Financial Advisor Assistant Resume Sample

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

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Financial Advisor Assistant Resume Sample (Full Text Version)

Fabien Poullain

Email address: hello@kickresume.com

Phone number: 555-555-5555

Profile

Highly motivated and detail-oriented Financial Advisor Assistant with a proven track record of analyzing investment opportunities, engaging with prospective clients, and preparing financial statements. Demonstrates exceptional analytical abilities, a relentless drive for excellence, and exemplary time management skills. Eager to leverage expertise in a dynamic financial services firm that fosters personal and professional growth.

Work experience

06/2017 - 06/2019, Financial Advisor Assistant, CUSO Financial Services, L.P., Glendale, CA, United States

Provided professional support to multiple Senior Financial Planners, identified and communicated with potential clients
Researched and analyzed investment opportunities, managed client relationships, and maintained confidential files and records
Monitored portfolios, completed financial statements, and stayed up-to-date with current laws and regulations to ensure policy compliance
Processed transactions, answered phones, responded to emails, greeted visiting clients and business partners, and performed additional administrative duties as required
Recognized as Employee of the Month twice for exceptional performance

Education

09/2013 - 05/2017, Accounting & Finance, University of Wisconsin-Madison, Madison, WI, United States

Achieved a GPA of 3.98, placing in the top 5% of the program.
Awarded the 2016 Academic Excellence Award for outstanding performance.
Participated in various clubs and societies including Business Club, Drama Club, and Tennis Club.

09/2011 - 05/2013, IB Diploma Program, The Marymount International School, Paris, France

Successfully graduated with distinction, achieving a Grade 1 (A/excellent equivalent) in all 6 subjects.
Actively participated in the Economics Society, Football Club, and Swimming Society.

Skills

Languages

French

English

Chinese

Computer Skills

Microsoft Office

Quicken, Money Tree

Advicent, MetaStock

Quantshare, TC2000

Interpersonal Skills

Accuracy

Analytical Skills

Communication Skills

Critical Thinking

Teamwork

Time Management

Volunteering

09/2011 - 05/2013, Class Treasurer, The Marymount International School, Paris, France

Certificates

03/2019, Certified Financial Planner, CFA Institute

Milan Šaržík, CPRW

Certified Professional Résumé Writer

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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