sample resume

Financial Advisor Resume

The financial advisor is also called an account executive or a stockbroker and is responsible for buying and for selling the stocks and the bonds for different clients. The financial advisors mainly give advice to clients on how and where to invest their money, they can also inform clients of the opportunities and the risks they can face when investing the money. In order to advise clients, the financial advisor has to keep update with the changes and trends that appear in the financial markets.


The stock market is a huge gambling institution, and the financial advisors sometimes have to make tough calls under pressure. They must carefully analyze the market situation to see what investment is less risky for their clients. Because of the uncertainty of the stock market, the advisors will sometimes need to deal with failure and with unsatisfied clients. When clientele is expanding, the financial advisors can hire sales assistants to help them.

When writing a Financial Advisor Resume, the first things you have to add are your contact information, a short introduction and the objective statement. Then, you have to focus on your employment history. List your previous positions from your current to your least and mention what duties and responsibilities or what were your achievements in each position. For example, you can show when you were responsible for improving the sales of your company. In the next section, add your qualifications in chronological order. Remember that you have to add just the highest ones. In the final section, you can mention your outside achievements. For example, you can add if you are on some kind of committees or groups related to the financial field.

Financial advisor resume sample

Contact Information
Name: Richard Brown
Address: 953 New York Ave
Marital Status: Married
Birth date: 03.10.1978


The financial advisor is responsible for buying and for selling stocks and bonds for different clients. Mainly, they advise their clients on how to invest their money.


To obtain a rewarding position as a Financial Advisor where I can us my strong financial skills, extensive educational background and my solid work experience.


A highly motivated and detail oriented applicant with solid financial knowledge and vast experience

Skills and qualifications

  1. Powerful organizational and problem-solving abilities
  2. Excellent communication and interpersonal skills
  3. Ability to provide quality customer service
  4. Time management skills
  5. Proficiency in using MS Office applications: Word, Excel, PowerPoint, Outlook
  6. Experience in using office equipment: shredders, fax machines, scanners
  7. Solid knowledge in bookkeeping and transcription
  8. Fast typewriting skills
  9. Excellent mathematical and analytical abilities

Work experience

Financial Advisor, Ameriprise Financial, Washington, DC, 2005-present

Duties and responsibilities

  • Provided professional advice to clients on financial matters and concerns
  • Prepared financial reports and interpreted the reports to clients
  • Designed and implemented various financial strategies
  • Prepared annual reports of investments and cost details to the company's clients
  • Improved the sales of the company with 15 %

Investment Analyst, M & T Bank, Los Angeles, CA, 2002-2005

Duties and responsibilities

  • Analyzed the annual results of the companies being served
  • Developed reports on potential investment fields
  • Analyzed the investment activities of the general market
  • Improved the sales of the company with 10 %


Master's Degree in Finance, Golden Gate University, California
Bachelor's Degree in Accountancy, Baruch College, New York

Achievements and affiliations

Member of the National Association of Personal Financial Advisors
Member of the International Association of Registered Financial Consultants

Areas of interest



References available upon request

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