Financial Advisor Resume

A financial advisor is a person who offers financial planning services and investment advice to businesses and individuals. Basically, the financial advisor assists his clients to maintain required capital gains, balance of investment income, and acceptable level of risk by utilizing appropriate asset allocation.

By using bonds, stocks, REITS, mutual funds, notes, futures and insurance products to meet their client’s need. The main task of a financial advisor is to develop and maintain relationships with clients for fulfilling their future goals/dreams.

While preparing a financial advisor resume mention your education, skills, achievements, experience associated with finance field. Below is the example of financial advisor resume that will help you in building your own resume.


Sample Financial Advisor Resume

Richard Anderson
1234, West 67 Street,
Carlisle, MA 01741,
(123)-456 7890.


Looking for the challenging position of a financial advisor and willing to work with one of the leading investment firms in the World.


  • CFP, 199
  • NASD 6 & 7
  • NASD 63


Hoover Consultants, Malibu, CA
Financial Advisor, 2002 – Present

Responsible for handling a six-figure expanded portfolio that represents near about 20% of annual growth over the course of seven years. Supervised and monitored online account activity. Held company research and examined profiles and categorized number of startups that have yielded significant returns.

L.T.D. Associates, Palo Alto, CA
Investment Analyst, 1998 – 2002

Prepared analyses of investment for different clients out of that some of that were with more than $500M in total possessions under management. Talked with company management and sell-side analysts. Reviewed and evaluated economic trends. Choose and monitored investments in banks, bonds, biotech and automotives.


University of California, Los Angeles, CA
M.B.A., Finance, June 2001

University of Oregon, Eugene, OR
B.S., Accounting, June 1995


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