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Financial Advisor Free Sample Resume - Resume Example - Free Resume Template - Resume Format - Resume Writing






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AMY SMITH
123 Main Street Atlanta, Georgia 30339
Home: (555) 555-1234, Cell: (555) 555-1235 asmith@sample~resume.com


Objective:   Seek the Position of Financial Advisor

SUMMARY:   Exceedingly knowledgeable and trusted Financial Advisor with huge background in advising clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.

Summary of Qualifications

  • More than eight years experience.
  • Exceptional mathematical, computer, analytical, and problem-   solving skills.
  • Excellent communication skills needed to present complex    financial concepts and strategies in easy-to-understand    language to clients and other professionals.
  • Strong self-confidence, maturity, and the ability to work    independently.
  • Profoundly detail oriented, motivated to seek out obscure    information.
  • Uncommon familiarity with the workings of the economy, tax    laws, and money markets.
  • Strong interpersonal skills and sales ability.

    Professional Experience

    EasyWay Investment Inc., Minneapolis, MN
    2002 - Present

    Personal Financial Advisor
    • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
    • Answer clients' questions about the purposes and details of financial plans and strategies.
    • Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
    • Contact clients periodically to determine if there have been changes in their financial status.
    • Devise debt liquidation plans that include payoff priorities and timelines.
    • Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.
    • Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
    • Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
    • Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
    • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.

    EasyWay Investment Inc., Minneapolis, MN
    2000 - 2002

    Personal Financial Advisor Trainee
    • Contacted clients and set up meetings within an office environment and in clients' homes/premises.
    • Conducted in-depth reviews of clients' financial circumstances, current provision and future aims.
    • Analysed information and prepared plans best suited to individual clients' requirements.
    • Designed financial strategies.
    • Provided clients with information on new and existing products and services.
    • Assisted clients to make informed decisions.
    • Talked to groups and individuals about personal finance.
    • Researched information from various sources, including providers of financial products.
    • Promoted and sold financial products to meet given/negotiated sales targets.
    • Negotiated with product suppliers for the best possible rates.
    • Liaised with head office and financial services providers.
    • Liaised with other professionals, such as estate agents, solicitors and valuers.
    • Kept up to date with financial products and legislation.
    • Maintained detailed records to comply with the regulations of Financial Services Authority (FSA).
    • Produced financial reports.
    • Contacted clients with news of new financial products or changes to legislation regarding their savings and investments.
    • Prepared and sent out annual summaries of investment and pension details to clients.

    First City Insurance Comp., Minneapolis, MN
    1998 - 2000

    Insurance Sales Agent
    • Advised clients in selecting casualty, life, or property insurance.
    • Called on policyholders to deliver and explain policy, to suggest additions or changes in insurance program, or to change beneficiaries.
    • Discussed advantages and disadvantages of various policies.
    • Explained group insurance programs to promote sale of insurance plan.
    • Selected company that offered type of coverage requested by client to underwrite policy.
    • Explained necessary bookkeeping requirements for customer to implement and provide group insurance program.
    • Contacted underwriter and submitted forms to obtain binder coverage.
    • Established client's method of payment.
    • Planned and oversaw integration of insurance program into bookkeeping system of company.

    Education

    Bachelor's Degree in Finance
    University of New York (1998)




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