[First Name] [Last Name]
Contact Address: [street]
[Country] [City] [State/Province] [Zip Code]
Contact Number: (012)-345-6789
Email Address: [[email protected]]
Stand out with Creative Resume templates guaranteed to give you an edge. Create Modern Resume or Google Docs Resume in minutes. Find out more regarding how to build a resume. Impress you future employer. Also, read inspiring Career Blog gives an inside view of work and workplace culture.
Career Objective:
Looking for a trainee financial advisor job at “JP Morgan Chase,” and assist senior financial advisors in providing lucrative financial advice to clients.
Summary of Skills:
- 2+ years of experience working under qualified senior financial advisors
- Excellent communication and client management skills
- Ability to answering clients’ questions over telephone, through emails, and in person
- Positive attitude and confident negotiator
- Ability to handle tasks independently and multi-tasking
- Familiarity with tax laws, and financial services and investment products
Work Experience:
Trainee Financial Advisor
Mason Financial Consultancy, Archdale, NC
November 2014 – Present
- Assisting senior financial advisors in collecting financial documents and drafting financial plans for clients
- Keeping track of the performance of different economies and share markets
- Forecasting the trends in finance markets and informing the chief advisor for changes that needs to be made with the financial plans
- Suggesting different investment options available to clients
- Providing quality financial services to clients and gaining their trust
Trainee Financial Advisor
Morgan Financial Solutions, Archdale, NC
August 2013 – October 2014
- Assisted in conducting counseling sessions and planning finances of clients as per their requirements
- Prepared finance reports and prediction charts for client’s references
- Explained complex financial terminologies in simple language and cleared client’s doubts regarding financial planning
- Supported chief advisors on portfolio management, asset management and risk tackling functions
- Performed clerical and data-entry functions as assigned
Education:
-
Bachelor’s Degree in Finance
Max University, Archdale, NC
2012
Reference:
On request.