Great Sample Resume

Personal Financial Advisor Resume

When writing a Personal Financial Advisor Resume remember to include your relevant work history and skills according to the job you are applying for. Whether you're seeking an entry-level position or have been in your career for a few years, exposing your relevant achievements in your resume can allow you to stand out and get that job interview.

This resume example is a great representation of what a hiring manager is looking for in a Personal Financial Advisor Resume. Feel free to 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 Personal Financial Advisor Resume example:

William Carpenter

1589 Wilkinson Court

Fort Myers, FL33901



Job Objective Looking for employment as a Personal Financial Advisor to work for a great organization in order to act on my skills and past experience.

Highlights of Qualifications:

  • Certified Financial Planner with strong experience in investment management and financial advisory services
  • In-depth knowledge of Brokerage, Banking, Insurance, Wealth Management,mutual funds, stocks, CDs, IRAs, insurance, and annuities
  • Good understanding of basic personal financial planning and investment concepts
  • Proficient in MS Office Suite – Word, Excel and MS Access
  • Excellent time management, analytical and problem-solving skills
  • Superior communication, interpersonal and organizational skills
  • Great ability to develop and manage client relationships
  • Ability to multi task and work in team environment

Professional Experience:

Personal Financial Advisor, August 2005 – Present

Retail Financial Services, Fort Myers, FL

  • Determined changes in client’s financial status.
  • Enlightened clients about financial assistance available to college and university students.
  • Advised clients about maintenance of all financial statements and records.
  • Made recommendations, and referred clients for implementing financial plan.
  • Determined clients financial status and other information needed to develop a financial plan.
  • Researched trends and ensured effectiveness of plans.

Personal Financial Advisor, May 2000 – July 2005

Kinecta Federal Credit Union, Fort Myers, FL

  • Advised clients of their financial options in order to help them reach their short-term and long-term financial goals.
  • Reviewed client’s financial information and goals and developed financial plan and investment recommendations.
  • Analyzed financial information and determined strategies to meet clients’ financial objectives.
  • Handled clients’ inquiries about the purposes and details of financial plans and strategies.
  • Determined plan reassessment need of the clients.
  • Sold financial products such as stocks, bonds, mutual funds.


Bachelor’s Degree in Finance, Ventura College, Ventura, CA

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  • March 1, 2024Create Date
  • March 1, 2024Last Updated
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