{"id":676,"date":"2020-03-02T10:47:51","date_gmt":"2020-03-02T05:17:51","guid":{"rendered":"https:\/\/www.smartsampleresume.com\/?p=676"},"modified":"2020-03-02T10:47:54","modified_gmt":"2020-03-02T05:17:54","slug":"financial-advisor-resume","status":"publish","type":"post","link":"https:\/\/www.smartsampleresume.com\/resume\/examples\/advisor\/financial-advisor-resume\/","title":{"rendered":"Financial Advisor Resume Sample"},"content":{"rendered":"\n<p>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. <\/p>\n\n\n\n<h2 style=\"text-align:center\"><strong>Financial Advisor<\/strong><strong> Resume<\/strong><\/h2>\n\n\n\n<p><strong>Name:\nEva Stone<\/strong><\/p>\n\n\n\n<p><strong>Address:<\/strong> 789 North Ridge, San Jose, CA <strong>Phone:<\/strong> 578 &#8211; 302-746 Email<strong>:&#xA0;<\/strong>eva.stone@gmail.com<br><strong>Current Job:&#xA0; Financial Advisor, Trade Secrets, CA<\/strong><br><\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2><strong>Objective:<\/strong><\/h2>\n\n\n\n<p>An experienced financial advisor with more\nthan 7 years of experience and who can successfully manage specialty financial\nplanning projects from inception to completion. Up to date market knowledge and\ncan provide financial assistance at any time. Excels interfacing with all levels\nof team members and exceed organizational goals. Operates well in a highly\ncompetitive environment in which leadership skills are the key to success. Seeking\nan opportunity to join a reputed firm as a senior financial advisor and develop\na financial solution for a top client. &nbsp;<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2><strong>Skills:<\/strong><\/h2>\n\n\n\n<ul><li>Up to date market knowledge <\/li><li>Understanding business and financial\nskills<\/li><li>Able to read data, recognize the trend and\nsuccessful building a client base<\/li><li>Maintain a good relationship with clients<\/li><li>Able to handle stress<\/li><li>Analytical skills and problem solver<\/li><li>Organization skill and good time\nmanagement<\/li><li>Give attention to details<\/li><li>Communicates proactively and uphold a\nstrong sense of confidentiality<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2><strong>Work Experience<\/strong><\/h2>\n\n\n\n<p><strong>Financial Advisor, Trade Secrets, San Francisco, CA<\/strong> ( 2016 &#x2013; present )<br>Duties and Responsibilities:<\/p>\n\n\n\n<ul><li>Handles investment portfolio of 50 individuals and corporate\naccounts<\/li><li>Generated average ROI of 45% per annum on portfolio<\/li><li>Provided a regular update on market trend and presented alternative\nstrategies to improve return on investment<\/li><\/ul>\n\n\n\n<p><strong>Financial Advisor, Timber Financial Group, New Cityland, CA<\/strong> (2014 &#x2013; 2016 )<br>Duties and Responsibilities:<\/p>\n\n\n\n<ul><li>Consulted with clients to determine financial need and goals and\ndevelop growth plans<\/li><li>Exceed sales growth for the financial product each quarter<\/li><li>Build a network with individual and client base<\/li><\/ul>\n\n\n\n<p><strong>Financial Advisor, Perkins Wealth Management, San Francisco, CA &nbsp;<\/strong>(2012 &#x2013; 2014 )<br>Duties and Responsibilities:<\/p>\n\n\n\n<ul><li>Provided financial advice on stock, bond, a mutual fund to\nvarious individuals<\/li><li>Met with clients directly to review documents<\/li><li>Oversaw investment and proactively managed client fund<\/li><li>Prepared financial performance report<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2><strong>Education:<\/strong><\/h2>\n\n\n\n<p>Masters in Finance &#x2013; University of California, <strong>San Francisco, CA <\/strong><strong>&nbsp;<\/strong><\/p>\n\n\n\n<p>Bachelor Degree in Finance &#x2013; University of California, New\nCityland, CA<\/p>\n\n\n\n<p>High School: New Cityland Public High School, CA<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2><strong>Reference:<\/strong><\/h2>\n\n\n\n<p>Melissa Goodwin, <strong>Financial Advisor, Trade Secrets,\nSan Francisco, CA<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2><strong>Personal Information:<\/strong><\/h2>\n\n\n\n<ul><li>Civil Status: Married<\/li><li>Date of Birth: 14\/7\/1999<\/li><li>Hobbies: Reading books and traveling<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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 &#8230; <\/p>\n<p class=\"read-more-container\"><a title=\"Financial Advisor Resume Sample\" class=\"read-more button\" href=\"https:\/\/www.smartsampleresume.com\/resume\/examples\/advisor\/financial-advisor-resume\/#more-676\" aria-label=\"More on Financial Advisor Resume Sample\">Read more<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[60],"tags":[],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/posts\/676"}],"collection":[{"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/comments?post=676"}],"version-history":[{"count":0,"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/posts\/676\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/media?parent=676"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/categories?post=676"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/tags?post=676"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}