Financial Advisor Resume Example

A financial advisor resume example with 8+ years of experience in wealth management and financial planning.

Michael Anderson
[email protected]•(555) 456-7890•Boston, MA
Professional Summary

Licensed Financial Advisor with 8+ years of experience in wealth management and comprehensive financial planning. Track record of growing client portfolio to $75M+ in assets under management. Expert in retirement planning, investment strategies, and risk management. Known for building long-term client relationships and delivering personalized financial solutions.

Experience
Senior Financial Advisor2019 - Present
Merrill Lynch
  • •Manage $75M+ portfolio for 120+ high-net-worth clients with 95% retention rate
  • •Develop comprehensive financial plans including retirement, estate, and tax planning strategies
  • •Lead team of 3 junior advisors and 2 support staff in client service delivery
  • •Generate $1.2M+ in annual revenue through new client acquisition and relationship expansion
  • •Conduct regular portfolio reviews and rebalancing to maintain optimal asset allocation
Financial Advisor2017 - 2019
Charles Schwab
  • •Built client base of 80+ relationships managing $40M in total assets
  • •Created and implemented customized investment strategies aligned with client goals
  • •Provided guidance on retirement planning, college savings, and estate planning
  • •Achieved 130% of annual new asset gathering goals for two consecutive years
  • •Organized financial education seminars attracting 50+ prospective clients monthly
Financial Planning Associate2015 - 2017
Fidelity Investments
  • •Supported senior advisors in managing client relationships and portfolio analysis
  • •Prepared financial planning recommendations and investment proposals
  • •Conducted research on investment options and market trends
  • •Assisted clients with account servicing and transaction processing
  • •Maintained compliance with regulatory requirements and company policies
Education
Master of Business Administration - Finance2013 - 2015
Boston University
Bachelor of Science in Finance2009 - 2013
Bentley University
Skills
Financial Planning, Investment Management, Retirement Planning, Estate Planning, Risk Management, Client Relationship Management, Portfolio Analysis, Asset Allocation, Tax Planning, Insurance Planning, CRM Systems, Financial Modeling

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