Financial Advisor Intern Resume Example

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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’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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