Financial Advisor Trainee Resume Example

Enhance your career prospects and learn to write your next resume with our free, outstanding Financial Advisor Trainee resume example. Use this resume example free of charge or rewrite it directly in our simple yet powerful resume builder.

Create My Resume
1M+ job seekers
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: 4.7 (7 votes)

Financial Advisor Trainee Resume Example (Full Text Version)

Raffaela Preissner

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

Profile

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.

Work experience

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.

Education

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

Skills

Languages
German
English
Chinese
Computer Skills
Microsoft Office
Quicken, MoneyGuidePro
Money Tree, QuickBooks
Advicent, RightCapital
Interpersonal Skills
Analytical Skills
Attention to Detail
Communication Skills
Leadership Skills
Teamwork
Time Management

Volunteering

09/2010 - 05/2013, Class Treasurer, Theodor-Heuss-Gymnasium, Heilbronn, Germany

Certificates

03/2019, Chartered Financial Planner, CFA Institute
08/2015, Driving Licence, Driving School
Edit this sample using our resume builder.

What is your resume score?

Our resume checker compares your resume against the best resumes from our database. Scan your resume for issues and find out your resume score.
Score my resume now

Related Finance Analyst Resume Samples

Fixed Income Analyst Resume Sample
Fixed Income Analyst Resume Sample
Financial Planning Analyst Resume Sample
Financial Planning Analyst Resume Sample
Loan Administrator Resume Example
Loan Administrator Resume Example

Related Accounting / Finance Cover Letter Samples

Honeywell Pricing Analyst Cover Letter Sample
Honeywell Pricing Analyst Cover Letter Sample
Forecasting Analyst Cover Letter Sample
Forecasting Analyst Cover Letter Sample
Oil Market Analyst Cover Letter Example
Oil Market Analyst Cover Letter Example

Let your resume do the work.

Join 1,300,000 job seekers worldwide and get hired faster with your best resume yet.

Sign Up
resume