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
Email: nmyearby@freemail.com
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:
- Strong critical thinking capacities that help plan financial plans and strategies
- A professional with an ability to fulfill work commitments responsibly
- Possess strong judgmental and decision making abilities that help manage risks
- Ability to maintain documents dutifully and privacy of the organization
- Familiarity with the latest investment products in the market
Work Experience:
Independent Financial Advisor
Thomas Finance Consultancy, Daytona Beach, FL
October 2013 - Present
- Advising clients on drafting financial plans and implementing them successfully
- Predicting changes in the financial markets and forecasting the expected trends
- Preparing budget plans and allocating sufficient finance for different investment options
- Recommending clients on tapping the opportunities wisely and gaining higher returns
- Providing assistance to clients on several financial matters such as mortgage, insurance and investments.
- Drafting and presenting financial reports for every quarter
Trainee Financial Advisor
Jefferson's Finance Consultancy, Daytona Beach, FL
April 2011 - September 2013
- Verified the details on several application forms and supporting documents for accuracy and ensured they are filed with authorities within the prescribed time
- Filed and maintained records of financial documents
- Assisted the chief financial advisor in counseling clients on planning financial dealings
- Performed functions of financial data research, compilation and interpretation
- Drafted reports on performance of different economies and make suggestions on changes expected in financial markets
- Cleared doubts regarding the basic concepts and financial terminologies and explained them in layman's language
Education:
-
Bachelor’s Degree in Finance
Christ University, Daytona Beach, FL
2010
Reference:
On request.
