Financial Advisor Resume Template

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

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Financial Advisor Resume Template (Full 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

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.

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