Capitalize on the surge in financial planning roles and showcase your financial skills. Prepare the perfect resume using these financial advisor resume templates.
OUR USERS HAVE BEEN HIRED BY
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.
Work history
Education
Don’t:
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.
We personalize your experience.
We use cookies in our website to ensure we give you the best experience, get to know our users and deliver better marketing. For this purpose, we may share the information collected with third parties. By clicking “Allow cookies” you give us your consent to use all cookies. If you prefer to manage your cookies click on the “Manage cookies” link below.