Financial Advisor Resume Template

By | August 7, 2012

A financial advisor is an individual whose job is managing the finances of the clients of the organization in which he works. Some financial advisors are also responsible for giving advice on financial planning of the employer organization by taking financial decisions responsibly.  A financial advisor resume template is a document that helps an individual applying for a job position of a financial advisor to prepare his resume. There are various points to be mentioned in the resume and the template gives an idea about these points.

Sample Financial Advisor Resume Template

Name: _______________

Date of birth: _______________

Career Goal:

I aspire to work in the position of a financial advisor for a reputed fiancé organization and apply my __________________ [specific skills sets and knowledge that the individual wants to apply] for the benefit of the retail outlet.

Contact details:

Residential address: ____________________________________

Residential phone number: _______________

Cell phone number: _______________

Email id: ________________

Work experience:

  • Worked in the position of a financial advisor for _________________ [name of organization] from ___________________ [joining date] to ______________ [leaving date] where my job functions were:

_____________________

____________________

______________________

[specify the job functions of the individual]

  • Worked in the position of a _____________ [designation] for _________________ [name of the organization] from ___________________ [joining date] to ______________ [leaving date] where my job functions were:

_____________________

____________________

______________________

Awards and honors:

•           ________________

•           _______________

•           ___________________

•           ____________________

[specify all the awards and honors received by the individual]

Educational qualification:

  • Pursued Bachelor’s in ___________________________ [name of the degree course] in the year _______________________ from ___________________ [name of the university]
  • Pursued Master’s in Finance in the year _______________________ from ___________________ [name of the institute]

Other information:

Nationality: ______________ [country of which the individual holds a passport]

Languages known: ____________

Hobbies and interests: _____________

Leave a Reply

Your email address will not be published. Required fields are marked *