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.

Rewrite Sample with AI

Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

Created with

Previous sample

Financial Advisor Assistant Resume Sample

Created with

Next sample

Financial Advisor Trainee Resume Example

Previous sample

Next sample

This resume was written by our experienced resume writers specifically for this profession. Create your resume now or edit this resume example.

Was this sample helpful? Rate it!

Average: 4.6 (29 votes)

Financial Advisor Assistant Resume Sample (Full 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

Milan Šaržík, CPRW

Certified Professional Résumé Writer

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.

Edit this sample using our resume builder.

Edit Sample

Let your resume write itself — with AI.

Kickresume’s AI Resume Writer can generate a great first draft of your resume in seconds. Simply enter your job title and let artificial intelligence help you get started.

Create Resume With AI