Financial Advisor Assistant Resume Sample

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Financial Advisor Assistant Resume Sample (Full Text Version)

Fabien Poullain

Email address: hello@kickresume.com
Phone number: 555-555-5555

Profile

Highly motivated and detail-oriented Financial Advisor Assistant with a proven track record of analyzing investment opportunities, engaging with prospective clients, and preparing financial statements. Demonstrates exceptional analytical abilities, a relentless drive for excellence, and exemplary time management skills. Eager to leverage expertise in a dynamic financial services firm that fosters personal and professional growth.

Work experience

06/2017 - 06/2019, Financial Advisor Assistant, CUSO Financial Services, L.P., Glendale, CA, United States
  • Provided professional support to multiple Senior Financial Planners, identified and communicated with potential clients
  • Researched and analyzed investment opportunities, managed client relationships, and maintained confidential files and records
  • Monitored portfolios, completed financial statements, and stayed up-to-date with current laws and regulations to ensure policy compliance
  • Processed transactions, answered phones, responded to emails, greeted visiting clients and business partners, and performed additional administrative duties as required
  • Recognized as Employee of the Month twice for exceptional performance

Education

09/2013 - 05/2017, Accounting & Finance, University of Wisconsin-Madison, Madison, WI, United States
  • Achieved a GPA of 3.98, placing in the top 5% of the program.
  • Awarded the 2016 Academic Excellence Award for outstanding performance.
  • Participated in various clubs and societies including Business Club, Drama Club, and Tennis Club.
09/2011 - 05/2013, IB Diploma Program, The Marymount International School, Paris, France
  • Successfully graduated with distinction, achieving a Grade 1 (A/excellent equivalent) in all 6 subjects.
  • Actively participated in the Economics Society, Football Club, and Swimming Society.

Skills

Languages
French
English
Chinese
Computer Skills
Microsoft Office
Quicken, Money Tree
Advicent, MetaStock
Quantshare, TC2000
Interpersonal Skills
Accuracy
Analytical Skills
Communication Skills
Critical Thinking
Teamwork
Time Management

Volunteering

09/2011 - 05/2013, Class Treasurer, The Marymount International School, Paris, France

Certificates

03/2019, Certified Financial Planner, CFA Institute

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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