Financial Advisor Trainee Resume Example

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

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Financial Advisor Trainee Resume Example (Full Text Version)

Raffaela Preissner

Email address: hello@kickresume.com

Phone number: 555-555-5555

Profile

Highly driven and motivated Financial Advisor Trainee with a demonstrated history of exemplary performance in conducting financial market research, assessing potential investment opportunities, and creating innovative financial plans and strategies. Chartered Financial Planner with exceptional analytical abilities, meticulous attention to detail, and a remarkable aptitude for maintaining composure in high-pressure environments.

Work experience

06/2017 - 06/2019, Financial Advisor Trainee, Cetera Financial Group, LLC, Page, IN, United States

Conducted comprehensive financial market research, assessed potential investment opportunities, and established and cultivated relationships with clients.
Collaborated closely with Financial Advisors and various professionals to ascertain clients' financial objectives and goals.
Formulated and executed personalized financial plans and strategies, oversaw portfolios, and managed confidential records.
Generated monthly reports, actively engaged in team meetings with supervisors, and completed assigned duties.
Attained the top rank as a #1 Financial Advisor Trainee within the organization for exceptional achievement and exemplary performance.

Education

09/2013 - 05/2017, Accounting & Finance, Creighton University, Omaha, NE, United States

Achieved a GPA of 3.96, ranking in the top 10% of the program
Received the 2015 Academic Excellence Award
Participated in Economics Society, FinTech Society, and Psychology Society clubs and societies.

09/2009 - 05/2013, High School, Theodor-Heuss-Gymnasium, Heilbronn, Germany

Achieved graduation with Distinction, scoring Grade 1 (A/excellent equivalent) in all four subjects
Awarded the Best Graduate Award in 2012
Actively participated in extracurricular activities including Golf Club, Physics Society, and Volleyball Club.

Skills

Languages

German

English

Chinese

Computer Skills

Microsoft Office

Quicken, MoneyGuidePro

Money Tree, QuickBooks

Advicent, RightCapital

Interpersonal Skills

Analytical Skills

Attention to Detail

Communication Skills

Leadership Skills

Teamwork

Time Management

Volunteering

09/2010 - 05/2013, Class Treasurer, Theodor-Heuss-Gymnasium, Heilbronn, Germany

Certificates

03/2019, Chartered Financial Planner, CFA Institute

08/2015, 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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