Sample Financial Advisor Resume

Posted in Advisor Resume Examples

Edward Brown
250 Cassette Court,
Chicago Park,
CA, 95712
222-222-2222
[email]

Summary
Helped individuals and firms make financial decisions via consultative meetings, interviews and mapping out of finances and financial goals; has vast experience in developing a comprehensive financial plan that identifies current problem areas the individual or firm has to work on, makes plans towards financial improvement by helping them select short and long-term investment plans which are achievable and realistic; has great motivational skills which usually helps shape the individual’s or the firm’s attitude toward risks and business ventures, return of investments and procedure that needed to be done in order to achieve these goals; such recommended planning stage also helps the advisee in the day-to-day task execution essential in accomplishing goals set.

Professional Experience:

Financial AdvisorFebruary 2006 – present
Principal Financial Group, Des Moines, Iowa
Responsibilities:

  • Provided clients with sound and professional advice on financial matters.
  • Advised clients on the availability of products and services associated with financial matters.
  • Ensured client awareness and deep understanding of all details pertaining to the execution of the plans; conducted person to-person discussions and jotted down minutes of the meeting to record all details.
  • Designed financial strategies.
  • Conducted an in-depth review of clients’ financial statements, current capacity and future aims.
  • Maintained detailed records in compliance with the regulations of the Financial Services Authority (FSA).
  • Produced detailed financial reports and interpreted them to client.
  • Prepared and submitted annual summaries of investments, pensions and cost details to clients.

Investment AnalystMay 2004 – January 2006
International Business Machines, Armonk, New York
Responsibilities:

  • Produced all information essential in making investment decisions.
  • Compiled and analyzed annual results of companies being served as well as competitors.
  • Wrote reports on potential and lucrative investment sectors.
  • Analyzed investment activities of the general market and specific industries.
  • Evaluated short-term debt securities, investment projects and objectives.
  • Projected viable investment opportunities and recommended go-to-market strategies.

Financial Services Assistant February 2002 – May 2004
Nationwide Mutual Insurance Company, Columbus, Ohio
Responsibilities:

  • Provided clients with sound and professional advice on financial matters.
  • Advised clients on the availability of products and services associated with financial matters.
  • Ensured client awareness and deep understanding of all details pertaining to the execution of the plans; conducted person to-person discussions and jotted down minutes of the meeting to record all details.
  • Designed financial strategies.
  • Conducted an in-depth review of clients’ financial statements, current capacity and future aims.
  • Maintained detailed records in compliance with the regulations of the Financial Services Authority (FSA).
  • Produced detailed financial reports and interpreted them to client.
  • Prepared and submitted annual summaries of investments, pensions and cost details to clients.

Investment AnalystMay 2004 – January 2006
International Business Machines, Armonk, New York

Education
2000 – 2002Masters in Finance
University of Minnesota, MN
1996 – 2000Bachelor of Science in AccountancyUniversity of Minnesota, MN

Skills:

  • Proficiency in MS Office applications (Word, Excel, PowerPoint, Outlook)
  • Adept with operating office equipment (fax machines, shredders, scanners, photocopiers and telephone systems)
  • Vast knowledge in bookkeeping, advanced typing, call center and transcription
  • Above-average mathematical, analytical and communication skills
  • Good organizational and time-management skills

Awards and Affiliations
North American Financial Advisor Society, Member
National Financial Planner Association, Member
Certified Investment Management Consultants

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