Financial Advisor Resume Template

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Financial Advisor Resume Template (Text version)

Tomas Axelsen

Address: Herresalveien 210, 1347, Oslo, Norway
Email address: taxelsen@gmail.com
Phone number: 435 39 426
Web: www.tomasaxelsen.com

Profile

Certified Financial Planner who excels at identifying and evaluating potential investment opportunities, developing financial models and strategies, fully understanding companies, analyzing market trends, and providing beneficial financial advice.

The Black Diamond Award winner recognized for exceeding revenue and profits targets and managing large value portfolios.

Work experience

10/2017 - 02/2019, Financial Advisor, OnPoint Financial, Inc., Oslo, Norway
  • Created market research in order to discover and evaluate potential investment opportunities in compliance with company high standards, policies, and procedures.
  • Managed the office, developed and implemented financial strategies, worked on the constant improvement of customer service.
  • Executed all trades, achieved and surpassed all revenue and profits goals; managed a portfolio of over $250M EUR.
  • Won the Black Diamond Award for the top financial plan.
06/2016 - 10/2017, Associate Financial Advisor, Nordea Bank Abp, Oslo, Norway
  • Communicated with clients to identify their financial goals and objectives; using own knowledge made recommendations and gave professional advice.
  • Maintained relationships with customers and attended social events to promote the company's services.
  • Worked on constant improvement of client satisfaction; met all performance and sales targets.
  • Awarded Employee of the Month.

Education

09/2012 - 05/2016, Finance, Pace University, New York, NY, United States

GPA: 3.98

Clubs and Societies: Economics Society, Film Society, Golf Club, Riding Club

09/2008 - 05/2012, Gymnasium, Hartvig Nissens Skole, Drammen, Norway

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

Skills

Languages Skills
Norwegian
English
Japanese
Computer Skills
Microsoft Office
QuickBooks, Sage
MoneyGuidePro, RightCapital
Plus500, ETX
Interpersonal Skills
Ability to Work under Pressure
Analytical Skills
Communication Skills
Multi-tasking
Problem-solving

Volunteering

06/2013 - 07/2013, English Tutor, EF Education First, Jinan, China

Certificates

05/2017, Certified Financial Planner (CFP), Chartered Institute for Securities & Investment
03/2012, Driving Licence, Driving School

Hobbies

Exploring distant lands
Getting lost in a good book
Every kind of sport

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