financial advisor resume template

Resume Worded   |  Proven Resume Examples

• Resume Examples
• Finance Resumes

9 Financial Advisor Resume Examples - Here's What Works In 2024

The financial advisor career path can be both stable and rewarding, especially if you have an affinity for numbers and data entry. this guide discusses three financial advisor resume templates and provides tips on writing your resume, along with highlighting strong action verbs and skills to include..

The vast number of estates and personal accounts within the finance industry require a steady influx of financial advisors who are adept with numbers and client management. The field is expected to hold at a growth rate of four percent through 2029, according to the Bureau of Labor Statistics, with a median income just shy of $90,000 in 2020. Financial advisors help clients manage their accounts, and should have a current understanding of the various types of financial accounts clients could be enrolled in. As you’ll be dealing with individual clients on a one-to-one basis, it also helps to have a working knowledge of Customer Relationship Management (CRM) software. Since you’ll be working with numbers, having a mathematics background is useful - though it’s worth noting that financial advising software can handle all of the heavy lifting in that department. Being detail oriented and accurate are therefore the best traits for financial advisors. Read on to take a close look at three financial advisor resume templates and review industry-based tips to build your own resume with. At the bottom, we’ve listed key action verbs and skills you should include to attract the attention of hiring managers and get past automatic screeners.

Financial Advisor Resume Templates

Jump to a template:

• Financial Advisor
• Financial Aid Advisor
• Entry Level Financial Advisor
• Portfolio Manager

Jump to a resource:

• Keywords for Financial Advisor Resumes

Financial Advisor Resume Tips

• Action Verbs to Use
• Bullet Points on Financial Advisor Resumes
• Related Finance Resumes

Get advice on each section of your resume:

Template 1 of 9: Financial Advisor Resume Example

As a financial advisor, you play a crucial role in helping clients make informed decisions about their financial future. The industry constantly evolves with new regulations and investment opportunities, so companies are seeking well-rounded, knowledgeable candidates. Resumes are particularly important in this field, as they serve as your first impression and demonstrate your expertise in managing finances. In today's competitive job market, hiring managers are looking for financial advisors who can stay ahead of trends and adapt to changing market conditions. Your resume should showcase your proficiency in financial planning, as well as your ability to build strong client relationships and communicate complex financial information effectively.

We're just getting the template ready for you, just a second left.

Tips to help you write your Financial Advisor resume in 2024

   highlight relevant certifications.

As a financial advisor, having the right certifications can set you apart from other candidates. Make sure to list any certifications you hold, such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designations, as these demonstrate your commitment to continued education and industry expertise.

   Showcase your interpersonal skills

Financial advisors need strong interpersonal skills to build trust with clients and effectively communicate financial strategies. Use your resume to highlight achievements that demonstrate your ability to collaborate, build rapport, and empathize with clients, such as a high client satisfaction rate or successful team projects.

Skills you can include on your Financial Advisor resume

Template 2 of 9: financial advisor resume example.

As financial advisors are expected to have experience conducting numerous tasks, you should aim to reference a selection of accomplishments from your past employers. Additionally, showing instances where you’ve been promoted early or recognized with awards is a quick method of indicating your capabilities.

   Wide use of relevant verbs which stress financial abilities

Financial advisors handle a variety of different tasks, so it's good to include a range of appropriate action verbs in your bullet pointed accomplishments. For example, you may have "produced", "sourced", "executed", or "increased" for previous employers, each of which tells hiring managers that you have an understanding of the work involved in financial advising positions.

   Shows promotions within past companies, all in the financial industry

Few accomplishments are as impressive to hiring managers as rapid promotions. If you have been promoted within a company before, particularly for financial advising positions, you should include your promotions and, if relevant, the amount of time it took you to be promoted (i.e. “Promoted within 18 months”). This demonstrates proven competency.

Template 3 of 9: Financial Aid Advisor Resume Example

As a Financial Aid Advisor, you play a crucial role in assisting students and their families in navigating the financial aspects of higher education. The industry has evolved rapidly in recent years, with a growing emphasis on technology and data analysis to streamline processes and improve financial aid outcomes. Employers in this field value attention to detail, strong communication skills, and a deep understanding of financial aid regulations. A well-crafted resume is essential for showcasing your expertise and demonstrating your ability to adapt to this changing landscape. Crafting a targeted resume that highlights your skills and achievements specific to financial aid advising will help you stand out to potential employers. Make sure to emphasize any certifications, professional development, or relevant experience that demonstrate your commitment to the field and your readiness for new challenges.

Tips to help you write your Financial Aid Advisor resume in 2024

   highlight financial aid-specific knowledge.

As a Financial Aid Advisor, you'll need to demonstrate your in-depth understanding of financial aid regulations, policies, and procedures. Include any relevant certifications, such as NASFAA credentials, and mention specific knowledge areas like the FAFSA, state grants, and scholarship opportunities.

   Showcase customer service and communication skills

Strong communication and customer service skills are vital for a Financial Aid Advisor, as you'll be working directly with students and families. Highlight any experience you have in customer service or student support roles, and emphasize your ability to explain complex financial information in easy-to-understand terms.

Skills you can include on your Financial Aid Advisor resume

Template 4 of 9: financial aid advisor resume example.

Financial aid advisors work specifically in academic settings, meaning you’ll need to have (or build) an understanding of student loans, scholarships, and grants. As with all financial advisor resumes, you should rely on quantitative values in your bullet points, and include any volunteering you’ve done.

   Use of numerical values, with accomplishments pertaining to financial advisory

Since financial advising is based on numerical data, it makes sense that every one of your bullet points should include a numerical value where possible. If you can indicate how much you increased or reduced a value by, or what percentage of your reports were in compliance, it shows you know your field.

   Include relevant extra-curriculars to supplement work experience

Pro bono and volunteer activities for community organizations or companies are important to include as it shows that your passion for financial advising extends beyond the workday. Aim to bolster the inclusion by clarifying how much time you volunteer each week/month, or how long you’ve been volunteering with the organization.

Template 5 of 9: Entry Level Financial Advisor Resume Example

As an entry-level financial advisor, you're aiming to help people manage their finances effectively. This field has seen an increase in demand for personalised, tech-enabled services. Thus, firms are looking for candidates who can not only understand complex financial concepts but also build relationships, and navigate financial tech platforms. When preparing your resume, focus on showcasing the skills that set you apart in these areas, while keeping it concise and impactful. A great resume should capture your ability to excel in financial analysis and client management, even at the start of your career.

Tips to help you write your Entry Level Financial Advisor resume in 2024

   highlight relevant coursework and certifications.

Since you're at the entry level, you may not have lots of job experience to share. However, you can show your financial aptitude by highlighting relevant coursework or certifications. This could include classes in economics, financial management, or even data analysis. Any certification you've earned, like a CFP or CFA, should also be prominently displayed.

   Show your tech savviness

In this digitized world, you'll likely be handling clients' portfolios online and using different financial tech platforms. You should include any experience or skills you have with financial software like QuickBooks, Excel, or even coding languages like Python.

Skills you can include on your Entry Level Financial Advisor resume

Template 6 of 9: entry level financial advisor resume example.

Entry level financial advisors can indicate their proficiency in the position by ensuring that their bullet points include relevant skills and their technical skills are listed separately. Additionally, you should list your program name and coursework to emphasize your academic training.

   Includes financial advisor skills

While entry level financial advisors may not have a lot of field experience, you can still show you know the position by including your background with relevant skills like consulting, advising, and creating financial plans. You should also include a skills bank at the top or bottom of your resume to list your technical skills.

   Relevant coursework is listed

Financial advising generally requires a four year degree, and you should include your program name when you list it. It also helps to specify your strongest courses (such as Financial and Operational Management or Financial Accounting) to indicate to hiring managers that you are educated in those fields.

Template 7 of 9: Portfolio Manager Resume Example

As a Portfolio Manager, your role involves a lot of strategic decision-making, so it's important to showcase your ability to make informed, successful investment choices. It's not all about finance knowledge - soft skills are increasingly valued in this field, with a trend towards a more client-focused approach. When you're writing your resume, remember that your goal is to illustrate your potential value to prospective employers. It's a balancing act between demonstrating your financial acumen and highlighting your ability to build relationships with clients and teams. Over the last few years, there's been a shift in the industry, with more emphasis on ESG (Environmental, Social, and Governance) investing. This means it's essential to demonstrate any experience or interest in this area. Use your resume to paint a picture of yourself as a forward-thinking Portfolio Manager who's in tune with industry trends and prepared to adapt.

Tips to help you write your Portfolio Manager resume in 2024

   show evidence of strategic decision-making.

Portfolio Managers aren't just expected to manage investments, they're expected to make strategic decisions that benefit their clients financially. In your work history, provide examples of when you have strategically allocated resources, implemented investment strategies, or enhanced Portfolio performance.

   Highlight your ESG investing experience

Given the growing emphasis on ESG investing, it's important to show any involvement in this area. Whether it's through professional experience, training, or personal interest, make sure to include any ESG-related knowledge or skills in your resume.

Skills you can include on your Portfolio Manager resume

Template 8 of 9: portfolio manager resume example.

A portfolio manager is a finance and investment professional who is responsible for managing and trading an investment fund's assets. They oversee the investment strategy and manage day-to-day fund trading. They may manage portfolios for large corporations to individual investor groups. Portfolio managers can take different approaches to managing investments. However, they are always responsible for overseeing, securing, and ideally, creating profitable investment portfolios for others. To become a portfolio manager, you’ll need a strong background in finance and trading. You will need a minimum of bachelor's degree in finance or business, though a master’s degree can help you land this job more easily. Additionally, hiring managers will look for candidates with previous experience in finance and risk management, in roles such as a financial analyst or investment consultant. It’s important that aspiring portfolio managers showcase certain skills, such as knowledge of the stock market and trading principles, investment forecasting, portfolio analysis, and more.

   Show your experience helping clients meet their financial goals

Whether the client is a company or individual investor, one of the most important things for portfolio managers to know is how to effectively communicate and perform for their clients. You should highlight any experience you have communicating and effectively meeting client desires.

   Highlight relevant skills to portfolio management

Portfolio managers need several hard skills to be successful, such as investment analysts, risk management techniques, and financial modeling. On your resume, it’s important to list these skills, and also how you have used them successfully in previous roles or scenarios.

Template 9 of 9: Portfolio Manager Resume Example

Portfolio managers oversee investment portfolios for individuals and companies. They’re tasked with choosing the right types of assets for their clients’ needs and making prudent investment decisions based on available data. To become a portfolio manager, use your resume to emphasize a strong background in investment as well as financial analysis.

   Effective use of skills section

Being a portfolio manager usually requires some hard skills such as financial modeling, asset management, and investment. Use your skills section to highlight these abilities as well as any technical skills that might be relevant (e.g. Python, MATLAB, or other technical skills).

   Use strong action verbs to make past accomplishments stand out

Portfolio manager roles are senior positions that often go to more experienced candidates. If you want the job, your resume should show a track record of successful portfolios that you’ve managed. Using strong action verbs such as “introduced”, “conducted”, or “trained” shows that you played an active role in your past achievements.

We spoke with hiring managers from top financial firms like JPMorgan Chase, Bank of America, and Morgan Stanley to gather their best tips for creating a financial advisor resume that stands out. Here's what they shared:

   Highlight your certifications and licenses

Make sure to prominently feature your relevant certifications and licenses, such as:

• Certified Financial Planner (CFP)
• Chartered Financial Analyst (CFA)
• Series 7 and Series 66 licenses

Hiring managers look for these to quickly assess if you meet the basic qualifications. Don't make them hunt for this info. For example:

Certifications: - Certified Financial Planner (CFP), 2019 - Series 7 and 66 FINRA licenses, 2017

   Quantify your achievements with data

When describing your accomplishments, use hard numbers to paint a clear picture of your impact. Weak resumes make vague claims like:

• Helped grow client base and assets under management

Instead, get specific with details like:

• Grew client base by 20% and assets under management by $10M in 2 years
• Achieved 95% client retention rate through proactive relationship management
• Rebalanced portfolio of 50+ clients to align with financial goals and risk tolerance

   Show progression and increased responsibility

Hiring managers want to see growth and advancement in your career. Emphasize how you've taken on more responsibility over time. Compare these two work experience examples:

• Financial Advisor, XYZ Firm, 2015-2020 - Provided investment advice and financial planning to clients - Managed client portfolios and asset allocation
• Senior Financial Advisor, XYZ Firm, 2018-2020 - Led team of 5 advisors managing $500M in client assets - Developed and implemented new training program that reduced onboarding time by 30% Financial Advisor, XYZ Firm, 2015-2018 - Managed portfolio of 200 high-net-worth clients with over $200M in assets - Increased AUM by 15% through proactive prospecting and referrals

The second shows a clear progression in roles, responsibilities, and scope.

   Tailor your skills to the job description

Read the job posting carefully and mirror the language it uses in the skills section of your resume. For instance, if it mentions skills like:

• Retirement planning
• Tax optimization strategies
• Estate planning

Make sure to include them prominently, with specific examples of how you've applied these skills. Avoid simply listing generic skills like 'financial analysis' or 'client service' without connecting them to the role.

   Highlight your client relationship skills

Succeeding as a financial advisor is about more than just technical analysis. It's critical to demonstrate your 'soft skills' in areas like:

• Relationship building
• Communication
• Problem-solving
• Emotional intelligence

Work these into your bullets, for example:

Built trusted relationships with clients through active listening, empathy, and responsiveness to concerns. Maintained 95%+ client satisfaction scores.

   Add relevant volunteer and industry activities

Hiring managers like to see involvement and leadership outside of your primary job. Include things like:

• Membership and leadership roles in industry associations
• Volunteer work, especially in financial literacy education
• Teaching, mentoring, or public speaking engagements

For example:

• Board Member, CFA Society of New York, 2019-Present
• Volunteer Financial Coach, Neighborhood Economic Development Center, 2017-2020

This shows your passion, initiative, and commitment to your profession and community.

Writing Your Financial Advisor Resume: Section By Section

  header, 1. put your name front and center.

Your name should be the most prominent element in your header, typically in a larger font than the rest of your resume. This makes it easy for hiring managers to remember who you are and quickly find your resume in a stack of applications.

Here's an example of how to format your name in your resume header:

• John D. Smith, CFP

Avoid nicknames or unprofessional email addresses like:

• Johnny Smith
• [email protected]

2. Include key certifications

As a Financial Advisor, certifications like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) demonstrate your expertise and commitment to the field. Including these after your name can catch a hiring manager's attention and set you apart from other candidates.

John Smith, CFP, CFA

However, avoid listing irrelevant or outdated certifications that don't directly apply to the Financial Advisor role, such as:

• Certified Public Accountant (CPA) from 1995
• Notary Public

3. Streamline your contact details

While your header should make it easy for employers to contact you, avoid cluttering it with too many details. Include your phone number, professional email address, and LinkedIn profile URL. You may choose to include your city and state, but a full mailing address is no longer necessary.

Here's a clean, professional format for your contact details:

[email protected] | 555-123-4567 | linkedin.com/in/johnsmith | New York, NY

Keep your header concise by excluding unnecessary information like:

• Multiple phone numbers
• Full mailing address with street, city, state, and zip code
• Links to personal websites or social media profiles unrelated to your professional brand

  Summary

A resume summary, also known as a professional summary or summary statement, is an optional section that appears at the top of your resume, just below your contact information. While it's not a mandatory component, a well-written summary can effectively showcase your most relevant qualifications and help you stand out from other candidates. It's particularly useful if you're a career changer or an experienced professional looking to highlight your expertise.

When crafting your summary, focus on your key strengths, accomplishments, and the value you can bring to the role. Tailor it to the specific financial advisor position you're targeting and avoid using generic or vague statements. Remember, your goal is to capture the hiring manager's attention and encourage them to read the rest of your resume.

To learn how to write an effective resume summary for your Financial Advisor resume, or figure out if you need one, please read Financial Advisor Resume Summary Examples , or Financial Advisor Resume Objective Examples .

1. Highlight your relevant experience and certifications

As a financial advisor, your experience and certifications play a crucial role in demonstrating your expertise and credibility. In your summary, showcase your most relevant qualifications and achievements that align with the requirements of the position you're seeking.

For example, instead of simply stating that you're a 'hardworking financial advisor,' highlight specific accomplishments or certifications:

• CFA charterholder with 5+ years of experience in wealth management and financial planning
• Series 7 and 66 licensed financial advisor with a proven track record of growing client portfolios by an average of 15% annually

By providing concrete details about your background, you give the hiring manager a clear understanding of your capabilities and the value you can bring to their organization.

2. Tailor your summary to the specific role and company

One of the most common mistakes job seekers make is using a generic, one-size-fits-all summary that fails to address the specific requirements of the position they're applying for. To make your summary more impactful, tailor it to the financial advisor role and the company you're targeting.

Start by carefully reviewing the job description and identifying the key skills, qualifications, and experiences the employer is looking for. Then, incorporate those elements into your summary, using language that mirrors the job posting.

For instance, if the job description emphasizes financial planning and wealth management, your summary might look something like this:

Certified Financial Planner (CFP) with 7+ years of experience in comprehensive financial planning and wealth management. Skilled in developing customized investment strategies, retirement planning, and risk management. Proven ability to build long-term client relationships and consistently exceed client expectations.

3. Quantify your achievements and impact

To make your summary more compelling and memorable, quantify your achievements whenever possible. Using specific numbers, percentages, or dollar amounts helps to contextualize your accomplishments and demonstrates the tangible impact you've made in your previous roles.

Compare the following examples:

• Experienced financial advisor with a strong background in portfolio management and client relations
• Accomplished financial advisor with 10+ years of experience managing portfolios totaling $50M+ and maintaining a 95% client retention rate

By quantifying your achievements, you provide the hiring manager with a clear understanding of the scale and scope of your contributions, making your summary more impactful and persuasive.

  Experience

Your work experience section is the heart of your resume. It's where you show hiring managers how you've applied your skills to make an impact for previous employers. For financial advisors, this section is especially important because it's where you can demonstrate your ability to drive results and grow your client base.

In this section, we'll break down the key steps you need to follow to craft a compelling work experience section that will catch the eye of hiring managers and help you land your next financial advisor role.

1. Quantify your achievements with metrics

When describing your past roles, don't just list your responsibilities. Instead, focus on the results you achieved and quantify them with metrics whenever possible. This will give hiring managers a clear picture of the value you can bring to their organization.

Here are some examples of how to incorporate metrics into your bullet points:

• Grew client base by 25% in 2 years by implementing targeted marketing campaigns and leveraging referral network
• Managed portfolio of 150+ clients with $50M+ in total assets under management
• Increased average client account size by 30% through strategic financial planning and investment recommendations

If you don't have access to specific metrics, you can still use numbers to convey the scope of your work, like this:

• Conducted 50+ client meetings per month to review financial plans and investment strategies

Not sure if your bullet points are showcasing your achievements effectively? Try running your resume through Score My Resume . It will analyze your resume based on criteria hiring managers care about and give you actionable tips to improve it.

2. Highlight your client management skills

As a financial advisor, your ability to attract and retain clients is crucial to your success. Make sure your work experience section showcases your client management skills and the strategies you've used to build strong relationships.

Instead of simply stating that you "managed client relationships," provide specific examples of how you did it:

• Managed client relationships and provided financial advice

A more effective bullet point would look like this:

• Built and maintained relationships with high-net-worth individuals through regular communication, in-depth financial planning sessions, and personalized investment strategies

Other ways to highlight your client management skills include mentioning client retention rates, client satisfaction scores, or specific feedback you received from clients.

Remember, the key is to focus on the actions you took and the results you achieved. Use strong, industry-specific verbs like "advised," "recommended," "analyzed," and "implemented" to make your bullet points more impactful.

3. Showcase your expertise with industry-specific tools

Financial advisors use a variety of tools and technologies to analyze investments, create financial plans, and manage client portfolios. Mentioning your proficiency with these tools can help you stand out from other candidates and demonstrate your industry expertise.

Utilized Bloomberg Terminal to monitor market trends, analyze investment opportunities, and make data-driven recommendations to clients

Other industry-specific tools you may want to mention include:

• CRM software (e.g., Salesforce, Redtail)
• Financial planning software (e.g., MoneyGuidePro, eMoney Advisor)
• Portfolio management platforms (e.g., Morningstar, Envestnet)

When mentioning these tools, try to provide context around how you used them to drive results or improve processes.

Not sure if you're using the right keywords in your resume? Try running it through Targeted Resume . It will analyze your resume against a specific job description and highlight any missing skills or keywords, so you can tailor your resume for each application.

4. Demonstrate career progression and leadership

Hiring managers want to see that you've progressed in your career and taken on increasing levels of responsibility. If you've earned promotions or held leadership roles, make sure to highlight them in your work experience section.

One way to do this is by listing your positions in reverse-chronological order, with your most recent (and typically most senior) position at the top. For example:

XYZ Financial Services Senior Financial Advisor (2018-Present) - Led team of 5 junior advisors and provided mentorship and guidance to help them reach their goals - Managed $100M+ in client assets and consistently exceeded quarterly revenue targets Financial Advisor (2015-2018) - Built book of business from scratch and grew AUM to $50M+ within 3 years - Developed and implemented financial plans for 100+ clients

By showing your progression and highlighting your leadership experience, you demonstrate your ability to take on more responsibility and drive results at a higher level.

If you have a promotion on your resume, consider bolding your job titles to make your career progression stand out even more. Recruiters often scan for job titles first, so this can be an effective way to catch their attention.

  Education

Your education section is a crucial part of your financial advisor resume. It shows employers that you have the necessary knowledge and qualifications to succeed in the role. Here are some key tips to help you write a strong education section that will impress hiring managers.

1. List your degrees in reverse chronological order

Start with your most recent degree first, and work your way backwards. This helps employers quickly see your highest level of education.

Here's an example of how to list your degrees:

Master of Business Administration (MBA), XYZ University, 2018 Bachelor of Science in Finance, ABC College, 2014

2. Include relevant coursework and honors

If you're a recent graduate or have taken courses that are particularly relevant to financial advising, consider listing them under your degree. This can help show employers that you have specific knowledge and skills that will be valuable in the role.

• Relevant Coursework: Investment Analysis, Portfolio Management, Financial Planning
• Honors: Magna Cum Laude, Dean's List (Fall 2016, Spring 2017)

3. Keep it short and sweet for senior roles

If you are a senior financial advisor with years of experience, you don't need to go into great detail about your education. Employers will be more interested in your professional accomplishments.

A bad example would be:

Bachelor of Arts in Economics, XYZ University, 1985-1989 Relevant Coursework: Microeconomics, Macroeconomics, Statistics, Calculus Honors: Dean's List (Fall 1986, Spring 1988)

Instead, keep it concise like this:

B.A. Economics, XYZ University

Action Verbs For Financial Advisor Resumes

The action verbs on the left are among the most effective for the financial advisor field. Aim to utilize these action verbs at the beginning of your bullet points, which should each describe an accomplishment and include a numerical value for best effect. Don’t overuse any single verb, though where one is appropriate in multiple instances, it can help to reiterate it up to two times. Remember that financial advisors perform a spectrum of duties and try to indicate the breadth of your responsibilities when listing your accomplishments.

• Restructured
• Implemented
• Streamlined

For a full list of effective resume action verbs, visit Resume Action Verbs .

Action Verbs for Financial Advisor Resumes

Skills for financial advisor resumes.

While financial advisors perform a variety of tasks, hiring managers are looking for specific skills to be referenced in your resume. On the left, we’ve listed the most applicable skills for the financial advisor industry. As a financial advisor, part of your work may involve giving presentations to clients, meaning providing an initial summary may be called for. One way to incorporate your skills is to include a short summary at the top of your resume, as this both gives you the opportunity to highlight them and shows your aptitude for summarization. You should also include these skills in the body of your resume to help support your capacity as a financial advisor. Lastly, a skills bank that lists your technical skills and the tools you’re familiar with will complete the picture.

• Financial Analysis
• Financial Advisory
• Investments
• Financial Planning
• Financial Services
• Portfolio Management

Risk Management

• Business Development
• Corporate Finance
• Life Insurance
• Wealth Management
• Retirement Planning
• Retail Banking
• Business Strategy
• Strategic Planning
• Microsoft Access
• Customer Service
• Project Management
• Business Planning
• Marketing Strategy

How To Write Your Skills Section On a Financial Advisor Resumes

You can include the above skills in a dedicated Skills section on your resume, or weave them in your experience. Here's how you might create your dedicated skills section:

Skills Word Cloud For Financial Advisor Resumes

This word cloud highlights the important keywords that appear on Financial Advisor job descriptions and resumes. The bigger the word, the more frequently it appears on job postings, and the more 'important' it is.

How to use these skills?

Resume bullet points from financial advisor resumes.

You should use bullet points to describe your achievements in your Financial Advisor resume. Here are sample bullet points to help you get started:

Analyzed brand's pricing, advertising and distribution data and identified seasonal trends and white space by integrating consumer insights; recommended strategic changes in portfolio and marketing plan to C-suite executives, reversing sales slump (+6.5%)

Formulated implementation plans for transactions in collaboration with senior members of trading, sales, compliance and legal teams; generated annual profits of $10+ million

Built complete investment pitch books for 4 deals at advanced stages and liaised with 12 prospective international co-investors

Developed web scraping program in Python to help the firm download public data, including over 10,000 company descriptions and stock quotes, enriching internal data and increasing research efficiency by over 50%

Developed a sell-side ideas pitch book of acquisition targets for a ~$650MM bedding company

For more sample bullet points and details on how to write effective bullet points, see our articles on resume bullet points , how to quantify your resume and resume accomplishments .

Other Finance Resumes

C-level and executive.

Reporting Analyst

• Bookkeeper Resume Guide
• Investment Banking Resume Guide
• Financial Analyst Resume Guide
• Accountant Resume Guide
• Equity Research Resume Guide
• C-Level and Executive Resume Guide

Financial Advisor Resume Guide

• Procurement Resume Guide
• Auditor Resume Guide
• Financial Controller Resume Guide
• Risk Management Resume Guide
• Accounts Payable Resume Guide
• Internal Audit Resume Guide
• Purchasing Manager Resume Guide
• Loan Processor Resume Guide
• Finance Director Resume Guide
• Credit Analyst Resume Guide
• Collections Specialist Resume Guide
• Finance Executive Resume Guide
• VP of Finance Resume Guide
• Claims Adjuster Resume Guide
• Payroll Specialist Resume Guide
• Cost Analyst Resume Guide
• M&A Resume Guide
• Financial Advisor Resume Example
• Financial Aid Advisor Resume Example
• Entry Level Financial Advisor Resume Example
• Portfolio Manager Resume Example
• Tips for Financial Advisor Resumes
• Skills and Keywords to Add
• Sample Bullet Points from Top Resumes
• All Resume Examples
• Financial Advisor CV Examples
• Financial Advisor Cover Letter
• Financial Advisor Interview Guide
• Explore Alternative and Similar Careers

Download this PDF template.

Creating an account is free and takes five seconds. you'll get access to the pdf version of this resume template., choose an option..

• Have an account? Sign in

E-mail Please enter a valid email address This email address hasn't been signed up yet, or it has already been signed up with Facebook or Google login.

Password Show Your password needs to be between 6 and 50 characters long, and must contain at least 1 letter and 1 number. It looks like your password is incorrect.

Remember me

Forgot your password?

Sign up to get access to Resume Worded's Career Coaching platform in less than 2 minutes

Name Please enter your name correctly

E-mail Remember to use a real email address that you have access to. You will need to confirm your email address before you get access to our features, so please enter it correctly. Please enter a valid email address, or another email address to sign up. We unfortunately can't accept that email domain right now. This email address has already been taken, or you've already signed up via Google or Facebook login. We currently are experiencing a very high server load so Email signup is currently disabled for the next 24 hours. Please sign up with Google or Facebook to continue! We apologize for the inconvenience!

Password Show Your password needs to be between 6 and 50 characters long, and must contain at least 1 letter and 1 number.

Receive resume templates, real resume samples, and updates monthly via email

By continuing, you agree to our Terms and Conditions and Privacy Policy .

Lost your password? Please enter the email address you used when you signed up. We'll send you a link to create a new password.

E-mail This email address either hasn't been signed up yet, or you signed up with Facebook or Google. This email address doesn't look valid.

Back to log-in

These professional templates are optimized to beat resume screeners (i.e. the Applicant Tracking System). You can download the templates in Word, Google Docs, or PDF. For free (limited time).

   access samples from top resumes, get inspired by real bullet points that helped candidates get into top companies.,    get a resume score., find out how effective your resume really is. you'll get access to our confidential resume review tool which will tell you how recruiters see your resume..

Writing an effective resume has never been easier .

Upgrade to resume worded pro to unlock your full resume review., get this resume template (+ 8 others), plus proven bullet points., for a small one-time fee, you'll get everything you need to write a winning resume in your industry., here's what you'll get:.

• 📄 Get the editable resume template in Google Docs + Word . Plus, you'll also get all 8 other templates .
• ✍️ Get sample bullet points that worked for others in your industry . Copy proven lines and tailor them to your resume.
• 🎯 Optimized to pass all resume screeners (i.e. ATS) . All templates have been professionally designed by recruiters and 100% readable by ATS.

Buy now. Instant delivery via email.

  instant access. one-time only., what's your email address.

I had a clear uptick in responses after using your template. I got many compliments on it from senior hiring staff, and my resume scored way higher when I ran it through ATS resume scanners because it was more readable. Thank you!

Thank you for the checklist! I realized I was making so many mistakes on my resume that I've now fixed. I'm much more confident in my resume now.

Build my resume

• Build a better resume in minutes
• Resume examples
• 2,000+ examples that work in 2024
• Resume templates
• 184 free templates for all levels
• Cover letters
• Cover letter generator
• It's like magic, we promise
• Cover letter examples
• Free downloads in Word & Docs

3 Financial Advisor Resume Examples Working for 2024

Financial Advisor Resume

Financial aid advisor resume.

• Entry Level Financial Advisor Resume
• Write Your Financial Advisor Resume

Maybe some people would be intimidated by the idea of incorporating key skills and qualifying examples of their potential as a financial advisor—but not Matt. He was too determined to increase his budget for that new car that would finally replace his old clunker!

After some research on how to present himself as an invaluable hire, he found our stockpile of top-notch financial advisor resume examples. Eager to create a stellar application package, Matt took cover letter writing next, preparing to make the most of his translatable soft skills and stellar financial metrics. His gusto paid off, and soon he was driving to work in style.

If you’d like advice on how to write a resume , keep on reading so that you can crunch your own numbers and find success like Matt.

or download as PDF

Why this resume works

• Your financial advisor resume doesn’t need to start with a finance job either. A customer service representative will work just fine as long as you show your contribution to improving customer satisfaction. Remember to mention how you’ve made regional and international trades to highlight your expertise in understanding global economics and trade.

• Handling funds in an investment company can differ vastly from a university, hence, ensure that you state every aspect of not just providing returns on a portfolio or disbursing scholarship funds, but also guiding students in general for their future education.

Entry-Level Financial Advisor Resume

• Even if it’s only as a presenter or researcher, mention how you’ve used skills like FactSet and eMoney Advisor to gain financial insights and help others make investment strategies. Finish things off with an actual work experience where you’ve interacted with customers in any way.

Related resume examples

• Finance manager
• Financial analyst
• Investment banking
• Loan officer

Tailor Your Financial Advisor Resume for Each Job’s Description

If you were planning an investment strategy for a client, you’d want to understand their current and future financial needs to achieve the right goals. You’ll also want to account for each company’s specific needs while writing your resume.

Start by reviewing the job description to identify the qualifications each company is seeking. Is a company trying to improve its pricing strategy? Then, your abilities in market analysis and forecasting will be important to emphasize. Take a similar tailored approach to each resume you submit.

Need some ideas?

15 best financial advisor skills

• Risk Management
• Pricing Strategies
• Forecasting
• Market Analysis
• Morningstar Direct
• Portfolio Management
• Financial Modeling
• Investopedia
• Retirement Planning
• Asset Management
• Client Relations
• Equity Analysis

Your financial advisor work experience bullet points

When a business or client puts their money in your hands, they’ll want to know you’ll achieve positive results. 

The best way for financial advisors to optimize for success is by including actionable bullet points describing previous work achievements. Each example should be backed by a number, such as how you boosted ROI, to showcase the exact impact you had. 

Here are some excellent metrics for financial advisors to use. 

• Portfolio growth: One of the most significant signs of success for advisors is growing client portfolios with optimal investments and management year over year. 
• Portfolio volatility: The more you reduce risk, the better chance companies or clients will want to work with you. 
• Report accuracy: The data you gather during market analysis is crucial to making informed monetary decisions, so showcasing accuracy is always a great idea. 
• Client retention: It’s unlikely clients stay with a financial advisor who isn’t getting them great results, so showcasing how you create a great experience for them will stand out. 

See what we mean?

• Conducted 2,413 risk tolerance assessments with Riskalyze, tailoring regional investment strategies to align with client expectations, reducing portfolio volatility by 3.9%.
• Designed 62 custom financial models, each addressing unique client needs and leading to a 14% increase in client investment commitments.
• Forecasted IT costs for the university with the help of Clear Cost, maintaining a 96% accuracy on all reports.
• Integrated Wealthbox to improve customer profiling, allowing other representatives to decrease turnaround times by 17 minutes.

9 active verbs to start your financial advisor work experience bullet points

3 tips to write an impactful financial advisor resume without much experience.

• While completing an economics, finance, or related degree, you likely achieved much that contributed to your skill set. Therefore, listing achievements like how you used Tableau to reach 65% more effective conclusions during a financial forecasting project will help you stand out.  
• Even if you haven’t worked in a financial advisory role, other jobs will still have transferable skills. For example, you could write about the cash handling and accurate account management skills you gained as a bank teller. 
• Your hobbies & interests can also show relevant abilities for inexperienced financial advisors. For example, you could write about how you volunteered for a homeless shelter for two years and optimized spending to provide more blankets and beds for those in need. 

3 Tips to Bolster Your Financial Advisor Resume When You’re Experienced

• You’re probably very passionate about what your financial work accomplishes. However, keeping these examples to relevant one-sentence descriptions is still important to allow hiring managers to easily pick up on your key financial modeling and analysis skills.
• Financial processes are always being updated with new GAAP standards and changes in the market. Therefore, listing your most recent experiences first is essential to showcase how you optimize for compliance and portfolio growth based on today’s needs. 
• It can be easy to have your resume get disorganized when you have a lot of portfolio and asset management experience. Using a well-spaced resume template with clear headers and an easily readable 12-14 point font will ensure your top achievements, like decreasing investment risks by 32%, grab attention. 

Think of your resume like you’re presenting a few key market indicators to supervisors after analysis. To make decisions easy, you’ll want to limit your resume to three or four jobs that are most recent and relevant to your current risk analysis and asset management skills.   

A resume objective works well when you don’t have much financial advisory experience. For example, you could write about how you’ll apply your two years of experience as a data entry associate to ensure client portfolio data is managed accurately. 

Aim to connect your cover letter to the company’s mission and how your top financial advisory skills fit in. For example, while applying to a retirement planning firm, you could write about how you have a deep passion for using your investment planning and wealth management skills to help others achieve a healthy and happy financial future. 

• • Developed comprehensive financial models for diverse investment strategies, increasing portfolio returns by 20% year-over-year.
• • Led a team of analysts to provide in-depth market research, resulting in the development of 3 high-performing financial products.
• • Orchestrated a successful client retention strategy that improved client satisfaction scores by 25% through personalized service.
• • Conducted 50+ seminars and workshops on financial planning, significantly increasing community engagement and acquisition of 100+ new high-net-worth clients.
• • Managed a portfolio of over $500M in client assets, consistently outperforming the S&P 500 benchmark.
• • Pioneered the use of advanced analytics tools to identify emerging market trends, effectively positioning client portfolios to capitalize on new opportunities.
• • Advised 200+ clients on investment strategies tailored to their risk profiles, growing their investments by 15% on average.
• • Implemented a client-feedback system that bolstered communication and enhanced financial product recommendations.
• • Collaborated with cross-functional teams to develop 2 innovative investment tools that improved client investment tracking.
• • Facilitated financial planning workshops, directly leading to a 30% uptick in client engagement for additional services.
• • Negotiated with third-party providers to include a broader range of investment options in our portfolio offerings.
• • Analyzed and presented investment opportunities that resulted in an average portfolio growth of 10% across clients.
• • Crafted personalized investment policies for high-profile clients, aligning with their long-term wealth accumulation goals.
• • Supported senior advisors in handling complex financial planning scenarios, enhancing our firm's reputation for expertise.
• • Streamlined risk assessment processes, significantly reducing potential for underperforming investments.

5 Financial Advisor Resume Examples & Guide for 2024

Your financial advisor resume must prominently display relevant certifications. These certifications, such as the CFP® or Series 7, validate your expertise in financial planning and investment management. Ensure to include a bullet point list of key financial accomplishments. Quantifiable successes, such as assets managed or portfolio growth percentages, will catch an employer's eye and showcase your value.

All resume examples in this guide

Traditional

Resume Guide

Resume Format Tips

Resume Experience

Skills on Resume

Education & Certifications

Resume Summary Tips

Additional Resume Sections

Key Takeaways

As a financial advisor, articulating your complex experience and ensuring it resonates with both industry and client-centric roles can be a significant resume challenge. Our guide provides targeted advice and examples to help you distill your expertise into a compelling narrative that appeals to diverse stakeholders in your career journey.

• Get inspired from our financial advisor resume samples with industry-leading skills, certifications, and more.
• Show how you can impact the organization with your resume summary and experience.
• Introducing your unique financial advisor expertise with a focus on tangible results and achievements.

If the financial advisor resume isn't the right one for you, take a look at other related guides we have:

• Cost Accounting Resume Example
• Finance Specialist Resume Example
• General Ledger Accounting Resume Example
• Risk Manager Resume Example
• Purchase Manager Resume Example
• Accounts Receivable Resume Example
• Financial Consultant Resume Example
• Bid Manager Resume Example
• Treasury Manager Resume Example
• Payroll Admin Resume Example

Creating the best financial advisor resume format: four simple steps

The most appropriate financial advisor resume format is defined by precision and a systematic approach. What is more, it should reflect upon how your application will be assessed by recruiters. That is why we've gathered four of the most vital elements to keep in mind when designing your resume:

• It's all about presenting how your experience or skills align with the job. Use the reverse-chronological resume format , if your expertise is relevant to the financial advisor role. Otherwise, select the functional skill-based resume format or the hybrid resume format to shift the focus to your skill set.
• Resume header - make sure you've filled out all relevant (and correct) information, like your contact details and link to your portfolio.
• Resume length - unless you've over a decade of applicable expertise in the field, stick with a one-page resume format. If you'd like to present more of your professional experience, go up to two pages.
• Resume file - submit your financial advisor resume in a PDF format to ensure all information stays in the same place.

Upload & Check Your Resume

Drop your resume here or choose a file . PDF & DOCX only. Max 2MB file size.

Bold the names of educational institutions and certifying bodies for emphasis.

Essential sections that should make up your financial advisor resume include:

• The header - with your contact details (e.g. email and telephone number), link to your portfolio, and headline
• The summary (or objective) - to spotlight the peaks of your professional career, so far
• The experience section - with up to six bullets per role to detail specific outcomes
• The skills list - to provide a healthy mix between your personal and professional talents
• The education and certification - showing your most relevant degrees and certificates to the financial advisor role

What recruiters want to see on your resume:

• Demonstrated success in client portfolio management and investment strategy
• Proficiency with financial planning software and platforms (e.g., Morningstar, Bloomberg, etc.)
• Relevant certifications and designations (e.g., CFP, CFA, Series 7/63 licenses)
• Experience with tax planning, estate planning, and retirement strategies
• Strong track record of business development and client retention

Writing your financial advisor resume experience

Within the body of your financial advisor resume is perhaps one of the most important sections - the resume experience one. Here are five quick tips on how to curate your financial advisor professional experience:

• Include your expertise that aligns to the job requirements;
• Always ensure that you qualify your achievements by including a skill, what you did, and the results your responsibility led to;
• When writing each experience bullet, ensure you're using active language;
• If you can include a personal skill you've grown, thanks to your experience, this would help you stand out;
• Be specific about your professional experience - it's not enough that you can "communicate", but rather what's your communication track record?

Wondering how other professionals in the industry are presenting their job-winning financial advisor resumes? Check out how these financial advisor professionals put some of our best practices into action:

• Developed and implemented comprehensive financial strategies for high-net-worth individuals, growing the clientele base by 25%.
• Cultivated strong relationships with clients by providing regular market updates and personalized investment advice, resulting in a 95% client retention rate.
• Led a team of junior financial advisors, enhancing their skills and knowledge through structured training programs, increasing team productivity by 40%.
• Managed a portfolio of $50 million in client assets, consistently outperforming the S&P 500 benchmark.
• Provided in-depth analysis and reporting on investment performance and financial planning strategies to clients on a quarterly basis.
• Executed risk management practices by diversifying investment portfolios across multiple asset classes.
• Initiated and conducted comprehensive financial planning workshops, increasing community engagement by 35%.
• Collaborated with estate planning attorneys to offer clients a full spectrum of wealth management services.
• Spearheaded the adoption of tax-efficient investment strategies that reduced client tax liabilities by an average of 15%.
• Regularly evaluated and adjusted clients' investment portfolios, ensuring compliance with their risk tolerance and financial goals.
• Facilitated financial literacy seminars for business owners, focusing on retirement planning and cash flow management.
• Oversaw the implementation of new financial planning software, streamlining the analysis process and increasing efficiency by 30%.
• Established and maintained fruitful relationships with 100+ individual and small business clients.
• Analyzed market trends and provided clients with timely investment opportunities, exceeding targeted sales goals by 20%.
• Assisted clients in setting up and managing 401(k) plans, contributing to their long-term financial security.
• Performed rigorous due diligence on investment products, contributing to a 10% decrease in overall portfolio risk.
• Designed and executed effective marketing campaigns, attracting a 15% increase in clientele within a year.
• Provided critical support to clients during the 2008 financial crisis recovery period, helping them restore portfolio balances to pre-crisis levels.
• Negotiated complex insurance and annuity products for clients, fortifying their financial safety net.
• Streamlined the firm's financial planning process with advanced analytical tools, enhancing precision in retirement planning projections.
• Championed socially responsible investing initiatives, aligning client portfolios with their values and ethical concerns.
• Conducted thorough market research to identify and capitalize on emerging investment trends, boosting portfolio growth by an average of 12% annually.
• Played a pivotal role in developing the firm’s educational content, leading to a 50% increase in financial seminar attendance.
• Optimized legacy client portfolios with contemporary asset allocation strategies, ensuring optimal performance.
• Devised and presented customized financial plans for clients, emphasizing long-term investment and tax-saving strategies.
• Acted as the key liaison between clients and tax advisors during the annual tax preparation season.
• Empowered clients by leading user training sessions on the firm’s client-facing digital investment platforms.
• Masterminded a new client onboarding process that shortened the average acquisition time by 25% without compromising service quality.
• Leveraged data analytics to refine client risk assessment models, reducing financial misalignments and improving satisfaction scores.
• Coordinated with a team of international financial advisors to manage global investment portfolios, enhancing diversification for high-net-worth clients.

Quantifying impact on your resume

• Include the total assets under management (AUM) you've successfully managed, demonstrating scale and trustworthiness.
• List the percentage growth of your clients' portfolios to showcase investment success and client satisfaction.
• Mention the number of clients you have advised to highlight your experience and relationship-building skills.
• Detail your client retention rate to emphasize loyalty and long-term client satisfaction.
• Quantify the revenue your advice has generated for your firm to underline your contribution to business growth.
• Specify your rank or percentile among peers in sales or client acquisition to show competitive performance.
• Report the percentage by which you've exceeded sales or performance targets to establish goal-oriented results.
• Include the number of workshops or educational seminars you've conducted to evidence thought leadership and expertise.

Action verbs for your financial advisor resume

Lacking relevant financial advisor resume experience?

Learn how to write your financial advisor resume experience in spite of having no real-world (or applicable) experience for the job.

You should:

• Feature relevant projects or publications that could impress recruiters or showcase that you have the basic skill set for the job
• Shift the focus towards your people (communication, organization, etc.) skills to demonstrate that you're a quick learner and can easily adapt to a new environment
• Use the resume objective to not only highlight your accomplishments but also map out how your career plans are perfectly aligned with the company's vision
• Select either the functional-skill-based resume format (that puts the focus on your skills) or the hybrid one (balancing expertise with skills).

Recommended reads:

• Perfecting the Education Section on Your Resume
• How to List Expected Graduation Date on Your Resume

The more trusted the organization you've attained your certificate (or degree) from, the more credible your skill set would be.

Key hard skills and soft skills for your financial advisor resume

At the top of any recruiter financial advisor checklist, you'd discover a list of technical competencies, balanced with personal skills.

Hard or technical skills are your opportunity to show how you meet the essential responsibilities of the role. The ability to use a particular job-crucial technology or software would also hint to recruiters whether you'd need a prolonged period of on-the-job training - or you'd fit right in the job.

But to land your dream role, you'd also need to demonstrate a variety of soft or people resume skills . Employers care about soft skills as they show how each candidate would fit into the team and company culture.

Both types of skills are specific and to best curate them on your resume, you'd need to:

• Create a skill section within which you showcase your hard and soft skills and present how they help you succeed.
• List specific examples of projects, tasks, or competitions, within which your skill set has assisted your results.
• Soft skills are harder to measure, so think about situations in which they've helped you thrive. Describe those situations concisely, focusing on how the outcome has helped you grow as a professional.
• Metrics of success - like positive ROI or optimized workplace processes - are the best way to prove your technical and people skills.

Take a look at some of financial advisor industry leaders' favorite hard skills and soft skills, as listed on their resumes.

Top skills for your financial advisor resume:

Financial Planning

Investment Strategies

Risk Management

Retirement Planning

Tax Planning

Wealth Management

Estate Planning

Insurance Analysis

Portfolio Management

Financial Analysis

Communication

Problem-Solving

Client Relations

Analytical Thinking

Attention to Detail

Time Management

Adaptability

Negotiation

If you happen to have plenty of certificates, select the ones that are most applicable and sought-after across the industry. Organize them by relevance to the role you're applying for.

The basics of your financial advisor resume certifications and education sections

Improve the education and certification sections of your financial advisor resume by:

• Dedicating more prominent space to certificates that are more recent and have helped you update your skill set
• Keeping all the information you list to the basics: certificate/degree name, institution, and graduation dates
• Writing supplementary information in the details of your certification or education section, only if you lack experience or want to show further skill alignment
• Including your credential or license number, only if the information is valid to your application or certification

Within financial advisor job adverts, relevant education, and certification are always listed within the key prerequisite for the role.

Ensure you meet all job requirements with some of the leading certificates in the industry:

The top 5 certifications for your financial advisor resume:

• Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
• Chartered Financial Analyst (CFA) - CFA Institute
• Chartered Financial Consultant (ChFC) - The American College of Financial Services
• Certified Investment Management Analyst (CIMA) - Investments & Wealth Institute
• Financial Risk Manager (FRM) - Global Association of Risk Professionals

Showcase any ongoing or recent educational efforts to stay updated in your field.

• Should I Put In An Incomplete Degree On A Resume?
• When You Should (And Not) Add Dean's List On Your Resume

The summary or objective: focusing on the top one-third of your resume

It's a well-known fact that the top one-third of your financial advisor resume is the make-it-or-break-it moment of your application. The resume summary and objective could help you further build up your professional profile.

• If you have plenty of career highlights behind your back, use the resume summary . The financial advisor summary immediately focuses recruiters' attention on what matters most within your experience.
• The resume objective is the perfect choice for balancing your career achievements with your vision. Use it to state precisely how you see yourself in a couple of years' time - as part of the company you're applying for.

Both the resume summary and resume objective can be your value pitch to potential employers: answering what makes your application unique and the top choice for the financial advisor role. They both have to be specific and tailored - as there's no one-size-fits-all approach to writing your financial advisor summary or objective. Use the financial advisor examples below as a starting point:

Resume summaries for a financial advisor job

• With over 10 years of robust experience in the financial advisory landscape, I have honed a deep expertise in personalized wealth management, helping clients achieve a 20% average portfolio growth. My technical capabilities include advanced proficiency in tax planning, investment strategy formulation, and retirement planning, underscoring my commitment to fostering financial well-being for a diverse client base.
• Seasoned CPA and financial strategist seeking to transition into financial advising after eight successful years at a Big Four firm, where I spearheaded complex audits and tax mitigation strategies, resulting in a 15% average savings for clients. I bring a profound analytical acumen and a proven track record in regulatory compliance and strategic financial planning.
• Eager to transfer my 5-year tenure in corporate sales into the dynamic world of financial advisory, I offer a strong foundation in client relationship building, market analysis, and a relentless drive for excellence in customer service. My tenacity, combined with a comprehensive understanding of market trends, positions me to empower clients in realizing their financial goals.
• As a freshly minted Finance graduate, my objective is to apply my academic knowledge, passion for financial markets, and adeptness in financial modeling to deliver insightful advice and build lasting client relationships. My dedication to ongoing professional development and my eagerness to contribute fresh perspectives make me an ideal candidate for nurturing trust and achieving customer financial aspirations.
• Emerging from an extensive 12-year career in financial journalism, I bring a unique perspective to financial advising, leveraging my knack for distilling complex financial information into actionable insights. My commitment to integrity, along with a keen understanding of economic indicators, provides a solid foundation for helping clients navigate the ever-evolving financial landscape.
• Recent finance graduate aiming to embark on a career in financial advising with an eagerness to implement theoretical knowledge in practical settings. I am poised to offer contemporary financial analysis, robust economic research skills, and a vibrant enthusiasm for developing personalized strategies that align with client goals and expectations.

What else can you add to your financial advisor resume

What most candidates don't realize is that their financial advisor resumes should be tailored both for the job and their own skillset and personality.

To achieve this balance between professional and personal traits, you can add various other sections across your resume.

Your potential employers may be impressed by your:

• Awards - spotlight any industry-specific achievements and recognitions that have paved your path to success;
• Languages - dedicate some space on your financial advisor resume to list your multilingual capabilities , alongside your proficiency level;
• Publications - with links and descriptions to both professional and academic ones , relevant to the role;
• Your prioritization framework - include a "My Time" pie chart, that shows how you spend your at-work and free time, would serve to further backup your organization skill set.

Key takeaways

• The format and layout of your financial advisor resume should reflect on both your career and what matters most to the job you're applying for;
• Use the resume summary and objective to hint at your most prominent accomplishments;
• Always be specific about your experience and consider what value each bullet you curate adds to your financial advisor application;
• Consider how your academic background and technical capabilities could further showcase your alignment to the role;
• Your soft skills should contribute to your overall financial advisor profile - aligning your personality with skills and results.

Looking to build your own Financial Advisor resume?

• Resume Examples

How to Showcase Your Minor on LinkedIn?

How to write a modern resume, what to name your resume file, how to land a job in faang / maang company: resume tips and examples, the power of power words in a cover letter, how to list an associate degree on resume.

• Create Resume
• Terms of Service
• Privacy Policy
• Cookie Preferences
• Resume Templates
• AI Resume Builder
• Resume Summary Generator
• Resume Formats
• Resume Checker
• Resume Skills
• How to Write a Resume
• Modern Resume Templates
• Simple Resume Templates
• Cover Letter Builder
• Cover Letter Examples
• Cover Letter Templates
• Cover Letter Formats
• How to Write a Cover Letter
• Resume Guides
• Cover Letter Guides
• Job Interview Guides
• Job Interview Questions
• Career Resources
• Meet our customers
• Career resources
• English (UK)
• French (FR)
• German (DE)
• Spanish (ES)
• Swedish (SE)

© 2024 . All rights reserved.

Made with love by people who care.

• Knowledge Base
• Free Resume Templates
• Resume Builder
• Resume Examples
• Free Resume Review

Click here to directly go to the complete financial advisor resume sample.

How to make a financial advisor resume in 2023?

A financial advisor plays a vital role in the growth of an organization. Hence, it becomes a bit difficult to even bag an entry level financial advisor job in this highly competitive world of professionals.

To help you in getting a financial advisor job, we are here with the essential guidelines to assist you in building an impactful financial advisor resume. You will also get Financial Analyst Resume Sample and HR Generalist Resume Sample in here to consider while formatting your financial advisor resume.

Resume building can take a lot of effort as it creates your first impression in front of recruiters. We have tried to cover every important detail related to crafting a financial advisor resume here.

Following are the summary points you will encounter here:

• Get a clear insight of your targeted job description to draft the perfect resume
• Mention your details in bullet points to improve readability and effectiveness
• Outline your financial planning resume based on the appropriate format to make it look organized
• Add relevant financial advisor skills to your resume and highlight them for better visibility
• Be prepared with the latest interview questions to perform well in the recruitment process

You need to get all the information related to your targeted profile and its application process initially to frame an impeccable entry level financial advisor resume. Considering this, we have answered the following questions in the piece of content:

• What is a financial advisor?
• What does a financial advisor do?
• How much does a financial advisor earn annually?
• What are the key skills to become a financial advisor?
• What are the important sections in a financial advisor resume?

You can also use Hiration’s Online Resume Builder to craft an impressive financial resume in easy steps. It is powered by AI technology that will help you in making your financial planning resume better than your competitors.

Financial Advisor Job Description

The job description is the perfect place where you can pick keywords for your financial service representative resume. Moreover, you must build your financial resume according to the financial advisor job description to get the limelight in your recruitment process.

Here you can see an example of an ideal financial advisor job description:

“We are looking for a financial advisor that can develop sales leads proactively, seek external referral business, and follow upon internal referrals. As a financial advisor, you will have to build and maintain firm relationships with our clients and deliver them customized portfolio management guidance and financial advice.”

Financial Advisor Roles & Responsibilities

Check out some generic roles and responsibilities of a financial advisor in an organization:

• Collaborate with sales executives to execute sales and business development processes
• Develop and maintain the company-client relationship for steady business growth
• Build, implement, and recommend effective investment strategies to get maximum benefits
• Keep a record of all the necessary documents, licenses, and registrations and renew them timely

You can use the job description as well as the roles and responsibilities section to fetch industry-specific keywords and frame bullet points for your financial advisor resume.

Financial Advisor Salary

Image Source: Indeed

According to a recent report by Indeed , the average salary of a financial advisor in the US is USD 72,570 per annum. It is undeniably a decent salary for an individual to live a prosperous life.

Here you can also check out the average salaries of some similar profiles as a financial advisor. Take a look at the table shown below:

How to Become a Financial Analyst

The fundamental requirement to become a financial analyst in the United States is a bachelor's degree in accounts, finance, economics, or statistics.

Generally, companies hire bachelor's degree holders straight from elite colleges & universities like Harvard & Stanford.

Students who graduated from less prestigious colleges are advised to get an MBA degree in a similar niche from a prestigious business school.

Top Finance Schools in the United States

Here is a list of the top 10 finance schools in America that will help you kickstart your financial advisor journey in 2023:

• University of Pennsylvania | Philadelphia, PA
• University of Chicago | Chicago, IL
• New York University | New York, NY
• Columbia University | New York, NY
• Massachusetts Institute of Technology | Cambridge, MA
• Stanford University | Stanford, CA
• Harvard University | Cambridge, MA
• University of California | Berkeley, CA
• University of Michigan | Ann Arbor, MI
• Santa Clara University | Santa Clara, CA

Top Certifications for Financial Advisors in 2023

Here are some financial advisor certifications that you can get to boost your financial advisor career in 2023:

• Certifid Financial Planners | CFP Board
• Certified Public Accountant | AICPA
• Chartered Financial Consultant | The American College
• Chartered Financial Analyst | CFA Institute
• Chartered Investment Counselor | Investment Advisor Association
• Financial Risk Manager | Global Association of Risk Professionals
• Chartered Life Underwriter | The American College
• Chartered Alternative Investment Analyst | CAIA Association
• Chartered Mutual Fund Counselor | College for Financial Planning
• Certified Management Accountant | IMA

Financial Advisor Resume Bullet Points

Mention all of your details except the summary/objective part in bullet points rather than long paragraphs. It will make your financial planning resume impressive as well as easy to read for your recruiter.

You can follow the given steps to craft appropriate bullet points for your entry level financial advisor resume:

• Add profile-centric keywords in your resume to parse through the ATS
• Highlight keywords for better visibility and get your recruiter’s undivided attention
• Club similar bullet points and mention under one heading for better representation
• Start your bullet points with a power verb to grab the attention of your reader

Hiration has curated some ready-to-use resume points that can help you make an effective financial advisor resume. There are more than 250 profiles that you can browse through. Some of them are listed here:

• Finance Manager Resume Points
• Financial Analyst Resume Points
• Business Systems Analyst Resume Points
• Account Executive Resume Points
• Accounting Manager Resume Points

In case of any confusion, you can also try Hiration’s AI-powered Online Resume Builder to craft a job-winning financial planner resume.

Financial Advisor Related Blogs

You can also refer to some of our existing blogs related to the financial advisor profile:

• Financial Analyst Resume
• Investment Banking Resume
• Personal Banker Resume
• Management Consultant Resume
• Tech Support Resume

Financial Analyst Resume Sample

Financial Advisor Skills

It is one of the essential sections of your financial advisor resume. As its name defines, it will showcase all of your skills related to your targeted job profile. Your skills and professional experience section must be connected to look authentic.

You can make separate sections for technical skills and soft skills. Here are some skills of a financial advisor that you can add to your financial planner resume. Check out the financial advisor skills given in the table below:

HR Generalist Resume Sample

Financial Advisor Resume Sections

To make the perfect financial advisor resume, you should add all the relevant sections that can help you in organizing your information throughout your financial advisor resume.

You can see all the important finance resume sections in the image shown above. You can also leverage the power of artificial intelligence with the help of Hiration’s Online Resume Builder to make an error-free financial advisor resume.

Financial Advisor Resume Format

You need to select an ideal finance resume format for your financial advisor resume to lead the recruitment hustle. Choosing the right financial service representative resume format can be a tough task as most people do not have appropriate knowledge about it.

Following are the 3 resume formats used majorly across the globe. You can choose any of them as per your education, experience, skills, and job requirements to steal the limelight:

• Reverse Chronological Resume Format
• Functional Resume Format
• Combination Resume Format

Financial Advisor Interview Questions

An effective finance resume can bring you closer to the job title, however, you will need to clear the interview round. You can check out the latest interview questions as per your job title to perform well in the recruitment process.

Here are some of the questions that your recruiter might ask in the interview round:

• What type of customers do you like to work with?

I would like to deal with corporations, however, I am equally comfortable in working with individual finances. Providing dedicated service in each section is my strength.

• What is your approach to advising the client?

I believe in providing them printed budget arrangements as every individual processes information differently. This approach will give them a detailed idea of their current finances along with future goals.

• What will be the best way to gain the trust of new clients?

Try to build the base first by explaining the ground level of their finances and market condition. Clients’ money is important and they want to understand everything clearly. Hence, a financial adviser must note down all of the client’s priorities and work with them to address all of their requirements.

• What will you do to maintain client loyalty?

Regular communication and updates play a vital role in maintaining company-client relationships. Being a financial advisor, I connect with clients with frequent updates. Moreover, I also manage extra time to resolve all of their concerns.

Financial Advisor Resume Sample

• Executing external trades, managing internal operating systems, and planning business approach for 50+ high value clients
• Collaborating with a team of 10+ wealth managers to produce USD 250mn. as Gross Dealer Concession in a year
• Leveraging automation tools and spending 8 more hours weekly with the client to increase client satisfaction from 70% to 90%
• Managing investment portfolios for 200+ clients worth USD 27mn.+ in assets under care with 100% accuracy
• Training 25+ supporting staff including financial advisors and client associates with modern money saving techniques
• Developing professional relationships with 10+ clients every week with a target of achieveing advisory of 100mn.+ annually
• Developed investment and financial planning seminars for clients to improve customer satisfaction and retention by 50%
• Created financial reports for real-time analysis of business performance to enhance client return by 70%
• Collaborated with a team of 5+ associates for client relationship management to expand business by 25%
• Rendered assistance in improving financial decisions under the guidance of a senior financial advisor to mitigate risk by 35%
• CGPA: 3.6/4.0
• CGPA: 3.4/4.0
• Certified Financial Planner (CFP) | Financial Planning Standard Board (FPSB) | Aug '20
• Languages: English (native), German (fluent), and French (working proficiency)

Hiration Resume Review Service

To execute any task with perfection, you need to be an expert. The same goes for finance resume building. You can not make a perfect wealth management resume if you are an amature in writing resumes. Hence, you will need an expert to back you up in the process.

Hiration's team of resume experts can analyze your existing wealth management resume and help you transform it into a masterpiece. Our professionals analyze your finance resume based on the below-given parameters:

• Resume Formatting
• Global Compatibility
• Conversion Scope
• Performance Assessment
• Compliance With Industry Norms
• ATS Compliance
• Recruiter Friendly
• Design Compatibility
• Content Relevance

Hiration Online Resume Builder

All of these above-given guidelines will help you in making a highly impactful financial advisor resume. However, Hiration’s AI-powered Online Resume Builder can also help you craft your financial advisor resume effectively.

Check out the highlighting benefits you will get while using our resume builder:

• 1-Click Design Change
• LIVE Resume Editor
• Intuitive Next Text Suggestion
• 25+ Resume Designs
• Save Unlimited Resumes
• A Shareable Link
• LIVE Resume Score
• 100+ Prefilled Resume Templates
• Unlimited PDF Downloads
• Full Rich-Text Editor
• JD- Resume Matcher

Additional Services at Hiration

Hiration is providing you complete assistance to clear your recruitment process with the help of our modern techniques. Here are some additional services offered by hiration apart from financial consultant resume building and interview preparation:

• Cover Letter Builder
• Digital Portfolio Builder
• LinkedIn Review

Key Takeaways

These below given points will help you polish your resume and imporve its performance in the recruitment process for better results:

• Showcase your information in bullet points instead of paragraphs for better representation
• Create different sections to highlight your skill set, for eg: Key Skills & Technical Skills
• Highlight essential keywords and information to rank high in the ATS
• Frame your financial consultant resume in the appropriate format as per your experience and qualifications

We have elaborated on all the necessary guidelines to build a sparkling financial advisor resume. Still, you can feel free to contact us at [email protected] if you need any assistance in building a resume. Our experts will be highly obliged to help you anyway.

Share this blog

Subscribe to Free Resume Writing Blog by Hiration

Get the latest posts delivered right to your inbox

Stay up to date! Get all the latest & greatest posts delivered straight to your inbox

Is Your Resume ATS Friendly To Get Shortlisted?

Upload your resume for a free expert review.

Financial Advisor Resume Example

Ensure your resume is up to date and ready to go for your next interview!

Our resumes have been proven to work.

Beautiful resume templates to land your dream job

Financial Advisors

Personal financial advisors provide advice on investments, insurance, mortgages, college savings, estate planning, taxes, and retirement to help individuals manage their finances.

How to Write a Summary for a Financial Advisor

• Mention your previous experience . What industries did you work for? Where did you intern?
• Describe your greatest strength . Are you thorough? Do you excel at incorporating risk management into your plans?
• Quantify your experience . By how much have you grown your firm’s client base? How many clients do you work with?

How to List Your Work Experience as a Financial Advisor

• Use reverse chronological format . List your most recent jobs first, as this shows managers how you’ve gained experience in the industry. 
• Use action verbs related to being a Financial Advisor . Verbs are critical to demonstrating what you can do for the company. Review the following list for some powerful examples.
• Constructed
• Maintained 

See our list of over 350 action verbs to find more.

Senior Level Work Experience as a Financial Advisor

• Served as a Relationship Manager for an existing group of 13 clients by providing advice and guidance to help clients achieve their financial goals
• Grew the firm by 15% by increasing Assets Under Management (AUM) and through organic growth by acquiring new clients
• Identified financial planning needs and discussed the benefits of comprehensive financial planning with clients
• Reviewed investment performance of overall portfolios, identified rebalancing needs and provided suitable recommendations aligning with client’s risk tolerance, time frame and goals
• Provided client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, and working with clients to resolve issues and other practice management tasks
• Managed existing client accounts to the standard of a fiduciary and provided professional financial advice
• Constructed thoughtful financial plans in the core areas of financial planning – retirement, estate planning, insurance, tax, college planning, and investments 
• Monitored client accounts, and met with clients periodically to ensure consistency with financial goals 
• Exercised discretion and professional judgment in resolving ongoing client requests
• Maintained complete records of client communications to firm and industry standards in the firm’s CRM and archival software

Junior Level Work Experience as a Financial Advisor

• Coordinated sales appointments, drafted presentations and completed all necessary paperwork on successful sales, including the deposits into the designated broker/dealer sweep account
• Initiated paperwork involving cancellations, surrenders and/or partial withdrawals
• Maintained effective relationships with financial institution branch personnel in assigned territory, including facilitating meetings, answering questions and leading training efforts with branch personnel as needed
• Improved business referral relationships by 17%
• Provided a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through financial planning services
• Complied with all the rules, regulations and policies of the designated broker/dealer, all state and federal securities regulators and self-regulatory organizations
• Assisted in the development of an annual sales plan
• Collaborated with clients to review personal financial goals and provided consultation on investment portfolios
• Processed security transactions through the designated broker/dealer as requested by clients
• Maintained proper documentation, paperwork and files as required. Complied with applicable laws and regulations and maintained various compliance files, including advertising, complaints and correspondences
• Designed and implement asset allocation strategies in investment portfolios in keeping with client goals, risk tolerance, time horizon, and liquidity requirements

How to List Your Skills as a Financial Advisor

Financial Advisors not only need to be good with numbers, but also with their clients. Therefore, skills like communication and persistence are vital. 

• Analytical Skills
• Math Skills
• Interpersonal Skills
• Communication
• Sales Skills
• Speaking and Presentation Skills
• Detail-Oriented
• Organization Skills

How to List Your Education as a Financial Advisor

Financial Advisors require a bachelor’s degree in finance, economics, accounting, business, mathematics, or law. Certifications or even a master’s degree can greatly improve your chances of being hired and for attracting wealthier clientele.  

Some certifications include the Certified Financial Planner (CFP) certification by The Certified Financial Planner Board of Standards

Personal Advisors who directly buy or sell stocks, bonds, or insurance policies, or who provide specific investment advice require licensure. Some licenses include:

• Series 6 License enables financial advisors to sell packaged securities, such as mutual funds and variable annuities. However, this license does not permit the Financial Advisor to sell individual stocks or bonds. 
• Series 7 License is the most difficult license, but allows Financial Advisors to sell stocks, bonds, options, futures, and packaged securities.
• Every state requires a Series 63 license for financial advisors to conduct business within its borders.
• States also require the Series 65 for financial advisors who are compensated with fees, as opposed to commissions. 

Requirements for licensure vary by state but generally involve the following:

• Bachelor’s Degree
• Apply for a Series 63 license in the state you’re located in 
• Complete a background check

Financial Advisor Career Overview

Job Outlook

The job outlook for Financial Advisor is growing at 7% per year, which is considered to be faster than average. In 2018 there were 271,700 jobs available.

Average Salary 

Financial Advisors make $87,850 per year on average. However, salaries could be as high as $208,000 depending on experience, clientele, and location. 

Top Paying Salaries by State

• $166,790 -- New York
• $150,310 -- District of Columbia
• $142,440 -- Illinois

Search for Financial Advisor Jobs

• Simplyhired

Browse more resume templates that fit your role

Get inspired with more resume examples

Read our how-to guides on making your resume perfect, how to write a two-page resume (with examples & tips).

Don't know whether you should write a one-page or two-page resume? Find out when it is appropriate to write a two-page resume and learn how to write it correctly.

How to List References on a Resume in 2024 (with Examples & Tips)

In this guide, we will cover everything you need to know about including references on a resume, from how to format them to how to know when they should be included at all.

How to Describe Work Experience on a Resume in 2024 (Examples & Tips)

Your work experience is a summary of all your hard work, dedication and achievements over the years. Here's how to do justice to your work history.

How to List Accomplishments on a Resume in 2024 (Including Awards & Key Achievements)

Showcasing your achievements is what can be the cherry on the cake to help you stand out from the crowd as a top performer and really attract employers.

More advice that will accelerate your career path

How to organize your resume with resume layout examples in 2024.

How you organize your resume matters. The layout and formatting of a resume can have a huge impact on a hiring manager’s first impression. Plus, the layout helps to guide the employer’s eye around the resume to the most important information! In this guide, we will cover everything you need to know about resume organization and layouts.

15+ Key Interpersonal Skills to List on Your Resume in 2024 (With Examples)

How well you communicate and interact with people is a top priority to employers. In this guide, we will enlighten you on the importance of interpersonal skills. Plus, we will provide you with our top 15 examples to consider including on your resume!

Are Cover Letters Necessary in 2024?

Do you really need a cover letter? Will a hiring manager actually read it? Let's find out why a cover letter is more important than ever.

15+ Key Management Skills to List on Your Resume in 2024 (With Examples)

Pursuing a career in management gives you many opportunities for professional advancement. To land a management job, it is crucial to include the right skills on your resume. In this guide, we will discuss the best management skills and how to use them on your resume.

Professional resume templates to help land your next dream job.

Facebook • Twitter • Linkedin • Pinterest • Crunchbase

• Resume Builder
• Resume Templates
• Resume Formats
• Resume Examples
• Cover Letter Builder
• Cover Letter Templates
• Cover Letter Formats
• Cover Letter Examples
• Career Advice
• Interview Questions
• Resume Skills
• Resume Objectives
• Job Description
• Job Responsibilities
• FAQ’s

Financial Advisor Resume Examples

If you’re applying for a job as a financial advisor, having a well written resume is essential. Your resume should clearly outline your experience and qualifications to give potential employers a good idea of who you are and why you should be hired. A well written resume can help set you apart from other applicants and give you a leg up in the job search process. This guide will provide you with tips on how to write a financial advisor resume, as well as examples of great resumes you can use for inspiration.

If you didn’t find what you were looking for, be sure to check out our complete library of resume examples .

Start building your dream career today! 

Create your professional resume in just 5 minutes with our easy-to-use resume builder!

Financial Advisor

123 Main Street | Anytown, USA 99999 | Phone: (123) 456-7890 | Email: [email protected]

Financial Advisor with 5 years of experience in providing financial advice and solutions to clients. Proven success in leveraging analytical skills and market knowledge to develop sound financial plans and strategies. Highly skilled in assessing and understanding the financial needs of clients and providing efficient solutions to help them reach their goals.

Core Skills :

• Financial Planning
• Investment Analysis
• Asset Allocation
• Investment Advice
• Risk Management
• Financial Modeling
• Portfolio Management

Professional Experience : Financial Advisor, XYZ Company, 2015 – 2020

• Advised individuals, businesses and organizations on their financial situation and provided solutions to help them achieve their goals.
• Developed investment strategies and reviewed existing portfolios.
• Analyzed and assessed clients’ financial circumstances, such as income, expenses, insurance coverage, tax status, and financial objectives.
• Monitored changes in the financial market and provided clients with timely advice on how best to manage their investments.

Education : BSc. in Economics, ABC University, 2010 – 2014

Create My Resume

Build a professional resume in just minutes for free.

Financial Advisor Resume with No Experience

Dedicated and hardworking financial advisor with a passion for helping others reach their financial goals. With a passionate and enthusiastic attitude, I am looking to start my career in the financial industry to gain additional experience and knowledge.

• Excellent customer service and communication skills
• Strong knowledge of financial services and products
• Proficient in Microsoft Office, Excel, and PowerPoint
• Organized and detail- oriented
• Flexible and adaptable to change

Responsibilities

• Analyze clients’ financial goals and develop a plan to reach them
• Provide investment solutions, advice, and counsel based on clients’ needs and goals
• Prepare financial documents, such as tax returns, reports, and budgets
• Present customized financial strategies to clients
• Maintain knowledge of financial products and services
• Research and update clients on current economic events

Experience 0 Years

Level Junior

Education Bachelor’s

Financial Advisor Resume with 2 Years of Experience

Highly successful financial advisor with two years of experience helping clients meet their financial goals. An analytical and organized individual with a proven ability to develop comprehensive financial plans, analyze data and present complex financial information in a clear and understandable manner. Proven ability to create, manage and implement financial plans for a variety of clients.

• Investment Portfolio Management
• Financial Analysis
• Tax Planning
• Data Analysis
• Client Relations

Responsibilities :

• Developed and implemented comprehensive financial plans for clients to achieve their financial goals.
• Analyzed client data and financial information to determine suitable investments and develop comprehensive investment portfolios.
• Advised clients on financial strategies and risk management to ensure the best return on their investments.
• Conducted market research and analysis to identify trends and provide timely advice to clients on market conditions, investment opportunities and portfolio management.
• Monitored market performance and advised clients on changes to their financial plans and portfolios.
• Managed client accounts and ensured accurate and timely processing of transactions.
• Provided tax planning consultation to clients to ensure they are compliant with government regulations.
• Provided financial modeling and analysis to clients to assist with financial decision- making.

Experience 2+ Years

Financial Advisor Resume with 5 Years of Experience

Financial Advisor with 5 years of experience in the industry. Knowledgeable in investments, financial management and analysis, retirement planning and client portfolio management. Proven track record of providing clients with successful financial advice and sound investment decisions. Possess excellent communication and customer service skills in order to help clients achieve their financial goals and objectives.

• Investment and Financial Management
• Retirement Planning
• Client Portfolio Management
• Customer Service
• Communication
• Research and Analysis
• Developed and managed client financial portfolios
• Conducted in- depth financial analysis and provided projections for clients
• Provided personalized retirement planning advice and guidance to clients
• Maintained updated knowledge of financial markets and investment products
• Advised clients on appropriate investment strategies and asset allocation
• Assessed clients’ financial situations, goals and risk tolerances
• Created and maintained client relationship management systems

Experience 5+ Years

Level Senior

Financial Advisor Resume with 7 Years of Experience

Financial advisor with 7 years of experience in the banking industry. Proven ability to lead teams to success and develop long- term relationships with clients. A commitment to delivering exceptional customer service, innovative strategies, and sound financial advice. Highly organized and detail- oriented, with a strong work ethic and the ability to work under pressure.

• Knowledge of banking and financial industry
• Proficient in financial planning, budgeting and forecasting
• Strong problem- solving and analytical skills
• Excellent written and verbal communication
• Highly organized and detail- oriented
• Proficient in Microsoft Office
• Provided financial advice to clients on investments, retirement planning and general financial planning
• Developed financial strategies to meet clients’ individual needs
• Oversaw the successful implementation of strategies
• Ensured compliance with all applicable laws and regulations
• Monitored market trends and investment opportunities
• Managed client portfolios, including asset allocation and portfolio analysis
• Negotiated terms with clients and financial institutions
• Provided customer service, including answering client inquiries and resolving disputes
• Maintained updated records of financial transactions
• Prepared and delivered presentations to clients and colleagues
• Assessed financial risk and advised on appropriate measures to mitigate it.

Experience 7+ Years

Financial Advisor Resume with 10 Years of Experience

I am a highly experienced Financial Advisor with 10 years of experience helping people and businesses meet their financial goals. I have extensive knowledge in financial services, investments, retirement planning and estate planning. My strong communication and interpersonal skills have allowed me to build strong relationships with clients and develop successful plans. I am highly organized, detail- oriented and able to adapt to changing market conditions.

• Investment Advisory
• Estate Planning
• Insurance Planning
• Business Planning
• Analytical Skills
• Communication Skills
• Develop comprehensive financial plans for individual and business clients
• Provide investment advice and guidance to clients
• Conduct detailed analysis of financial and investment portfolios
• Analyze risk management strategies to ensure clients minimize risk
• Provide timely advice on tax strategies and estate planning
• Assist clients in setting long- term goals
• Review and recommend insurance plans to meet client’s needs
• Advise on and monitor investments
• Assist clients in developing business plans
• Maintain accurate records of all client transactions
• Provide ongoing support and guidance to clients

Experience 10+ Years

Level Senior Manager

Education Master’s

Financial Advisor Resume with 15 Years of Experience

Highly organized and detail- oriented Financial Advisor with over 15 years of experience in financial services. Proven track record of providing superior customer service on a wide range of financial products and services. Experienced in helping clients with their financial goals and needs such as wealth management, retirement planning, and asset allocation. Possess excellent skills in time management and organizational development. Able to work under pressure and handle multiple tasks.

• Wealth Management
• Client Services
• Time Management
• Professional Development
• Analyze and evaluate clients’ financial situation, including assets, liabilities, cash flow, and insurance coverage
• Recommend and implement financial planning strategies to meet clients’ current and long- term goals
• Provide advice on investments such as stocks, mutual funds, bonds, and other securities
• Monitor clients’ financial progress and make adjustments to plans as needed
• Develop and maintain relationships with clients to ensure their satisfaction and loyalty
• Advise clients on retirement planning, asset allocation, and tax planning
• Monitor market trends and make appropriate recommendations for clients
• Perform financial analysis and risk assessments to ensure clients’ investments are maximizing returns

Experience 15+ Years

Level Director

In addition to this, be sure to check out our resume templates , resume formats ,  cover letter examples ,  job description , and  career advice  pages for more helpful tips and advice.

What should be included in a Financial Advisor resume?

Your financial advisor resume should include all of the essential components of a strong professional resume. These key elements include:

• Contact Information: Include your full name, email address, phone number, and website (if applicable).
• Professional Summary: A concise paragraph or two that outlines your professional experience and key skills.
• Work Experience: Provide a list of the positions you have held in the past, along with a brief description of the duties you performed in each role.
• Education: List the most recent degree you have earned and any other specialized training or certifications you have.
• Skills: Describe the financial and investment skills you have acquired, such as investment planning, portfolio management, financial analysis, etc.
• Specialties: Outline any specific areas of expertise that you possess, such as retirement planning, estate planning, tax planning, etc.
• Professional Affiliations: Highlight any major industry organizations that you are a member of.

By including these elements in your financial advisor resume, you can ensure that you have a comprehensive and well-rounded resume that will stand out to potential employers.

What is a good summary for a Financial Advisor resume?

A financial advisor resume should provide a brief summary of your qualifications, experience, and success in the field. The summary should succinctly demonstrate your ability to provide financial services to clients, including developing and implementing financial plans, providing financial guidance and advice, and managing financial portfolios. Your summary should emphasize your knowledge of financial markets, investment strategies, and portfolio management. It should also highlight any certifications or licenses you have obtained, such as the CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) certifications. Finally, it should showcase any awards, accomplishments, or recognition you have received in the field.

What is a good objective for a Financial Advisor resume?

A financial advisor resume should be crafted to reflect the skills and experience necessary for the job. The objective section of a financial advisor resume should be carefully tailored to match the job you are applying to. Your objective should clearly state your goals and aspirations, while also emphasizing the qualities that make you a highly qualified financial advisor.

Here are some tips to keep in mind when crafting a great objective for your financial advisor resume:

• Focus on relevant qualifications and experience: Your objective should be tailored to the specific job you are applying to, and should highlight the qualifications that make you a perfect fit for the role. Be sure to emphasize any financial advising experience you have, as well as any technical skills or certifications that may be relevant.
• Demonstrate knowledge of the industry: Do some research on the company you are applying to and include key words or phrases that demonstrate your knowledge of the industry and the job you are applying for.
• Highlight your commitment to success: Your objective should reflect your commitment to success in the financial advising field. Be sure to include language that expresses your dedication to helping clients achieve their financial goals.
• Showcase your communication skills: A successful financial advisor should be able to communicate effectively with clients and colleagues. Showcase your communication and customer service skills by emphasizing your ability to provide excellent customer service and to build strong relationships with clients.

By following these tips, you can craft a great objective for your financial advisor resume that will help you stand out from the competition and land you the job you are applying for.

How do you list Financial Advisor skills on a resume?

When applying for a job as a Financial Advisor, it is important to include a detailed list of your skills on your resume. Your skills should demonstrate your proficiency in accounting, finance, investing, and other related areas. Here is a list of Financial Advisor skills that should be included on your resume:

• Financial Planning: This involves analyzing a client’s financial situation and developing a plan to help them achieve their financial goals.
• Investment Strategies: This involves researching and evaluating different investment options, such as stocks, bonds, and mutual funds.
• Risk Management: This involves evaluating the risks associated with different investments and helping clients decide how much risk to take on.
• Tax Planning: This involves helping clients understand their tax obligations and develop strategies to minimize their tax bill.
• Asset Allocation: This involves determining how a client’s assets should be allocated in order to maximize returns and minimize risk.
• Insurance Planning: This involves helping clients determine the type and amount of insurance they need to protect their assets.
• Retirement Planning: This involves helping clients plan for their retirement by evaluating their current financial situation and developing a plan to build their retirement savings.
• Estate Planning: This involves helping clients develop a plan to manage their assets after they die.

By including these Financial Advisor skills on your resume, you can demonstrate to potential employers that you possess the knowledge and experience necessary for the job.

What skills should I put on my resume for Financial Advisor?

When applying for a job as a Financial Advisor, displaying the right skills on your resume is key to ensuring your success. Financial Advisors must have a deep understanding of the financial markets, be able to manage clients’ assets, and provide sound financial advice. This job requires excellent analytical, communication and customer service skills. Here are some of the key skills you should include on your resume for a Financial Advisor job:

• Comprehensive Knowledge of Financial Markets: Financial Advisors should have an in-depth knowledge of the financial markets and regulations. This includes understanding stocks, bonds, mutual funds, insurance products, annuities, and more.
• Investing Expertise: Financial Advisors must understand the nuances of investing and how to develop sound investment strategies. They must also stay up-to-date on changes in the market, to be able to advise their clients on the best investments for their circumstances.
• Analytical and Problem-Solving Skills: Financial Advisors must be able to analyze data, interpret research, and identify trends in order to make sound recommendations. They must also be able to solve complex financial problems and make decisions quickly.
• Excellent Communication: Financial Advisors must be able to communicate clearly and effectively with their clients, to ensure they understand their financial options and the risks associated with them. They must also be able to explain complex financial concepts in simple language.
• Customer Service: As a Financial Advisor, you should possess strong customer service skills. You must be able to provide clients with exceptional service and build strong, lasting relationships with them.

By including these essential skills on your resume, you can demonstrate to potential employers that you are the ideal candidate for the Financial Advisor job.

Key takeaways for an Financial Advisor resume

When you are applying for a job as a financial advisor, it is important to have a well-crafted resume. A good financial advisor resume should include a summary of your experience and qualifications, a list of your education and certifications, a list of your financial advising skills, and a list of your past employers and clients.

The following key takeaways will help you create a standout financial advisor resume:

• Highlight Your Expertise: Showcase your knowledge and experience in the financial services field by emphasizing the specific industries and products you’re knowledgeable about.
• Show Your Professional Accomplishments: List any awards, certifications, or other professional achievements you’ve earned throughout your career.
• Demonstrate Your Technical Skills: Use keywords and phrases to demonstrate your technical skills and knowledge in financial services.
• Include Relevant Details: Provide details about the types of clients you’ve served and the products you’ve sold.
• Showcase Your Results: Demonstrate your ability to generate results for your clients by including metrics from past engagements.
• Customize Your Resume: Tailor your resume to the specific job posting you are applying to.
• Showcase Your Soft Skills: Include soft skills such as problem-solving, communication, and customer service skills.

By following these key takeaways, you can create an effective financial advisor resume that will stand out to employers. With a strong resume, you can showcase your qualifications and experience in the financial services industry and improve your chances of getting hired.

Let us help you build your Resume!

Make your resume more organized and attractive with our Resume Builder

Privacy preference center

We care about your privacy

When you visit our website, we will use cookies to make sure you enjoy your stay. We respect your privacy and we’ll never share your resumes and cover letters with recruiters or job sites. On the other hand, we’re using several third party tools to help us run our website with all its functionality.

But what exactly are cookies? Cookies are small bits of information which get stored on your computer. This information usually isn’t enough to directly identify you, but it allows us to deliver a page tailored to your particular needs and preferences.

Because we really care about your right to privacy, we give you a lot of control over which cookies we use in your sessions. Click on the different category headings on the left to find out more, and change our default settings.

However, remember that blocking some types of cookies may impact your experience of our website. Finally, note that we’ll need to use a cookie to remember your cookie preferences.

Without these cookies our website wouldn’t function and they cannot be switched off. We need them to provide services that you’ve asked for.

Want an example? We use these cookies when you sign in to Kickresume. We also use them to remember things you’ve already done, like text you’ve entered into a registration form so it’ll be there when you go back to the page in the same session.

Thanks to these cookies, we can count visits and traffic sources to our pages. This allows us to measure and improve the performance of our website and provide you with content you’ll find interesting.

Performance cookies let us see which pages are the most and least popular, and how you and other visitors move around the site.

All information these cookies collect is aggregated (it’s a statistic) and therefore completely anonymous. If you don’t let us use these cookies, you’ll leave us in the dark a bit, as we won’t be able to give you the content you may like.

We use these cookies to uniquely identify your browser and internet device. Thanks to them, we and our partners can build a profile of your interests, and target you with discounts to our service and specialized content.

On the other hand, these cookies allow some companies target you with advertising on other sites. This is to provide you with advertising that you might find interesting, rather than with a series of irrelevant ads you don’t care about.

Financial Advisor Resume Template

Kick-start your career & find inspiration for your resume with our free, outstanding Financial Advisor resume template. Download this resume example as it is or edit it directly using our powerful resume creator.

Related resume guides and samples

How to write an appealing accountant resume

How to build the perfect auditor resume

How to build a great bookkeeper resume

Ultimate tips for the perfect finance analyst resume

Five great tips for your insurance agent resume

How to write an appealing investment advisor resume?

Create the perfect resume for a role in tax services

Financial Advisor Resume Template (Full Text Version)

Tomas axelsen.

Highly skilled Certified Financial Planner with expertise in identifying and evaluating potential investment opportunities, developing financial models and strategies, thoroughly analyzing market trends, and providing valuable financial advice. A recipient of the prestigious Black Diamond Award for surpassing revenue and profit targets and effectively managing high-value portfolios.

Work experience

• Conducted market research to identify and assess potential investment opportunities in alignment with company standards, policies, and procedures.
• Oversaw office operations, formulated and executed financial strategies, and enhanced customer service.
• Executed trades, exceeded revenue and profit targets, and oversaw a $250M EUR portfolio.
• Awarded the prestigious Black Diamond Award for excellence in financial planning.
• Identified clients' financial goals and objectives through effective communication, providing professional recommendations and advice based on own expertise.
• Cultivated and maintained relationships with customers, attending social events to enhance visibility and promote company services.
• Ensured continuous improvement in client satisfaction, consistently meeting performance and sales targets.
• Recognized as "Employee of the Month" for outstanding dedication and contributions.
• Achieved a GPA of 3.98
• Participated in Economics Society, Film Society, Golf Club, and Riding Club
• Achieved graduation with distinction by earning Grade 1, the equivalent of an A/excellent in all four subjects.

Volunteering

Certificates.

Milan Šaržík, CPRW

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

Edit this sample using our resume builder.

Let your resume write itself — with ai..

Similar job positions

Entrepreneur / Business Owner Business Development Office Staff Consulting Finance Analyst Insurance Agent Investor Startup Account Manager Tax Services Accountant Facilities Manager

Related accounting / finance resume samples

Related consulting cover letter samples

Let your resume do the work.

Join 5,000,000 job seekers worldwide and get hired faster with your best resume yet.