Financial Advisor resume example with 5+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Experienced Financial Advisor bringing expertise in mutual funds and education planning. Resourceful, hardworking and passionate dedicated. Able to handle a wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of sales and operational strategies driving business growth.

Analytical and self-motivated Highly talented. Able to build strong relationships with clients and employees to consistently exceed expectations. Emerging Financial Advisor driven to learn from the best and exceed expectations. Energetic and eager to meet customer needs with a holistic approach & highly knowledgeable support team.

  • Managing wealth
  • Developing financial plans
  • Making insurance decisions
  • Mutual funds understanding
  • Planning for retirement
  • Funding education
  • Increasing savings
  • Work ethic
  • Time management
  • Decision-making
  • Organization
  • Data management
  • Inventory control procedures
  • Written and oral communication skills
  • Listening skills
  • Team player mentality
  • Outgoing personality
  • Business development
  • B2B sales and customer service
  • Superb time management
  • Reading comprehension skills
  • Money handling
  • Strategic planning
  • Sales expertise
  • Excellent communication skills
  • Schedule management
  • Business Planning
  • Training and Development
  • Confidential document control
  • Staff development
  • Workforce Management
Education and Training
Nova High School Davie, FL, Expected in 05/2010 High School Diploma : - GPA :
  • Licensed Financial Strategist & Assessment Specialist 2018-
First Tech Credit Union - Financial Advisor
Wilsonville, OR, 11/2018 - Current
  • Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals, and risk tolerance to formulate and actualize strategic financial plans.
  • Articulated value of various financial products, including stocks, bonds and mutual fund and educated clients on benefits of each.
  • Counseled clients on financial matters and provided recommendations investment opportunities, products, and services based on client needs and asset availability.
  • Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors, and other professionals.
  • Identify evaluate & assess client financial goals and risk exposure/tolerance to recommend products.
  • Assisted clients with planning for and funding retirements using mutual funds and other strategies.
  • Analyzed wills, insurance policies and corporate contracts.
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Implemented diverse wealth management options to meet client objectives.
  • Distributed information on accounts, insurance plans and diverse funds.
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Maintained secure meeting spaces to discuss privileged information with legal and advisory partners.
Bevmo Holdings Llc - Pricer/Warehouse Worker
Los Angeles, CA, 01/2019 - 10/2020
  • Identified defective, incorrect or missing merchandise and promptly reported to supervisor.
  • Packed and labeled merchandise to prepare for loading and shipment to customers.
  • Noticed damaged products and removed from received shipments to be processed for refund or replacement.
  • Communicated with internal staff members and management to facilitate timely product flows.
Kaman Industrial Technologies - Store Manager
Pittsburgh, PA, 12/2017 - 12/2018
  • Generated repeat business by responding to customer concerns with friendly and knowledgeable service.
  • Trained employees on store security, monetary procedures and customer service expectations.
Vapor World - District Operations Manager
City, STATE, 12/2015 - 11/2017
  • Coordinated equipment sales and service functions to enhance efficiency and deliver optimum customer service.
  • Controlled expenses, eliminated waste, reduced overhead costs and developed operating budgets.
  • Evaluated proposed expenditures in context with budgetary constraints to deliver cost-effective operational results.
  • Educated employees on corporate policy and procedure compliance to facilitate improved operations outcomes.
  • Recruited and trained employees to enable adherence to common standards and procedures.
  • Visited approximately 6 locations daily to ensure each location is fully functional and operating effectively.
  • Created reports and established processes to assist with loss prevention and budget maintenance.
  • Hired and mentored core start-up team, working to outline initial company policies and procedures.
  • Built and maintained loyal, long-term customer relationships through effective customer service.
  • Monitored inventory levels on daily basis and placed new orders for merchandise to keep supply well-stocked.
  • Enhanced operational performance by developing effective business strategies, systems and procedures.
  • Developed and implemented successful sales strategies leading to team exceeding monthly sales goals.
  • Evaluated financial statements and reports to monitor performance to devise solutions for improvement and cost reduction.
  • Trained, managed and motivated employees to promote professional skill development.
  • Boosted profit opportunities, conducting cost, schedule, contract performance, variance and risk analysis procedures for corrective action.
  • Created effective monthly business plans to focus strategic decisions on exceeding long-term objectives.
  • Oversaw 12+ staff members by training, mentoring, viewing inventory count and daily sales to match inventory.
  • Empowered staff members to contribute to continuous improvement, quality and growth of company by using incentivized programs to help retain employees and boost sales.
  • Assessed each employee's individual strengths and delivered mentoring to improve upon weak skill levels.
  • Identifying and realize ongoing effort to boost revenue while reducing costs.
  • Promoted from store manager to district operating manager, in less than 12-months
  • Led team to achieve results, earning recognition from upper management.

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Resume Overview

School Attended

  • Nova High School

Job Titles Held:

  • Financial Advisor
  • Pricer/Warehouse Worker
  • Store Manager
  • District Operations Manager


  • High School Diploma

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