Financial Representative

Financial Representative Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Financial Representative job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

Choose a category
  • Accounting
  • Financial Analysis
  • Microsoft Access
  • Money Management
  • Business Control
  • Financial Accounting
  • Finance
  •  Find out what your resume's missing
  • Administration
  • Financial Reporting
  • Customer Service
  • Budgeting
  • Office Automation
  • Data Analysis
  • Research
  • Human Resources (HR)
  • Project Management
  • Team Spirit
  • Teaching
  • Life Insurance
  • Retirement Planning
  • Financial Planning
  • Disability Insurance
  • Fixed Annuities
  • Insurance
  • Financial Services
  • Long Term Care Insurance
  • Term Life Insurance
  • Investments
  • Whole Life Insurance
  • Estate Planning
  • Roth IRA
  • Mutual Funds
  • Sales
  • Wealth Accumulation
  • Permanent Life Insurance
  • Long-term Care

  •   Show full list

Resume Skills: Financial Analysis

  • Investment Strategies
  • Risk Management
  • Financial Forecasting
  • Equity Research
  • Budget Planning
  • Financial Modeling
  • Financial Risk Management
  • Cash Flow Analysis
  • Balance Sheet Analysis
  • Asset Management
  • Portfolio Management
  • Forecasting
  • Budgeting
  • Cost Analysis
  • Variance Analysis
  •  Match your resume to these skills

Resume Skills: Financial Analysis Tools

Resume Skills: Regulations & Compliance

Resume Skills: Languages

Resume Skills: Finance Softwares

Resume Skills: Data Analytics

Resume Skills: Other

Resume Skills: Software & Tools

Resume Skills: Regulatory Knowledge

  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Compare Your Resume To These Financial Representative Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

Sample Financial Representative Resume Examples: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Choose a template
Your Name
Financial Representative
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded June 2019 - Present
Senior Financial Representative
Realigned company investment approach by conducting financial analysis and research which led to increased profit margins by 15%.
Managed a portfolio of $20M worth assets and consistently achieved a revenue growth rate of 12.5%.
Led a dynamic team of five Financial Representatives that increased client retention by 20% with the strategic implementation of Customer Relationship Management (CRM).
AXA Advisors January 2015 - May 2019
Financial Consultant
Spearheaded the execution of complex financial strategies including tax planning, asset allocation and risk management that successfully increased client portfolio by 25%
Provided financial planning solutions in the areas of retirement planning and life insurance, increasing client satisfaction by 30%
Implemented new accounting procedures resulting in 10% cost savings after thorough financial accounting review. April 2013 - December 2014
Financial Analyst
Developed full-life cycle of financial reporting processes, and optimized budgeting functions, reducing month-end close timeline by 15%.
Conducted in-depth data analysis, improving the accuracy of budget forecasts by 20%.
Collaborated with HR to streamline payroll operations, reducing errors by 10%.
Resume Worded Academic Center June 2012
Master of Business Administration - Finance
Course concentration in Corporate Finance
Resume Worded University May 2011
Bachelor of Science - Economics
Minor in Statistics
Awards: Resume Worded Academic Excellence (Top 5%)
Financial Analysis: Risk Management, Forecasting, Budgeting, Cost Analysis, Financial Modeling, Variance Analysis
Software & Tools: Microsoft Excel (Advanced), QuickBooks, Oracle ERP, SAP, PowerPoint, CRM Softwares, Zoho Finance Plus
Regulatory Knowledge: SOX, GAAP, IFRS, SEC regulations, US tax laws, Basel III
Languages: English (Native), French (Conversational), Spanish (Intermediate)
Certifications: Chartered Financial Analyst (CFA) - Level II (2018), Certified Financial Planner (CFP) (2017)
Leadership & Volunteering: Local High School Financial Literacy Program (Mentor), Resume Worded Foundation (Member)
Courses: Investment and Portfolio Management (Coursera, 2020), Financial Markets (Yale University online, 2019)
Awards: Top Financial Representative – AXA Advisors (2018), Coach's Leadership Award - (2014)
Your Name
Financial Consultant
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded March 2019 - Present
Lead Financial Consultant
Orchestrated the formulation and implementation of comprehensive business control strategies resulting in 17% decrease in operational expenses.
Created preeminent financial planning architectures which increased gross revenue by 35% alongside 20% client base growth.
Administered professional development and training initiatives for junior consultants, fostering team spirit and reducing turnover by 12%.
Morgan Stanley October 2015 - February 2019
Financial Advisor
Boosted the effectiveness of retirement planning services, elevating client satisfaction by 20%
Skillfully managed large-scale client portfolios of up to $25M, consistently outperforming market indices.
Pioneered money management strategies that increased client investment returns by a median of 14%. May 2012 - September 2015
Financial Assistant
Augmented financial data analysis methods, yielding an 8% increase in the accuracy of quarterly financial forecasting.
Utilized Microsoft Access to automate admin tasks, improving office efficiency by 15%.
Prepared and processed transactions, receipts, and reports, contributing to client satisfaction rates above 90%.
Resume Worded Institute February 2019
Chartered Financial Analyst (CFA) - Level II
CFA award obtained while working as a Financial Advisor at Morgan Stanley
Resume Worded University May 2012
Master of Business Administration - Finance Specialty
Elected treasurer of Resume Worded Student Investment fund.
Received finance faculty award for exceptional performance in coursework.
Financial Analysis Tools: Microsoft Office Suite (Excel, PowerPoint), MATLAB, Bloomberg, QuickBooks, Tableau
Financial Concepts: Investment Strategies, Risk Management, Financial Forecasting, Equity Research, Budget Planning, Financial Modeling
Regulations & Compliance: Sarbanes-Oxley (SOX), Dodd-Frank, Securities Exchange Act, Internal Audit, KYC procedures
Languages: English (Native), Spanish (Conversational), French (Basic)
Certifications: Certified Treasury Professional (2020), Certified Financial Planner (2018)
Leadership & Volunteering: Volunteer tax preparer for AARP (Annually since 2018), Treasurer for Local Community Center
Projects: Developed financial literacy curriculum for charter schools in underprivileged areas (2016 - Present)
Professional Associations: Financial Planning Association Member, National Association of Personal Financial Advisors Member
Your Name
Financial Advisor
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded January 2018 - Present
Senior Financial Advisor
Pioneered new project management techniques with 10% cost reduction and 15% faster implementation.
Leveraged financial software solutions to perform accounting and financial analysis tasks, successfully improving budgeting operations.
Innovated customer service strategies, establishing a customer-focused culture and enhancing client relationship management, increasing client portfolio by 30%.
Raytheon Technologies July 2014 - December 2017
Finance Officer
Streamlined financial planning operations, resulting in cost savings of 15%
Performed robust financial analysis to guide strategic decision-making, contributing to 20% increase in company revenue.
Strategically managed operations to meet HR and budgetary goals, reducing overhead costs by 10%. January 2012 - June 2014
Finance Analyst
Automated routine financial tasks, resulting in an overall reduction of operational time by 30%.
Actively collaborated in key research projects that informed business control strategies.
Undertook comprehensive data analysis which improved the budgeting process, cutting resource expenditure by 10%.
Resume Worded University December 2017
Master of Business Administration (MBA)
Specializations in Finance and Economics
Resume Worded Academic Center June 2010
Chartered Financial Analyst (CFA) - Level III
Completed level III CFA Program alongside full time employment
Finance Softwares: QuickBooks, Oracle Financial, Microsoft Dynamics GP, SAP, BETA Systems, TurboTax
Data Analytics: Python, R, MATLAB, SAS, SQL, SPSS
Financial Analysis Techniques: Financial Risk Management, Cash Flow Analysis, Balance Sheet Analysis, Asset Management, Investment Strategies, Portfolio Management
Other Skills: Microsoft Office Suite, Project Management, Compliance, Regulatory Reporting, Bloomberg Terminal
Certifications: Certified Treasury Professional (CTP), Bloomberg Market Concepts Certification (BMC)
Memberships: Member of the Financial Planning Association (FPA), Member of the National Association of Personal Financial Advisors (NAPFA)
Volunteering: Financial Planning Counselor at Community Tax Aid, Financial Literacy Speaker at Local Schools
Awards: Raytheon Technologies 'Finance Officer of the Year' 2016, 'Analyst with Highest Accuracy Rate' 2013

How do I add skills to a Financial Representative resume?

Review the job posting closely.

Go through the Financial Representative posting you're applying to, and identify hard skills the company is looking for. For example, skills like Microsoft Access, Financial Analysis and Financial Accounting are possible skills. These are skills you should try to include on your resume.

Add industry skills like Money Management and Administration.

Add other common skills from your industry - such as Business Control, Finance and Accounting - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Sales, Fixed Annuities and Teaching - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Highlight specific financial experience.

On Financial Representative resumes, you should include examples that show you're comfortable dealing with a range of finance responsibilities, from reporting to automating tasks.

Emphasize your accounting skills.

As the job title suggests, accounting is a pretty common skill for Financial Representative roles. Use the infographic for examples of how to show accounting experience.

Use the exact job title.

Try to add the exact job title, Financial Representative, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Financial Representative Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Financial Representative job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Financial Representative Skills and Keywords to Include On Your Resume

Financial Representative Soft Skills

Here are common soft skills that appear on Financial Representative job postings. Unlike hard skills, which refer to tools, software or techniques, soft skills focus on character traits and interpersonal skills. Instead of listing these phrases on your resume, try to show them through your bullet points like in the examples below.

Tip: Do not list these words or phrases on your resume, and instead focus on the hard skills we described above.

Resume Skills and Keywords from Related Jobs

We also found variations and further specializations to your job title. Browse through the related job titles to find additional keywords that you can include into your resume.

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Financial Representative Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example
Senior Financial Analyst

Resume Example
Entry Level/Junior Financial Analyst

Resume Example
Real Estate Financial Analyst

Resume Example
Chief Financial Officer (CFO) - 1

Resume Example
Chief Financial Officer (CFO) - 2

Resume Example
E-Commerce Chief Financial Officer

Browse Skills from Similar Jobs

Frequently Asked Questions

What skills should you put on a Financial Representative resume?

Some popular Financial Representative hard skills are Accounting, Financial Analysis, Microsoft Access, Money Management, Business Control, Financial Accounting, Finance and Administration.

Depending on the job you apply to, skills like Term Life Insurance, Teaching, Sales, Fixed Annuities and Life Insurance can also be good to include on your resume.

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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