Having a solid foundation can help tremendously for a financial advisor moving onto the next step of the path. A financial advisor is a trustworthy licensed individual who specializes in assisting clients with their finances. Not only do you need to have client interaction knowledge, but you also need to have the certified qualifications to manage clients’ financial information.
Whether you are just getting started within your career, or in the middle of your career goal, being able to showcase the relevant information will attract a client’s interest in choosing you as a trustworthy partner. With a professional financial advisor resume and cover letter, you will be able to paint the picture of your successes across your job search.
While they are both often used interchangeably nowadays, there are a few key differences to keep a note of.
CV vs. Resume
A CV includes a more in-depth background about all of your experiences, and it will be longer and more detailed. A resume is a one to two-page background that includes only the relevant information you want to present.
There are four different types of financial advisor resume formatting:
Being able to differentiate the four types of resume formats can help you choose the one best fit for your background and situation.
Looking through other financial samples and templates can provide some inspiration and allow you to learn what will work for you or not.
Gather the relevant achievements and skills by going through all of your past experiences.
Give the potential employers the reasons why you are interested in being a financial advisor and why they should choose you. Demonstrate examples of how the past experiences prove you as a qualified financial advisor.
Keep your resume in the best condition possible by checking for any mistakes. Look for any grammar errors or typos that might have been overlooked in the beginning. While it is a tedious task that is usually overlooked by many, it is very crucial in any writing process.
A question that often stumps many, “What to put on a resume for a financial advisor?”. Being able to differentiate what is necessary or not can elevate how you present yourself.
The essentials to-be-included list:
Additionally, you can also provide your LinkedIn profile, personal websites, or other ways of contact.
The headline will be similar to a professional title phrase that describes you. Brainstorm a few keywords showing your fortes and create a concise title phrase that best applies to you.
Financial Advisor Resume Headline Examples:
Your can build your financial advisor resume summary upon the resume headline/title. The resume summary includes a few sentences that can showcase your talents.
Financial Advisor Resume Summary Examples:
The objective for a financial advisor resume contains a few sentences that will represent what you are searching for in your career.
Financial Advisor Resume Objective Examples:
💡 Note: The key difference between the financial advisor summary and objective is that the summary highlights your relevant skills and experience, while the objective focuses on your overall career vision.
This key area provides the specifics of your expertise, whether it is soft or technical skills.
Financial Advisor Skills Resume Examples:
Work experience provides a history of where you have utilized your financial advisor skills.
The key parts to have include: company name, position title, start and end date, and a short description of your related financial advisor job responsibilities during the time there.
Financial Advisor Resume Work Experience Example:
The important areas to be included:
Additionally, for those early in the career, you can provide your GPA or extracurricular activities for your entry-level financial advisor resume.
Financial Advisor Resume Education Example:
University of Michigan, Ross School of Business
2012 – 2015, MBA in Finance
From certifications to hobbies, there are many pieces you can add to your financial advisor resume to differentiate yourself from others. While this is not a necessary option, including these bonus sections will make your financial advisor resume unique.
Additional Financial Advisor Resume Information Examples:
Financial Advisor Certifications
Make the necessary changes so that your resume is in sync with the financial advisor job description, and what the company is searching for in the position.
Using keywords that relate to the financial advisor job description makes it easier for employers to review your financial advisor resume. It will also keep the reader more interested in going through the rest of your documents.
Incorporating numbers to your description elevates your accomplishments.
Avoid lavish formats and layouts to keep your financial advisor resume easy to read and download. Having over-the-top formatting can cause lags and unwanted issues of viewing the file. In the end, make sure to save the file as a financial advisor resume pdf.
Make sure to feature action verbs in your financial advisor resume when describing your experiences.
Financial advisors frequently meet to discuss with clients, so being able to present your strengths in communication is a huge advantage.
After focusing on the financial advisor resume, you might reach another puzzling question, “How to write a cover letter for a financial advisor position?”.
Your financial advisor cover letter should involve five main sections: contact details, introduction, motivation, qualification, and a closing.
Determined entry-level financial advisor who improved client growth by 7%
123 State St.
Ann Arbor, MI 48104
Jr. Financial Advisor with 2+ years of experience assisting clients in financial inquiries with personalized strategies. Licensed with FINRA’s Series 7 and Series 66. Seeking a more hands-on growth opportunity within the financial industry.
The Financial Institution
Jr Financial Advisor
Financial Advisor Intern
January 2018–January 2019
2016-2018. University of Michigan
M.A. in Finance, Within the Finance Fast Track Program
Class of Honors
2012-2016. University of Michigan
B.A. in Finance
GPA: 3.98 with Honors
--- Originally written by Jessica Sun ---