Financial Advisor Resume Example & Writing Guide
Use this Financial Advisor resume example and guide to improve your career and write a powerful resume that will separate you from the competition.
Financial advisors help people plan for their futures by guiding them through complex financial decisions like saving for retirement or buying a home. They listen carefully to their clients’ needs and goals, then recommend the most suitable products and services to help them achieve those goals.
If you’re interested in pursuing a career as a financial advisor or looking for a new job in the industry, your resume is your best tool for securing a job interview. Follow these tips and example resume to write a solid financial advisor resume that hiring managers will love.
How to Write a Financial Advisor Resume
Here’s how to write a financial advisor resume of your own.
Write Compelling Bullet Points
Bullet points are the most important part of your resume because they’re the first thing recruiters and hiring managers will see. And they’re the best way to showcase your experience and qualifications.
So it’s important to use them to their full potential. And that means using them to describe your accomplishments and results. So rather than saying you “managed client accounts,” you could say you “managed client accounts for top-tier financial services firm, growing assets under management by 20% in one year.”
The second bullet point is much more specific and provides more detail about what you did and the results of your work.
Identify and Include Relevant Keywords
Many financial advisor roles require that you submit an online resume. If your resume isn’t formatted correctly, it might not make it past the applicant tracking system (ATS) and into the hands of a recruiter.
The ATS will scan your resume for specific keywords related to the job opening. If your resume doesn’t include enough of the right terms, your application might be discarded.
In order to increase your chances of getting an interview, you should use the most relevant keywords in your resume. You can find these keywords by reading through the job posting and taking note of words or phrases that are repeated.
- Retirement Planning
- Investment Management
- Financial Advisory
- Asset Allocation
- Financial Services
- Investments
- Financial Analysis
- Wealth Management
- Financial Planning
- Fixed Income
- Equities
- Life Insurance
- Investment Strategies
- Financial Advisory Services
- Wealth Management Services
- Portfolio Management
- Estate Planning
- 401(k) Retirement Savings Plans
- Asset Management
- Risk Management
- Asset Management Services
- Banking
- Credit
- Loans
- Treasury
- Credit Risk
- Credit Analysis
- Sales
- Negotiation
- Commercial Banking
Showcase Your Technical Skills
Financial advisors use a variety of software programs and systems to manage their clients’ finances. They need to be proficient in programs like Microsoft Office Suite (Excel, Word, PowerPoint), Google Suite (Gmail, Docs, Drive, Calendar), and financial planning software, like MoneyGuidePro and Quicken. Additionally, financial advisors need to be familiar with investment tracking software, like TD Ameritrade’s Think or Swim, and tax software, like TurboTax.