Financial Advisor Assistant Resume Sample

Kick-start your career and learn creative tricks to use in your next resume with this downloadable Financial Advisor Assistant resume sample. Make a copy of this resume example as it is or edit it directly using our simple yet powerful resume builder.

Meinen Lebenslauf erstellen
1 M+ Jobsuchende
Dieser Lebenslauf wurde von unseren erfahrenen Lebenslaufgestaltern speziell für diese Berufsgruppe verfasst. Erstelle deinen Lebenslauf jetzt oder bearbeite diesen Beispiellebenslauf.
War dies sample hilfreich? Bewerte es!
Durchschnitt: 4.4 (7 Stimmen)

Financial Advisor Assistant Resume Sample (Volle Textversion)

Fabien Poullain

Email address:
Phone number: 555-555-5555


Results-driven and detail-oriented Financial Advisor Assistant skilled at analyzing investment opportunities, communicating with potential clients, and completing financial statements. Possessing well-developed analytical skills, strong determination to achieve great results, and extraordinary time management abilities, Fabien is presently looking for a Financial Advisor Assistant job with a modern firm which offers opportunity to grow both personally and professionally. 

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 and 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 that all policies were followed.
  • Processed transactions, answered the phone, responded to emails, greeted visiting clients and business partners, and performed other administrative duties as needed.
  • Awarded Employee of the Month twice for performing great work.


09/2013 - 05/2017, Accounting & Finance, University of Wisconsin-Madison, Madison, WI, United States

GPA: 3.98 (Top 5% of the Program)

The 2016 Academic Excellence Award winner

Clubs and Societies: Business Club, Drama Club, Tennis Club

09/2011 - 05/2013, IB Diploma Program, The Marymount International School, Paris, France

Graduated with Distinction (Grade 1 - A/excellent equivalent in all 6 subjects)

Activities: Economics Society, Football Club, Swimming Society


Computer Skills
Microsoft Office
Quicken, Money Tree
Advicent, MetaStock
Quantshare, TC2000
Interpersonal Skills
Analytical Skills
Communication Skills
Critical Thinking
Time Management


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


03/2019, Certified Financial Planner, CFA Institute
Bearbeite dieses Muster mit unserem Lebenslauf-Generator.

Was ist deine Lebenslaufbewertung?

Unser Lebenslauf-Prüfer vergleicht deinen Lebenslauf mit den besten Lebensläufen aus unserer Datenbank. Scanne deinen Lebenslauf auf Fehler und finde deine Lebenslaufbewertung heraus.
Meinen Lebenslauf jetzt bewerten

Ähnliche Verwaltung Lebensläufe

Help Desk Specialist Resume Sample
Help Desk Specialist Resume Sample
Actuary Resume Example
Actuary Resume Example
Executive Assistant Resume Sample
Executive Assistant Resume Sample

Ähnliche Rechnungswesen / Finanzen Anschreiben

Accounting Manager Cover Letter Example
Accounting Manager Cover Letter Example
Investment Associate Cover Letter Example
Investment Associate Cover Letter Example
Reconciliation Specialist Cover Letter Sample
Reconciliation Specialist Cover Letter Sample

Überlasse deinem Lebenslauf die Arbeit.

Geselle dich zu 1.300.000 Jobsuchenden weltweit und sichere dir deinen Job mit dem bis jetzt besten Lebenslauf schneller.