Financial Advisor Resume Guide

9 Financial Advisor Resume Examples - Here's What Works In 2024

The financial advisor career path can be both stable and rewarding, especially if you have an affinity for numbers and data entry. This guide discusses three financial advisor resume templates and provides tips on writing your resume, along with highlighting strong action verbs and skills to include.

See Financial Advisor Resume Examples 
Hiring Manager for Financial Advisor Roles
Compiled by: Kimberley Tyler-Smith
Senior Hiring Manager
20+ Years of Experience

The vast number of estates and personal accounts within the finance industry require a steady influx of financial advisors who are adept with numbers and client management. The field is expected to hold at a growth rate of four percent through 2029, according to the Bureau of Labor Statistics, with a median income just shy of $90,000 in 2020.

Financial advisors help clients manage their accounts, and should have a current understanding of the various types of financial accounts clients could be enrolled in. As you’ll be dealing with individual clients on a one-to-one basis, it also helps to have a working knowledge of Customer Relationship Management (CRM) software.

Since you’ll be working with numbers, having a mathematics background is useful - though it’s worth noting that financial advising software can handle all of the heavy lifting in that department. Being detail oriented and accurate are therefore the best traits for financial advisors.

Read on to take a close look at three financial advisor resume templates and review industry-based tips to build your own resume with. At the bottom, we’ve listed key action verbs and skills you should include to attract the attention of hiring managers and get past automatic screeners.

Template 5 of 9: Entry Level Financial Advisor Resume Example

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.

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Resume screenshot for entry level financial advisor highlighting education and tech skills.

Tips to help you write your Entry Level Financial Advisor resume in 2024

Skills you can include on your Entry Level Financial Advisor resume

Template 6 of 9: Entry Level Financial Advisor Resume Example

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.

 Text Version
Entry level financial advisors should aim to draw focus to their relevant skills and coursework.

Tips to help you write your Entry Level Financial Advisor resume in 2024

Skills you can include on your Entry Level Financial Advisor resume

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