Stock Broker Resume Example + Salaries, Writing tips and Information

James Johnson 123 Fake Street City, State, Zip Code Cell: 000-000-0000 email@email.com

Summary

Proactive Stock Broker with extensive experience representing the financial objectives of different types of clients. Provided services to individual and institutional clients alike. Adept at multi-tasking and developing meaningful investment strategies to meet the precise objectives of individual clients.

Highlights

• Client focused
• Well versed in market trends
• Excellent communicator
• Proactive problem solver
• Thoughtful planner
• Efficiently responsive

Work Experience

March 2010 to October 2012 Brown Financial–City, State Stock Broker

• Represent the needs of institutional investors in identifying solid investments in the stock market.
• Oversaw the stock investment needs of three large scale retirement funds.
• Worked on a team of three dozen financial planning and investment professionals.
• Improved overall value of stock portfolios for clients an average of 16% per annum.

October 2012 to January 2014 Jones Investments–City, State Stock Broker

• Provided stock purchasing and sales services to individual investors.
• Increased the overall value of stock portfolios of clients an average of 15% per annum.
• Participated in financial planning team at investment firm that included 20 skilled professionals.
• Assisted clients with retirement planning and associated investment strategies.

January 2014 to Present Company Name.–City, State Stock Broker

• Represented both institutional and high income individual clients in making stock related investments.
• Supervised six brokers as the team member designated to manage.
• Increased the overall value of clients’ stock portfolios an average of 17% per annum.
• Responsible for ensuring overall firm compliance with statutes and regulations associated with investing and the stock market.

Education

2009 University of California, City, State Bachelor of Arts, Business Administration