Saturday, September 22, 2012

Investment Advisor Sample Resume

Objective:
Highly competent, motivated, and
results-driven professional, interested
in pursuing a position that offers
opportunities to apply strong
educational foundation toward
professional growth. Leverage abilities
in daily financial business activities,
with comprehensive skills in maximizing
the efficiency of financial operations
while continuously improving the
processes. Demonstrate keen expertise in
establishing productive relationships
with diverse clients and companies by
providing innovative solutions as well
as in addressing organizational
development needs. Thrive in challenges
with the capability to multitask in
fast-paced and competitive environments
while upholding dedication to superior
service. Possess technical proficiency
with Microsoft Office Suite: Excel,
Access, Word, and PowerPoint.


Experience:
SUMMARY OF RELATED EXPERIENCE

- Studied the principles of
financial analysis, including personal
financial management, life insurance,
home ownership financing, personal
investment strategy, and long-range
personal financial planning
- Gained progressive experience in
the application of financial theory to
management decisions faced by firms
- Displayed proficiency in
handling financial instruments and
operations of financial markets as well
as in conducting comprehensive survey of
management issues encountered by banks
- Learned the principles of
investments through the introduction to
security analysis and portfolio theory;
as well as the roles of wills, trusts,
loans, and insurance in a personal and
business planning framework
- Exemplified remarkable problem-
solving skills, including critical
thinking, quantitative reasoning, and
decision-making in a real-world setting
- Identified ethical and agency
problems and proposed necessary changes
to encourage the ethical way of
achieving the goals and objectives
- Acquired the basic principles of
finance including legal and regulatory
environment in which it functions
- Resolved both basic and complex
problems in finance, including valuing
cash flows, pricing stocks and bonds,
valuing portfolios, and determining the
net present value (NPV) of firm
investment projects



CAREER PROGRESSION

INTERN - HARGER & COMPANY, BATON ROUGE,
LA MAY 2011–AUG 2011
ASSISTANT MANAGER - BACK-O-TOWN,
DIAMONDHEAD, MS MAY 2006–MAY 2011
SECURITY PERSONNEL - GULF COAST
SECURITIES BAY, ST. LOUIS, MS MAY
2010–AUG 2010
ENTREPRENEUR - NORTHLAKE STUMP REMOVAL,
COVINGTON, LA JUL 2004–AUG 2006
TRACK TECHNICIAN - GULFPORT DRAGWAY,
GULFPORT, MS DEC 2001– JUL 2004 


Education:
EDUCATION

BACHELOR OF BUSINESS ADMINISTRATION IN
BANKING ADMINISTRATION AND FINANCE
- The University of Southern
Mississippi, Hattiesburg, MS: Jul 2012
Scholarship for Level One of the
Chartered Financial Analyst (CFA)
Testing for Level One: June 2013
Dean’s List: 2010 and 2012



CREDENTIALS

Completed Series 7 FINRA Examination
(Registered Representative Exam)
Completed Series 66 NASAA Examination
(Uniform Combined State Law Exam)
Bloomberg Certification in Fixed Income
Instruments, Equities, Foreign Exchange,
Commodities



ACTIVITIES

Member, Alpha Tau Omega | Tutor of
fellow students in Finance: Aug 2011–
Present
Social Chairman, Rush Chairman
responsible for generating one of the
largest pledge classes in the last 5
years
Completed post-hurricane Katrina
community service hours



Provided by OneBuckResume.

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