Financial Advisor Intern Resume Samples

A Financial Advisor Intern works as an intern or assistant with a Senior Financial Advisor in various firms and undertakes the task of supporting tasks such as research, completion of habitual tasks, and drafting. Other daily tasks are seen on the Financial Advisor Intern Resume as – evaluating potential customers in terms of their needs; establishing and maintaining a relationship with management; knowing the current holding of potential customers; performing various administrative and financial tasks; completing the financial market research, and investigating investment opportunities.

To work at this capacity, the following skills are needed – hard-working and a result-oriented approach; knowledge of conducting financial market research; familiarity with investment opportunities evaluation, great analytical skills; and high level of accuracy. Most of the successful resumes denote qualification in finance or accounting.

Financial Advisor Intern Resume example

Financial Advisor Intern Resume

Headline : Seeking a full-time position within a stimulating and challenging organization where one can build the success of the company while establishing a path to future leadership opportunities.

Skills : Microsoft Office Suite, Finance Management, Account Receivable.

Description :

    1. Analyzed client financial information to develop personalized strategies to meet their financial objectives.
    2. Implemented financial planning recommendations, or referred clients to professionals who assist with specialized services.
    3. Utilized relationships with partners to create the most customized experience for the client.
    4. Built and maintained client bases, updating client records, and acquiring new clients on an ongoing basis.
    5. Learned about balance and time management throughout college career effectively managing demanding education and athletic schedules.
    6. Managed mentally challenging situations to be successful amid all academic, athletic, and social pressures.
    7. Created financial plans for clients using various software applications.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BBA in Administration


Financial Advisor Intern Resume

Objective : Looking for a management position where one can put years of customer service experience and education to the test and further expand knowledge within the world of operations, services, and general business practices.

Skills : Networking, Systems Admin., MS Office.

Description :

    1. Prepared and analyzed financial statements of local businesses.
    2. Calculated financial ratios, compared to industry standards.
    3. Evaluated organizational performance and compared figures with local competition.
    4. Reviewed current trends in the financial industry and created PowerPoint presentations for clients.
    5. Spent time with Financial Consultants and assisted in organizing FA Account lists.
    6. Assisted in the organization of files, collateral material, and other administrative tasks.
    7. Calculated liquidity, solvency, and profitability ratios with financial officers as necessary.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Diploma in Accountancy


Financial Advisor Intern Resume

Objective : Dedicated and detail-orientated graduate student with a strong five-year educational foundation in accounting seeking a full-time entry-level position that will permit utilizing education and acquire experience and practical knowledge.

Skills : Microsoft Excel, Microsoft Powerpoint, R Studio, Graphic Design, Discounted Cash Flow Analysis, Statistical Programming, Linear Programming.

Description :

    1. Teamed with two Senior Vice Presidents/Senior Financial Advisors and their teams.
    2. Researched and analyzed stocks, bonds, and ETF's for client portfolios.
    3. Created detailed stock screens to select companies for further analysis.
    4. Created financial models and conduct company valuations.
    5. Researched and reported on opportunities in foreign and domestic market sectors.
    6. Prepared investment proposals and reports for clients.
    7. Tracked fund performance, risk, and create client reports using Morningstar Principia.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.Com in Finance

Financial Advisor Intern Resume

Objective : A highly motivated student graduating early with the current objective of obtaining a position in the finance department.

Skills : Adobe Illustrator, Budget Management, Communication.

Description :

    1. Made phone calls to reach out to clients on the 50/50 list as an annual check-up.
    2. Helped the advisor proactively seek out any concerns or needs of the client.
    3. Put together over 100 marketing kits per week in order to save the advisor time and free up time for the marketing office to get other tasks done.
    4. Collaborated with 10 other interns over the country to put together a presentation on the wealth transfer from baby boomers to millennials known as Project $30 trillion.
    5. Attended field rides with Financial Advisors.
    6. Met with new clients every week.
    7. Reviewed their personal finances and goals and prepared a comprehensive plan for their future.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
B.Com in Finance

Financial Advisor Intern Resume

Objective : Financial Advisor Intern with 8 years of Corporate Accounting and Finance experience and 5 years of Management experience. Hands-on professional with an emphasis on accounting management, financial reporting, and process improvement.

Skills : Microsoft Office, Tally, Accounting, Taxation.

Description :

    1. Served as the personal intern to the Vice President.
    2. Updated and organized the prospect record database in a clear and organized format.
    3. Created asset maps for clients to tailor finance packages to suit their individual needs and goals.
    4. Handled administrative duties: filling and arranging appointments with prospective clients and current clients.
    5. Assisted in preparing presentations to clients and prospects.
    6. Helped recruit new interns and financial advisors through research and initial interviews.
    7. Worked along with Financial Advisors as they advised clients on financial plans, investments, pension plans, and real estate.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.Com in Finance

Financial Advisor Intern Resume

Objective : A confident professional looking for a position in your company. With a keen eye for detail and an infectious enthusiasm for business, will prove to be an asset in any area of work.

Skills : Microsoft Office, Thomson One, Bloomberg.

Description :

    1. Developed a relationship with 75 clients to establish their investment needs.
    2. Conducted market research to determine clients' investments.
    3. Generated sample portfolios to propose to clients under my advisor's supervision.
    4. Increased portfolio values by 5-10% through diversification and asset reallocation.
    5. Organized a financial education seminar for clients and prospective clients.
    6. Identified and contacted with prospective clients via phone and in-person.
    7. Built client relationships with the goal of developing first call status for financial planning need.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
M.Com in Commerce

Financial Advisor Intern Resume

Objective : An enthusiastic and personable leader who thrives in team environments. Strive to leverage strong academic, athletic & economic background to continue to develop a professional career.

Skills : Excel, Word, Powerpoint, WordPress, System Administration, Business Development, Employee Relations, Microsoft Sharepoint, Concur.

Description :

    1. Worked along with Financial Advisors as they advised clients on financial plans, investments, pension plans, and real estate.
    2. Assisted in the development of presentations to clients and potential clients.
    3. Researched insurance company information and prepared client surveys to the intended company.
    4. Called various companies in order to gain product information on behalf of clients.
    5. Assisted in the writing of reports and summarizing of conference calls with the portfolio managers of mutual funds and privately managed accounts.
    6. Enhanced client relationships through the support of timely service requests.
    7. Assisted with financial planning using investment software to prepare client meetings.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
B.Com in Finance

Financial Advisor Intern Resume

Objective : A financial and real estate specialist looking for a professional opportunity in the insurance industry. Look to bring skills learned from previous experience and from education to help bring further success to the company.

Skills : Social Media, Email Marketing, Photoshop, Microsoft Office, Event Management, Computer, Customer Service.

Description :

    1. Provided customer service and assisted clients with administrative requests.
    2. Excelled in developing successful cold calling techniques and collection of door-to-door survey responses.
    3. Reviewed and distributed updated portfolios for both existing and new clients.
    4. Improved client experience and accuracy of contact information through direct communication sources: email, phone, and direct mail.
    5. Pitched financial products to customers through existing contact information and cold calling.
    6. Delivered personalized investment advice based on clients' favors, risk-bearing levels, and their goals.
    7. Collected industry news and company events to develop weekly update reports to clients.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BBA in Administration

Financial Advisor Intern Resume

Objective : Innovative Financial Advisor Intern seeks position offering opportunities for new professional and personal challenges. Self-starter with a positive, can-do attitude who is driven to learn, improve, and succeed.

Skills : Microsoft Office, Time Management, Problem Resolution, Detail Oriented.

Description :

    1. Dealt with day-to-day financial advisor activities.
    2. Coordinated weekly schedules with office administrators.
    3. Attended client and prospective client's appointments
    4. Planned and conducted a prospective client campaign in which over 500 pieces of literature were printed and distributed.
    5. Helped host advisor/office administrators plan seminars on wealth transfers through life insurance.
    6. Completed a community evaluation survey that collected over 75 complete responses.
    7. Ran hypothetical portfolios and set up client/prospective client portfolios for host advisor.
    8. Provide clients with advice on financial matters, making recommendations on ways to best utilize their money.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.Com in Finance

Financial Advisor Intern Resume

Objective : MBA graduate in the major of Finance, enthusiastic for helping business to develop and grow. An optimistic and conscientious person with strong communication skills. Seeking FT opportunities in (but not limited) the financial field.

Skills : Excel, Project Planning, Project Coordination.

Description :

    1. Undertook complex assignments, met tight deadlines, and deliver superior performance.
    2. Possessed practical knowledge in corporate finance and financial markets.
    3. Applied strong financial planning and analytical skills to inform senior management of key trends under a 300 million-book size.
    4. Operated with a strong sense of urgency and thrives in a fast-paced setting.
    5. Conducted product, market, and client research.
    6. Developed business acumen and understanding of the markets. 
    7. Devised and executed business development strategies to attract and acquire new clients.
    8. Review accounts to ensure compliance with internal and external policies, guidelines, rules, and regulations.
    9. Create, implemented, and reviewed a strategic plan to help clients pursue their long-term goals.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
MBA in Finance