Financial Advisor Resume Writing Guide : Examples, Templates, Formats

financial advisor resume templates, samples & financial advisor skills
Created by CakeResume

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.

How to Write a Financial Advisor Resume?

Step 1 : Understand the differences between a financial advisor CV and a financial advisor resume.

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.

Step 2: Choose the right financial advisor resume format. 

There are four different types of financial advisor resume formatting: 

  • chronological
  • functional
  • hybrid
  • targeted

Being able to differentiate the four types of resume formats can help you choose the one best fit for your background and situation.

Step 3: Browse through financial advisor resume templates and samples online. 

Looking through other financial samples and templates can provide some inspiration and allow you to learn what will work for you or not. 

Step 4: Tailor your resume for the financial advisor position. 

Gather the relevant achievements and skills by going through all of your past experiences. 

Step 5: Craft a professional financial advisor cover letter. 

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. 

Step 6: Proofread your financial advisor resume. 

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. 

What to Put on a Resume for a Financial Advisor?

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.

Resume Profile or Personal Information

The essentials to-be-included list:

  • full name
  • job title
  • email address
  • phone number
  • address information (at least the city and state)

Additionally, you can also provide your LinkedIn profile, personal websites, or other ways of contact.

Financial Advisor Resume Headline

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:

  • Junior Financial Advisor who improved client retention rate by 5%
  • Wealth Investment Advisor with over $15M under management
  • Independent Financial Advisor with 15 years of experience

Financial Advisor Resume Summary

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:

  • Motivated financial advisor assistant with 2 years of experience as an intern for a financial advisor. Experienced in client communication, financial planning, and FINRA regulations. 
  • Wealth Management Advisor with over 20 years of assisting high net clients. Goal-oriented coach motivating our wealth management team to achieve stronger relationships with our high net worth investors.

Career Objective for a Financial Advisor

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:

  • Seeking a finance advisor development program to support personal growth as an MBA student
  • Well-organized, experienced advisor with over 9 years of wealth management experience. Seeking a position as a senior wealth management advisor
  • Certified financial planner with 3 years of experience. Looking to gain more knowledge at a financially focused company.

💡 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.

Financial Advisor Resume Skills

This key area provides the specifics of your expertise, whether it is soft or technical skills.

Financial Advisor Skills Resume Examples:

  • Portfolio management
  • Financial planning analysis
  • High ability to maintain trust within existing loyal clients while building upon new client relationships

Financial Advisor Work Experiences

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:

  • Assistant Financial Advisor at Merrill Lynch in California
  • Developed better loyalty within existing clients and boosted client returns by 7%.

Education on your Financial Advisor Resume

The important areas to be included: 

  • the degree and major
  • the school name
  • years until graduation
  • honors or awards that were earned

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

  • Fast Track in Finance
  • Class of Honors

Additional Information

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

  • Certified Financial Planner
  • Series 7 Licensed
  • Certified Financial Analyst

Hobbies

  • Community Services
  • Blogging
  • Cooking
  • Travelling

Tips for Writing The Best Financial Advisor Resume

Tip 1: Customize the financial advisor resume for the job.

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. 

Tip 2: Use keywords.

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.

Tip 3: Quantify achievements.

Incorporating numbers to your description elevates your accomplishments.

Tip 4: Choose an ATS-friendly resume layout.

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.

Tip 5: Adopt resume action words. 

Make sure to feature action verbs in your financial advisor resume when describing your experiences.

Tip 6: Highlight your interpersonal skills.

Financial advisors frequently meet to discuss with clients, so being able to present your strengths in communication is a huge advantage. 

How to Write a Cover Letter for a Financial Advisor Position?

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.

5 Things to put in a cover letter for a financial advisor

  • The contact details contain your full name, email address, and a phone number that they can reach you. 
  • The introduction should be a respectful greeting that will capture their interest. 
  • The motivation is where you can deliver your reasoning on what fascinated you to apply to the position. Offer the hiring manager an explanation of what interested you in joining the company. 
  • The qualification is where you bring your skills to the table. Use a few examples throughout past experiences where you were able to showcase your relevant achievements. 
  • The closing is where you thank the employers and wrap everything together. Additionally, you can provide other ways of contact in the case of future opportunities. 

Financial Advisor Resume Sample
(Text Format)

Georgia Ann

Determined entry-level financial advisor who improved client growth by 7%

123 State St.
Ann Arbor, MI 48104
(111) 222-3333
[email protected]
linkedin.com/in/georgiaann

Professional Summary

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.

Work Experience

The Financial Institution
Jr Financial Advisor
January 2019–Present

  • Monitored and fine-tuned client plans depending on each situation.
  • Consulted with client bases of up to $5M in assets.
  • Developed new strategies in the company’s process of communicating with clients.

Morgan Stalney
Financial Advisor Intern
January 2018–January 2019

  • Assisted with managing the financial goals within the financial department; provided three new solutions to current company funding.
  • Enhanced sales growth by 6% and client returns by 3% with new communication strategies.
  • Created a new target audience which boosted clients by 10%.

Education

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

Skills

Hard Skills

  • Microsoft Office, Excel, PowerPoint
  • Financial Analysis
  • Financial Accounting
  • Financial Statement Preparation
  • Budgeting
  • Tax Planning
  • Tax Reporting
  • Tax Filing
  • Performance Optimization
  • Google Analytics 

Soft Skills

  • Client Relationship Management
  • Customer Service
  • Decision Making
  • Time Management
  • Teamwork
  • Problem Solving
  • Leadership
  • Emotional Intelligence
  • Punctuality
  • Resilience

--- Originally written by Jessica Sun ---

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