Financial Resume

Financial resumes are written by financial advisors who give advices to businesses, governments, and investors on investment. They meet and discuss investment needs with clients and provide appropriate options for the same. They are expert in giving suggestions on retirement plans, real estate investment, and pooling - investing funds on behalf of clients, investing in mutual fund, stock, and bonds. A degree in financial accounting and financial advisor license are the minimum technical requirements. An MBA / CPA is valued and so is a proven track record in providing correct and objective advice, integrity, and record keeping.

Sample Financial Resume

David P. Webber
141 Jody Road
Allentown, PA 18101
Phone: 610-654-2507
Email: dpwebber@example.com

Career Objective:

To work as a financial advisor with “City Bank,” and develop professional relationships with clients as well as provide technical and business assistance to the investment management team.

Summary of Skills:

Experienced in planning, developing, and selling banking products
Strong skills in persuading and motivating customers for investment
Ability to handle all types of duties and meet employer's expectations
Excellent communication, interpersonal, and computer skills
Outstanding business and investment acumen
Demonstrated abilities to boost revenue and client base for the employer

Work Experience:

Financial Advisor
Holy Bank, Allentown, PA
October 2015 - Present

Meeting clients and providing them investment options
Liaising with investment planning and management team for developing banking products
Developing financial options for individual, group, and corporate clients
Scheduling and conducting financial planning meetings with clients
Building, maintaining, and generating sales leads through a strong network
Preparing, and maintaining all documentation for sales and banking services

Financial Advisor
Grow Tree Bank, Allentown, PA
February 2013 - September 2015

Identified investment needs of clients and provided them multiple options
Assisted the Bank in raising funds through investment products
Calculated financial status of clients, risk tolerance, and tax exposure and recommended banking products accordingly
Provided comprehensive financial services to clients
Updated knowledge of existing and new investment products
Searched and converted prospects into customers for the bank

Education:

Bachelor's Degree in Finance
ABC University, Allentown, PA
2012

Reference:

On request.