Financial Representative Resume Example

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Financial Representative Resume Example (Text version)

Debbie Gordts

Email address:
Phone number: 555-555-5555


Performance-driven and detail-oriented Financial Representative with 3+ years of extensive experience in creating new investment strategies, performing risk assessments and profit and loss analysis, and providing professional financial advice and recommendations to clients. Offers an Economics & Finance degree and well-developed analytical skills. Possessing excellent problem-solving skills and great time management abilities, Debbie is presently seeking a Financial Representative position.

Work experience

07/2016 - 07/2019, Financial Representative, Citizens Business Bank, Santa Fe Springs, CA, United States
  • Collaborated with colleagues on the development and implementation of new investment strategies and worked closely and communicated with clients to identify their financial needs and goals.
  • Produced professional investment presentations, conducted risk assessments and profit/loss analysis, and promoted the bank's services all over the Internet.
  • Provided financial advice and recommendations to existing clients and maintained strategic relationships with potential customers and business partners.
  • Collected and analyzed financial data from clients. resolved any client issues, and managed confidential files and records.
  • Awarded Employee of the Month for exceeding all goals and objectives and constantly performing great work.


09/2012 - 05/2016, Economics & Finance, Carnegie Mellon University, Pittsburgh, PA, United States

GPA: 4.0 (Top 2% of the Program)

The 2015 Academic Excellence Award winner

Clubs and Societies: Economics Society, Psychology Society, Table Tennis Club

09/2008 - 05/2012, High School, Lycee Emile Max, Brussels, Belgium

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

The 2012 Best Graduate Award winner

Activities: Boat Club, Drama Club, Volleyball Team


Computer Skills
Microsoft Office
Envestnet, Wealthbox
Junxure, UGRU Financial CRM
SatuitCRM, Practifi
Interpersonal Skills
Analytical Skills
Attention to Detail
Communication Skills
Critical Thinking
Time Management


09/2014 - 05/2015, Class Representative, Carnegie Mellon University, Pittsburgh, PA, United States


04/2019, Certified Financial Advisor, CFA Institute
03/2015, Driving Licence, Dirivng School


Exploring distant lands
Getting lost in a good book
Capturing moments

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