Financial Advisor Assistant Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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To obtain the Financial Advisor Assistant position and utilize my experience and skills for the successful completion of each job task.

Summary of Skills:

  • Operational knowledge of financial services industry
  • Ability to prepare correspondence, process incoming and outgoing mail
  • Ability to maintain confidentiality with sensitive information
  • Ability to handle multiple tasks and meet deadlines
  • Strong telephone and customer relations skills
  • Excellent business writing and grammar skills

Work Experience:

Financial Advisor Assistant

Best Wise Associates, McLean, VA

August 2005 to till date

  • Identified, cultivated prospective clients to built business.
  • Determined financial and investment needs.
  • Greeted visitors; answered, screened and directed phone calls.
  • Collected data and updated weekly and monthly newsletters.
  • Maintained an adequate inventory of supplies, forms and manuals.
  • Supported the recruiting activities of the management team.

Financial Advisor Assistant


May 2000 to July 2005

  • Answered client questions and concerns.
  • Ensured proper account documentation.
  • Verified and monitored client financial condition on a continual basis.
  • Conducted investment seminars for clients and prospects.
  • Worked directly with the Retail Banking staff, supporting and motivating their investment services sales efforts.


Associate Degree in Finance

University of North Texas, Fort Worth, TX