Financial Advisor Resume

Drafting a great resume is vital in today’s competitive job market. This section contains a financial advisor resume that highlights all the key sections of building a perfect sample. You will find here all you need to build a complete and impressive resume sample.

A financial advisor provides analysis and guidance to individuals and business firm in making investment decisions. The vital role of a financial advisor is to gather financial data, analyze and make necessary recommendations to their clients. A financial analyst can work in insurance companies, banks, mutual and pension funds, businesses and security firm.

Below is a resume example that provides ideas for creating a complete and unique resume.

Sample Financial Advisor Resume

Mathew Lawrence

66 S. Bailey Ct.
Baton Rouge, LA 70332
Cell: 504- 666-4557


Career Profile:

To obtain the position of a financial advisor, where I can contribute my professional experience in handling financial issues in a major financial sector.

Areas of Interest:

  • Possess extensive financial knowledge of tax service, insurance, financing accounts and retirement accounts
  • Good knowledge of accounting and bookkeeping methods and principles
  • Strong interest in investment and financial markets
  • Excellent organizational, problem solving, interpersonal, networking, and communication skills
  • Ability to communicate in a professional way with clients and colleagues
  • Excellent analytical, detail oriented and logical skills
  • Ability to handle multiple tasks and work in a dynamic and fast paced environment
  • Ability to sustain and build good relationship with clients

Work History:

Techno Inc, Los Angles

January 2004 till date

Financial Advisor

  • Handle the responsibilities of gathering and compiling financial statements and reports of the organization
  • Conduct research as well as analyze social and economic data
  • Responsible for examining market conditions and financial records
  • Perform tasks of creating statistical diagrams and charts
  • Assist clients by providing advise on financial matters
  • Prepare and make  investment presentations to the management team
  • Discuss and evaluate financial and investment requirements  of individual client
  • Responsible for implementing innovative financial goals and strategies

Sun Life Insurance, Los Angles

March 2000 to December 2003

Financial Advisor

  • Responsible for analyzing investment opportunities, clients requirements and recommend appropriate strategies
  • Handle tasks of preparing and presenting business development purposes to clients
  • Perform responsibilities of marketing and selling investment and financial products
  • Utilize financial planning strategies and goals to meet the requirements of clients
  • Attend meetings to discuss on financial services, products and policies
  • Create effective sales and marketing strategy to build new client relationship

Educational Summary:

Achieved bachelor’s degree in finance

University of Los Angles in the year 1997

Personal Details:

Name: Mathew Lawrence

Date of Birth: 23/07/1978

Employment Status: Full time

Relationship status: Single


Will be pleased to furnish upon request

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