Financial Advisor Resume—Examples and 25+ Writing Tips

Other people’s money is your playground, and you’ve got the skills to grow it like Buffett. Prove your planning and investment prowess with your financial advisor resume.

Tom Gerencer, CPRW
Tom Gerencer, CPRW
Financial Advisor Resume—Examples and 25+ Writing Tips

This financial advisor resume sample lands interviews.

 

But—

 

You’re only as good as your last success, and financial advisor positions are cutthroat. 

 

If you want the job, your resume has to work like John Templeton.

 

You can do it. With the right slant on your past advice and metrics, you’ll look like a one-person PNC.

 

In this guide:

  • A financial advisor resume sample better than most.
  • How to write a standout financial advisor resume.
  • How to custom-fit your financial advisor job description to the position.
  • Why you can’t just list financial advisor skills (and what to do instead).

 

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financial advisor resume templates

 

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Financial Advisor Resume Sample You Can Copy and Use

 

Chelsea Crist

Financial Advisor

 

Personal Info

 

Phone: 785-420-2872

Email: chelseazcrist@gmail.com

linkedin.com/in/chelseazcrist

twitter.com/chelseazcrist

 

Summary

 

Client-focused financial advisor with 5+ years of experience growing wealth for clients. Seeking to provide expert guidance at Day & Astoria. Raised performance of individual client accounts by 30% at Lovitz Abernathy through UAFRS accounting analysis.

 

Certification

 

2019 — Certified Financial Planner

 

Experience

 

Financial Advisor

Lovitz Abernathy

May 2015 - Jan 2020

  • Served as financial advisor in high-end investment firm. Managed internal systems and client accounts and executed trades.
  • Managed 120+ client accounts with $180M under management.
  • Increased assets under management by $20M in 15 months.
  • Wrote 110+ successful financial plans.
  • Achieved client returns 10% higher than firm average.
  • Raised client satisfaction by 33% in 10 months through increased one-on-one time and increased client returns.

Key Achievement:

  • Raised account performance for individual investors by 30% through using UAFRS data to augment as-reported GAAP data.

 

Accountant

Klumfeld Outdoors

May 2014 - Sept 2015

  • Provided recommendations that grew investment ROI 25%.
  • Developed standardized reports that allowed 20% time savings.

 

Education

 

University of Kansas

2010–2014

  • Excelled in financial planning classes.
  • Vice President, Student Valuation Club. Grew membership 70%.

 

Additional Activities

 

Conferences

  • FinCon 2019 — Spoke on panel about investing
  • Morningstar Investment Conference 2017 

 

Speaking Engagements

  • Webinar — When will the next crash come?
  • Talk — Beating the market with UAFRS — FinCon 

 

Classes Taught

  • Investing 101 — Online and at University of Kansas
  • Advanced Retirement Investing — Online

 

Hard Skills: financial research, client education, financial assessment, financial planning, sales

 

Soft Skills: interpersonal skills, active listening, time management, communication

 

Do you need a financial resume or something else? See our guides:

 

Here’s how to write a job-earning financial advisor resume:

 

1. Choose the Best Financial Advisor Resume Format

 

How to start your resume? Which financial advisor resume format really works?

 

Easy choice.

 

It’s the reverse-chronological resume format.

 

It gets your Carl-Icahn-level financial achievements at the fore.

 

Use these resume formatting tips:

 

Financial Advisor Resume Format

 

Expert Hint: Come across well on every screen with a PDF resume. A financial advisor resume in PDF form works for human readers and ATS hiring software alike.

2. Write a Financial Advisor Resume Objective or Summary

 

This is vital:

 

The brokerage won’t read your financial advisor resume with care.

 

They’ll gloss over it in a stack of 100+ resumes.

 

So—

 

Stop them in their tracks with a job objective or job summary worthy of JPMorgan Chase.

 

Add:

 

  1. An adjective (client-focused, energetic)
  2. “financial advisor”
  3. Years of experience (1+, 6+)
  4. What you’ll do and where (provide expert guidance at Day & Astoria)
  5. Best resume accomplishments(Raised performance of client accounts by 30%...)

 

See these financial advisor resume examples:

 

Financial Advisor Resume Summary—Example

Good Example
Client-focused financial advisor with 5+ years of experience growing wealth for clients. Seeking to provide expert guidance at Day & Astoria. Raised performance of individual client accounts by 30% at Lovitz Abernathy through UAFRS accounting analysis.
Bad Example
Experienced financial advisor, skilled in investing and retirement planning. An expert at raising client account performance and using UAFRS data vs. GAAP analysis. Strong attention to detail and high-level communication and collaboration skills.

Bear, meet bull!

 

The second of those financial advisor resumes samples will tank.

 

Why?

 

It doesn’t list times you excelled at your stated finance skills.

 

But what if your financial advisor experience is underfunded?

 

Don’t fret. See these entry-level resume samples for financial advisor jobs:

 

Entry-Level Financial Advisor Resume Objective

Good Example
Energetic entry-level financial advisor with 1 year of experience as an accountant for a retailer with $1.2M in annual revenue. Eager to deliver massive ROI for clients at Lovitz Abernathy. At Klumfeld Outdoors, grew investment ROI 25% through recommendations and saved 20% of reports generation time through standardizing reports.
Bad Example
Entry-level financial advisor with skills in investment planning and reports generation. Haven’t had a full-time financial planner job yet, but I did hold a position as an accountant for a busy retailer. Adept at problem solving and teamwork.

Ready to beat the market?

 

Do it like the first of our entry-level financial advisor resume examples. It packs in $1.2M, 25%, and 20% to show market savvy.

Expert Hint: Create your your financial advisor resume summary last. You’ll struggle to summarize a financial advisor resume that doesn’t exist yet.

3. Customize Your Financial Advisor Job Description and Skills

 

What skills work in a financial advisor resume?

 

See this list of resume skills:

 

Financial Advisor Resume Skills

 

Hard Skills

Soft Skills

Financial Research

Interpersonal Skills

Financial Planning

Customer Service

Client Education

Problem Solving

Equity Analysis

Time Management

Valuation

Communication

Generating Financial Reports

Attention to Detail

Financial Plan Analysis

Collaboration

MS Excel, Computer Skills

Active Listening 

Sales

Dependability

Account Management

Detail Oriented

 

But—

 

Shoving them all into a financial advisor resume is valueless.

 

Target your resume instead, with the perfect resume keywords from the financial advisor job ad.

 

These financial advisor resume samples show how:

 

The job wants skills in account management, financial planning, and using UAFRS data.

 

Financial Advisor Job Description for a Resume [Sample]

Good Example

Experience

 

Financial Advisor

Lovitz Abernathy

May 2015 - Jan 2020

  • Served as financial advisor in high-end investment firm. Managed internal systems and client accounts and executed trades.
  • Managed 120+ client accounts with $180M under management.
  • Increased assets under management by $20M in 15 months.
  • Wrote 110+ successful financial plans.
  • Achieved client returns 10% higher than firm average.
  • Raised client satisfaction by 33% in 10 months through increased one-on-one time and increased client returns.

Key Achievement:

  • Raised account performance for individual investors by 30% through using UAFRS data to augment as-reported GAAP data.
Bad Example
  • Tasked with increasing assets under management.
  • Responsible for maintaining high level of client returns.
  • In charge of raising client satisfaction through increased one-on-one time and increased client returns.
  • Generated financial analyses of client accounts and suggested improvements.

Yikes.

 

The second of those financial resume examples says you were tasked, responsible, and in charge. But to what end?

 

The second example shows success again and again. That’s hirable!

 

But is your financial advisor experience thin?

 

You’re in luck. A resume with no experience resume can still get returns.

 

See these entry-level financial advisor resumes examples. They’re for a job that needs investment advice, collaboration, and financial reports.

 

Entry-Level Financial Advisor Resume Job Description [Sample]

Good Example

Accountant

Klumfeld Outdoors

May 2014 - Sept 2015

  • Provided investment advice that grew investment ROI 25%.
  • Developed standardized reports that allowed 20% time savings.
  • Collaborated with cross-functional teams to ensure proper reporting.
Bad Example
  • Handled accounts receivable and accounts payable.
  • Performed month-end and year-end close process.
  • Used ERM system to track finances on a near-real-time basis.

The point?

 

The first of those entry-level financial advisor resume samples puts up the right numbers. The second misses the boat.

Expert Hint: Research in the International Journal of Bank Marketing shows financial advisors who adjust their communication styles to fit clients get more repeat business. Have you grown your customer base or loyalty through word of mouth or good communication skills? Show it in your financial advisor resume.

The ResumeLab builder is more than looks. Get specific content to boost your chances of getting the job. Add job descriptions, bullet points, and skills. Easy. Improve your resume in our resume builder now.

 

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Nail it all with a splash of color, choose a clean font, highlight your skills in just a few clicks. You’re the perfect candidate and we’ll prove it. Use the ResumeLab builder now.

 

4. Adjust Your Education Section to the Job

 

Putting education on a financial advisor resume?

 

That’s easy.

 

Give your school name and degree. Then—

 

Put rocket boosters on your resume education section with finance skills.

 

See this financial advisor resume sample:

 

Financial Advisor Resume Example—Education

Good Example

Education

 

University of Kansas

2010–2014

  • Excelled in financial planning classes.
  • Vice President, Student Valuation Club. Grew membership 70%.

Expert.

 

That adds financial planning, valuation, and leadership to your education.

Expert Hint: Did you graduate aeons ago? Write a shorter education section. If you’re fresh from the quad, make it longer and add relevant coursework and projects.

5. Add Extras to Your Financial Advisor Resume

 

Your financial advisor resume has to stand out like a Vanguard ETF.

 

It won’t do that with just education and past jobs.

 

But it will if you add extras like:

 

See these financial advisor resume examples:

 

Financial Advisor Resume—Other Sections

Good Example

Certification

 

2019 — Certified Financial Planner

 

Additional Activities

 

Conferences

  • FinCon 2019 — Spoke on panel about investing
  • Morningstar Investment Conference 2017 

 

Speaking Engagements

  • Webinar — When will the next crash come?
  • Talk — Beating the market with UAFRS — FinCon 

 

Classes Taught

  • Investing 101 — Online and at University of Kansas
  • Advanced Retirement Investing — Online
Bad Example
  • Attending conferences
  • Giving webinars

Important:

 

The first of those financial advisor resume samples wins because of the details.

Expert Hint: Write a cover letter for your financial advisor resume. Be passionate about the job. Then show how your top few accomplishments will help you do it well.

Double your impact with a matching resume and cover letter combo. Use our cover letter builder and make your application documents pop out.

 

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Want to try a different look? There’s 18 more. A single click will give your document a total makeover. Pick a cover letter template here.

 

Key Points

 

Here’s how to write a financial advisor resume:

  • Start with a financial advisor resume template. Preload it with your most memorable financial advisor moments.
  • Add financial advisor skills like financial planning or research. Use metrics to show your depth.
  • Write a financial advisor resume objective or summary as an overview of your resume.
  • Include extras like a NAFPA membership or CFP certification.

 

Got questions on how to write good resumes for financial advisor jobs? Wondering how to put financial advisor on a resume? Leave a comment. We’ll be happy to reply!

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Tom Gerencer, CPRW
Tom Gerencer, CPRW
Career Writer at ResumeLab
Tom Gerencer (CPRW) is a Certified Professional Resume Writer, career advice writer and a resume expert at ResumeLab. Tom has been featured on BBC News, NBC, The Economist, Business Insider, Fast Company, and dozens of other outlets. His insights, commentary, and articles reach over a million readers every month. With inside knowledge of key industry players and in-depth research, Tom helps job seekers with advice across all professions and career stages. Tom holds a degree in English from Colby College.

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