Financial Advisor Resume Sample

A financial advisor is also known as a financial planner and it is his duty to guide clients on investment, taxes, insurance, savings account, mortgage, and estate planning. They spend their time researching and analyzing various investment opportunities and meeting potential clients to discuss investment strategies. A financial advisor has to perform few daily duties which include communicating with clients determining their income, expense, coverage, financial objective, risk tolerance and other information needed to create a financial plan, answering client queries related to financial strategy and providing financial advice, advising strategies for clients in investment planning, cash management, and insurance coverage to help them reach their financial goal, reviewing client account and planning on a regular basis to understand economic changes and financial performance necessities, preparing financial document summaries, analyzing financial data received from client, implementing financial plans, managing and updating client portfolio, contacting client regularly to inform changes in financial status, building and maintaining client base and complying industry rules and regulations.

Financial Advisor Resume

Name: Eva Stone

Address: 789 North Ridge, San Jose, CA Phone: 578 – 302-746 Email[email protected]
Current Job:  Financial Advisor, Trade Secrets, CA


An experienced financial advisor with more than 7 years of experience and who can successfully manage specialty financial planning projects from inception to completion. Up to date market knowledge and can provide financial assistance at any time. Excels interfacing with all levels of team members and exceed organizational goals. Operates well in a highly competitive environment in which leadership skills are the key to success. Seeking an opportunity to join a reputed firm as a senior financial advisor and develop a financial solution for a top client.  


  • Up to date market knowledge
  • Understanding business and financial skills
  • Able to read data, recognize the trend and successful building a client base
  • Maintain a good relationship with clients
  • Able to handle stress
  • Analytical skills and problem solver
  • Organization skill and good time management
  • Give attention to details
  • Communicates proactively and uphold a strong sense of confidentiality

Work Experience

Financial Advisor, Trade Secrets, San Francisco, CA ( 2016 – present )
Duties and Responsibilities:

  • Handles investment portfolio of 50 individuals and corporate accounts
  • Generated average ROI of 45% per annum on portfolio
  • Provided a regular update on market trend and presented alternative strategies to improve return on investment

Financial Advisor, Timber Financial Group, New Cityland, CA (2014 – 2016 )
Duties and Responsibilities:

  • Consulted with clients to determine financial need and goals and develop growth plans
  • Exceed sales growth for the financial product each quarter
  • Build a network with individual and client base

Financial Advisor, Perkins Wealth Management, San Francisco, CA  (2012 – 2014 )
Duties and Responsibilities:

  • Provided financial advice on stock, bond, a mutual fund to various individuals
  • Met with clients directly to review documents
  • Oversaw investment and proactively managed client fund
  • Prepared financial performance report


Masters in Finance – University of California, San Francisco, CA  

Bachelor Degree in Finance – University of California, New Cityland, CA

High School: New Cityland Public High School, CA


Melissa Goodwin, Financial Advisor, Trade Secrets, San Francisco, CA

Personal Information:

  • Civil Status: Married
  • Date of Birth: 14/7/1999
  • Hobbies: Reading books and traveling

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