Financial Advisor Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Energetic and highly skilled financial advisor seeking a position which requires strong attention to detail, in-depth budget and accounting analysis, and communication with a diverse customer base.


  • Excellent ability to provide detailed analytical and financial research
  • Terrific communication skills and ability to break down complex financial concepts into lay terms
  • Superb relationship building skills
  • Thorough knowledge of tax codes and financial strategies
  • Highly motivated and very energetic


Bachelor of Science in Finance, May 2014

State University of New York, New York, NY

Graduated with a GPA of 3.5 on a 4.0 scale

Courses Included:

Mid-Level Professional Resume

After three to five years of experience as a financial advisor, your body of work should be able to speak for itself. While you won’t be able to rely entirely on your work history rather than your education and professional qualities, having a couple of items to add to your resume makes matters much easier. Kate Sowles, the individual in the financial advisor resume sample below, presents a straightforward analysis of her work history along with a few key traits that make her a very desirable candidate.


Phone: (303) 691-2324 | [email protected]

88 Providence Street | Aurora, CO 80010

Energetic and Engaging Financial Advisor



Experienced Professional Resume

When you have accumulated between seven and ten years of experience, you move into the higher echelons of financial advice and become recognized as an experienced professional. At this point, your financial advisor resume should include a long work history and an overview of your professional qualities first and foremost. The financial advisor sample resume provided below should give you a good framework to begin from. Note that Ms. Manning begins with a personalized list of her skills before delving into a very impressive work history.