LiveCareer
LiveCareer
  • Dashboard
  • Jobs
  • Resumes
  • Cover Letters
  • Resumes
    • Resumes
    • Resume Builder
    • Resume Examples
      • Resume Examples
      • Nursing
      • Education
      • Administrative
      • Medical
      • Human Resources
      • View All
    • Resume Search
    • Resume Templates
      • Resume Templates
      • Nursing
      • Education
      • Medical
      • Human Resources
      • Customer Service
      • View All
    • Resume Services
    • Resume Formats
    • Resume Review
    • How to Write a Resume
    • CV Examples
    • CV Formats
    • CV Templates
    • Resume Objectives
  • Cover Letters
    • Cover Letters
    • Cover Letter Builder
    • Cover Letter Examples
      • Cover Letter Examples
      • Education
      • Medical
      • Human Resources
      • Customer Service
      • Business Operations
      • View All
    • Cover Letter Services
    • Cover Letter Templates
    • Cover Letter Formats
    • How to Write a Cover Letter
  • Jobs
    • Mobile App
    • Job Search
    • Job Apply Tool
    • Salary Calculator
    • Business Letters
    • Job Descriptions
  • Questions
  • Resources
  • About
  • Contact
  • 0Notifications
    • Notifications

      0 New
  • jane
    • Settings
    • Help & Support
    • Sign Out
  • Sign In
Member Login
  • LiveCareer
  • Resume Search
  • Financial Analyst
Please provide a type of job or location to search!
SEARCH

Financial Analyst Resume Example

Resume Score: 80%

Love this resume?Build Your Own Now
FINANCIAL ANALYST
Professional Summary

Ambitious and detail oriented Financial Analyst versed in balancing priorities and meeting deadlines under pressure. Adapts quickly to challenges and changing environments. Seeking a change in location and growth-oriented position; such as Financial Planning Associate. Seeking a position with career trajectory towards achieving Certified Financial Planner designation. Currently pursuing CFP® marks with anticipated CFP® Board exam date September 2020 and hours of experience to be met by January 2022. Motivated to learn and grow into a trusted financial advisor in the wealth management industry.

Skills
  • Adobe software
  • Customer Relationship Management
  • Regulatory Compliance
  • Excellent attention to detail
  • MS Office
  • Extremely quick learner
  • Detail-driven
  • Communication abilities
  • Team Player
  • Privacy and confidentiality
Work History
07/2019 to Current
Financial AnalystWMS Partners – Towson, MD
  • Supports senior team members with analysis, client service and technical assistance
  • Learns technical skills to prepare to service clients as Financial Advisor, including topics such as WMS public and private investments, cash flow projections, insurance, tax planning, and estate planning
  • Coordinates meeting follow-ups as assigned and collaborates with other team members as appropriate
  • Enters information into financial planning software , eMoney, and prepares financial plans, special reports and analysis
  • Fills out necessary forms for opening or maintaining accounts on as needed basis on Schwab and TD Ameritrade platforms
  • Sets up and retrieves reports in the portfolio management system
  • Assists in generating performance reports
  • Contributes as a team member in the advanced planning and estate planning committees
02/2020 to 05/2020
Financial Planning InternWMS Partners – Towson, MD
  • Assisted Senior Client Advisors with preparation of tax documents for clients CPA's
  • Assisted Senior Client Advisors with preparation and update to client financial information
  • Assisted Senior Client Advisors with preparation of client's cash flow statements, quarterly reports, and meeting agendas
  • Gathered client financial information, organize electronic case files, and maintain office filing system
06/2017 to 09/2017
Sales AssociateNordstrom – Towson, MD
  • Demonstrated trustworthiness by conducting end-of-day banking and reconciliation independently
  • Improved sales by building trust and maintaining customer relationship
  • Assisted with store stocking, floor-sets, and submitting reports to upper management
05/2015 to 09/2016
Lead Pool Attendant5800 Boardwalk Condominiums – Ventnor City, NJ
  • Monitored and updated schedule based on daily needs
  • Managed pool operations which included opening and closing pool facilities, monitoring chemical and water levels, and maintaining facilities
  • Insured safety of staff, 100+ members, and guests
Education
05/2020
Bachelor of Science: Business Administration
Towson University - Towson, MD
  • Majored in Personal Financial Planning
  • Minored in Finance
  • Graduated with 3.65 GPA
  • Vice President and founder of the Women in Finance Club
  • Member of Kappa Delta Sorority
  • Conducted into the Honor Society of Order of Omega
  • Certified in Bloomberg Market Concepts 2019
  • Dean's List 2015-2019
  • Received 2018 Financial Planning Association of Maryland CFP Certification Merit Scholarship
  • Microsoft Office Specialist Excel 2016
  • Received Out of State Academic Scholarship
05/2015
High School Diploma
Council Rock High School North - Newtown, PA
Leadership Experience

Vice President

Women in Finance Club at Towson University

08/2018 to 05/2019

  • Founded the club with 2 other Personal Financial Planning majors to bring awareness to the lack of female presence in the finance industry
  • Elected Vice President of the club before the start of the Fall 2018 academic year
  • Corresponded and collaborated with 15 other members to plan events where important issues regarding women in the finance industry were discussed
  • Invited and corresponded with women professionals in the Maryland financial industry, whom presented career development presentations for the 15 members and 5 non-members from the Towson University Business School

Budget Committee

Kappa Delta Sorority at Towson University

01/2017 to 05/2019

  • Developed, analyzed, and finalized the budget for 130 chapter members
  • Corresponded and collaborated with 10 other members to prepare the budget

T-Shirt Chair

Kappa Delta Sorority at Towson University

08/2018 to 05/2019

  • Developed and maintained professional relationships with multiple vendors through constant communication
  • Created designs of promotional gear for 89 chapter members, meeting both budget and national restrictions

Greek Ambassador

The Office of Fraternity and Sorority Life at Towson University

05/2017 to 05/2018

  • Planned and participated in activities that promoted student health, wellness and appropriate risk management behaviors
  • Acted as a Greek Emerging Leaders Mentor, TIPS Trainer, Anti-Hazing Trainer, and Risk Management Trainer
  • Developed and presented successful risk management presentations for 600 Towson University Greek Life students
Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • WMS Partners
  • Nordstrom
  • 5800 Boardwalk Condominiums

School Attended

  • Towson University
  • Council Rock High School North

Job Titles Held:

  • Financial Analyst
  • Financial Planning Intern
  • Sales Associate
  • Lead Pool Attendant

Degrees

  • Bachelor of Science : Business Administration
    High School Diploma

Create a job alert for [job role title] at [location].

×

Advertisement

Similar Resumes

View All
Financial-Analyst-resume-sample

Financial Analyst

Case Western Reserve University

Cuyahoga Falls, Ohio

Financial-Analyst-resume-sample

Financial Analyst

Vxi Global Solution LLC

Alhambra, California

Financial-Analyst-resume-sample

Financial Analyst

Kaiser Permanente

San Diego, California

About
  • About Us
  • Privacy Policy
  • Terms of Use
  • Sitemap
Help & Support
  • Work Here
  • Contact Us
  • FAQs
Languages
  • EN
  • UK
  • ES
  • FR
  • IT
  • DE
  • NL
  • PT
  • PL
Customer Service
customerservice@livecareer.com
800-652-8430 Mon- Fri 8am - 8pm CST
Sat 8am - 5pm CST, Sun 10am - 6pm CST
  • Stay in touch with us
Site jabber winner award

© 2021, Bold Limited. All rights reserved.