Financial Advisor Resume Examples & Writing Tips
Written By Nathan SotoCareer Expert & PR Specialist
Reviewed By Samuel JohnsSenior Content Editor & Certified Professional Resume Writer
Nathan Soto is dedicated to providing practical guidance to job seekers, especially people with nonlinear career paths. Nathan’s articles and career advice have been featured on multiple platforms, including Forbes,...
Then, follow our expert writing tips to build a polished resume that highlights your financial expertise and professional strengths.
Financial advisor resume examples by experience level
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Financial advisor resume template
- Investment portfolio management
- Retirement planning
- Market analysis
- Risk management
- Client relationship management
- Clear communication
- SEC regulations knowledge
- Fiduciary responsibilities
- Lead generation
- Deliver financial advice to clients, proposing strategies to achieve short- and long-term objectives for investments, insurance, business and estate planning with minimal risk
- Develop, review and optimize investment portfolios by serving 300+ high value clients and over $190M AUM (Assets Under Management)
- Ensure maximum client satisfaction by providing exceptional and personalized service to each client, enhancing client satisfaction ratings from 88% to 99.9%
- Work closely with specialists in multiple branches, managing investment portfolios for over 800 clients with over $25M in assets under care
- Design and implement templates of internal financial reports and dashboards for operational departments which increased profits by 40%
- Served as knowledgeable financial advisor to clients, managing over $20.75M investment portfolio of 90+ individual and corporate clients
- Created investment/asset allocation models and proposed strategies to capitalize on market, risk, and insurance opportunities.
- Devised and applied a new training and accountability program that increased productivity from #10 to #3 in the region within less than 2 year period
- Partnered with cross-functional teams in consulting with clients to provide asset management risk strategy and mitigation which increased AUM by 50%
- Developed new Business by cultivating solid relationships with clients, increasing the number of high-worth clients by 30%
Want to see other templates or template colors? Browse our full library of free resume templates.
How to write a financial advisor resume
Below are four tips on writing a financial advisor resume that will boost your chances of landing a financial advisor position:
Highlight your relevant resume skills
Hiring managers in the financial services sector look for candidates with specific technical skills and certifications.
To stay competitive, you’ll need a strong resume skills section that demonstrates you’re capable of doing the job.
To show that you’re a strong financial advisor, here are some of the top skills to add to your resume:
- Certified Financial Planner
- Chartered Financial Analyst
- Financial Risk Manager
- Proficient in MS Office (Word, Excel, PowerPoint)
- MS Project
- Salesforce
- TFS Project Management
- Webex
- Intuit QuickBooks
- SAS
- IBM Cognos Impromptu
- Oracle Business Intelligence Enterprise Edition
- Tableau
- Apache Hive
- Apache Pig
- Teradata Database
- Microsoft SQL Server Reporting Services
- SAP Crystal Reports
- MS Access
- MS Visual Basic for Applications
- Oracle Hyperion
However, you’ll need more than technical skills to be a successful financial advisor. You must also highlight a healthy mix of hard and soft skills on your resume.
As a financial advisor, you not only need to be able to read data and predict future trends, but you also have to be approachable and trustworthy. To build a solid customer base, you must build the trust of your customers so that they can rely on your advice with their investments.
Add hard numbers to your achievements
Financial advisors deal with numbers every day. To demonstrate your qualifications to employers, add hard numbers to your work experience section.
Mention your accomplishments and quantify them in terms of dollar amounts, percentages, or time saved.
Here are a couple of examples of specific achievements on a financial advisor resume:
“Developed new business by cultivating solid relationships with clients, increasing the number of high-worth clients by 30%”
“Review and optimize investment portfolios by serving 300+ high value clients and over $190M AUM (Assets Under Management)”
Include finance-related keywords in your resume
Including the right finance industry keywords on your resume shows hiring managers what they’re looking for, and helps make your resume ATS friendly.
Search the job listing and job description for key skills and job responsibilities, and use them in your resume’s bullet points, professional summary, and skills section.
Some of the top keywords to add to a financial advisor resume are:
- Client
- Compliance
- Sales
- Asset
- Equity analysis
- Financial planning
- Investment
- Research
- Models
- Valuation
- Portfolio
- Reports
- Analysis
- Licenses
- Review
- Management
- Reports
- Insurance
Then, run your resume through our free ATS resume checker to make sure it can be read by HR software.
Build your resume in minutes
Average financial advisor salaries in the US
After you’ve written your resume, make sure you use it to apply for jobs within a fair salary range.
The following table includes information from the US Bureau of Labor Statistics’ latest Occupational Employment and Wage Statistics report for 2025. Here are the ten states with the highest salaries for financial advisors, as well as the national average for your reference when applying for work.
Top 10 states by average financial advisor salary
| State | Salary / Year |
|---|---|
| New York | $225,930 |
| South Dakota | $174,340 |
| Maryland | $173,120 |
| New Jersey | $170,950 |
| California | $170,480 |
| Louisiana | $166,400 |
| Kansas | $164,480 |
| Pennsylvania | $164,140 |
| Kentucky | $162,520 |
| Wisconsin | $158,660 |
| National Average | $160,210 |
About the Author
14
Years of Experience
193
Articles Written
Nathan Soto is dedicated to providing practical guidance to job seekers, especially people with nonlinear career paths.
Nathan’s articles and career advice have been featured on multiple platforms, including Forbes, MSN, NBC New York, Memphis Business Journal, Newsweek, and Fast Company, offering insights into resume writing, interview preparation, and personal branding.
Nathan graduated from the University of Nevada with a double B.A. in French and Music. In addition to writing, he also works as a Mandarin–English translator.
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