Registered Investment 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:

Seeking a registered investment advisor position with a reputed financial consulting agency where my knowledge of investment market will help clients derive decent returns from investing in suggesting products.

Summary of Skills:

  • Thorough knowledge of the field of finance and investments
  • Strong ability to make predictions and forecast the ups and downs of the financial market
  • Superior decision making and risk management abilities
  • Ability to calculate and compute several investment values
  • Familiarity with the latest mutual funds, hedge funds, stocks, and bonds

Work Experience:

Registered Investment Advisor
Peterson Financial Consultant, Sheridan, OR
July 2013 – Present

  • Performing all functions related to financial planning and portfolio management
  • Making investments in mutual funds, shares, bonds, and properties on behalf of clients
  • Advising clients on making sound investment decisions for earning high returns
  • Informing clients about the expectant capital gains or risks factors
  • Preparing and submitting performance reports, based on performance of investments
  • Counseling clients on making investments with international investment bodies

Registered Investment Advisor
Stellar Financial Advisory Agency, Sheridan, OR
March 2011 – June 2013

  • Advised clients on purchasing and selling investments wisely to gain high returns
  • Conducted meetings to simplify complex terminologies and resolve client queries
  • Suggested clients on budget management and helped them allot finances prudently
  • Assisted clients to overcome losses, bad debts and risky investment transactions
  • Recommend on expanding income sources and improving returns through research and planning
  • Kept track of the changes in government’s taxation and investment policies


  • Bachelor’s Degree in Finance
    ABC University, Sheridan, OR


On request.