Sample Edward Jones Financial Advisor Resume

Posted in Advisor Resume Examples

James Harmon
1257 Agriculture Lane
Miami, FL 33144
(222)-141-1597
[email]

Job Objective To obtain the position of Financial Advisor with Edward Jones.

Summary of Qualifications:

  • Profound knowledge of the financial terms and its issues
  • Sound knowledge of sales and management history
  • Excellent dedication and relationship-building skills
  • Strong desire to work for long time
  • Exceptional ability to be highly driven, sales-oriented and self-managing
  • Profound ability to work independently and in a team environment

Work Experience:

Financial Advisor, August 2012 – Present
CUSO Financial Services, L.P., Miami, FL

  • Developed a business from an office in community to maintain contacts for business needs.
  • Determined clients investment needs and their objectives to deliver appropriate investments and services.
  • Provided financial and personal support as required.
  • Collected commissions, bonuses and inducements.
  • Applied a proven business model.

Financial Advisor, May 2010 – July 2012
Tax & Financial Group – Newport Beach, CA

  • Collaborated with local offices as assisted by global financial services manager.
  • Developed business and identified potential clients.
  • Assisted clients to establish financial requirements.

Education

Bachelor’s Degree in Finance, Oakland City University, Oakland City, IN

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