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Making It: What Is Success? [2020 Study]
Have you ever asked yourself what career success really means? Does it involve salary, position, or legacy? Do you think your definition of success matches that of other people?
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 CV.
This financial advisor CV 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 CV 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:
Save hours of work and get a CV like this. Pick a template, fill it in. Quick and easy. Choose from 21 CV templates and download your CV now.
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Chelsea Crist
Financial Advisor
Personal Info
Phone: 07854 202 872
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, London
May 2015 - Jan 2020
Key Achievement:
Accountant
Klumfeld Outdoors, London
May 2014 - Sept 2015
Education
BSc (Hons) Finance, University College London
2011–2014
Additional Activities
Conferences
Speaking Engagements
Classes Taught
Hard Skills: financial research, client education, financial assessment, financial planning, sales
Soft Skills: interpersonal skills, active listening, time management, communication
Here’s how to write a job-earning financial advisor CV:
How to start your CV? Which financial advisor CV format really works?
Easy choice.
It’s the reverse-chronological CV format.
It gets your Carl-Icahn-level financial achievements at the fore.
Use these CV formatting tips:
Expert Hint: Come across well on every screen with a PDF CV. A financial advisor CV in PDF form works for human readers and ATS hiring software alike.
This is vital:
The brokerage won’t read your financial advisor CV with care.
They’ll gloss over it in a stack of 100+ CVs.
So—
Stop them in their tracks with a job objective or job summary worthy of HSBC Holdings.
Add:
See these financial advisor CV examples:
Bear, meet bull!
The second of those financial advisor CVs 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 CV samples for financial advisor jobs:
Ready to beat the market?
Do it like the first of our entry-level financial advisor CV examples. It packs in £1.2M, 25%, and 20% to show market savvy.
Expert Hint: Create your your financial advisor CV summary last. You’ll struggle to summarise a financial advisor CV that doesn’t exist yet.
What skills work in a financial advisor CV?
See this list of CV 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 CV is valueless.
Target your CV instead, with the perfect CV keywords from the financial advisor job ad.
These financial advisor CV samples show how:
The job wants skills in account management, financial planning, and using UAFRS data.
Experience
Financial Advisor
Lovitz Abernathy, London
May 2015 - Jan 2020
Key Achievement:
Yikes.
The second of those financial CV 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 CV with no experience CV can still get returns.
See these entry-level financial advisor CVs examples. They’re for a job that needs investment advice, collaboration, and financial reports.
Accountant
Klumfeld Outdoors, London
May 2014 - Sept 2015
The point?
The first of those entry-level financial advisor CV 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 CV.
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 CV in our CV builder now.
Nail it all with a splash of colour, 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.
Putting education on a financial advisor CV?
That’s easy.
Give your school name and degree. Then—
Put rocket boosters on your CV education section with finance skills.
See this financial advisor CV sample:
Education
BSc (Hons) Finance, University College London
2011–2014
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.
Your financial advisor CV 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 CV examples:
Certification
2019 — Certified Financial Planner
Additional Activities
Conferences
Speaking Engagements
Classes Taught
Important:
The first of those financial advisor CV samples wins because of the details.
Expert Hint: Write a cover letter for your financial advisor CV. Be passionate about the job. Then show how your top few accomplishments will help you do it well.
Double your impact with a matching CV and cover letter combo. Use our cover letter builder and make your application documents pop out.
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.
Here’s how to write a financial advisor CV:
Got questions on how to write good CVs for financial advisor jobs? Wondering how to put financial advisor on a CV? Leave a comment. We’ll be happy to reply!
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