Personal Financial Advisor Resume

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, 2020Create Date
  • March 1, 2020Last Updated

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