Financial Advisor Resume Sample

This reverse chronological resume format lists job experience starting with your most recent position and ending with your first job. Is widely accepted and is applicable to most job seekers. The reverse chronological order resumes are easy to read and can highlight career growth.

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FirstName LastName
Street Address
City, ST ZipCode, Country
Phone #
Email Address

Career Profile:

Sales · Account Management · Financial Services · New Business Development Professional

Highly accomplished, detail-oriented professional with over 8 years of experience in client relationship management and financial services.  Outstanding record of achievement has resulted in numerous awards and commendations. Demonstrate excellent communication skills and an ability to perform well in a multi-tasking environment. Proven top-notch organizational skills with an emphasis on streamlining processes and procedures for enhanced productivity and efficiency. Consistently meet and/or exceed corporate goals and operational deadlines. Exhibit natural leadership skills and an entrepreneurial spirit with a special talent for transitioning strategy into action and achievement.

Professional Experience:

State Farm Insurance
Woodbridge VA

Financial Services Representative 3/2006 to present

Collaborate with clients enabling them to secure a healthy financial future. Sell various life insurance products and mutual funds, automobile, homeowners and health products, and bank products.

  • Provide technical financial planning expertise to agent, primarily regarding retirement rollovers, tax planning and variable life insurance.
  • Fulfil office management responsibilities in the agent’s absence, including reviewing emails, making nightly deposits, monitoring and stocking office supplies and reconciling nightly bank deposits.
  • Act as an in-house technology expert, troubleshooting and resolving phone, printer, computer and camera issues. 
  • Mentor and coach office staff on topics such as sales product training and new client acquisition.
  • Obtained property and casualty license through self-study and examination during employment.
  • Expertly overhauled and streamlined antiquated administrative processes and procedures, resulting in a more efficient front office and internal voice mail system.

Ameriprise Financial (formerly American Express Financial Advisors)
Centerville and Manassas VA

Financial Services Representative 11/2001 to 3/2006

Successfully launched a financial services franchise and solely ran it for a full year. Identified and secured office space, created business plan, managed expenses and conducted sales calls for growth and expansion of the business. Conducted initial client meetings to qualify prospects for service, and completed in-depth reviews of clients' financial circumstances, current provision and future goals. Enabled individuals to identify their distinct financial needs and objectives and then recommended plans and products to help achieve goals.

  • Designed financial strategies that align with clients’ personal goals and position them for their unknowns.
  • Provided clients with information on new and existing products and services and assisted clients in making informed decisions.
  • Identified as office advisor and coach and assigned to new hires seeking counsel on sales skills, client meetings and analysis.
  • Created a targeted marketing campaign to generate prospective clients. Attended networking events, created print advertising and responded to corporate-sponsored leads.
  • Analyzed client data and provided written and verbal recommendations in the areas of retirement planning, asset management, income tax planning, insurance planning (life, disability, long term care), estate planning, budgeting and debt management.
    • Achieved competitive independent-contract (P2) status in just 3 years of employment, ranking in the top 11% (7 of 77) of employees in the office.
    • Awarded 1st-year top achiever status for reaching challenging production goals.
    • Received Mercury award for reaching production goals in the first 3 months of employment.

netDecide Corporation
Falls Church

Intelligence Analyst 6/2000 to 4/2001

Defined project workflow and developed a project monitoring system, information database, long-term growth strategy and new initiatives for the Business Intelligence market research group.

  • Led multi-department efforts requiring complex logistics coordination over a condensed timeline.
  • Oversaw research relationships with leading research firms and performed ad hoc and extended research projects.
  • Played a key role in planning the internal corporate communications strategy and designed an electronic newsletter to promote company-wide information sharing.
  • Managed daily functions and operations for a staff member.
  • Considered a department subject matter expert on competitors and products.
Carnegie Mellon University, Pittsburgh PA 9/1996 to 5/2000
Building Supervisor 8/1999 to 5/2000

Nominated to hold chair position in the administrative student university centre. 

  • Prepared and maintained professional, athletic, and recreational facilities for daily operations.
  • Worked in tandem with other university operational departments.
Assistant Diving Coach 8/1999 to 2/2000

Acted in the absence of Head Coach at home and away diving competitions. Led event judging, coordinated meets and managed team activities.

  • Taught weekly diving lessons and ensured that students were progressing in a timely manner.
Head Orientation Counselor 9/1996 to 8/1997

Supervised the hiring process for 86 orientation counsellors. Managed $250,000 budget, raised funds, and co-sponsored events.  Worked 30 hours a week and attended head counsellor meetings throughout the academic year.

  • Authored training manual and rolled out a five-day training program for orientation staff on topics ranging from power in relationships, diversity awareness, communicating effectively and sexual assault prevention.
  • Developed relevant and interactive programs and events with professional staff and students.


Bachelor of Arts in Finance · Carnegie Mellon University · Degree Granted 1999

Licenses and Certifications:

Series 7 - 2/2002 · Life & Health -12/2001 · Series 66 - 3/2002 · Property & Casualty - 4/2006

Certified Mutual Fund Counselor (CMFC) - College of Financial Planning - 1/2004

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Other Financial Advisor Resume Sample Info

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