Financial Advisor Trainee Resume Example (Text version)
Email address: email@example.com
Phone number: 555-555-5555
Performance-driven and motivated Financial Advisor Trainee with a proven track record of extraordinary achievements in performing financial market research, evaluating potential investment opportunities, and developing new financial plans and strategies. Chartered Financial Planner with well-developed analytical skills, strong attention to detail and accuracy, and significant ability to remain calm in stressful situations.
06/2017 - 06/2019, Financial Advisor Trainee, Cetera Financial Group, LLC, Page, IN, United States
- Conducted detailed financial market research, identified and evaluated potential investment opportunities, and built and maintained professional relationships with clients.
- Worked closely with multiple Financial Advisors and other professionals and communicated with clients in order to determine their financial goals and objectives.
- Developed and implemented custom financial plans and strategies, monitored portfolios, and maintained confidential documents and records.
- Produced monthly reports, pro-actively participated in team meetings with managers, and executed other tasks as assigned.
- Ranked as a #1 Financial Advisor Trainee at the company for achieving extraordinary results and performing great work.
09/2013 - 05/2017, Accounting & Finance, Creighton University, Omaha, NE, United States
GPA: 3.96 (Top 10% of the Program)
The 2015 Academic Excellence Award winner
Clubs and Societies: Economics Society, FinTech Society, Psychology Society
09/2009 - 05/2013, High School, Theodor-Heuss-Gymnasium, Heilbronn, Germany
Graduated with Distinction (Grade 1 - A/excellent equivalent in all 4 subjects)
The 2012 Best Graduate Award winner
Activities: Golf Club, Physics Society, Volleyball Club
Money Tree, QuickBooks
Attention to Detail
09/2010 - 05/2013, Class Treasurer, Theodor-Heuss-Gymnasium, Heilbronn, Germany
03/2019, Chartered Financial Planner, CFA Institute
08/2015, Driving Licence, Driving School