Financial Advisor Sample Resume
William Smith
123 Main Street
New York, NY 12321
Home: (123) 321-1234
E-Mail: William@nyu.edu
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:
A passion for people, the community and the financial markets
# Extraordinary interpersonal skills with a strong team orientation
# Positive thinking, self-starter with a proven track record of high achievement
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 to November 2003
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 to October 1999
Certifications:
Certified Financial Planner
Accredited Estate Planner (designation)
Accredited Financial Counselor (designation)
Certified Trust and Financial Adviser
Professional Affiliations:
Certified Investment Management Consultants
Comments
One Comment on Financial Advisor Sample Resume
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VIKAS SINGH on
Sun, 26th Jul 2009 1:00 pm
CASE STUDY:MRS SHIKHA IS A WIDOW WAR LADY.
SHE HAS NO CHLIDREN AND NO SUCCESSOR .
SHE HAS 65 YEAR OLD LADY AND SHARING A RS 6,00,000 . SHE HAS INTRASTED TO EARN 6,000 PER MONTH .
WHAT IS THE SOLUTION OF THIS CASE STUDY AND HOW TO EARN ?
PLEASE……….
SEND IT TO MY MAIL
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