Financial Services Representative Resume Sample

Financial Services Representative Resume Sample Template

Financial services representative with 5+ years of experience seeking to leverage financial assessment and planning expertise to help individuals and businesses reach their financial goals. This resume highlights key skills in investment analysis, retirement planning, risk management, and client communications. It details a proven track record of building enduring client relationships, introducing innovative financial strategies, and exceeding sales goals for securities products. For a financial services representative resume that will position you for success with major banks, brokerages or insurance firms, leverage this sample highlighting the ideal mix of financial acumen, communication abilities, and client service orientation.


Jasmine Matthews

New Orleans, Louisiana | 504-555-1234 |

Professional Summary

Personable and ethically grounded financial services representative with 5+ years experience delivering customized investment, insurance and planning solutions to meet individual client needs. Adept at explaining complex financial topics in understandable terms. Known for developing enduring client relationships and introducing innovative financial strategies.

Core Skills:

  • Financial Assessment
  • Investment Analysis
  • Retirement Planning
  • Risk Management
  • Client Communications

Professional Experience

Financial Services Representative

Acme Financial Partners, New Orleans, LA | 2019 – Present

  • Grew assets under management by 47% by consistently providing excellent personalized services leading to introductions, referrals and retention of 117 high-wealth clients.
  • Partnered with estate attorneys to develop comprehensive financial life plans addressing retirement, taxes, investments, insurance and wealth transfers.
  • Maintained a 98% client retention rate demonstrating the ability to strengthen client loyalty through prompt, individualized attention.

Associate Wealth Manager

First Unity Bank, New Orleans, LA | 2016 – 2019

  • Built book of 75 clients with investable assets ranging from $75K-$500K each for a total portfolio valued at $22M.
  • Exceeded sales goals for securities products two years running by effective networking leading to 25% annual increases in products placed.


Bachelor of Science in Finance

Louisiana State University, Baton Rouge

Key Licenses/Certifications:

  • Series 7, Series 66 Securities Licenses
  • Certified Financial Planner
  • Louisiana Department of Insurance License


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