Financial Advisor Resume Sample

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 own 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*


• Functional knowledge of determining clients’ financial goals and present financial position
• Highly skilled in developing and servicing existing client relationships and monitoring their investment objectives
• Know-how of the securities industry and other investment avenues
• Hands on experience in implementing appropriate financial plans for each client

Dully Securities – La Place, LA
Financial Advisor | June 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 financial services of the company
• Produce each individual client’s progress report
• Maintain constant liaison with clients and other sources to relay and acquire market information
Notable Achievements
• Developed individually based investment strategies for clients based on income vs expenditure rule
• Met clients’ financial goals by a 100% during the year 2012 by employing excellence in choosing the correct investment deals

Dully Securities – La Place, LA
Financial Assistant | November 2008 – April 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

Louisiana State University – La Place, LA
Bachelor’s in Finance – 2007
GPA: 3.74

• Good information of 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

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