Hi all, welcome to the most beneficial piece available on Financial Advisor Resume Sample.

From this piece, we assure you of having a step-by-step guide to enable you to write an ideal and very comprehensive Financial Advisor resume that will allure your employer.

Our comprehensive guide will help you understand the following:

The various types of resumes
Financial Advisor resume sample format
The composition of an ideal Financial Advisor resume
What makes an excellent Financial Advisor resume

Let’s bring your resume up to speed guys!

Introduction on Financial Advisor Resume Sample

To entice and lure in potential employers, you’ll need a solid and comprehensive Financial Advisor resume.

This applies whether you are looking at an entry-level or a more experienced Financial Advisor position.

What is The Job Description of a Financial Advisor?

So, what exactly is a Financial Advisor expected to do?

Most people would answer with a vague answer that involves the investment of money.

What these Professionals do consists of much more than simply looking into investment opportunities.

Financial Advisors are responsible for looking at the different elements of a client’s portfolio.

This includes the cash flow (income and expenses), assets, and debts.

They inquire about the goals of their clients and develop financial plans geared towards those goals.

Financial Advisors are also expected to break down the workings of the different investment vehicles and products.

Then, depending on the client’s financial goals, they recommend the best ones.

The benefits and disadvantages of each will be considered.

It is often the case that Financial Advisors will find themselves working in a team or departmental setup.

One will be required to coordinate with other team members and present financial reports to top management on strategic decisions.

The Advisor must maintain a working relationship with their client base.

The professional’s interpersonal skills are put to the test.

The client’s financial and personal objectives may change over time.

Therefore, it is essential to ensure that the current financial products meet the different goals of the client. 

Several fields require sound financial advice.

For example, the services of such a professional are necessary for insurance and brokerage companies.

In addition, it is possible for Advisors to cut a niche for themselves in accounting and tax preparation.

Credit intermediation, asset management, and a Personal Financial Advisor position are other possible job fields to look into.

According to Data USA, the Financial Advisor job market looks promising.

The website estimated a 4.41% job growth over the next ten years.

Such numbers only prove that the demand for professional services is on the rise.

Types of Financial Advisor Resumes

Not only do you stand out, but you also stand a better chance of beating your competitors and landing that dream job.

Complete with tips, advice, and a Financial Advisor resume format, Career Employer will help in your job-seeking process.

Entry-level Financial Advisor resume

First, we must establish that even as you start your career, you need a resume.

The typical question is, what does one include in an entry-level resume?

One may not have much to show the HR manager.

However, you still need to describe your skills, education, and interests and stand out from all the other candidates.

A resume for a Financial Advisor entry-level position might be a bit general.

Since you have almost zero experience, focus more on details related to your internships and education.

If you include all the experience you have gained, you will be surprised by how much you can add.

Change of Career resume

In a career change resume, an applicant must convince the HR manager of the skills that match the position.

In addition, they must show that they are adaptable, team players, and have several transferable skills.

Your resume should highlight your best accomplishments and current skills that are relevant to the job.

If you are applying for a career in an unrelated field, comb through your work experience and skills to identify skills that portray you as capable, reliable, and the best candidate for the job.

The best resume format to use for this kind of resume is the combination format.

It allows one to prioritize transferable and relevant skills and less on experience.

This is often the challenge with changing careers.

Need more information on the combination format?

Why don’t you click on the link?

Financial Manager resume

Applying for a Managerial job needs you to show off your management-level experience and skills.

Often, Managers will be required to run a tight ship under scrutiny by stakeholders and with a budget to adhere to.

Therefore, your managerial career resume should show your ability to lead others, plan and motivate personnel.

Managers are judged by the accomplishments that they bring to a company.

Therefore, in the work history/employment section, use tangible examples to describe the success that you have had over the years.

If you can quantify this in terms of numbers, you are guaranteed to catch the hiring manager’s attention.

How to Write a Financial Advisor Resume

Writing a financial advisor’s CV is similar to talking to a client.

You need to present yourself in a detailed manner.

This doesn’t mean that you mention every nitty-gritty about your career.

Instead, you need to focus on the picture at hand and deliver the same in your resume.

In your resume, here are the components that you should add:

  • The resume header
  • Summary
  • Employment section
  • Education section
  • Skills section

What a prospective employer is looking for is a professional with the knowledge and required skill set.

Your resume needs to radiate confidence and assurance.

After all, an Advisor is tasked with handling hundreds of thousands of dollars.

Therefore, the tone used throughout the resume should be crisp, precise, and professional. 

A warning should be issued to potential job seekers.

There are no two employers whose needs are homogeneous.

A one-fit-all solution will not work.

It is recommended that you do your due diligence on the company in question.

Then, tailor-make your resume to meet the needs of that particular position.

This will be the only way that your resume will open doors.

The Composition of an Ideal Financial Advisor Resume

For a resume that will stand out to an interviewer, you’ll have to have all the pieces together and well-knit.

The resume header

This is located at the top of your resume, containing your name and contact information.

Briefly, it should highlight why you are the best candidate for the job.

The resume header is a phrase at most.

It should be capitalized to give it the sense of a title to the resume.

It can incorporate one or two critical skills, achievements, and attributes.

With regards to contact information, gone are the days of putting your complete address.

Instead, your number, email address, and city will suffice.

Additionally, this is the place to put your professional online links, e.g., LinkedIn profile.

The Summary Section

As the name suggests, the summary section is where one is to state their case.

Job seekers need to provide further details of their experience, educational background, and what sets them apart.

However, job seekers tend to go overboard with their descriptions and stray away from the message.

We recommend only using two to three short paragraphs, applying concise and powerful language and details.

One might feel the pressure of explaining oneself too much.

But remember, you may be hundreds of applicants for one position in the financial advisory department.

This is about quality over quantity.

Employment History

The details of your work history as a Financial Planner go in the employment section.

It will also be prudent to list all the positions relevant to the job you are seeking and your achievements.

Remember the previous rule about the use of concise and powerful language.

The assessor might lose interest if you recite every task and responsibility handed down to you.

To allow the interviewer to assess your competency quickly, the use of bullet points or a short numbered list might be ideal.

Each responsibility will be on its bullet point.

Since the financial investment sector is about numbers and growth, use numerical data to state your case.

Describe how you grew your client’s portfolio.

Education Section

Companies that are looking for a Financial Advisor have some expectations.

A critical section that they will look into is the education section.

The prerequisite to be employed as a Financial Advisor is a bachelor’s degree, at the very least.

However, those professionals have further earned a master’s degree in financial investments or another related area.

If you only have a Bachelor of Science degree, consider adding your high school diploma to the list.

However, if you’ve got a master’s degree, you can remove the diploma from the list.

This is the section to add any certifications that you may have gained from short courses.

Several of these certifications can be completed online.

A certification that has proven to be the difference is Chartered Financial Analyst (CFA).

Skills Section

You may be asking why a CV should have a skills section.

After all, the interviewer is looking for a potential applicant to fill a specific role.

While this might be the case, the interviewer is also on the lookout for somebody with the right skills, characteristics, and attributes for the job.

In this section, we recommend that you first list your skills.

Think of it like a master list.

Choose the ones that fit your clients’ goals and the job at hand.

And don’t ignore any of the soft skills.

These types of resume skills are the ones that allow you to play well with others and be different from the rest.

Financial Advisor Resume Sample Format

In line with the different sections of a Financial Advisor resume, the team at Career Employer has put together sample text of the various sections.

The Resume Summary

“…Driven and Knowledgeable Financial Advisor with over ten years of experience, offering sound and professional advice to clients in estate planning, mutual funds, retirement planning, business administration, tax advisory strategies, investment advice, and overall investment management. Attention to detail and commitment to quality service delivery in creating financial strategies. Works well in high-pressure situations and relates well with other players. A master of building and maintaining relations and fostering business development….”

The Employment Section/ Work Experience

As stated earlier, the use of bullet points or a numbered list comes quite in handy.

Have a look at the following example:

  • Developed financial plans to bolster long-term growth 
  • Made presentations to potential, current, and new clients and during seminars
  • Provided sound and quality investment advice to clients, tailored to fit their financial plans, needs, and goals. 
  • Make sales pitch to prospective clients
  • Increased value of XYZ’s portfolio by 14% in two years. 

The resume education example

  • 2005 to 2009 Rutgers Business School, Bachelor of Finance
  • 2009 to 2011 University of California Los Angeles, Master of Financial Engineering

The Financial Advisor Skills section

  • Enterprise Resource Planning (ERP) Systems
  • Budgeting
  • Portfolio Management
  • Market Analysis and Growth Patterns
  • Accounting Skills 
  • Data Validation Techniques
  • Relationship Building 
  • Communication Skills, verbal and written
  • Presentation and Public Speaking 

What Makes a Good Financial Advisor Resume

You only have one chance to make a good impression on the recruiters.

This applies to not only the physical interview but also the look of your CV.

The same way you dress to impress hiring managers, your resume must exude the same professional, experienced and confident aura.

You want a resume and cover letter that commands authority, exudes confidence but is still reader-friendly.

To excel, make use of a stunning and unique format that will leave a lasting and good impression.

The use of white space will also be in your favor.

Also, choose a strong font.

When it comes to the layout/ format, we recommend that you use the reverse-chronological form.

This option provides recruiters with your most recent position first and continues backward.

With more experience in the industry, your first experiences become of less and less value.

It is also recommended that job seekers not describe jobs and experiences that step back more than a decade.

Again, this is because of the change of technology and skill set required.

With the information, advice, and tips offered, one can appreciate the time taken to create and format a professional resume.

It is the starting point of possible long-term employment with your dream employer.

If you need the perfect resume layout, you may find what you are looking for in our collection of templates.

The team at Career Employer has created several that may be perfect for your job application.


Financial Planning Advisors are expected to have knowledge of the different financial and investment products in the market.

This knowledge is evidenced through both practical experience and educational training.

However, there is also a need for soft skills when offering financial services.

For example, they need to listen to their client and create a personalized strategy to meet those needs.

This is what guarantees client satisfaction. 

All the best in your job search!

Now, let’s answer some of your most pressing questions.





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