Financial advisor

Financial advisor
Resume examples

Resume Examples Objectives and summaries Templates Create your resume
Financial advisor
Financial advisor
Resume examples

7Financial advisor resume examples found

All examples are written by certified resume experts, and free for personal use. Copy any of the Financial advisor resume examples to your own resume, or use one of our free downloadable Word templates. We recommend using these Financial advisor resume examples as inspiration only, while creating your own resume.

Learn more about: how to write a perfect resume

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.

Copy to clipboard 2

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.

Copy to clipboard 14

Professional resume templates

Make a resume that wins you interviews! Choose one of these professionally-designed resume templates and follow 3 easy steps to complete.

Create a perfect resume in a few minutes

  • Field-tested resume templates created by experts
  • Powered by Resume.io
  • Try now for free!
Resume examples

Free resume templates

  • Free for personal use
  • Direct download as a Microsoft Word document
  • Created by a CPRW certified resume expert
  • Optimized for applicant tracking system (ATS) screening

Choosing a correct resume format and template

Resume examples

Resume template

Download our American style resume template. Chronological resume format. Download a functional resume template.

resume chronological

Learn more about the differences between a resume and a CV.

CV template

Download our British/European style cv template. Similar to a resume but more commonly used in Europe, Asia and Africa.

cv template