Resume Templates: Personal Financial Advisor


Resume Templates: Personal Financial Advisor

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


Honest Personal Financial Advisor who has been able to develop large customer networks thanks to a straightforward approach. Adept at identifying programs that will work for clients, assessing client needs and creating customized solutions for clients. Specializes in retirement and long-term healthcare spending planning.


  • Certified financial planner
  • Maintains a wide network of satisfied customers that bring in regular referrals
  • Has a strong passion for the job of helping others
  • Has never been investigated for any kind of wrongdoing
  • Can work in an office setting or in a client’s home
  • Known for taking extra measures to insure client satisfaction

Work Experience

October 2011 to February 2015 Sallyvale Advisors – New Parkland, CA Personal Financial Advisor
  • Responsible for building and maintaining a large network of satisfied clients.
  • Responsible for maintaining all necessary certifications and keeping up on all product changes.
  • Assisted in developing online and offline marketing materials.
September 2006 to October 2011 Your Personal Advisors – New Parkland, CA Personal Financial Advisor
  • Assisted in creating marketing material and working company booth at trade shows.
  • Responsible for bringing new clients and expanding on the programs of existing clients
  • Responsible for developing an extensive network of professional organizations that would refer customers to the company.
June 2002 to September 2006 American United Advisors – New Parkland, CA Personal Financial Advisor
  • Responsible for finding customers, turning them into clients and expanding that client base.


2002 Illich Community College, New Parkland, CA Associate’s Degree, Finance And Investing