Independent Financial Advisor Resume

Those financial advisors who practice individually and are not associated with any organization or association are known as independent financial advisors. Their job profile or the responsibilities is similar to other financial advisors that include financial planning, portfolio and risk management, making investments, drafting budgets, marketing plans, forecasting trends in financial markets, etc. The chief qualities required for this position are superior advisory skills, competence in finance and investment fields along with data comprehension skills. With these qualities, the advisors explain complicated financial plans to their clients in an easy language. Additionally, it helps them study the patterns in financial markets and draft accurate financial plans.

Independent Financial Advisor Resume Example

Nicholas M. Yearby
3359 Willis Avenue
Daytona Beach, FL 32114
Phone: 386-402-6089

Career Objective:

To work as an independent financial advisor for “Bank of People,” and manage finance and accounts in a professional manner and help in gaining business growth.

Summary of Skills:

Work Experience:

Independent Financial Advisor
Thomas Finance Consultancy, Daytona Beach, FL
October 2013 - Present

Trainee Financial Advisor
Jefferson's Finance Consultancy, Daytona Beach, FL
April 2011 - September 2013



On request.

Contact Us : Privacy Policy