Trainee Financial Advisor Resume
Trainee financial advisors work under experienced financial advisors and support them in helping clients on building impressive investment portfolios. With qualified direction from senior advisors, the trainees learn numerous skills that enable them to analyze financial statement, plan financial goals, seek and fetch investment opportunities, settle financial dispute, and ensure compliance with the tax law.
If a finance career is your aim, get a degree either in accounting, finance, or economics first. Recruit yourself for an internship programs, and then try for a trainee financial advisor job to have a strong career foundation.
Trainee Financial Advisor Resume Example
Elizabeth D. Green
3734 Keyser Ridge Road
Archdale, NC 27263
Phone: 336-434-4390
Email: edgreen@example.com
Career Objective:
Looking for a trainee financial advisor job at "JP Morgan Chase," and assist senior financial advisors in providing lucrative financial advice to clients.
Summary of Skills:
- 2+ years of experience working under qualified senior financial advisors
- Excellent communication and client management skills
- Ability to answering clients' questions over telephone, through emails, and in person
- Positive attitude and confident negotiator
- Ability to handle tasks independently and multi-tasking
- Familiarity with tax laws, and financial services and investment products
Work Experience:
Trainee Financial Advisor
Mason Financial Consultancy, Archdale, NC
November 2014 - Present
- Assisting senior financial advisors in collecting financial documents and drafting financial plans for clients
- Keeping track of the performance of different economies and share markets
- Forecasting the trends in finance markets and informing the chief advisor for changes that needs to be made with the financial plans
- Suggesting different investment options available to clients
- Providing quality financial services to clients and gaining their trust
Trainee Financial Advisor
Morgan Financial Solutions, Archdale, NC
August 2013 - October 2014
- Assisted in conducting counseling sessions and planning finances of clients as per their requirements
- Prepared finance reports and prediction charts for client's references
- Explained complex financial terminologies in simple language and cleared client's doubts regarding financial planning
- Supported chief advisors on portfolio management, asset management and risk tackling functions
- Performed clerical and data-entry functions as assigned
Education:
-
Bachelor's Degree in Finance
Max University, Archdale, NC
2012
Reference:
On request.
