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Financial Advisor Resume Sample

Financial Advisor Resume Sample

A financial advisor is a diverse profession, and as such, this professional needs to have a resume that brings out all his/her qualities, accomplishments, qualifications, and experience, in proper detail. Here is the proper format and sample for your reference.
Sheeba Nambiar
Before we determine how a financial advisor's resume should look like, let us first understand the job description. A financial advisor is a professional who provides investment advice and financial planning to governments, corporate organizations, and individuals. The main tasks of this professional is asset management, wealth creation, and risk management for the respective client. Financial advice includes developing and suggesting investment strategies to manage different types of investment, such as mutual funds, stocks, and bonds. Basically, it includes all types of investments which promise a good return.
Here are the job responsibilities of this position, followed by the required resume format, and a sample resume, in that order.
Responsibilities of a Financial Planner
The duties of a financial advisor may differ depending on the nature and size of the organization. However, the basic duties and responsibilities remain the same, irrespective of the nature and size of the company.
  • Depending on the client's short-term or long-term financial goals, giving appropriate advice that could prove to be rewarding for the client.
  • Consider the client's financial situation, and then design strategies to meet his financial needs.
  • Asset management and real estate investment advice.
  • Provide retirement planning solutions to the client.
  • Financial advisors dealing with mutual funds are responsible for pooling and investing the shareholder's money in groups of assets in a way that it provides a good rate of return.
  • Advising the clients of the risk involved in different forms of investments, and coming up with risk management strategies and techniques.
  • Must be aware of the various tax services that the company offers on different investments.
Resume Format
Contact Details
  • Name
  • Address
  • Telephone Numbers (Home and cell)
  • Email Address
Career Objective
The objective is one of the most crucial aspects of the resume, as an impressive objective leaves a long-lasting impression on the employer, and it speaks a lot about the passion for this profession.

Summary of Professional Strengths and Skills
As financial management is very vast, and filled with financial terms and keywords that denote the area of expertise, it is imperative to mention your individual professional expertise. You must specify the areas in which you are prolific. For example, you could mention business valuations, market research, risk assessment, portfolio management, etc. This section in the resume is to enlist your professional strengths, hence, it is important not to miss out on any.

It is important to mention any achievements or accomplishments that you have gained in your past work experience.

Work Experience
Here is where the job profile comes, the number of years in the previous company, and the duties and responsibilities that came with the job profile.

Educational Qualifications
Enlist college degrees, certifications and other courses related to the relevant field.
Sample Resume
Marian Rogers
88 Birchwood Drive
Chicago, IL 60540

Home: 773-598-0623
Cell: 773-986-1578


To obtain a position as a financial advisor in a renowned financial institution that promotes client satisfaction and growth of employees as passionately as the corporate growth of the company.

Professional Strengths and Skills
  • Client satisfaction
  • Team building
  • Market research
  • Market analysis
  • Future financial prospects
  • Client relationships
  • Strategic relationships with other corporations and companies
  • Financial analysis
  • Market forecasting
  • Management of resources
  • Risk assessment
  • Portfolio management
Professional Experience
Investment Analyst, ABC Corp., Tuscan, MI, June 1999- September 2002
  • Assessing economic trends
  • Monitored investments in bonds and shares of automotive, banks and technology sectors
  • Prepared investment analysis reports for clients
  • Recommended investment timing for clients
Financial Advisor, InvestIn Corp., Tuscan, MI, November 2002 - Present
  • Conducting company research
  • Suggesting diversified portfolio
  • Advising clients on portfolio performance and changes on a quarterly basis
  • Conducting regular portfolio reviews
  • Designing asset allocation programs and strategies for client portfolios
Educational Qualifications
Bachelor of Science in Business Administration (Finance and Economics as major courses), 1998
Masters in Business Administration (Finance), 2001
Remember, finance is a vast sector, and it has several branches. If you do not mention all the minute details of what you specialize in, it will be difficult for the hiring manager to understand your competence, efficiency, and skills. Because of the attractive salaries, a career as a financial planner is considered to be one of the best in the market.