Financial Advisor Resume Template

Financial sector is one of the largest growing sectors and thus the requirement for financial officers is also increasing. There are many industries and companies which require personals to look after their accounts and other financial issues.

The job may be of a Financial Planner, Chief Financial Officer, Finance and Accounts Officer and many other jobs for seniors and fresher. This Financial Advisor Resume Template is very useful in applying for such jobs.

Financial Advisor Resume Template

Mark Watson

B/85 S Redwood Rd. Suite1,

Taylorsville, Utah 02544

Phone : (383) 275318


To achieve a challenging position as a financial advisor in an established firm

Summary of Qualifications:

  • More than ten years of experience
  • Very good knowledge of investment market
  • Excellent mathematical skill
  • Very good organization and analytical skill.


  • Accountant of the year 2004
  • Best employer of the year 2009

Career Experience/ Job History:


Standard Bank, Utah, US

Senior Financial Advisor

  • Analyze financial information received from clients to make strategies for meeting client’s financial objectives.
  • Guide clients in the gathering of information such as bank account records, income tax returns, and more.
  • Contact clients on periodic basis to determine whether there are any changes in their financial status.


Charles and Wales Associate, Utah, US

Assistant Financial Manager

  • Kept up to date with financial products and legislation.
  • Talked to groups and individuals about personal finance
  • Maintained detailed records to comply with the regulations of the Financial Services Authority (FSA).



Masters Degree in Finances, University of California


Bachelor’s Degree in Economics, University of Utah

Professional References upon request

Category: Finance Resume Templates

Leave a Reply