Independent Financial Advisor Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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Career Objective:

To work as an independent financial advisor for “Bank of People,” and manage finance and accounts in a professional manner and help in gaining business growth.

Summary of Skills:

  • Strong critical thinking capacities that help plan financial plans and strategies
  • A professional with an ability to fulfill work commitments responsibly
  • Possess strong judgmental and decision making abilities that help manage risks
  • Ability to maintain documents dutifully and privacy of the organization
  • Familiarity with the latest investment products in the market

Work Experience:

Independent Financial Advisor
Thomas Finance Consultancy, Daytona Beach, FL
October 2013 – Present

  • Advising clients on drafting financial plans and implementing them successfully
  • Predicting changes in the financial markets and forecasting the expected trends
  • Preparing budget plans and allocating sufficient finance for different investment options
  • Recommending clients on tapping the opportunities wisely and gaining higher returns
  • Providing assistance to clients on several financial matters such as mortgage, insurance and investments.
  • Drafting and presenting financial reports for every quarter

Trainee Financial Advisor
Jefferson’s Finance Consultancy, Daytona Beach, FL
April 2011 – September 2013

  • Verified the details on several application forms and supporting documents for accuracy and ensured they are filed with authorities within the prescribed time
  • Filed and maintained records of financial documents
  • Assisted the chief financial advisor in counseling clients on planning financial dealings
  • Performed functions of financial data research, compilation and interpretation
  • Drafted reports on performance of different economies and make suggestions on changes expected in financial markets
  • Cleared doubts regarding the basic concepts and financial terminologies and explained them in layman’s language


  • Bachelor’s Degree in Finance
    Christ University, Daytona Beach, FL


On request.