summary of Professional Strengths and Skills
As financial management is very vast, and filled with financial terms and keywords that denote the area of expertise, it is imperative to mention your individual professional expertise. You must specify the areas in which you are prolific. For example, you could mention business valuations, market research, risk assessment, portfolio management, etc. This section in the resume is to enlist your professional strengths, hence, it is important not to miss out on any.

Achievements/Accomplishments
It is important to mention any achievements or accomplishments that you have gained in your past work experience.

Work Experience
Here is where the job profile comes, the number of years in the previous company, and the duties and responsibilities that came with the job profile.

Educational Qualifications
Enlist college degrees, certifications and other courses related to the relevant field.

88 Birchwood Drive
Chicago, IL 60540

Home: 773-598-0623
Cell: 773-986-1578

Email: [email protected]

Objective
To obtain a position as a financial advisor in a renowned financial institution that promotes client satisfaction and growth of employees as passionately as the corporate growth of the company.

Professional Strengths and Skills

• Client satisfaction
• Team building
• Market research
• Market analysis
• Future financial prospects
• Client relationships
• Strategic relationships with other corporations and companies
• Financial analysis
• Market forecasting
• Management of resources
• Risk assessment
• Portfolio management

Professional Experience
Investment Analyst, ABC Corp., Tuscan, MI, June 1999- September 2002

• Assessing economic trends
• Monitored investments in bonds and shares of automotive, banks and technology sectors
• Prepared investment analysis reports for clients
• Recommended investment timing for clients

Financial Advisor, InvestIn Corp., Tuscan, MI, November 2002 – Present

• Conducting company research
• Suggesting diversified portfolio
• Advising clients on portfolio performance and changes on a quarterly basis
• Conducting regular portfolio reviews
• Designing asset allocation programs and strategies for client portfolios

Educational Qualifications
Bachelor of Science in Business Administration (Finance and Economics as major courses), 1998
Masters in Business Administration (Finance), 2001