Trainee 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 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


  • Bachelor’s Degree in Finance
    Max University, Archdale, NC


On request.