Edward Jones Financial Advisor Resume

Posted in Advisor Resume Examples

James Harmon

1257 Agriculture Lane

Miami, FL 33144



Job Objective To obtain the position of Financial Advisor with Edward Jones.

Summary of Qualifications:

  • Profound knowledge of the financial terms and its issues
  • Sound knowledge of sales and management history
  • Excellent dedication and relationship-building skills
  • Strong desire to work for long time
  • Exceptional ability to be highly driven, sales-oriented and self-managing
  • Profound ability to work independently and in a team environment

Work Experience:

Financial Advisor, August 2012 – Present

CUSO Financial Services, L.P., Miami, FL

  • Developed a business from an office in community to maintain contacts for business needs.
  • Determined clients investment needs and their objectives to deliver appropriate investments and services.
  • Provided financial and personal support as required.
  • Collected commissions, bonuses and inducements.
  • Applied a proven business model.

Financial Advisor, May 2010 – July 2012

Tax & Financial Group – Newport Beach, CA

  • Collaborated with local offices as assisted by global financial services manager.
  • Developed business and identified potential clients.
  • Assisted clients to establish financial requirements.


Bachelor’s Degree in Finance, Oakland City University, Oakland City, IN

  • 1.0.0Version
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  • March 1, 2020Create Date
  • March 1, 2020Last Updated

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