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Personal Financial Advisor Resume Sample

Lawrence Bigham
897 Greenfield Street
Any Village, USA 33333
Home: (555) 555-5555
Cell: (888) 888-8888
lbigham@sample~coverletter.com

PROFESSIONAL SUMMARY

Successful Personal Financial Advisor looking for a new position, based on ten years of experience with a well-respected financial institution in South Florida, helping clients put together a satisfying financial profile.

CAREER EXPERIENCE/RELATED ACCOMPLISHMENTS

Big City Financial in Grand City (2000-2010)

Gained new clients via company presentations and programs
Counseled clients on options for investment strategies and instruments
Supervised investments and reported to clients quarterly
Increased the firm's reputation, income, and status in the community

EDUCATION/DEVELOPMENT

Small Town University, USA, M.A. in Business and Finance

RECOGNITION

Financial Professionals of America: Community Education Award (2006)

NOTE: This Personal Financial Advisor resume sample is an abridged version of a complete Personal Financial Advisor resume and should serve job seekers as an example only.