Financial Advisor Assistant Resume Sample

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Financial Advisor Assistant Resume Sample (Text version)

Fabien Poullain

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

Profile

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.

Education

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

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

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