Sample Merrill Lynch Financial Resume

Posted in Advisor Resume Examples

Rodney Arends
1509 Ward Road
El Paso, TX79912

Career Objective Accomplished Merrill Lynch Financial Advisor with extensive experience seeking position with well established business firm.

Summary of Qualifications:

  • Strong experience in financial product sales
  • Wide knowledge of accounting, law, consulting, and commercial real estate
  • Good understanding of financial planning and the investment process
  • Familiarity with mapping clients’ investment needs to asset allocation models
  • Excellent communication and interpersonal skills
  • Outstanding sales skills
  • Amazing ability to provide the best advice and service for their clients
  • Outstanding ability to be self-motivated and proactive

Work Experience:

Financial Advisor, August 2005 – Present
Bank Of America, El Paso, TX

  • Identified and developed prospective clients through seminars, referrals, and networking with existing clients.
  • Implemented financial planning process.
  • Implemented investment strategies and assisted with sales presentations.
  • Implemented investment recommendations through active prospecting.
  • Provided marketing and organization support to FA or FA team.

Financial Advisor, May 2000 – July 2005
Merrill Lynch, El Paso, TX

  • Advised clients regarding financial options to achieve set targets.
  • Reviewed client’s financial information and goals and developed financial plan and investment recommendations.
  • Analyzed financial information and determined strategies to meet clients’ financial objectives.
  • Handled clients’ inquiries about the purposes and details of financial plans and strategies.
  • Determined plan reassessment need of the clients.
  • Sold financial products such as stocks, bonds, mutual funds.


Bachelor’s Degree in Finance, DePauw University, Greencastle, IN

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