Financial Advisor Resume Sample

Updated on September 8, 2018

If you want to double your money or plan for retirement, you may need to hire the services of a financial advisor who will help you with your investments. A financial advisor is an individual who analyzes his clients’ financial position and invests his money following well charted out financial goals.

A financial advisor will see what your income is and how much debt you are under and then devises plans to invest your money for future financial gain. Financial advisors work in investment companies and are expected to possess at least a bachelor’s degree in finance.

The following resume is a sample that you can use if you are applying for this position. Customize it to your background in finance, and you have a ready-made resume! Have a look!


Financial Advisor Resume Sample



46 Pine Street, La Place, LA 60266
(499) 999-9009, slayter @ email . com

Financial Advisor

Uniquely qualified Financial Advisor with 15+ years’ successful track record in determining clients’ financial goals, consulting clients to determine the best course of action and implementing appropriate financial plans for each client. Ability to perform sales activities for promoting and selling packaged investment products to customers within assigned territories. Highly skilled in developing and servicing existing client relationships and monitoring their investment objectives

• Good information on the financial sector
• Excellent communications skills and telephone etiquette
• Proven interpersonal and multitasking skill
• Demonstrated ability to provide prudent yet workable solutions
• Proactive approach with excellent time management skills


Financial Advisor
Dully Securities – La Place, LA      2009 – Present
• Work with clients to determine investment needs
• Develop and implement financial strategies based on investment need
• Design financial strategies that will provide the maximum of yield
• Assist clients in making decisions based on market information
• Promote the financial services of the company
• Produce each client’s progress report

Key Achievements
• Developed individually based investment strategies for clients based on income vs. expenditure rule
• Met clients’ financial goals by 100% during the year 2012 by employing excellence in choosing the correct investment deals

Financial Assistant
Dully Securities – La Place, LA | 2003-2009
• Researched market data for clients
• Assisted financial advisor in dispensing market information
• Typed up reports of each client’s progress on a periodic basis
• Performed basic bookkeeping activities
• Maintained constant liaison with clients and other sources to relay and acquire market information

Bachelor’s Degree in Finance
Louisiana State University-La Place, LA – 2002