Investment Representative Resume Example With Content Sample

An Investment Representative is commonly referred to as a financial or investment advisor and plays an important role in the corporate world. This position is responsible for advising individuals or business organizations about developing financial plans. They do this by using their skills and knowledge and designing strategies according to the financial objectives of their clients. While maintaining the existing clients, Investment Representative tries to get new potential clients. The key responsibility of these investment professionals is to assess the clients’ financial condition and status. They collect and compile financial details of the clients, and they understand the purpose of their investment. These investment professionals offer representation and advice of financial products such as annuities, insurance, estate planning, stocks, mutual funds, retirement plans, trust funds, and education savings. They also prepare different correspondence and reports, maintain databases and files, and verify all financial data. 

The core responsibilities of Investment Representatives include planning business activities based on the assigned weekly and monthly sales, proactively initiating emails or phone calls to prospects, and fixing appointments with them. Create your Investment Representative Resume by clicking on ''Use this Resume'' button.

Investment Representative Resume Example With Content Sample

How To Effectively Write An Investment Representative Resume?

Are you about to start an Investment Representative career? Do you want to update or improve your current resume? Yes? Then the following tips will assist you to write the best Investment Representative resume.

Write a great summary for Investment Representative resume 
In writing the summary of your resume, do mind that most hiring managers only have a few seconds to scan the resume. For such reason, make sure to make it brief as possible. Nevertheless, you have to make it punchy. Make the summary compelling and engaging since it will reveal your skills, level of expertise, and the readiness to handle responsibilities as an Investment Representative.

Showcase the most relevant skills as Investment Executive in your resume 
To back up your expertise and readiness in the field, you need to highlight the qualities and skills you possess related to the Investment Representative position. Use strong keywords related to the investment advisory role and field. Highlight the qualities and skills that the company stated in the job posting.

Mention your accomplishments rather than the roles and responsibilities that match the Investment Executive job position 
Most companies are more likely to hire experienced Investment Representatives. So, it’s essential for you to mention your accomplishments related to the position. This will give the hiring managers that you have a great potential in meeting or even exceeding the company’s expectations and goals. Your accomplishments serve as a tool to catch the hiring managers’ attention. 


Remarkable experience in the financial industry. Profound knowledge of brokerage accounts, products, and services. Wide knowledge of general finance concepts Thorough knowledge of investment and insurance products. Ability to manage confidential information. Ability to build relationships and retain clients. Superior computer skills and the capability to type 30 WPM.

Professional Experience

Registered Investment Center
Aug, 2016 Present
Investment Representative
  •  Expected to provide best in class service by providing exceptional service and building long-lasting relationships with High-Value Clients.
  • Looking for opportunities to provide full service (Knowing the client, informing them of products which make sense for them).
  • Knowledge of all CIBC offerings both in wealth management and retailing banking, with the expectation of identifying referral opportunities.
May, 2012 Jun, 2015
  •  Performed other duties as assigned.
  • Had a collaborative and relational work style with proven success in a team environment.
  • Fostered company success through a professional appearance, I was courteous to customers and all Scottrade associates and by positive attitude.


favourite quote

If you want to live a happy life, tie it to a goal, not to people or things.

~Albert Einstein


Provide full service financial planning.
  •  Delivered $2M in the retail business for the company.
  • Increased client base 30% in major New York school district.
  • Increased overall territory sales by more than 41% in less than four years.
  • Improved sales by identifying and targeting under-served small and medium-sized companies.
Cooperate in management of $20 million equity
  •  On-boarded approximately five new accounts monthly with several whose AUM exceeded $100,000.
  • Grew assets under management to $20+ million.
  • Increased gross revenue generated by $100,000 since 03/2012.

Key Skills

Investment Strategies
Financial Goals
Asset Allocation
Client Relation
Customer service
Stakeholder Relationship Management




Bachelor’s Degree in Confidentiality
Emory University
Aug 2008 - Mar 2011
Bachelor’s Degree in Finance
Western Oregon University,
Jan 2005 - Mar 2008


Certified Alternative Investment Manager (AIM)
Aug 2016
Certified Investment Advisor
Aug 2018


  • Billiards
  • Climbing
  • Tennis
  • Pool
  • Motorbikes
  • Zumba

Social Media

In 3 years

In the next 3 years, I want to work as an Investment Representative with a growing company in which my abilities will be an asset to the company.

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