[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
Education:
-
Bachelor’s Degree in Finance
ABC University, Sheridan, OR
2010
Reference:
On request.