Financial Adviser Resume Samples

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Financial Advisers help their clients with money management and investments. Typical work activities a Financial Adviser should showcase in his or her resume are taking part to client meetings, analyzing client financial circumstances, completing risks analysis, selling financial products, liaising with other financial experts, and informing clients on relevant legislation changes. Successful example resumes mention the following skills: financial expertise, customer relationship, counseling skills, business acumen, confidentiality, selling skills, and self-motivation. Training in business management, finance, or accounting is required.

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1

Financial Adviser

Identified and developed portfolio solutions including customized investment management and stock option grants to advisory services for all levels of client needs.

  • Formulated asset allocation strategies and developed proprietary investment models for client portfolios
  • Conducted comprehensive portfolio reviews to revaluate objectives and projected portfolio performance
  • Advised clients quarterly and annually on portfolio performance ensuring clients' needs aligned with projected results
Candidate Info
7
years in
workforce
3
years
at this job
BS
Biology
2

Vice President Financial Adviser

  • Managing 8 offices as the Adviser. Train, educate and manage the relationship bankers to ensure that they are uncovering opportunities.
  • Identified and developed portfolio solutions including customized investment management.
  • Prepared responses to Request for Proposals (RFP) for individual clients and prospects utilizing information gathered during initial meeting.
  • Processed disbursements and yearly required minimum distributions (RMD).
  • Worked closely with the Market Director in servicing and selling to existing and new clients.
  • Contacted clients and prospects to schedule appointment with interested in investment options and opportunities.
Candidate Info
18
years in
workforce
3
years
at this job
BS
Business Management
3

Personal Assistant for A Certified Financial Adviser

  • Provided day-to-day and after hours support to company manager when she is in office and off site.
  • Typed documents, updated office training exams, and compiled information for meetings.
  • Organized personal and professional calendars and supplied reminders of meetings
  • Handled incoming and outgoing correspondence, including mail, email and faxes
Candidate Info
6
years in
workforce
10
months
at this job
BS
Business Administration
4

Financial Adviser

  • Manage a client portfolio of $2,000,000
  • Cultivate relationships with high net worth clients through referrals, networking and personalized service.
  • Implement a personalized and transparent approach focused on helping clients achieve their financial and life goals.
  • Develop financial plans, conducted quarterly reviews, research and analyz products and services to determine best client fit based on risk tolerance and return.
  • Focus primarily on long term portfolio plans with disciplined asset allocation models through the use of mutual funds and annuities.
Candidate Info
49
years in
workforce
4
years
at this job
C
Financial Planning
C
Information Systems
C
Years 1, 2, & 3
5

PMD Financial Adviser

  • Performed weekly stock market research/analysis in technology and consumer staple sectors, using [company name] resources and Morningstar for my team
  • Presented detailed business plan to executives across the country
  • Created a client related social event for over 50 clients/[company name] team members
  • Presented Global Listed Real Estate Fund to other members of the [company name] PMD program
  • Gained daily knowledge of stock market, research analysis and product information
Candidate Info
2
years in
workforce
9
months
at this job
BBA
Economics
Mathematics
6

Personal Financial Adviser

  • Built new client base by mastering the Cold-call
  • Awarded "Rookie of the Year" for entire firm
  • Monitored markets and adjusted client's plans as needed
  • Built close working relationships with clients
Candidate Info
11
years in
workforce
2
years
at this job
BA
Electrical Engineering Technology
7

Scheduling Coordinator and Financial Adviser

  • Coordinated patient organization and provided consultations.
  • Maintained/Audited file system for all patients. Balanced collections and production while keeping financial records updated; including monthly statement and adjustments.
  • Prepared, organized and led weekly meetings. Preserved work area aesthetic.
Candidate Info
9
years in
workforce
5
years
at this job
AS
Nova
BA
Organizational And Interpersonal Communication
8

Financial Adviser Assistant

  • Provided administrative support to a personal financial adviser.
  • Prepared reports and quotes for life insurance and annuity products.
  • Contacted clients about current and/or new financial solutions.
  • Maintained books for charity.
  • Maintained books for advisor's personal real estate business.
Candidate Info
9
years in
workforce
10
months
at this job
Accounting
9

Personal Financial Adviser

  • Personally managed accounts held at firm
  • Cold called and prospected
  • Monitored markets and adjusted client's plans as needed
  • Built close working relationships with clients
Candidate Info
11
years in
workforce
6
months
at this job
BA
Electrical Engineering Technology
10

Financial Adviser

  • Manage all weekly financial activities of the organization
  • Allocate money according to the budget
  • Facilitate and coordinate fundraisers with board members
  • Establish, write and submit an annual budget proposed by the general body membership
Candidate Info
7
years in
workforce
1
year
at this job
HS
High School Diploma
BA
Spanish

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