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Financial Advisor Resume Sample & Guide (20+ Examples)

Financial Advisor Resume Sample & Guide (20+ Examples)

You help clients realize their dreams. That is, you will if someone hires you. Use this standout sample financial advisor resume to prove you’ve got the skills like no-one else.

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Sample Financial Advisor Resume Sample

 

Jack Beal

jack.q.beal@gmail.com

708-408-7131

LinkedIn.com/in/jack-q-beal

Twitter.com/jackqbeal

 

Professional Summary

 

High-performing financial advisor with 6+ years of experience. Highly skilled in client education, financial planning, and analysis. Seeking position at Resnick & Sheckley Financial Services. At Fairchild Livingston, raised client satisfaction score from 85% to 99% through using automation to free up more time to spend with clients. Maintained client returns 4% higher than team average.

 

Work Experience

 

Financial Advisor

Fairchild Livingston

Nov 2014–March 2019

  • Executed trades, managed internal systems, and wrote financial plans for 150+ clients with over $200M under management.
  • Maintained client returns 4% higher than team average.
  • Increased client satisfaction scores from 85% to 99% through using time-saving automation tools to spend 8 hours more per week with clients.
  • Increased AUM by 25% in 18 months.
  • Used UAFRS data from Valens Research to identify undervalued investments. Raised individual investor client performance by 35%.

 

Financial Advisor

Melcher Advisors

Nov 2013–Nov 2014

  • Developed and presented financial planning and investment seminars for clients and prospects. Increased client satisfaction 50% and grew client base 28%.
  • Created standardized reports that resulted in a better understanding of real-time performance. This allowed the firm to raise client returns 15%.
  • Mentored 3 financial advisors who had been marked for termination. They became 3 of the firm’s top 5 performers.

 

Education

 

2009–2013 Northwestern University

Bachelor of Science in Business

  • President, MarketWatch student organization. Grew membership by 200%.
  • Conducted senior project to build imaginary hedge fund. Based on stock picking, would have grown $50,000 into $100,000 in one year.

 

Skills

 

  • Hard skills: Client education, generating reports, equity analysis, sales
  • Soft skills: Interpersonal skills, communication, collaboration, analytical skills

 

Activities

 

Volunteer financial planner for Arthur Zissner Charitable Trust, $3.5M AUM.

Row in a competitive rowing shell 3x per week for fitness and self-care.

 

Writing just a financial advisor resume or something more? See our other guides:

 

 

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Tom Gerencer
Tom Gerencer is a career expert who has published over 200 in-depth articles on Zety. Since 2016, he has been sharing advice on all things recruitment from writing winning resumes and cover letters to getting a promotion.
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