Financial Advisor Resume Example

Financial Advisor resumes should contain references to having a finance degree, economics degree, or business degree. And reference any additional certifications that may make your resume or application more appealing. Certifications like a Chartered Financial Consultant Certification (ChFC), Certified Financial Planner (CFP), or a Financial Risk Management Certification (FRM).

Financial Advisors or "Personal" Financial Advisors help their clientele by evaluating their financial needs and helping them make smart business decisions. An advisor may advise on the topic of stocks and bonds, taxes, or insurance. Everyday use for a Financial Advisor is getting advice on how to finance your long term goals like educations expenses or retirement savings investments.

What Makes a Good Financial Advisor Resume?

A good Financial Advisor's resume should be heavily focused on customer service and your business knowledge. You're an educated individual that aims to educate others and help them make informed decisions. The resume should also include a few hints towards the process of advisory, starting with assessing a person's financial health.

Soft Skills for Financial Advisor Resumes

Soft Skills that Financial Advisor candidates should focus on would be planning skills, comprehension skills, forecasting skills, risk-management skills, and customer service skills. This is where your abilities as a Financial Advisor as well as customer representative can collide and make you an outstanding candidate.

Soft skills that all Financial Advisor positions should have would be described as:

  • Is knowledgeable of insurance industries, mutual funds, and securities.
  • Can assess a client's overall financial picture and determine their needs when creating a structured financial plan.
  • Can guide clients toward a secure and profitable financial decision.
  • Will cultivate a client base whereby the financial advisor is building win-win relationships.
  • Meets sales quotas by generating leads, networking, and grabbing opportunities to sell stocks, bonds, mutual funds, and other products.
  • Stays abreast of industry trends and backs up financial consulting with market research.
  • Knows how to ensure profitability by overseeing the course of a financial plan and make updates.

Financial Advisor Resume Objective

Starting your resume with a resume objective is one of the best ways to encapsulate your previous work history in a short statement. This allows your future employer and resumes reader to more quickly scan your resume and comprehend your work history in a short amount of time.

Here's an example of a Financial Advisor resume objective:

I'm an energetic and incredibly friendly financial advisor with eight years of total advisory experience seeking a position at your company. In my work history, I was able to successfully help my clients save and grow their money during difficult financial situations. Ultimately, my goal is to help others with my vast knowledge of finance and wealth, and I believe that your bank would be a perfect fit.

Financial Advisor Duties & Responsibilities For Your Resume

When listing previous work experiences, you might not be able to recall all of the duties that you performed while on the job. This may happen when your previous work experience as a Financial Advisor was a few months ago or a few years ago.

Here are the general duties and responsibilities that you can list as part of the bullet points under each of your previous work experiences as a Financial Advisor.

  • Speaks to clients to determine the financial objectives, income, expenses, insurance coverage, tax status, risk tolerance, and any other additional information necessary to create a financial plan.
  • Answers questions from clients regarding financial strategies and plans and gives financial advice.
  • Advises on strategies to clients about cash management, investment planning, and other areas to assist them with reaching their financial goals.
  • Reviews client plans and accounts regularly to determine if economic or life changes, financial performance, or situational concerns necessitate plan changes.
  • Analyzes financial data they receive from clients to create strategies for meeting financial goals.
  • Prepares or interprets investment performance reports, financial document summaries, and income projects upon request for clients.
  • Implements financial plans or refers clients to professionals who can be of assistance.
  • Manages and updates portfolios.
  • Contacts clients to determine changes in their status.
  • Builds and maintains the client database.

Financial Advisor Resume Example (Text Version)

Below is a sample resume for a Financial Advisor position. In this example, this would be for a worker who has more experience to their name. Having the ability to speak to prior Financial Advisor positions.

Michelle Smith
[email protected]
431-322-4831
linkedin.com/msmith2

I'm an energetic and incredibly friendly financial advisor with eight years of total advisory experience seeking a position at your company. In my work history, I was able to successfully help my clients save and grow their money during difficult financial situations. Ultimately, my goal is to help others with my vast knowledge of finance and wealth, and I believe that your bank would be a perfect fit.

Work Experience
Financial Advisor
Bank of Jersey
May 2016 - May 2017
  • Successfully increased client satisfaction rate from 46% to 89% by providing exceptional financial advice.
  • Researched low-equity, publicly-traded businesses to develop sustainable growth portfolios for clients.
  • Managed financial office by collaborating with other advisors.
Financial Advisor
Big Savings Credit Union
May 2015 - May 2016
  • Advised up to a total $86million in assets across 240 clients in a single year.
  • Effectively sourced prospective clients.
  • Formulated strong asset allocation strategies to create balanced portfolio models for clients interested in investment.
Soft Skills
  • Is knowledgeable of insurance industries, mutual funds, and securities.
  • Can assess a client's overall financial picture and determine their needs when creating a structured financial plan.
  • Can guide clients toward a secure and profitable financial decision.
  • Will cultivate a client base whereby the financial advisor is building win-win relationships.
  • Meets sales quotas by generating leads, networking, and grabbing opportunities to sell stocks, bonds, mutual funds, and other products.
  • Stays abreast of industry trends and backs up financial consulting with market research.
  • Knows how to ensure profitability by overseeing the course of a financial plan and make updates.
Education
MBA in Finance
Fakesville University
Rhode Island, 2010

Accolades
Best Financial Advisor Award - 2011

Certifications
Certified Financial Planner (CFP)

Financial Advisor Resume Example (PDF)

Financial Advisor resume example

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author: patrick algrim
About the author

Patrick Algrim is an experienced executive who has spent a number of years in Silicon Valley hiring and coaching some of the world’s most valuable technology teams. Patrick has been a source for Human Resources and career related insights for Forbes, Glassdoor, Entrepreneur, Recruiter.com, SparkHire, and many more.

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