Financial Advisor Trainee Resume Example

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Financial Advisor Trainee Resume Example (Full Text Version)

Raffaela Preissner

Email address: hello@kickresume.com
Phone number: 555-555-5555

Profile

Highly driven and motivated Financial Advisor Trainee with a demonstrated history of exemplary performance in conducting financial market research, assessing potential investment opportunities, and creating innovative financial plans and strategies. Chartered Financial Planner with exceptional analytical abilities, meticulous attention to detail, and a remarkable aptitude for maintaining composure in high-pressure environments.

Work experience

06/2017 - 06/2019, Financial Advisor Trainee, Cetera Financial Group, LLC, Page, IN, United States
  • Conducted comprehensive financial market research, assessed potential investment opportunities, and established and cultivated relationships with clients.
  • Collaborated closely with Financial Advisors and various professionals to ascertain clients' financial objectives and goals.
  • Formulated and executed personalized financial plans and strategies, oversaw portfolios, and managed confidential records.
  • Generated monthly reports, actively engaged in team meetings with supervisors, and completed assigned duties.
  • Attained the top rank as a #1 Financial Advisor Trainee within the organization for exceptional achievement and exemplary performance.

Education

09/2013 - 05/2017, Accounting & Finance, Creighton University, Omaha, NE, United States
  • Achieved a GPA of 3.96, ranking in the top 10% of the program
  • Received the 2015 Academic Excellence Award
  • Participated in Economics Society, FinTech Society, and Psychology Society clubs and societies.
09/2009 - 05/2013, High School, Theodor-Heuss-Gymnasium, Heilbronn, Germany
  • Achieved graduation with Distinction, scoring Grade 1 (A/excellent equivalent) in all four subjects
  • Awarded the Best Graduate Award in 2012
  • Actively participated in extracurricular activities including Golf Club, Physics Society, and Volleyball Club.

Skills

Languages
German
English
Chinese
Computer Skills
Microsoft Office
Quicken, MoneyGuidePro
Money Tree, QuickBooks
Advicent, RightCapital
Interpersonal Skills
Analytical Skills
Attention to Detail
Communication Skills
Leadership Skills
Teamwork
Time Management

Volunteering

09/2010 - 05/2013, Class Treasurer, Theodor-Heuss-Gymnasium, Heilbronn, Germany

Certificates

03/2019, Chartered Financial Planner, CFA Institute
08/2015, Driving Licence, Driving School

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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