A Financial Advisor mainly provides clients with advice on financial
matters, making recommendations on ways to best utilize their money. This
position is also required to provide many different services, such as
investment management, income tax preparation and estate planning.
Example of Resume for Financial
Advisor Position
|
ADAM
LAKE
|
|
|
7442
Crossbow Drive
Rocky Hill, CT 72484
|
(830)
847 – 493085
adam
@ email . com
|
*Financial Advisor*
·
Over 5
years of experience in investment sales and portfolio management
·
Extraordinarily
vigilant in monitoring legislative initiatives that may impact economy, society
and personal financial situation
·
Track
record of assisting and educating membership on implications of economic,
investment market, industry trends and tax law changes
·
Proven
ability of continually striving to grow business via seminars and workshops
SPECIAL EXPERTISE
·
Well
acquainted with developing and communicating appropriate financial strategies
based on individual member needs
·
Incredibly
proficient in providing basic financial planning advice, including college
funding, debt management, retirement planning and estate planning
·
Animatedly
capable of building familiarity with various firm products and services and
marketing them to appropriate prospects and clients
KEY ACCOMPLISHMENTS
·
Met and exceeded individual production goals - with an
appropriate product mix
·
Conducted business according to high standards of honesty,
fairness, and integrity
·
Consistently and effectively utilized all tools, technology
and resources and on that
basis became one of the most reliable employees of the firm
·
In
collaboration with the Credit Union, created and executed on an annual
Marketing Plan
EMPLOYMENT HISTORY
Comstock –
Rockville, MD
Investment Consultant | 11/2007 — 04/2013
·
Conducted in-depth asset allocation, portfolio
construction and investment vehicle analysis on retirement products
·
Prepared ongoing client reports including
internally developed capital market assumptions and investment methodology
·
Participated in research efforts on the retirement
industry with a focus on target maturity products
·
Adopted a forward-thinking approach for advising
clients on alternative methods of solving problems within the industry
·
Assessed the theoretical and practical implications
of company methodology to improve products and services
EDUCATION
University of
Business and Finance – Hadley,
MA | 2004
BSc Finance and Investment Banking CGPA – 3.76
License | 2006
·
FINRA 7
·
FINRA 63
·
FINRA 65
Designation
| 2005
·
LUTCF
·
CFP
OTHER SKILLS
·
Demonstrated
ability to create and foster strong partnerships
·
Strong
business and investments acumen
·
High
quality regulatory compliance record
·
Fully-Licensed
and peerless
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