Financial Advisor Trainee Resume Example

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Financial Advisor Trainee Resume Example (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

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