Financial Advisor Resume Samples - Page 2

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Financial Advisors meet with clients to help them determine the best budgeting and retirement plans for them, including investing strategies and other financial responsibilities. Skills typically highlighted on an example Financial Adviser resume include providing information to clients regarding financial products and services, and analyzing, preparing, and presenting plans best suited to an individual client's requirements. A minimum of a Bachelor's degree in finance or another related field is the minimum educational background provided on most Financial Adviser resumes.

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11

Financial Advisor

  • Exceeded new money goals by 25%, bringing in over $20MM of assets during 2012 and 2013, while opening 140 new accounts.
  • Delivered value for clients by increasing efficiency of investments using quantitative analysis to maximize Sharpe Ratio and Alpha. While modeling and back testing hypothetical portfolios with Monte Carlo simulation.
  • Developed tailored solutions and actionable ideas through market research; focusing on energy sector asset classes and MLPs.
  • Presented and sold complex financial solutions to both experienced and non experienced investors.
Candidate Info
8
years in
workforce
3
years
at this job
BA
Public Relations; Minor Business Administration
MBA
Finance
12

Financial Advisor

  • Collaborated in a financial advisor partnership managing client assets of over $140,000,000.
  • Jointly responsible for doubling the team's production within less than two years.
  • Researched and developed financial plans customized for prospective and current clients.
  • Developed client relationships, coordinated and presented portfolio reviews with prospective/ current clients.
  • Implemented portfolio plans, actively monitored market conditions, and made recommendations to clients.
Candidate Info
6
years in
workforce
2
years
at this job
BA
Psychology, Communications, Emergency Administration

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