Financial Adviser Resume Samples - Page 2

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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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11

Financial Adviser Intern

  • Assisted Investment Advisors in preparing materials for advisement meetings
  • Attended personal advisement meetings
  • Worked with various 401K platforms ie. Voya, Vanguard
  • Worked with financial analysis software including; RPAG, CIR Statements, NetX360, MoneyGuidePro, Thompson Reports
Candidate Info
14
years in
workforce
4
months
at this job
12

Financial Adviser

Develop and deepen client relationships utilizing communication skills.

  • Build and manage [company name] branch in the community.
  • Identifying financial needs and determining best solutions for clients.
  • Self-driven and self-organized to complete daily activities.
Candidate Info
12
years in
workforce
1
year
at this job
HS
High School Diploma
AS
Business
BA
Business
13

Financial Adviser Associate

  • Advise on the development and implementation of investment strategies to help clients meet their immediate and future financial goals
  • Follow a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results
  • Consult clients on risk management, retirement planning, insurance and other critical financial strategies
  • Discover client's perceived and unperceived needs through deep, evolving conversation in order to formulate and execute on ideas most suitable for their unique financial picture while continuously monitoring the progress of the implemented plan
Candidate Info
6
years in
workforce
9
months
at this job
BBA
Business Administration
Business Management
14

Financial Adviser (wealth Mgmt & Retirement Svcs)

  • Advisory Services, Financial Reviews
  • Retirement Solutions, Estate Planning
  • Commercial Financing, Cash Flow Analyses
  • Executive Collaborations, Relationship Management
Candidate Info
11
years in
workforce
AA
Management Information Systems & International Business
MBA
Operations Management
Business Management & Psychology

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