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Financial advisor sample CV

Financial advisor resume example

If you want to apply to a job as financial advisor, we give you some advice to organize correctly a successful resume with this financial advisor resume example.

Susan Parker

3218 Pan American Ave, Tucson, AZ 85608
(913) 695 – 3117


To obtain a job position as a Financial Advisor in a leading and well-known financial institution.


• Certified Financial Planner.
• Active member of The American Finance Association since 2004.
• Strong decision making abilities that help manage risks.
• Capable of creating long-term financial plans.
• Outstanding research, budgeting and market skills.
• In-depth knowledge of government policies.
• Outgoing person with great communication skills.


Financial Advisor
Ameriprise Financial Services, Tucson, AZ

2005 - Present
• Explain the risks and benefits of the investment to the clients and resolve any doubts they have.
• Research and analyze the market to take the accurate financial decisions, in order to achieve the client’s profit goals.
• Develop new ways to help clients reorganize their money and priorities.
• Advice the clients about financial matters.

Junior Investment Analyst
Jefferson's Financial Consultants Inc, Tucson, AZ

1999 - 2004
• Responsible of financial the research, collection, analysis and interpretation of the data.
• Monitor investments in stock market, bonds, banks and companies.
• Assist the financial manager with some office tasks.
• Keep organized all the financial documents.
• Evaluate and determinate economic trends.
• Advise the clients about financial issues.


Master of Science in Management with a concentration in Finance
University Of Arizona, Tucson, AZ
2001 - 2004

Bachelor of Arts in Economics
University Of Arizona, Tucson, AZ
1994 - 1998

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