Personal Financial Advisor Resume
Managing finances is the toughest thing in life. Therefore, individuals seek assistance of personal financial advisors. These advisors have the knowledge of investment market and designing strategies to control spending habits and settle liabilities. They may work with a consulting firm or an an independent advisor. In both the cases, there job is to meet clients, analyze their financial conditions, know financial goals, and provide suggestion on investment and settling overdue payments.
Personal Financial Advisor Resume Example
Kyle D. Bradford
1149 Southside Lane
Los Angeles, CA 90044
Phone: 323-756-5517
Email: kdbradford@example.com
Career Objective:
Looking for a personal financial advisor job with a reputed finance firm and serve clients with my knowledge of investment market and asset management.
Summary of Skills:
- Strong knowledge of investment market and insurance products
- Excellent asset management and investment portfolio building skills
- Experience in assisting individuals in defining and achieving financial goals
- Skilled in devising financial plans for parents for their children's education
- Familiarity with the state and federal laws related to investment and finance
- Expert in formulating plans to cut down spending habits and settle liabilities
Work Experience:
Personal Financial Advisor
Matt & Farrel Consulting, Los Angeles, CA
October 2014 - Present
- Meeting and discussing financial goals with clients and devising strategies
- Reviewing current income, expenses, taxes, insurance coverage, etc. and developing financial plans
- Planning and implementing policies for cash management and investments
- Analyzing market trends, future growth forecast, and determining investment opportunities accordingly
- Devising plans for settling liabilities keeping interest and other charges to minimal
- Building diversified investment portfolio to sustain impact of market volatile nature
Personal Financial Advisor
ABC Finance Firm, Los Angeles, CA
February 2012 - September 2014
- Opened, serviced, and closed accounts for individuals and companies
- Researched on financial status of clients, determined their investment potential, and provided suitable advice
- Explained the wide avenue of opportunities available and guided clients on choosing the best
- Monitored clients' accounts and suggested sale and purchase of investment products
- Conducted seminars for clients and encourage them on saving for retirement and other expenses
- Purchased and sold stocks, bonds, and mutual funds for clients as per the market demand and need
Education:
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Bachelor's Degree in Accounting
ABC University, Los Angeles, CA
2011
Reference:
On request.
