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Personal 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 Personal Financial Advisor

SUMMARY:   Top notch Personal Financial Advisor with great experience advising clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate; assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.

Summary of Qualifications

  • More than six years experience.
  • Exceptional knowledge of the investment market.
  • In-depth knowledge of regulatory requirements.
  • Profound knowledge of investment environment
  • Proven track record in achieving sales.
  • Great organization and analytical skill.
  • Remarkable ability to communicate both orally and in writing.
  • Immense mathematical skill.
  • Profound ability to train junior staff

    Professional Experience

    Standard Bank Express Inc., Minneapolis
    2002 - Present

    Personal Financial Advisor
    • 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.
    • Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
    • Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
    • Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
    • Research and investigate available investment opportunities to determine whether they fit into financial plans.
    • 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.
    • Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.

    Standard Bank Express Inc., Minneapolis
    2000 - 2002

    Personal Financial Advisor Trainee
    (under supervision)
    • Contacted clients and set up meetings.
    • Conducted in-depth reviews of clients' financial circumstances, current provision and future aims.
    • Analyzed 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 the Financial Services Authority (FSA).
    • Produced financial reports.
    • Contacted clients with news of new financial products and changes to legislation regarding their savings and investments.
    • Prepared and sent out annual summaries of investment and pension details to clients.

    Education

    Bachelor's Degree in Economics
    University of Minneapolis (2002)

    Preferable Fully CEFA/FPC Qualified




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