
40 Best Resume Tips & Tricks 2021: Writing Advice & Samples
Use our 2, 5, and 30-minute resume writing tips to quickly improve your resume. Actionable examples included. Read more!
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.
Jack Beal
jack.q.beal@gmail.com
708-408-7131
LinkedIn.com/in/jack-q-beal
Twitter.com/jackqbeal
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.
Financial Advisor
Fairchild Livingston
Nov 2014–March 2019
Financial Advisor
Melcher Advisors
Nov 2013–Nov 2014
2009–2013 Northwestern University
Bachelor of Science in Business
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.
Writing just a financial advisor resume or something more? See our other guides:
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Sample Financial Advisor Resume—See more templates and create your resume here.
Here’s how to write a financial advisor resume that gets jobs:
A shoddy financial advisor resume makes you look shoddy.
For a financial advisor, that’s the death knell.
So use these template steps to get your ducks in a row:
Pro Tip: How long should your resume be for financial advisor jobs? If you’ve got so many stunning moments you can’t fit them all in one page, use two or more.
You need them to notice you.
So, write a financial advisor resume job profile with a difference:
Fund it with your juiciest accomplishments.
Got 2+ years of financial advisor experience? Use a well-written resume summary. That’s a few sentences, a couple of skills and achievement-based proof.
Got less than 2 years of experience? Use an appealing resume objective. You’ll center on your skills, but still add a transferable “win” or two from another job.
For instance? If you had a sales job, show you raised sales 25%. That’s a skill that works in financial advisor jobs too.
Pro Tip: Don’t jump right into writing your financial skills resume profile with both feet. Write your other sections first. Then come back and summarize them in your profile.
How can you prove you’re perfect for the job?
Well, what is a financial advisor?
It’s someone who advises, creates financial plans, and provides financial services to clients.
So—
Show you’ve done that. Not by saying, “I did XYZ” but by saying, “I raised X metric by Y%.”
That’s what your financial advisor resume work history section must do.
Pro Tip: Put 5 bullets in your most recent job, then 4 in the next and 3 in the next. Taper off your bullets to put the focus on your newest financial advisor job.
You know this:
A great resume for financial advisors needs a strong education section.
But—
You need to make it sell.
Prove your financial advisor skills with key educational achievements:
Pro Tip: In an entry-level resume for financial advisor positions, you can divide your education into projects and roles to use more real estate. Just make sure to focus on financial accomplishments.
Use this financial advisor resume skills list in your resume:
Hard Skills:
Soft Skills:
Hey, wait!
Don’t drop all those professional skills in a resume for financial advisor jobs.
Target just a few shown in the job ad. Use both hard skills and soft skills.
Pro Tip: Do you lack financial advisor experience? Career changers and entry-level candidates should focus on skills that transfer. That just means showing achievements from other jobs.
When making a resume in our builder, drag & drop bullet points, skills, and auto-fill the boring stuff. Spell check? Check. Start building your resume here.
When you’re done, Zety’s resume builder will score your resume and tell you exactly how to make it better.
Where’s your passion?
You need to show it stretches to your life outside of work.
To do that, add a couple “other” sections to your financial advisor resume.
Load them with more accomplishments. You can add:
Don’t overdo it, but definitely add at least a few non-work accomplishments that show your financial skills are worthy.
How to list certifications on a resume: Put your CFP right near your name, and in a special “Certifications” section under “education.” You can work it into each job title too.
Pro Tip: Volunteer work looks great on a financial planner resume. Just make sure you link it to the job skills by showing how you helped in a big way.
“Nobody reads financial advisor cover letters.”
Actually they do.
You must write a cover letter because most hiring managers love them. But don’t waste yours.
Instead:
Pro Tip: Set a calendar reminder to follow up on your submission and financial advisor resume. If you don’t remind the busy hiring manager, your chance at getting hired will crash.
That’s it!
That’s how to write a resume for financial advisor positions.
Still confused about how to write a financial skills resume? Not sure what financial advisor duties to talk about? Give us a shout in the comments. We’d love to talk!
Use our 2, 5, and 30-minute resume writing tips to quickly improve your resume. Actionable examples included. Read more!
Cover letter writing tips—sure to turn any boring letter into something employers want to read.
An employment gap is a period of time (months of years) when a job seeker didn't have a job. While out of work, employees use their time to have children, travel or go to school full time.