Financial Services Professional

Financial Services Professional Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Financial Services Professional job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Add keywords directly into your resume's work experiences, education or Skills section.

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.

  • Retirement Planning
  • Life Insurance
  • 401k Rollovers
  • Financial Services
  • Long Term Care Insurance
  • Retirement Income Strategies
  • Education Funding
  •  Find out what your resume's missing
  • Investments
  • Fixed Annuities
  • Estate Planning
  • Finance
  • Insurance
  • Annuity Sales
  • Wealth Preservation Planning
  • Disability Insurance
  • Whole Life Insurance
  • Asset Protection
  • Term Life Insurance
  • Mutual Funds
  • Variable Annuities
  • Banking
  • Financial Analysis
  • Financial Planning
  • Sales
  • Wealth Management
  • Mortgage Lending
  • Credit
  • Financial Advisory
  • Loans
  • Portfolio Management
  • Risk Management
  • Customer Service
  • Retail Banking
  • Credit Analysis

  •   Show full list
  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 Services Professional 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.

How do I add skills to a Financial Services Professional resume?

Review the job posting closely.

Go through the Financial Services Professional posting you're applying to, and identify hard skills the company is looking for. For example, skills like Retirement Income Strategies, Financial Services and Investments are possible skills. These are skills you should try to include on your resume.

Add industry skills like Life Insurance and 401k Rollovers.

Add other common skills from your industry - such as Education Funding, Retirement Planning and Long Term Care Insurance - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Sales, Asset Protection and Retail Banking - 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 Services Professional 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 Services Professional 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 Services Professional, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Financial Services Professional Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Financial Services Professional 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 Services Professional Skills and Keywords to Include On Your Resume

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Financial Services Professional 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 hard skills should you include on a Financial Services Professional resume?

Here are some of the most popular skills we see on Financial Services Professional resumes:

  • Retirement Planning
  • Life Insurance
  • 401k Rollovers
  • Financial Services
  • Long Term Care Insurance
  • Retirement Income Strategies
  • Education Funding
  • Investments

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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