Financial Advisor offers financial advice to clients. This position’s main responsibility is to help clients feel comfortable. As a Financial Advisor, one should be knowledgeable about the regulatory changes as well as economic trends. With this position, you must have an assessment of an individual’s financial needs and assist them with tax laws, investments, and insurance decisions. The job of a Financial Advisor also includes helping clients to plan for their long-term and short-term goals like retirement and education expenses. The roles and responsibilities of a Financial Advisor include explaining their provided financial services, meeting the clients personally for the discussion of their financial goals, recommending investments to customers, checking the client’s accounts, and identify changes required to enhance the account performance. You are also responsible informing your clients regarding investment options and possible risks. 
 The requirements for this job position include a Bachelor’s degree in finances, business, and other related fields. You must also have at least 1-2 years of experience in sales. It is also important that you’re knowledgeable in securities, mutual funds, and insurance industries. You need to have the skill to offer quality financial advice. You must be proficient in Excel, Word, PowerPoint, and Outlook. Create your Financial Advisor Resume by clicking on ''Use this Resume'' button.

How to write an effective Financial Advisor resume?

The best way to be hired as a Financial Advisor is to write an effective resume. It will help you convince the recruiter that you’re the best candidate for the Financial Advisor job position. 
Write a convincing summary for Financial Advisor resume
 The first step in your job application is to submit a professional resume. With this, you need to have a powerful summary in your Financial Advisor resume. It is beneficial to catch the recruiter’s attention and read your full resume. 
Include your most relevant skills as Financial Advisor in your resume
 In your Financial Advisor resume, you must include your most relevant skill for the position. It can catch the attention of the employer that you’re capable of the position that they’re looking for. You can write about 6 skills in your resume. Make sure to include only the skills that you’re expert at. 
Show your achievements rather than the roles and responsibilities that match the Financial Advisor job position 
Do you have impressive achievements related to the Financial Advisor job? If yes, feel free to include it in your Financial Advisor resume. It can help you to convince the employer to realize that you’re qualified for the position as a Financial Advisor. However, make sure to use professional language to show your good character.


Driven Financial Advisor providing clients with optimal assistance with retirement planning, estate planning, investment advice, tax strategies, and overall support managing their finances. Proven track record of competitive market share expansion and assisting corporations in reaching goals. Driven and detail-oriented with the ability to thrive in high pressure environments. Adept at developing key relationships and business development.

Professional Experience

Goldman Sachs
Aug, 2013 Sep, 2019
Financial Advisor
  • Developed and implemented new and improved financial policies based on extensive research findings. 
  • Fostered successful relationships with 250+ clients, providing them with top of the line financial advisement. 
  • Advised a total of $40 million in assets. 
  • Mentored and trained new team members and worked collaboratively with existing members. 
Bank of America
Jul, 2008 Aug, 2013
Financial Advisor
  • Increased client satisfaction rating by 8% in my first year. 
  • Presented financial planning seminars to existing and prospective clients. 
  • Discovered undervalued investments and identified long term sustainable growth. 
  • Provided high quality investment guidance to clients based on their needs, goals, and lifestyle. 
  • Contributed to a productive and happy work environment, dedicated to the satisfaction of the client. 


favourite quote

“You can't solve a problem unless you know the problem.”

~Sheeja Jose, Goodbye Girl


Managed investment portfolios of more 400 clients
Generated new clients using a personal, face-to-face approach that built trust and emphasized personal service to the individual investor. 
Generated new client business of $6 million
Presented Unique Value Proposition to High Net Worth (HNW) executives of New York Metro area Fortune 100 companies. 

Key Skills

Market Analysis
Relationship Building
Portfolio Management
Negotiation skills
Influencing Skills
Excellent Communication




Master of Finance
Columbia University
Jul 2008 - Aug 2010
Bachelor of Finance and Economics
Fordham University
Jul 2004 - May 2008


RIA (Registered Investment Advisor)
Aug 2013
(Certified Trust and Financial Advisor)
Nov 2015


  • Reading
  • Writing
  • Indoor Games
  • Adventure Sports
  • Bicycle Riding
  • Motorbikes

Social Media

In 3 years

Over the 3 years, I want to be more challenging Financial Adviser position with the aim of handling client’s complaints and assisting in the resolution of financial issues.

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