Financial Advisor RESUME GUIDE

3 Financial Advisor Resume Examples - Here's What Works In 2021

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 

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.

Financial Advisor Resume Templates

Financial Advisor Resume Templates

Why this resume works in 2021

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.