Great Sample Resume

Financial Advisor Assistant Resume

Feel free to use this Financial Advisor Assistant Resume example to update your own resume. Even though this is a free resume example, it is important to adjust your own resume to present your relevant work history and skills according to the job you are applying for.

Our resume examples are written by certified resume writers and is a great representation of what hiring managers are looking for in a Financial Advisor Assistant Resume. Use this example for reference as you create your own resume or use this easy resume builder that will guide you through every step of your building your resume in just a few minutes.

Here is the Financial Advisor Assistant Resume example:

Michael Crowley

7279 W Bloomfield Rd

McLean, VA, 22102



Objective To obtain the Financial Advisor Assistant position and utilize my experience and skills for the successful completion of each job task.

Summary of Skills:

  • Operational knowledge of financial services industry
  • Ability to prepare correspondence, process incoming and outgoing mail
  • Ability to maintain confidentiality with sensitive information
  • Ability to handle multiple tasks and meet deadlines
  • Strong telephone and customer relations skills
  • Excellent business writing and grammar skills

Work Experience:

Financial Advisor Assistant

Best Wise Associates, McLean, VA

August 2005 to till date

  • Identified, cultivated prospective clients to built business.
  • Determined financial and investment needs.
  • Greeted visitors; answered, screened and directed phone calls.
  • Collected data and updated weekly and monthly newsletters.
  • Maintained an adequate inventory of supplies, forms and manuals.
  • Supported the recruiting activities of the management team.

Financial Advisor Assistant


May 2000 to July 2005

  • Answered client questions and concerns.
  • Ensured proper account documentation.
  • Verified and monitored client financial condition on a continual basis.
  • Conducted investment seminars for clients and prospects.
  • Worked directly with the Retail Banking staff, supporting and motivating their investment services sales efforts.


Associate Degree in Finance

University of North Texas, Fort Worth, TX

  • 1.0.0Version
  • 491Download
  • 1File Count
  • March 1, 2023Create Date
  • March 1, 2023Last Updated