Resume

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.

David Moore
Chicago, IL | (123) 456-7891 | [email protected]
Summary

Seasoned financial advisor with more than 10 years of experience in the industry. Proven track record of success in providing comprehensive financial planning and investment services to high-net-worth clients. Skilled at developing long-term relationships and delivering exceptional customer service.

Education
University of Illinois at Urbana-Champaign Jun '10
B.S. in Business Administration
Experience
Company A, Financial Advisor Jan '17 – Current
  • Managed a team of financial advisors and assisted with the development of new business opportunities, including developing marketing plans to increase awareness in the community.
  • Provided ongoing coaching and training for all staff members on sales techniques, customer service skills, and compliance issues related to securities regulations.
  • Assisted with recruiting efforts by participating in job fairs and networking events within the communities served by our firm.
  • Participated in strategic planning sessions regarding future growth goals for the branch office as well as company-wide initiatives such as cross-selling strategies between products/services offered by our firm.
  • Developed relationships with local businesses through participation at Chamber of Commerce meetings, Rotary Club meetings, etc., to promote brand awareness among potential clients and referral sources.
Company B, Financial Advisor Jan '12 – Dec '16
  • Created a personalized financial plan for each client based on their current situation and goals, resulting in an average of $2K+ in new assets
  • Assisted clients with retirement planning, college savings plans, insurance policies and tax-deferred investments (401ks, IRAs etc.)
  • Managed existing accounts by monitoring performance and making adjustments as needed to ensure optimal returns
  • Collaborated with other team members to provide comprehensive solutions for clients’ needs
  • Achieved 100% customer satisfaction rating among over 200 clients served during tenure
Company C, Financial Analyst Jan '09 – Dec '11
  • Conducted in-depth analysis of financial statements to identify trends, discrepancies, and areas for improvement.
  • Developed forecasting models to predict future revenue and expenditures.
  • Prepared presentations for upper management to summarize findings and make recommendations for changes in financial strategy.
Certifications
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Certified Investment Management Analyst (CIMA)
Skills

Industry Knowledge: Retirement Planning, Investment Strategies, Retirement Accounts, Roth IRA, Rollover IRA, 401k, Mutual Funds, Stocks, Bonds
Technical Skills: Microsoft Office Suite
Soft Skills: Communication, Client Management, Motivation, Attention to Detail, Leadership, Teamwork

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.

Related: What Is a Financial Advisor? How to Become One

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.

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