Personal 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:

Looking for a personal financial advisor job with a reputed finance firm and serve clients with my knowledge of investment market and asset management.

Summary of Skills:

  • Strong knowledge of investment market and insurance products
  • Excellent asset management and investment portfolio building skills
  • Experience in assisting individuals in defining and achieving financial goals
  • Skilled in devising financial plans for parents for their children’s education
  • Familiarity with the state and federal laws related to investment and finance
  • Expert in formulating plans to cut down spending habits and settle liabilities

Work Experience:

Personal Financial Advisor
Matt & Farrel Consulting, Los Angeles, CA
October 2014 – Present

  • Meeting and discussing financial goals with clients and devising strategies
  • Reviewing current income, expenses, taxes, insurance coverage, etc. and developing financial plans
  • Planning and implementing policies for cash management and investments
  • Analyzing market trends, future growth forecast, and determining investment opportunities accordingly
  • Devising plans for settling liabilities keeping interest and other charges to minimal
  • Building diversified investment portfolio to sustain impact of market volatile nature

Personal Financial Advisor
ABC Finance Firm, Los Angeles, CA
February 2012 – September 2014

  • Opened, serviced, and closed accounts for individuals and companies
  • Researched on financial status of clients, determined their investment potential, and provided suitable advice
  • Explained the wide avenue of opportunities available and guided clients on choosing the best
  • Monitored clients’ accounts and suggested sale and purchase of investment products
  • Conducted seminars for clients and encourage them on saving for retirement and other expenses
  • Purchased and sold stocks, bonds, and mutual funds for clients as per the market demand and need

Education:

  • Bachelor’s Degree in Accounting
    ABC University, Los Angeles, CA
    2011

Reference:

On request.