Resume Templates: Financial Advisor Assistant


Resume Templates: Financial Advisor Assistant

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Jerald Kotter 100 Broadway Lane New Parkland, CA, 91010 Cell: (555) 987-1234


Ambitious Financial Advisor Assistant who understands the competitive nature of the financial advisor industry. Adept at maintaining an accurate appointment log, keeping updated marketing materials on hand and utilizing social media to find clients. Specializes in small and family practices.


  • Extremely personable to every client
  • Has developed very strong networking skills
  • Able to enhance a client presentation in any way for the financial advisor
  • Can handle more than on financial advisor workflow at a time
  • Dedicated employee who enjoys the business
  • Fascinated with the financial industry and constantly learning about it

Work Experience

November 2012 to February 2015 Grafton Associates – New Parkland, CA Financial Advisor Assistant
  • Expected to maintain updated calendars for three advisors that were synced to their mobile computing devices.
  • Constantly updating and enhancing the marketing materials given to customers.
  • Looked at each incoming customer call as a chance to add to the firm’s customer base.
August 2006 to November 2012 Gilmour And Sons – New Parkland, CA Financial Advisor Assistant
  • Acted as the gateway for all incoming correspondence for four advisors.
  • Sat in meetings with the advisors and learned a great deal about the financial world.
  • Greeted clients as they entered the firm and made sure clients were comfortable in the waiting room.
June 2000 to August 2006 Vecchio Associates – New Parkland, CA Financial Advisor Assistant
  • Constantly worked to update schedules for two advisors and printed up a hard copy schedule each Monday morning.
  • Responded to client requests for information by emailing out information or sending it standard mail.


2000 Bridge Community College, New Parkland, CA Associate’s Degree, Finance