Financial Advisor Resume

Companies and people always need reliable financial advisors to help them manage their money. Show employers your financial knowledge can be trusted with our financial advisor resume sample and writing tips.

November 5, 2024

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Financial Advisor Resume Template

[Your Name]

[Your Address], [City, State]

[Your Email Address] | [Your Phone Number]

[LinkedIn Profile] (optional)

Professional Summary

Financial Advisor with 7+ years of experience delivering financial/investment advisory services to high value clients. Proven success in managing multi-million dollar portfolios, driving profitability, and increasing ROI through skillful strategic planning, fine-tuned consulting, and financial advisory services.

Skills

Investment portfolio management
Retirement planning
Market analysis
Risk management
Client relationship management
Clear communication
SEC regulations knowledge
Fiduciary responsibilities
Lead generation

Professional Experience

Wells Fargo Advisors

Financial Advisor | Richmond, VA | May 20XX – Present

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%

Suntrust Investment Services, Inc.

Financial Advisor | Charlottesville, VA | August 20XX – April 20XX

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%

Education

Resume Genius University | Bachelor of Science in Business Administration

Graduation Date: May 20XX

Average financial advisor salaries in the US

The following table includes information from O*NET Resource Center by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license, this data is pulled from the most recent US Bureau of Labor Statistics’ Employment & Earnings report (as of 10/16/2024), featuring the top states by use.

Average financial advisor annual salaries by state

State	Salary / Year
Texas	$81,660
Florida	$92,770
California	$103,330
New York	$161,760
Pennsylvania	$100,370
Illinois	$95,870
Ohio	$82,030
Georgia	$98,330
North Carolina	$102,920
Michigan	$70,390
National Average	$93,409

How to write a Financial Advisor resume

As long as people are making money, there will be a demand for expert financial advisors.

However, this doesn’t mean that securing a financial advisor job is easy. Companies need to be able to trust you to make major financial decisions, so they need to know you have the right skills and educational qualifications.

It’s important to tailor your financial advisor resume to the job description and convince employers you’re the best fit for the job. Don’t forget to choose a resume format that best highlights your achievements and skills, either.

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 resume 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

Using resume keywords specific to the finance industry on your resume will help make your resume ATS friendly.

It will also make your application more appealing to hiring managers as they see words from the job description appear throughout your application, making you look tailor-made for the position.

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

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