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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.
We spoke with hiring managers at top financial institutions like JPMorgan Chase, Bank of America, and Wells Fargo to gather their best resume tips for entry-level financial advisor positions. They shared insider advice on what stands out to them when reviewing resumes for these roles. The following tips will help you craft a strong resume that showcases your relevant skills and experience, and increases your chances of landing an interview.
As an entry-level candidate, your education and certifications are key to showing your qualifications for a financial advisor role. Be sure to:
For example:
Bachelor of Science in Finance, XYZ University, GPA: 3.8
Relevant Coursework: Financial Planning, Investment Management, Risk Management
Certifications: Series 7 and 66 Licenses
A resume summary, also known as a professional summary or summary statement, is an optional section that appears at the top of your resume. It's a brief paragraph, typically 3-5 sentences long, that highlights your most relevant skills, experiences, and accomplishments. While a summary is not strictly necessary, it can be a valuable addition to your resume, especially if you are an entry-level financial advisor looking to provide context or additional details that may not be immediately apparent from the rest of your resume.
It's important to note that a resume objective, which focuses on your career goals and what you hope to achieve, should be avoided. Employers are more interested in what you can offer them, not what you want from them. Instead, use the summary to showcase your strengths and how you can contribute to the company's success.
The work experience section is the heart of your resume as an entry level financial advisor. It's where you'll showcase your relevant experience, skills, and accomplishments to potential employers. In this section, we'll guide you through writing a compelling work experience section that will make you stand out from other candidates.
When describing your work experience, use powerful action verbs that are relevant to the financial advisor role. This will help you create a more impactful resume and showcase your abilities effectively.
Examples of strong action verbs for financial advisors include:
The education section of your entry level financial advisor resume should be concise yet impactful. It's a chance to showcase your relevant academic background and any specialized training or certifications you've earned. Here are some key tips to help you craft a compelling education section:
The skills section on your resume is one of the first places a hiring manager looks to evaluate your fit for an entry level financial advisor role. It's a place to highlight your relevant abilities and knowledge in a scannable format. When well-crafted, your skills section can help you stand out from other applicants and demonstrate you have the right foundation to excel in the position.
Here are some tips to help you write a compelling skills section for your entry level financial advisor resume:
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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