Financial Advisor Resume Template

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

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Financial Advisor Resume Template (Full Text Version)

Tomas Axelsen

Address: Herresalveien 210, 1347, Oslo, Norway

Email address: taxelsen@gmail.com

Phone number: 435 39 426

Web: www.tomasaxelsen.com

Profile

Highly skilled Certified Financial Planner with expertise in identifying and evaluating potential investment opportunities, developing financial models and strategies, thoroughly analyzing market trends, and providing valuable financial advice. A recipient of the prestigious Black Diamond Award for surpassing revenue and profit targets and effectively managing high-value portfolios.

Work experience

10/2017 - 02/2019, Financial Advisor, OnPoint Financial, Inc., Oslo, Norway

Conducted market research to identify and assess potential investment opportunities in alignment with company standards, policies, and procedures.
Oversaw office operations, formulated and executed financial strategies, and enhanced customer service.
Executed trades, exceeded revenue and profit targets, and oversaw a $250M EUR portfolio.
Awarded the prestigious Black Diamond Award for excellence in financial planning.

06/2016 - 10/2017, Associate Financial Advisor, Nordea Bank Abp, Oslo, Norway

Identified clients' financial goals and objectives through effective communication, providing professional recommendations and advice based on own expertise.
Cultivated and maintained relationships with customers, attending social events to enhance visibility and promote company services.
Ensured continuous improvement in client satisfaction, consistently meeting performance and sales targets.
Recognized as "Employee of the Month" for outstanding dedication and contributions.

Education

09/2012 - 05/2016, Finance, Pace University, New York, NY, United States

Achieved a GPA of 3.98
Participated in Economics Society, Film Society, Golf Club, and Riding Club

09/2008 - 05/2012, Gymnasium, Hartvig Nissens Skole, Drammen, Norway

Achieved graduation with distinction by earning Grade 1, the equivalent of an A/excellent in all four subjects.

Skills

Languages Skills

Norwegian

English

Japanese

Computer Skills

Microsoft Office

QuickBooks, Sage

MoneyGuidePro, RightCapital

Plus500, ETX

Interpersonal Skills

Ability to Work under Pressure

Analytical Skills

Communication Skills

Multi-tasking

Problem-solving

Volunteering

06/2013 - 07/2013, English Tutor, EF Education First, Jinan, China

Certificates

05/2017, Certified Financial Planner (CFP), Chartered Institute for Securities & Investment

03/2012, Driving Licence, Driving School

Hobbies

Exploring distant lands

Getting lost in a good book

Every kind of sport

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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