Financial Advisor Resume Sample Template
Financial advisor resume examples provide insider tips on how to best showcase your skills, certifications, experience and results to land interviews. This article features a sample resume, writing guide, format tips, and expert advice for crafting an attractive financial advisor resume. Learn how to describe key capabilities like financial planning, investment analysis, insurance expertise, client relationship building and communication strengths. Get step-by-step instructions tailored for financial services candidates.
Kiara McMillan
123 Main Street, Baltimore, MD 12345
Phone: 555-1234
Email: kiara.mcmillan@email.com
Professional Summary
Dedicated financial advisor with over 5 years experience providing tailored investment, insurance, tax, and retirement solutions to individual clients. Strong communicator can break down complex financial topics into clear, helpful guidance to assist clients in reaching their long-term financial goals.
Skills
- Comprehensive financial planning
- Investment portfolio creation
- Risk and opportunity analysis
- Asset and liability analysis
- Tax and estate planning advice
- Insurance policy recommendations
- Retirement fund guidance
Experience
Senior Financial Advisor | CIC Wealth Management, Baltimore, MD | 2018 – Present
- Grew client assets under management by over 35% in 3 years through a mix of referrals and business development
- Created and pitched presentations to prospect new clients, converting 35% into advisory accounts
- Regularly provide financial market insights and performance updates to retain an 80% client retention rate
Financial Advisor | ABC Financial, Laurel, MD | 2015 – 2018
- Built and routinely updated over 75 financial plans and investment allocation models
- Passed Series 66 exam to provide extensive advisory services
Education
Bachelor of Science in Finance
University of Maryland – Baltimore County
Graduated 2014, GPA 3.8