Financial Advisor Resume Example & Writing Guide

Financial Advisor Resume Example
Looking for a Financial Advisor resume example? Our writing guide provides step-by-step instructions to help you create a standout resume.
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Financial Advisor Resume Sample


A highly motivated financial advisor with over 8 years of experience in financial consulting and investment management. Expertise in implementing effective investment strategies and delivering custom financial plans to clients.


  • Financial planning and analysis
  • Investment management
  • Retirement planning
  • Tax planning
  • Estate planning
  • Risk management


Financial Advisor

ABC Financial Services, New York, NY

January 2015 - Present

  • Develop and deliver personalized financial plans to clients based on their unique financial goals and risk tolerance
  • Manage investment portfolios, ensuring compliance with client objectives and investment policies
  • Monitor market trends and analyze economic data to provide clients with market updates and investment recommendations
  • Participate in financial planning seminars and workshops for clients and potential clients

Financial Consultant

XYZ Investments, Boston, MA

May 2011 - December 2014

  • Provided financial planning services to individuals and families, analyzing their financial situation and developing customized investment strategies
  • Managed investment portfolios for clients, ensuring adherence to portfolio objectives and risk tolerance requirements
  • Cold-called potential clients and participated in marketing events to generate new business
  • Assisted clients with retirement planning, estate planning and tax planning


Bachelor of Business Administration (BBA), Finance, Boston University

May 2011

Expert Tip

Highlight Relevant Skills

List the skills that are most relevant to the job you're applying for. Highlight both hard skills (like programming) and soft skills (like communication).

Financial Advisor Resume Writing Guide


A Financial Advisor is a professional who advises clients on their finances, including investments, budgets, and overall financial planning. As a Financial Advisor, your resume is your first impression to potential employers, so it is important to ensure that your resume highlights your skills, education, and experience effectively.


The first step to creating a winning Financial Advisor resume is to choose an appropriate format. There are three main resume formats – chronological, functional, and combination. A chronological resume highlights your work history in chronological order, while a functional resume emphasizes your skills. The combination resume is a mix of both and is typically the most effective choice for a Financial Advisor resume.

Skills and Experience

Skills and experience are the most important aspects of a Financial Advisor resume. Start by listing your professional experience and previous job roles, highlighting your responsibilities and achievements in each role. Mention any certifications or licenses you hold, such as Series 7 or CFP.

Next, focus on the skills you possess that make you an effective Financial Advisor. These may include:

  • Strong communication skills
  • Ability to analyze and interpret financial data
  • Excellent problem-solving and critical thinking abilities
  • Ability to multitask and manage time efficiently
  • Strong customer service skills
  • Thorough knowledge of investment products and financial regulations


Although experience is important, education is equally significant in the financial advising industry. Be sure to list your educational background, including your degree and any relevant coursework you may have completed. Additionally, mention any certifications or licenses you hold, such as a CFA or CPA, to demonstrate your commitment to the industry and your desire to stay current and knowledgeable.

Additional Tips

Remember to keep your resume concise and to the point, emphasizing your most relevant experience, qualifications, and skills. Use bullet points to highlight key information and include quantitative data where possible to demonstrate your value.

Proofread your resume carefully for spelling and grammatical errors, and ensure that your contact information is up-to-date and easy to find.

Finally, tailor your resume to the specific job you are applying for, emphasizing the skills and experience that are most relevant to the role to ensure that your resume stands out and catches the eye of potential employers.

Common Resume Writing Mistake

Lack of Keywords

With many companies using Applicant Tracking Systems (ATS) that scan for specific keywords, failing to include these keywords could result in your resume being overlooked.

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