Client Advisor

Writing a great client advisor resume is important because it is one of the first things a potential employer will see when they are considering you for a position. It is your opportunity to make a good first impression and sell yourself as the best candidate for the job.

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If you're looking for inspiration when it comes to drafting your own client advisor resume, look no further than the samples below. These resumes will help you highlight your experience and qualifications in the most effective way possible, giving you the best chance of landing the client advisor job you're after.

Resume samples

Nouha Yelder | (286) 216-7146 | Bowling Green, KY


I am a Client Advisor with over 5 years of experience. I have worked in various industries and have gained valuable knowledge in each one. My skills include customer service, sales, marketing, and project management. I am a quick learner and can adapt to new environments easily. I am also an excellent communicator and have superb writing skills.


Client Advisor at Raymond James, KYMar 2022 - Present

  • Negotiated and closed 5 deals with new clients, totaling $1.2 million in annual revenue.
  • Developed and implemented a successful marketing campaign that increased brand awareness by 25%.
  • Trained and mentored 3 junior client advisors, resulting in a 20% increase in sales productivity.
  • Grew existing client relationships by an average of 10%, generating an additional $600k in annual revenue.
  • Resolved complex customer issues which resulted in a 95% satisfaction rating.

Client Advisor II at Wells Fargo, KYAug 2017 - Jan 2022

  • Negotiated and closed $2.5 million in annual new business with top-tier clients within the first 6 months on the job.
  • Grew existing client relationships by an average of 20% per year, resulting in $4 million in incremental revenue over 3 years.
  • Led team of 4 account managers responsible for a total book of business worth $12 million annually.
  • Achieved 110% to quota every quarter for 2 consecutive years.
  • Developed strong cross-functional partnerships across 8 departments, leading to more seamless project execution and happier customers.
  • Wrote proposals that resulted in winning 5 out of 6 major RFPs submitted.


Bachelor of Science in Business Administration at University of KentuckyAug 2013 - May 2017

I've learned how to effectively manage my time, work independently as well as part of a team, and communicate both verbally and in writing.


  • Communication
  • Interpersonal skills
  • Listening
  • Problem solving
  • Empathy
  • Active listening
  • Patience

Lashawnda Nasim | (696) 400-3435 | 2345 Piney Woods Rd, Raleigh, NC 27603


I am a Client Advisor with over 5 years of experience in the industry. I have worked with clients from all walks of life and have been able to successfully advise them on financial planning, investment strategies, and risk management. My goal is always to help my clients reach their financial goals, whether it be short-term or long-term. I pride myself on being able to provide sound advice that is tailored specifically to each client's individual needs.


Client Advisor at Bank of America, NCMar 2022 - Present

  • Advised clients on purchasing decisions, resulting in sales increase of 15%.
  • Negotiated with vendors to lower costs by 10%.
  • Trained new client advisors, leading to a decrease in turnover by 25%.
  • Implemented new customer service protocols that increased customer satisfaction ratings by 20%.
  • Led team of 4 client advisors to achieve top sales ranking in the company for 3 consecutive quarters.
  • Authored monthly newsletter that was distributed to 500+ clients, increasing brand awareness and loyalty.

Client Advisor II at Wells Fargo, NCAug 2017 - Mar 2022

  • Negotiated and closed 10 new client contracts, totaling $1.2M in annual revenue.
  • Grew existing clients’ spend by an average of 20% YoY.
  • Achieved 100% client retention rate.
  • Developed strong relationships with key stakeholders across all levels of the organization.
  • Led team of 4 Client Advisors and 2 Account Managers to successfully deliver on objectives.
  • Won “Client Advisor of the Year” award.


Bachelor of Science in Business Administration at Duke University, NCSep 2012 - May 2017

I have learned how to manage my time efficiently, how to work in a team and how to solve problems logically.


  • Communication
  • Interpersonal skills
  • Listening skills
  • Presentation skills
  • Negotiation skills
  • Problem-solving ability
  • Time management