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Financial Advisor Sample Resume
Financial Advisor Sample Resume
1234 Center Street
San Francisco, California 94000
Home: 650-555-5555
Cell: 650-555-5556
Email: mksmith@frontfocus.com
| Objective: | Financial Advisor position seeking an achievement driven opportunity to take charge and maximize my potential in providing financial advice and services to clients |
| Qualification Summary: | |
| Education: | University of California
Bachelor of Science degree in Business Administration May, 1999 |
| Work Experience: | Financial Planner Remington Financial Services San Francisco, CA 94000 Conduct in-depth reviews of clients' financial circumstances and future goals. Assist clients in making informed decisions. Negotiate with product suppliers for the best possible rates. Review accounts on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations. Create, implement, and continually review a plan that includes strategies designed to help clients pursue their long-term goals. Devise and execute business development strategies to attract and acquire new clients. November 2003 - present |
| Financial Advisor Larson & Jones San Francisco, CA 94000 Analyzed information and prepared plans best suited to individual clients' requirements. Provided clients with information on new and existing products and services. Communicated complex information to clients to make them aware of their options and help them assess the relative merits of different plans. Acted as the steward of the client's assets. Achieved client satisfaction and loyalty through excellent service. October 1999 ? November 2003 |
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| Financial Services Assistant Larson & Jones San Francisco, CA 94000 Assisted customers with opening accounts. Worked with prospective and existing customers to assess financial needs. Identified and sold the appropriate investment services to customers. Generated and followed-up on leads Ensured compliance with company and regulatory requirements and guidelines. Reported all incidences of noncompliance to immediate manager. July 1996 ? October 1999 |
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| Certifications: | Certified Financial Planner Accredited Estate Planner (designation) Accredited Financial Counselor (designation) Certified Trust and Financial Adviser |
| Professional Affiliations: | Certified Investment Management Consultants |