Personal Financial Advisor Resume Summary Phrases Examples

I am my personal investment advisor for the last two years.

I am the go to person for all your credit and financial needs.

I have been a trusted advisor and a person that always looks at the big picture.

I am the kind of person who will quickly move to becoming a trusted advisor.

I am a very personable and conscientious financial professional.

I am passionate, personable and an extremely talented investor and advisor.

I am a very professional and trustworthy person which to me are key attributes for a financial advisor.

I am my financial advisor over the last seven years and has always provided me with personal, direct and clear recommendations on how to build wealth.

I am very dependable and the person to go to if you need to get something done.

I am always willing to help others and is both dependable and personable.

I am always the person you could depend on to get things done.

I am my go-to person when it comes to anything regarding financial, investing or banking.

I am my go-to person for all the financial issues no matter it is budgeted or not budgeted.

I am a great person to deal with - very efficient, organised and financially aware.

I am creative and personable with broad financial experience.

I am one of the fine tunes and knowledgeable financial advisors in this area.

I am a highly committed person, has an excellent personality and is persistent in my approach.

I am an energetic person with a great personality that does what it takes to close the deal.

I am the type of person every student wishes they had on my or my advisor panel.

I am an excellent financial advisor and more importantly a great person to do business with.

I am a very competent and driven financial person, which will go out of my way to get the job done.

I am an expert in retirement- and financial planning for both personal as for your employees.

I have definitely helped me move to the next level not only financially but personally as well.

I am someone you can rely on for professional advice for your financial and personal growth.

I have the tenacity, personality and financial acumen to make a material difference in any firms' financial performance.

I have an observant personality who can prepare & analysis different financial statements, and analysis.

I am personable with my clients and has a deep understanding on financial aspects.

I am a personable and dedicated professional financial advisor who has a rapport with my clients.

I am passionate about helping people to reach their financial and personal goals.

I am an exceptional listener and advisor for someone who needs to think outside the box.

I have been an advisor on numerous initiatives over the years.

I am a person who cares for our financial profession and go out of my way to mentor and inspire up and coming advisors.

I am a highly experienced financial advisor, very diligent and yet creative.

I have worked with me as both a personal advisor and mentor for the last year.

I have a genuine dedication to helping people to be successful both personally and financially.

I am very personable, approachable and genuinely interested in helping me achieve my financial goals.

I am a person who is focused on the development of financial literacy for young people.

I am my financial advisor for my personal finances and assisted me in making changes to my super and financial planning.

I am personable, financially savvy and an expert in operations.

I have a very energetic and enthusiastic personality and is a complete people's person.

I am a warm, friendly person who would make a great partner and advisor.

I am very honest, personable, and dependable with anything we ask of me.

I am the type of person you can depend on for whatever needs you have.

I am extremely dependable as well as just an overall good person.

I am always pleasant, dependable and an all around terrific person.

I am a very dependable person, who looks to help wherever possible.

I am very dependable and has a very strong/positive personality.

I have the right attitude and aptitude to be successful person.

I am very dependable with an extremely optimistic personality.

I am a passionate businessman who takes a strong personal interest in my clients financial and personal success.

I am a person of high integrity when it comes to financial matters.

I am detailed oriented and committed to providing personalized financial advice.

I have a natural ability to inspire and is very personable, a valued advisor and colleague.

I am a wise advisor, an insightful entrepreneur and a genuinely great person to be around.

I have been a trusted and valuable advisor to not only my company, but to me personally for a decade.

I am one of my best study mates, friends, as well as personal advisors in school.

I have the ability to be personable and listen, and at the same time, set those deadlines and make those financial goals.

I am more of a people person and respect everyone in every possible way.

I am one of those people who is a get it done person - with style.

I am always on hand to give me financial guidance both personally and professionally.