Financial Advisor Intern Resume Example

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

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Financial Advisor Intern Resume Example (Full Text Version)

Robbert Menkveld

Email address: hello@kickresume.com

Phone number: 555-555-5555

Profile

Motivated Economics & Finance student with a proven track record of conducting thorough financial market research, analyzing investment opportunities, and offering valuable support to Financial Advisors and Planners. Possesses exceptional analytical abilities, unwavering attention to detail, and a strong aptitude for teamwork. Actively pursuing a Financial Advisor Internship role with a forward-thinking firm.

Work experience

06/2018 - 08/2018, Financial Advisor Intern, Orion Advisor Services, LLC, Sydney, Australia

Collaborated with multiple Financial Advisors and Planners, offering crucial support with various tasks as needed.
Conducted administrative responsibilities, conducted financial market research, and engaged with potential clients and business partners.
Researched investment opportunities, monitored portfolio performance, and prepared and reviewed monthly financial statements.
Organized and maintained documents and records, and carried out assigned tasks from supervisors.
Recognized as Intern of the Month for exceptional performance.

Education

09/2016 - present, Economics & Finance, Australian National University, Canberra, Australia

Achieved a GPA of 3.98, ranking in the top 10% of the program.
Awarded the 2018 Academic Excellence Award.
Engaged in extracurricular activities including Business Club, Psychology Society, and Riding Society.

09/2012 - 05/2016, High School, Caland Lyceum, Amsterdam, Netherlands

Achieved graduation with distinction, earning a Grade 1 (A/excellent equivalent) in all four subjects.
Participated in extracurricular activities including Astronomy Society, Economics Society, and Math Society.

Skills

Languages

Dutch

English

German

Computer Skills

Microsoft Office

FreshBooks, Sage 50cloud

MetaStock, TradingView

TC2000, Optuma

Interpersonal Skills

Ability to Work under Pressure

Analytical Skills

Communication Skills

Problem-solving

Teamwork

Time Management

Volunteering

09/2016 - 05/2017, First Year Representative, Australian National University, Canberra, Australia

Certificates

02/2017, Driving Licence, Driving School

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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