Entry Level Financial Advisor
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Hiring Manager for Entry Level Financial Advisor Roles
Template approved by: Mike McDonald
Senior Hiring Manager - Entry Level Financial Advisor Roles
16+ Years of Experience


Text Template #3

Entry Level Financial Advisor Resume Sample

Your Name
Entry Level Financial Advisor
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded January 2022 - Present
Financial Advisor Intern
Streamlined firm’s client data management by implementing Salesforce, increasing efficiency by 30%.
Managed and nurtured a portfolio of 50 clients, resulting in 10% portfolio growth over six months.
Conducted demographic and economic research to identify potential investment opportunities, contributing to a 15% increase in client base.
Created financial models that predicted portfolio performance, increasing client satisfaction by 20%.
Developed personalized financial plans for clients resulting in a 25% increase in retained earnings.
JP Morgan Chase May 2021 - December 2021
Financial Intern
Designed cash flow and revenue models that predicted firm’s financial performance, contributing to increased accuracy in quarterly forecast.
Conducted financial analysis and generated reports on 10+ stocks per week using Bloomberg Terminal.
Evaluated and recommended investment opportunities, leading to a 10% portfolio growth over duration of internship.
EDUCATION
Resume Worded University May 2021
Bachelor of Business Administration in Finance
Specialized in Corporate Finance
Awards: Dean's List 2020 (Top 10%)
Resume Worded Institute January 2022
Certified Financial Planner (CFP)
Part-time, Correspondence Course while working at JP Morgan Chase
SKILLS
Technical Skills: Excel (Advanced), PowerPoint, Bloomberg Terminal, Financial Modelling, QuickBooks
Financial Analysis: Risk Management, Portfolio Management, Cash Flow Management, Financial Planning, Asset Allocation
Industry Tools: Morningstar Direct, Beta Systems, Mint, TurboTax, Quicken
OTHER
Certifications: Series 7 - General Securities Representative Exam (2022)
Leadership & Volunteering: Member of Finance Club, Resume Worded University; Lead organizer of annual charity fundraiser event
Projects: Developed a personalized financial planning app as a part of the capstone project
Professional Development: Consistently participates in webinars and workshops to stay abreast of the latest financial planning strategies and regulatory changes
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Junior Financial Advisor Resume Sample

Your Name
Junior Financial Advisor
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com April 2022 - Present
Investment Advisor Assistant
Managed accounts using QuickBooks and improved bookkeeping accuracy by 45%.
Accurately assessed client financial needs and risk tolerance to provide informed advice, increasing client retention by 15%.
Collaborated with senior financial advisor in managing $5M in client assets, contributing to a 20% increase in portfolio value.
Applied data analysis skills to develop comprehensive economic outlook reports.
Wells Fargo August 2021 - March 2022
Finance Assistant
Audited financial transactions and reduced discrepancies by 25%.
Managed client records using customer relationship management (CRM) software, improving client communication efficiency.
Assisted in the development of client financial plans, resulting in 10% growth in client financial assets.
EDUCATION
Resume Worded Institute March 2022
Chartered Financial Analyst (CFA) - Level II
Concentrations: Financial Reporting and Analysis, Equity Investments
Resume Worded University August 2021
Bachelor of Business Administration (BBA) - Finance
Minors in Statistics
Awards: Resume Worded Academic Achievement Award (Top 10%); Additional Courses: Macro-Economics, Marketing Psychographics
SKILLS
Finance Tools: Bloomberg, FACTSET, Reuters Eikon, Morningstar Direct, MS Excel (Advanced), WealthEngine
Financial Analysis: Risk Assessment, Portfolio Management, Equity Research, Asset Allocation, Capital Budgeting, Financial Modeling
Regulations: SEC Regulations, FINRA Compliance, Tax Regulations, ERISA Guidelines, Fiduciary Responsibilities, Anti-Money Laundering
Languages: English (Native), Spanish (Advanced), French (Conversational)
OTHER
Certifications: FINRA Series 7: General Securities Representative (2022), FINRA Series 66: Uniform Combined State Law Examination (2023)
Leadership & Volunteering: Volunteer Income Tax Assistant (VITA) Program (2022-present), Treasurer –Resume Worded University Finance Club (2020-2021)
Professional Development: Completed Professional Development Course on Ethical Leadership in Finance (2023)
Projects: Devised a practical financial model for a non-for-profit organization leading to a 20% decrease in annual operational cost
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Financial Advisor Associate Resume Sample

Your Name
Financial Advisor Associate
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded June 2022 - Present
Portfolio Assistant
Analyzed and monitored $20M worth of client portfolios, contributed with suggestions leading to 5% improvement in portfolio performance.
Investigated and responded to client inquiries on portfolio activity, enhancing customer satisfaction by 30%.
Implemented Excel-based system for efficiently tracking portfolio rebalancing dates, reducing oversight errors by 20%.
Facilitated asset transfers, resulting in $200K increase in portfolio assets.
Goldman Sachs January 2022 - May 2022
Financial Analyst Intern
Closely monitored firm's financial risk and presented monthly reports showcasing trends and areas of concern.
Used Stata to analyze market trends and provide valuable input for investment strategies.
Performed due diligence on 100+ potential investments, and contributed to final investment decisions in 10 cases.
EDUCATION
Resume Worded University May 2022
Master of Business Administration (Finance)
Graduated Top 5% in Finance Major
Key Projects: Detailed market analysis, portfolio management and financial reporting
Resume Worded Institute May 2019
Bachelor of Science in Business Administration, Concentration in Finance
Relevant Coursework: Macroeconomics, Corporate Finance, Financial Modelling and Econometrics
SKILLS
Financial Analysis: Financial Modeling, Capital IQ, FactSet, Risk Management, SAS, SAP
Software & Tools: MS Office (Advanced Excel, Word, PowerPoint), Python, QuickBooks, SQL
Regulations: SEC Regulations, GAAP, IFRS
Languages: English (Native), Spanish (Fluent), French (Intermediate)
OTHER
Certifications: Chartered Financial Analyst (CFA) Level II (May 2021), Certified Financial Planner (April 2020)
Leadership & Volunteering: Student Investment Club, Resume Worded University (President, 2018-2019), Downtown Soup Kitchen (Volunteer, Weekends)
Projects: In-depth financial analysis of Apple Inc., evaluating financial statements, ratios, industry competition, and overall market trends
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Financial Consultant Resume Sample

Your Name
Financial Consultant
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com February 2022 - Present
Investment Associate
Managed 60 different client portfolios valued over $45M, resulted in a total net gain of 10%.
Led a financial literacy workshop for 30+ clients, increasing their market understanding and confidence.
Developed monthly financial forecasts and budgets using QuickBooks, improving forecasting accuracy by 20%.
Evaluated investment strategies using Qualtrics, and recommended improvements that increased portfolio performance by 15%.
Morgan Stanley June 2021 - January 2022
Finance Intern
Identified and evaluated potential investment opportunities, contributing to a portfolio growth of 3%.
Assisted in liquidity risk management which decreased solvency risk by 15%.
Automated monthly financial reporting process using Excel VBA, saving approximately 16 hours per month.
EDUCATION
Resume Worded University December 2021
Master of Business Administration - Finance
Distinction: Graduated top 10% of class, Dean's List 2020-2021
Resume Worded Academic Center May 2019
Bachelor of Commerce - Finance
Concentration in Corporate Finance and Risk Management
Achievements: Resume Worded Scholar, Treasurer, Student Finance Association
SKILLS
Financial Analysis: Investment Analysis (Advanced), Portfolio Management (Advanced), Risk Assessment (Proficient), Economic Forecasting (Proficient), ROI Analysis (Advanced), Quantitative Analysis (Proficient)
Tech Tools: Microsoft Office Suite (Expert), Bloomberg Terminal (Proficient), QuickBooks (Advanced), SAP (Intermediate), Oracle Fusion (Advanced), NetSuite (Intermediate)
Regulations: GAAP (Expert), SOX Compliance (Proficient), SEC Regulations (Proficient), Banking Laws (Intermediate), Tax Preparations (Proficient)
Modeling & Forecasting: Financial Modeling (Advanced), Financial Forecasting (Advanced), CAPM (Proficient), DCF (Proficient), Monte Carlo Simulation (Advanced), WACC (Advanced)
OTHER
Certifications: Chartered Financial Analyst (CFA) - Level II (2021), Certified Financial Planner (CFP) (2020)
Courses: Advanced Investment Strategy Course by CFA Institute (2020), Corporate Financial Analysis Course by Wharton School (2019)
Awards: Recognized by Coached.com for outstanding performance in portfolio management (2022)
Leadership & Volunteering: Financial Planning Association (Member, 2019-Present), Junior Achievement USA (Volunteer & Finance Trainer, 2018-Present)
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Financial Planning Consultant Resume Sample

Your Name
Financial Planning Consultant
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded March 2022 - Present
Financial Consultant Assistant
Developed and implemented tax strategies for clients, saving them more than $500K cumulatively.
Assisted in managing and advising on $10M assets, achieving an average return on investment of 12%.
Utilized Python for complex data analysis, optimizing the allocation of client's assets.
Partnered with financial advisors to build financial plans for 30+ clients, resulting in 25% improvement in client satisfaction.
Bank of America August 2021 - February 2022
Investment Analyst Intern
Compiled financial reports for 20+ clients quarterly.
Conducted and presented financial market research to senior analysts, contributing to key investment decisions.
Automated data entry processes using Excel Macros, improving workflow efficiency by 20%.
EDUCATION
Resume Worded Institute March 2022
Chartered Financial Analyst (CFA) - Level II
Achieved top 5% score globally
Resume Worded University May 2021
Bachelor of Business Administration - Finance
GPA: 3.8/4.0, Dean's List 2018-2021
Relevant Coursework: Investment Analysis, Financial Modelling, Corporate Finance
SKILLS
Financial Analysis: Financial Modelling, Investment Analysis, Risk Management, Portfolio Management, Financial Planning, Corporate Finance
Software: Microsoft Excel (Advanced), QuickBooks, Tableau, SQL, Bloomberg Terminal, Salesforce
Certifications: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) Level II
OTHER
Leadership: Treasurer of the Finance Club at Resume Worded University (2020 - 2021)
Volunteering: Financial Advisor at Local Non-Profit Organization (2019 - Present)
Achievements: Winner of Resume Worded University Case Competition (2020)
Continuing Education: Currently pursuing Project Management Professional (PMP) certification

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