Investment Representative

Investment Representative Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Investment Representative 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.

  • Mutual Funds
  • Investments
  • Wealth Management
  • Financial Services
  • Finance
  • Financial Planning
  • Retirement Planning
  •  Find out what your resume's missing
  • Securities
  • Investment Strategies
  • Fixed Income
  • Life Insurance
  • Equities
  • Financial Analysis
  • Banking
  • Portfolio Management
  • Disability Insurance
  • Financial Advisory
  • Insurance
  • Risk Management
  • Trading
  • Uniform Combined State Law
  • Securities Regulation
  • Series 6
  • Investment Advisory
  • Hydraulic Calculations
  • 401(k) Retirement Savings Plans

  •   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 Investment 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.

How do I add skills to an Investment Representative resume?

1
Review the job posting closely.

Go through the Investment Representative posting you're applying to, and identify hard skills the company is looking for. For example, skills like Finance, Mutual Funds and Financial Services are possible skills. These are skills you should try to include on your resume.

2
Add industry skills like Retirement Planning and Financial Planning.

Add other common skills from your industry - such as Wealth Management, Securities and Investments - into your resume if they're relevant.

3
Add skills into your work experience.

Incorporate skills - like Portfolio Management, Trading and Risk Management - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

4
Emphasize your communication skills.

Communication is often an important component of the role of an Investment Representative, so when writing your resume, include examples of how you communicated with stakeholders, team members or customers, or produced content.

5
Use the exact job title.

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

Word Cloud for Investment Representative Skills & Keywords

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

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Investment 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.

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Browse Skills from Similar Jobs

Frequently Asked Questions

What skills do hiring managers want to see on an Investment Representative resume?

Some effective Investment Representative skills you can add to your resume include:

  • Mutual Funds
  • Investments
  • Wealth Management
  • Financial Services
  • Finance
  • Financial Planning
  • Retirement Planning
  • Securities

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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