Sample Investment Advisor Resume

Posted in Advisor Resume Examples

Carlos Monroe
1437 West Side Avenue
Rochelle Park, NJ 7662

Objective Seeking employment as an Investment Advisor in a qualified organization in order to bring my years of expertise in the industry to the table.

Highlights of Qualifications:

  • Remarkable experience in the area of broking and investment advisory
  • Profound knowledge of investment management and financial advisory services
  • Skilled in developing new business using both traditional and alternative investment strategies
  • Extensive knowledge of the various asset classes and investment management styles, asset allocation techniques, investment strategies and strategic tax planning strategies
  • Excellent Communication and management skills
  • Ability to work successfully in a small company environment

Professional Experience:

Investment Advisor, August 2005 – Present
PNC Bank, Rochelle Park, NJ

  • Communicated with the clients to prepare an investment policy statement.
  • Analyzed and executed portfolio changes as advised.
  • Conducted periodic investment meetings with clients.
  • Provided investment solutions and achieved supplementary resources from potential clients.
  • Received referrals from satisfied clients and assisted the sales team in securing new relationship.

Investment Advisor, May 2000 – July 2005
Investment Advisors International, Rochelle Park, NJ

  • Accompanied the Investment Advisors in maintaining and improving relationships with existing institutional clients.
  • Supported the Regional Director and Investment Advisors in expanding existing account relationships.
  • Collaborated with other sectors and outside vendors to complete assigned tasks.


High School Diploma, Owensmouth High School, Canoga Park, CA

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