Financial Advisor Resume Examples
Exceed your job competition by looking at Financial Advisor resume examples! Our examples are completely customizable and can show you what information to include in your resume.
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Financial Advisor resume
summary examples
The first impression an employer will have of you is when they read your resume summary. You’ve got to make this section count because a recruiter will spend an average of seven seconds scanning your resume.
This section is a brief statement of your most impressive and relevant career highlights. You’ll pick professional achievements that resonate with the employer’s requirements for this job.
The most common approach for this section is the professional summary because it focuses on sharing job-relevant achievements.
On the other hand, the objective statement is the ideal approach for inexperienced candidates because it showcases your goals and the skills you have to make them possible.
Determine which approach is right for you with examples of a professional summary and an objective statement.
Good example:
“ Experienced Financial Advisor with 10+ years of experience in helping clients reach their financial goals. Possess a strong knowledge of financial products and services, and the ability to develop comprehensive financial plans tailored to individual needs. Proven track record of providing sound financial advice, resulting in an average of 10% increase in clients` assets under management.”
Why this example passes:
- Feature candidate’s success statistic to grab attention. Numbers add detail about how big the results you deliver are, e.g., test scores, passing rate and more.
- Shows career length, 11 years.
- Mentions employer-desired skills: student motivation and interactive lessons.
Bad example:
“ Experienced Financial Advisor with strong knowledge of the industry. Skilled in customer service and problem solving. Looking to leverage my expertise to help clients achieve their financial goals.”
Why this example fails:
- Doesn’t include any numbers that quantify financial advisor’s performance
- Uses vague descriptions and skills.
- Doesn’t include years of teaching experience.
The fastest way to write your
professional summary
Impress employers by featuring must-have skills for a Financial Advisor and achievements that make you an irresistible employee. Find the best content suggestions for your professional summary in our Resume Builder that will wow recruiters.
- 1
Enter the details about the job title you held. The builder comes preloaded with auto-suggested phrasing written by resume experts.
- 2
Then, just pick from these suggested phrases that best frame your experience and customize them to your liking!
- 3
All you have to do is choose the summary phrases that best frame your experience. It’s like having a professional do it for you!
Our Resume Builder will help you write a custom Financial Advisor resume in 15 minutes! However, if you want to give your resume more dedicated attention, you can also employ our professional writing services to kickstart your search for an Financial Advisor role confidently.
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Financial Advisor resume work
experience examples
A big part of your resume’s content will live in your work experience, so you’ve got to put in the extra effort to make it stand out. This section should feature achievements that show recruiters you have what they’re looking for if you want to write a good resume.
Good example:
Rolling Meadows Middle School I Rolling Meadows, IL I 8/2018-current
- Developed comprehensive financial plans for clients, including budgeting, retirement planning, and investment strategies
- Managed a portfolio of clients, providing guidance and support to ensure their financial goals were met
- Advised clients on financial decisions, including insurance, investments, and tax strategies
- Analyzed market trends and adjusted portfolios accordingly to ensure optimal returns for clients.
Why this example passes:
- Numbers and statistics add detail and quantify the results this financial advisor delivers: 4% improvement and a class size of 20-25.
- Good use of strong words and active language.
- References specialized value cahier provides with “individualized lesson plans.”
Bad example:
Emily Dickinson Elementary I Redmond, WA I 4/2022-present
- Assisted clients with their financial needs
- Helped with the organization of client portfolios
- Answered client inquiries
- Prepared financial reports
Why this example fails:
- Lacks numbers or statistics.
- Describes general tasks, not teaching achievements or career highlights.
- Uses active verbs, but doesn’t focus on results.
Financial Advisor resume skills examples
Here are 18 sample skills for financial advisor:
- Industry research
- Risk Assessment
- Client Relations
- Lead Generation
- Business Development
- Process Improvement
- Financial Planning
- Pipeline Management
- Financial Advising
- Cash Handling
- Financial Forecasting
- Financial Services
- Wealth Management
- Sales expertise
- Relationship building and management
- Loans
- Reporting
- Investments advising
You should sprinkle skills and abilities throughout your resume. Include them in your professional summary, work experience blurbs and a dedicated skills section.
Examples of additional resume sections
Your Financial Advisor resume must include your contact information, professional summary, work experience, skills and education. You can further customize your resume with extra sections to showcase other qualifications.
Here are some examples of optional financial advisor resume sections that you could add to provide greater detail:
- Languages
- Certifications
- References
- Additional skills
- Interests
- Accomplishments
- Software
- Professional skills
Only include additional sections that feature valuable information for your desired Financial Advisor job. If the information you want to add is irrelevant to the job, save that space for more relevant information.
Examples of resume formats
Every resume has a specific layout to organize all sections, also called a resume format. You’ll see examples of the three resume formats: chronological, functional and combination.
The main difference among them is whether or not they give more visual weight to your work history or to your skills section. The format you should select for your resume is based on your years of work experience as a financial advisor.
How to choose a resume format
0-3
Years of experience
Functional formats
- Focus on skills.
- Best for first-time financial advisor who lack work experience.
- Good for people re-entering workforce.
- May omit dates in the work history section.
Organization:
- Skills listed above work experience.
3-10
Years of experience
Combination formats
- Balance skills and work history.
- Ideal for mid-career financial advisor.
- Suitable for career changers and people seeking promotion.
Organization:
- Skills next to or above work experience.
10+
Years of experience
Chronological formats
- Put the most focus on work history.
- Best for financial advisor with a long, steady career.
- Most popular format.
- Preferred by recruiters.
Organization:
- Work experience listed above skills.
Once you know the best format for you, it’s easy to pick a financial advisor resume template. Templates are preformatted layouts created by design professionals to ensure your resume looks amazing!
Don’t forget your financial advisor cover letter
A cover letter works hand-in-hand with your resume to make a stronger case for why you deserve the job.
Communication is a foundational skill for any good Financial Advisor, and one excellent way to demonstrate it is with a cover letter.
A cover letter allows you to tell the story of how you’ve developed valuable skills and learned to overcome obstacles.
And you don’t even have to spend too much time writing a cover letter when you use our Cover Letter Builder!
The process is completely automated, and all you have to do is copy and paste the personalized content suggestions written by our professional resume writers.
Wrap everything up in a visually attractive design that conveys professionalism by picking any of our easy-to-customize cover letter templates.
For more tips on creating a compelling cover letter, check out our guide on How to Write a Cover Letter.
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