Financial Advisor Resume

Drafting a great resume is vital in today’s competitive job market. This section contains a financial advisor resume that highlights all the key sections of building a perfect sample. You will find here all you need to build a complete and impressive resume sample.

A financial advisor provides analysis and guidance to individuals and business firm in making investment decisions. The vital role of a financial advisor is to gather financial data, analyze and make necessary recommendations to their clients. A financial analyst can work in insurance companies, banks, mutual and pension funds, businesses and security firm.

Below is a resume example that provides ideas for creating a complete and unique resume.

Sample Financial Advisor Resume

Mathew Lawrence

66 S. Bailey Ct.
Baton Rouge, LA 70332
Cell: 504- 666-4557

Email: mathew.lawrence@gmail.com

Career Profile:

To obtain the position of a financial advisor, where I can contribute my professional experience in handling financial issues in a major financial sector.

Areas of Interest:

Possess extensive financial knowledge of tax service, insurance, financing accounts and retirement accountsGood knowledge of accounting and bookkeeping methods and principlesStrong interest in investment and financial marketsExcellent organizational, problem solving, interpersonal, networking, and communication skillsAbility to communicate in a professional way with clients and colleaguesExcellent analytical, detail oriented and logical skillsAbility to handle multiple tasks and work in a dynamic and fast paced environmentAbility to sustain and build good relationship with clientsWork History:

Techno Inc, Los Angles

January 2004 till date

Financial Advisor

Handle the responsibilities of gathering and compiling financial statements and reports of the organizationConduct research as well as analyze social and economic dataResponsible for examining market conditions and financial recordsPerform tasks of creating statistical diagrams and chartsAssist clients by providing advise on financial mattersPrepare and make  investment presentations to the management teamDiscuss and evaluate financial and investment requirements  of individual clientResponsible for implementing innovative financial goals and strategies

Sun Life Insurance, Los Angles

March 2000 to December 2003

Financial Advisor

Responsible for analyzing investment opportunities, clients requirements and recommend appropriate strategiesHandle tasks of preparing and presenting business development purposes to clientsPerform responsibilities of marketing and selling investment and financial productsUtilize financial planning strategies and goals to meet the requirements of clientsAttend meetings to discuss on financial services, products and policiesCreate effective sales and marketing strategy to build new client relationshipEducational Summary:

Achieved bachelor’s degree in finance

University of Los Angles in the year 1997

Personal Details:

Name: Mathew Lawrence

Date of Birth: 23/07/1978

Employment Status: Full time

Relationship status: Single

Reference:

Will be pleased to furnish upon request