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If you are gifted with financial skills and seeking a new financial advisor position, don’t take unnecessary risks with your job application by not tailoring your resume to the role. Set the benchmark high when creating your resume and you will yield positive results.
Before a hiring manager views it, your resume goes through an applicant tracking system (ATS) that scans your document for particular keywords found in the job description. Reduce the risk of your resume not being scanned favorably by following these resume tips.
The best way to gain that financial advisor position is in the resume skills section. You can present your soft skills such as your organizational skills or attention to detail, and your hard skills such as estate planning or portfolio management experience. Bullet-point your skills for easy readability. Here are some skill examples you can use for ideas for your financial advisor resume:
In the work history section, list each of your jobs in reverse-chronological order, with your most recent job listed first. For each job, you will want to write 4-6 bullet points outlining your most significant achievements and skills. Also include the name of the company, your job title and employment dates. Only include the last 10 years of experience. If you have jobs that are older than that, you can include a full list of your jobs on your LinkedIn profile. Be sure to back up your statements with persuasive numerical data. Here are some examples you may want to consider for your financial advisor resume:
A financial advisor can work independently with their client base or work in an employed position for a company. Financial advisors use their expertise to help businesses with their investments, tax commitments, strengths and weakness analysis, budgets and retirement plans. They can specialize in a particular area so that the job description might focus on hard skills in that category. For instance, a job description might request expertise in business expansion or how to increase performance.
You can start your resume and gear it towards financial advice using your education credentials. A bachelor’s degree in business, statistics, economics or finance would put you in good stead, and a master’s in business administration would only increase your employability. If your background is in marketing or sales, you could highlight this in your resume. Look for any internships in finance, as these will give you an excellent grounding in the industry. You can go for an entry-level position, assisting a financial advisor, while you gain experience or gain certifications.
Firstly, have a head for numbers. You must have a solid mathematical ability for this job and it helps if you enjoy working with numerical data. Other essential skills include interpersonal skills, critical thinking ability, analytical expertise, competence in sales and meticulous attention to detail. Use free resume templates to tailor your resume to get your next financial advisor job. And you can check out these cover letter samples for inspiration as well.
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