Financial Advisor Intern Resume Example

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Financial Advisor Intern Resume Example (Text version)

Robbert Menkveld

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

Profile

Hard-working and results-oriented Economics & Finance student adept at conducting financial market research, evaluating investment opportunities, and providing support to Financial Advisors and Planners. Offers great analytical skills, strong attention to detail and accuracy, and well-developed teamwork abilities. Robbert is presently seeking a Financial Advisor Intern position with a modern firm.

Work experience

06/2018 - 08/2018, Financial Advisor Intern, Orion Advisor Services, LLC, Sydney, Australia
  • Worked closely with multiple Financial Advisors and Planners and provided beneficial support to them with any duties as required.
  • Performed various administrative tasks, completed financial market research, and identified and communicated with potential clients and business partners.
  • Investigated investment opportunities, monitored the performance of all portfolios, and drafted and reviewed monthly financial statements.
  • Maintained and managed documents and records and executed other tasks as assigned by supervisors.
  • Awarded Intern of the Month for performing great work.

Education

09/2016 - present, Economics & Finance, Australian National University, Canberra, Australia

GPA: 3.98 (Top 10% of the Program)

The 2018 Academic Excellence Award winner

Clubs and Societies: Business Club, Psychology Society, Riding Society

09/2012 - 05/2016, High School, Caland Lyceum, Amsterdam, Netherlands

Graduated with Distinction (Grade 1 - A/excellent equivalent in all 4 subjects)

Activities: Astronomy Society, Economics Society, Math Society

Skills

Languages
Dutch
English
German
Computer Skills
Microsoft Office
FreshBooks, Sage 50cloud
MetaStock, TradingView
TC2000, Optuma
Interpersonal Skills
Ability to Work under Pressure
Analytical Skills
Communication Skills
Problem-solving
Teamwork
Time Management

Volunteering

09/2016 - 05/2017, First Year Representative, Australian National University, Canberra, Australia

Certificates

02/2017, Driving Licence, Driving School

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