My Account

You control your data

We use cookies to tailor the experience of creating resumes and cover letters. For these reasons, we may share your usage data with third parties. You can find more information about how we use cookies on our Cookies Policy. If you would like to set your cookies preferences, click the Settings button below. To accept all cookies, click Accept.

Settings Accept

Cookie settings

Click on the types of cookies below to learn more about them and customize your experience on our Site. You may freely give, refuse or withdraw your consent. Keep in mind that disabling cookies may affect your experience on the Site. For more information, please visit our Cookies Policy and Privacy Policy.

Choose type of cookies to accept


These cookies allow us to analyze our performance to offer you a better experience of creating resumes and cover letters. Analytics related cookies used on our Site are not used by Us for the purpose of identifying who you are or to send you targeted advertising. For example, we may use cookies/tracking technologies for analytics related purposes to determine the number of visitors to our Site, identify how visitors move around the Site and, in particular, which pages they visit. This allows us to improve our Site and our services.

Performance and Personalization

These cookies give you access to a customized experience of our products. Personalization cookies are also used to deliver content, including ads, relevant to your interests on our Site and third-party sites based on how you interact with our advertisements or content as well as track the content you access (including video viewing). We may also collect password information from you when you log in, as well as computer and/or connection information. During some visits, we may use software tools to measure and collect session information, including page response times, download errors, time spent on certain pages and page interaction information.


These cookies are placed by third-party companies to deliver targeted content based on relevant topics that are of interest to you. And allow you to better interact with social media platforms such as Facebook.


These cookies are essential for the Site's performance and for you to be able to use its features. For example, essential cookies include: cookies dropped to provide the service, maintain your account, provide builder access, payment pages, create IDs for your documents and store your consents.

To see a detailed list of cookies, click here.

Save preferences
Financial Advisor Resume Sample & Guide (20+ Examples)

Financial Advisor Resume Sample & Guide (20+ Examples)

You help clients realize their dreams. That is, you will if someone hires you. Use this standout sample financial advisor resume to prove you’ve got the skills like no-one else.

As seen in:

Everyone knows how stressful life as a financial advisor can get. The only thing that’s more stress-inducing? Finding a new financial advisor job.


We’ve all been there. Sending dozens of resumes, getting little to no response. Working with numbers is easier than working with people, right?


To land your dream job, your financial advisor resume should be as special as the Pi. The process is as simple as 1-2-3.


This guide will show you:


  • A financial advisor resume example better than 9 out of 10 other resumes.
  • How to write a financial advisor resume that will land you more interviews.
  • Tips and examples of how to put skills and achievements on a financial advisor resume.
  • How to describe your experience on a resume for a financial advisor to get any job you want


Want to save time and have your resume ready in 5 minutes? Try our resume builder. It’s fast and easy to use. Plus, you’ll get ready-made content to add with one click. See 20+ resume templates and create your resume here.


Create your resume now


Sample Financial Advisor Resume—See more resume samples here.

Writing just a financial advisor resume or something more? See our other guides:



Sample Financial Advisor Resume Sample


Jack Beal



Professional Summary


High-performing financial advisor with 6+ years of experience. Highly skilled in client education, financial planning, and analysis. Seeking position at Resnick & Sheckley Financial Services. At Fairchild Livingston, raised client satisfaction score from 85% to 99% through using automation to free up more time to spend with clients. Maintained client returns 4% higher than team average.


Work Experience


Financial Advisor

Fairchild Livingston

Nov 2014–March 2019

  • Executed trades, managed internal systems, and wrote financial plans for 150+ clients with over $200M under management.
  • Maintained client returns 4% higher than team average.
  • Increased client satisfaction scores from 85% to 99% through using time-saving automation tools to spend 8 hours more per week with clients.
  • Increased AUM by 25% in 18 months.
  • Used UAFRS data from Valens Research to identify undervalued investments. Raised individual investor client performance by 35%.


Financial Advisor

Melcher Advisors

Nov 2013–Nov 2014

  • Developed and presented financial planning and investment seminars for clients and prospects. Increased client satisfaction 50% and grew client base 28%.
  • Created standardized reports that resulted in a better understanding of real-time performance. This allowed the firm to raise client returns 15%.
  • Mentored 3 financial advisors who had been marked for termination. They became 3 of the firm’s top 5 performers.




2009–2013 Northwestern University

Bachelor of Science in Business

  • President, MarketWatch student organization. Grew membership by 200%.
  • Conducted senior project to build imaginary hedge fund. Based on stock picking, would have grown $50,000 into $100,000 in one year.




  • Hard skills: Client education, generating reports, equity analysis, sales
  • Soft skills: Interpersonal skills, communication, collaboration, analytical skills




Volunteer financial planner for Arthur Zissner Charitable Trust, $3.5M AUM.

Row in a competitive rowing shell 3x per week for fitness and self-care.


Here’s how to write a financial advisor resume that gets jobs:


About Zety’s Editorial Process


This article has been reviewed by our editorial team to make sure it follows Zety's editorial guidelines. We’re committed to sharing our expertise and giving you trustworthy career advice tailored to your needs. High-quality content is what brings over 40 million readers to our site every year. But we don't stop there. Our team conducts original research to understand the job market better, and we pride ourselves on being quoted by top universities and prime media outlets from around the world.

Rate my article: financial advisor resume example
Average: 4.91 (11 votes)
Thank you for voting
Tom Gerencer, CPRW
Tom Gerencer is a career expert and Certified Professional Resume Writer who has published over 200 in-depth articles on Zety. Since 2016, he has been sharing advice on all things recruitment from writing winning resumes and cover letters to getting a promotion.
Twitter Linkedin

Similar articles