Solutions Advisor

Solutions Advisor Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Solutions Advisor 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
  • Uniform Combined State Law
  • Financial Services
  • Trading
  • Investments
  • Retirement Planning
  • Financial Planning
  • Financial Advisory
  •  Find out what your resume's missing
  • Finance
  • Portfolio Management
  • Wealth Management
  • Mutual Funds
  • Salesforce.com
  • Solution Selling
  • Banking
  • Hold Series 7
  • Software as a Service (SaaS)
  • Cloud Computing
  • Sales Process
  • Investment Advisory
  • Account Management

  •   Show full list

Resume Skills: Regulatory Knowledge

  • Dodd-Frank Act
  • Sarbanes-Oxley Act
  • Investment Advisers Act of 1940
  • SEC Rules & Regulations
  • FINRA Rules
  • SEC Regulations
  • FINRA Regulations
  • Dodd-Frank
  •  Match your resume to these skills

Resume Skills: Software & Tools

Resume Skills: Solution Design

Resume Skills: Data Analysis & Reporting

Resume Skills: Project Management Tools

Resume Skills: Investment Strategy Tools

Resume Skills: Financial Modeling & Analysis

Resume Skills: Financial Analysis Tools

Resume Skills: Financial Planning and Strategy

  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 Solutions Advisor 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 Solutions Advisor 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
Solutions Advisor
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded January 2022 - Present
Senior Solutions Advisor
Strategized a customized financial solution for clients which amplified our client retention rate by 35%
Leveraged portfolio management and financial services expertise to manage a $10 million client portfolio, consistently achieving annual growth targets of 15%
Introduced and advocated for Salesforce.com as our lead CRM platform, resulting in 25% faster client interaction response times and a 30% reduction in lost opportunities
Developed an innovative investment advisory program by embracing SaaS and cloud computing technologies, which boosted revenue by 20% and attracted 500+ new clients within the first year
Led a team of 7 junior advisors through continuous coaching and mentorship, achieving a 100% success rate for their series 7 and Uniform Combined State Law exams
Coached.com February 2018 - December 2021
Solutions Advisor
Implemented a solutions-selling strategy that resulted in a 45% increase in mutual funds sales and achieved top salesperson of the year in 2020
Provided retirement planning and wealth management services to 100+ clients, managing a total portfolio of $8 million and exceeded targets by 12%
Initiated the use of a streamlined sales process that led to saving over 10 hours per week for the advisory team
Spearheaded a team of 5 advisors, successfully meeting team performance metrics consistently over 3 years
EDUCATION
Resume Worded University January 2018
Master of Business Administration (MBA) - Strategic Management
Concentration in Business Strategy and Decision Making
Resume Worded Institute February 2017
Certificate in Consultative Selling
Trained in solutions-based selling and negotiating strategies
SKILLS
Software & Tools: Salesforce, Zoho CRM, Pipedrive, Freshsales, Shipworks, Square POS
Solution Design: Consultative Selling, Value-based Selling, Customer Need Analysis, Product Strategy, Solution Architecture
Data Analysis & Reporting: Tableau, Google Analytics, Excel (Advanced), SQL, SAP BI, Power BI
Project Management Tools: Asana, Trello, Jira, Microsoft Project, Basecamp
OTHER
Certifications: Certified Professional in Supply Management (CPSM), Certified Professional in Sales (CPS)
Leadership & Volunteering: Coached.com Corporate Social Responsibility Initiative (Program Lead), Resume Worded Mentorship Program (Mentor)
Conferences & Workshops: Speaker at Tech Sales Conference 2021, Attended SaaS Sales Workshop 2019
Projects: Led team in successful completion of XYZ Software Implementation Project, Developed comprehensive sales plan for new product launch
Your Name
Senior Financial Advisor
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Vanguard January 2021 - Present
Senior Financial Advisor
Optimized client portfolios, resulting in an average of 18% annual return and boosting the client retention rate by 40%
Established a comprehensive retirement planning program, managing assets of $15 million and ensuring a 10% higher return than benchmark
Masterminded the adoption of Salesforce.com as a CRM tool, streamlining client engagement and reducing lead loss by 30%
Enhanced overall team efficiency by 20% by implementing standardized processes and automation
Created financial planning solutions for high-net-worth clients that led to the acquisition of $20 million in new portfolios
JP Morgan May 2016 - December 2020
Financial Advisor
Efficiently managed a $12 million client portfolio, exceeding annual ROI targets by 15%, and generating over $2 million in revenue
Implemented a strategic wealth management program, which led to a 50% increase in referral clients
Drastically reduced support issues by 30% by revamping the client communication process
Successfully onboarded 10 new advisors within my first year, surpassing the company norm by 50%
EDUCATION
Resume Worded Institute April 2020
Chartered Financial Analyst (CFA) - Level II
Comprehensive understanding of portfolio management and advanced investment analysis strategies.
Resume Worded University May 2015
Master of Business Administration - Finance
Graduated with Distinction, top 10% of the class.
SKILLS
Financial Analysis Tools: MS Office (Expert), Quickbooks (Expert), Zoho Books (Intermediate), NetSuite (Intermediate)
Financial Planning and Strategy: Investment Planning, Retirement Planning, Taxes, Risk Management, Cash Flow Management
Regulatory Compliance: SEC Regulations, FINRA Regulations, Sarbanes-Oxley Act, Dodd-Frank
OTHER
Certifications: SIE Exam - FINRA (2020), Series 7 - General Securities Representative Exam (2016)
Leadership & Volunteering: Mentor at Resume Worded Financial Literacy Program - provided financial advice to young professionals (2018 onwards)
Projects: Financial Advice Blog - Wrote 20+ articles providing financial advice and investment strategies (2017 onwards)
Awards & Achievements: Excellence in Financial Planning Award - JP Morgan (2019)
Your Name
Lead Investment Advisor
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Morgan Stanley February 2022 - Present
Lead Investment Advisor
Revitalized the investment strategy for a $20 million client portfolio, resulting in 20% annual growth
Turned around underperforming mutual funds by reallocating assets in innovative sectors, bringing overall portfolio performance up by 15%
Pioneered the implementation of SaaS solutions, reducing the time cost by 15% and improving productivity by 25%
Established a weekly financial advisory webinar which attracted 1000+ regular participants, generating a 10% increase in sales leads
Managed a high-performing team of 8 advisors, consistently meeting and exceeding quarterly targets
Fidelity Investments June 2018 - January 2022
Investment Advisor
Achieved top-performer status by managing a $15 million investment portfolio and delivering consistent 13% annual returns
Devised a comprehensive financial planning program, which led to portfolio growth of 8% YoY
Promoted cloud computing solutions within the firm, resulting in a 30% decrease in data error and 20% faster processing times
Managed and trained a team of 6 junior advisors, maintaining a 100% pass rate on licensing exams
EDUCATION
Resume Worded University May 2018
Master of Business Administration - Finance
Focused courses: Investment Strategies, Portfolio Management
Resume Worded Academic Center May 2016
Bachelor's Degree - Economics
Minor: Quantitative Analysis
Awards: Dean's List 2015 (Top 5% of the batch)
SKILLS
Investment Strategy Tools: Morningstar Direct, Bloomberg Terminal, FactSet, Zephyr StyleADVISOR, MSCI BarraOne
Financial Modeling & Analysis: DCF, Comparable Company Analysis, Excel (Advanced, including pivot tables and VLOOKUP)
Regulatory Knowledge: Dodd-Frank Act, Sarbanes-Oxley Act, Investment Advisers Act of 1940, SEC Rules & Regulations, FINRA Rules
OTHER
Certifications: Chartered Financial Analyst (CFA) - Level III (2021), Series 7 - General Securities Representative Exam (GS) (2018)
Volunteering: Financial literacy sessions for underprivileged high school students (2017 - Present)
Awards: Top Wealth Management Advisor - Fidelity Investments (2020, 2021)
Professional Affiliations: Member, Financial Planning Association (FPA); Member, Investment Management Consultants Association (IMCA)

How do I add skills to a Solutions Advisor resume?

1
Review the job posting closely.

Go through the Solutions Advisor posting you're applying to, and identify hard skills the company is looking for. For example, skills like Finance, Investments and Uniform Combined State Law are possible skills. These are skills you should try to include on your resume.

2
Add industry skills like Trading and Retirement Planning.

Add other common skills from your industry - such as Financial Planning, Financial Advisory and Financial Services - into your resume if they're relevant.

3
Add skills into your work experience.

Incorporate skills - like Cloud Computing, Portfolio Management and Software as a Service (SaaS) - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

4
Use the exact job title.

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

Word Cloud for Solutions Advisor Skills & Keywords

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

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Solutions Advisor 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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Frequently Asked Questions

What skills should you put on a Solutions Advisor resume?

On top Solutions Advisor resumes, skills like Uniform Combined State Law, Financial Services, Trading, Investments, Retirement Planning, Financial Planning, Financial Advisory and Finance appear most often.

Depending on the exact role you're applying to, skills like Mutual Funds, Cloud Computing, Investment Advisory, Software as a Service (SaaS) and Portfolio Management can also be effective keywords 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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