Financial advisor

Financial advisor
Resume examples

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Financial advisor
Financial advisor
Resume examples

7Financial advisor resume examples found

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Financial advisor

Entry level

Managed investment portfolios for over 10 clients with assets amounting to $4 Million.

  • Delivered personalized service to each client, and conducted extensive research to discover reasonable investment prospects for sustainable growth long term.
  • Summarized and evaluated clients’ assets against their long-term financial goals to develop strategic plans to facilitate the attainment of these goals.
  • Researched and presented financial product options and investment opportunities to clients, to facilitate their financial goals.
  • Performed ad hoc data analysis, data extracts and queries using data visualization and analysis tools such as Microsoft Excel.

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Financial consultant

Entry level

Appraised budgets and organized financial reports for executives to verify that all business policies were in compliance.

  • Designed and assisted clients in their investment goals, examined portfolio performance, forecasted investment risks, and commended applicable asset distribution among various investment units.
  • Evaluated clients' overall financial position by reviewing income statements, assets valuation and done detailed cash flow analysis for over 100+ clients through eMoney that enhanced productivity.
  • Created RFPs to develop business contacts with potential investors for various companies while resolving their related inquiries.
  • Formulated and applied new financial accountability procedures through MoneyGuidepro that effectively increased risk management measures.

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