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As an entry-level financial advisor, you're aiming to help people manage their finances effectively. This field has seen an increase in demand for personalised, tech-enabled services. Thus, firms are looking for candidates who can not only understand complex financial concepts but also build relationships, and navigate financial tech platforms. When preparing your resume, focus on showcasing the skills that set you apart in these areas, while keeping it concise and impactful. A great resume should capture your ability to excel in financial analysis and client management, even at the start of your career.
Since you're at the entry level, you may not have lots of job experience to share. However, you can show your financial aptitude by highlighting relevant coursework or certifications. This could include classes in economics, financial management, or even data analysis. Any certification you've earned, like a CFP or CFA, should also be prominently displayed.
Entry level financial advisors can indicate their proficiency in the position by ensuring that their bullet points include relevant skills and their technical skills are listed separately. Additionally, you should list your program name and coursework to emphasize your academic training.
While entry level financial advisors may not have a lot of field experience, you can still show you know the position by including your background with relevant skills like consulting, advising, and creating financial plans. You should also include a skills bank at the top or bottom of your resume to list your technical skills.
Financial advising generally requires a four year degree, and you should include your program name when you list it. It also helps to specify your strongest courses (such as Financial and Operational Management or Financial Accounting) to indicate to hiring managers that you are educated in those fields.
Here are examples of popular skills from Entry Level Financial Advisor job descriptions that you can include on your resume.
This word cloud highlights the important keywords that appear on Entry Level Financial Advisor job descriptions and resumes. The bigger the word, the more frequently it appears on job postings, and the more likely you should include it in your resume.
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