Financial Advisor Resume Samples and Tips

Financial advisers are responsible for the finances of countless individuals and businesses. That means that they have an immense responsibility. Whether you’re applying to a firm or working independently, you need to be able to prove that you have the skills to stay in it for the long haul. An excellent resume is the quickest way to build that confidence.

Tips for Financial Advisor Resumes

Process Over Product

The world of finance has gotten a bad rap in the post-2008 economy and among the more dubious characters, the financial advisor who is more interested in selling the client on a particular service than addressing their requirements. Particularly if you work independently or for smaller firms, clients are going to look for trustworthiness in handling their financial matters. Demonstrate on your resume that you can make plans in accordance with changing needs, risk aversion, and overall income relative to age.

Maintaining a Base

At the start of their careers, financial planners need to cold call and network through business and social connections, knowing that perhaps one out of every ten contacts will use their services. Once they have a fairly regular clientele, they need to conduct face-to-face meetings and be proactive in their responsiveness to client portfolios. For these reasons, beyond financial savvy, interpersonal skills and the ability to communicate clearly and without mistakes on your resume are essential.

Getting Certified

The rules are different for those working for larger firms like Merrill Lynch and Wells Fargo, which have their own training and development seminars, but for those applying at other institutions, studying for or attaining credentials such as Certified Financial Planner and Chartered Financial Consultant can provide a massive boost. Just be wary that this is often a culmination of years of study and not a pursuit to be listed lightly.

Financial Advisor Resume Samples

Financial advisors need to focus their resume on what they need to build trust. That means creating one that stands out from other resumes. The following is a financial advisor resume sample:

 

Consider the expectations of the role as well, and always review the job advertisement well for reference.

Additional Financial Advisor Resume Tips

• Developing a Specialty – For those applying to a large firm, the common expectation is for one to specialize, either in working with individuals, businesses, or institutions. Capital management and business loans are not to be taken lightly and so in those cases, specific expertise in that field is very much preferred.
• Associations for Advisors – Being tapped into the available offerings of a marketplace is preferable and, while many do this via their own research, another means of keeping in touch is by joining your Financial Planning Association or the Society of Financial Services Professionals. Listing such a membership can aid your job prospects.
• Creating Confidence – Whenever possible when talking about your past experience, use specific figures for portfolio gains and address what you have helped clients achieve. Hard numbers will always do a better job to show your expertise than vague statements.

Develop a Financial Advisor Resume Online with Online Resume Builder

The right financial advisor can both improve company revenue, and improve the lives of those you advise. Show that you’re ready for the role by creating the best resume possible at Online Resume Builders.

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