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Financial Advisor Resume Sample

Audrey Blackstone
81 Georgia Street
Any Town, USA 99999
Home: (555) 555-5555
Cell: (555) 555-1234
[email protected]


Experienced and successful Financial Advisor seeking new employment based on four years of working with a client base of 100 individuals for whom personal financial plans were drawn up and implemented to secure financial security and flexibility, including advice and counsel regarding retirement, college planning, health, and life insurance coverage.


Hunter and Holmes Financial Services, Any Town, USA (2006-2010)

  • Worked with 100 clients, studying individuals' investment preferences
  • Check investment comfort zones
  • Made projections for long-term investments
  • Analyzed and suggested strategies for successful increase of investment funds


B.A., Finance, Any City Business College, Any City, USA


Women in Finance: Lions Club Service Award (2007)

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