A financial advisor resume should include previous work experience, education, and a skills summary. It’s important to list quantified accomplishments and include contact information.
Financial advisors are industry professionals who consult with individuals or companies about their finances. This can include positions such as financial advisors, financial analysts and financial planners. Creating a financial advisor resume that communicates skills, experience, and education is an important step in securing a position and earning the highest salary possible.
An important component of a financial advisor resume is previous work experience. A job seeker must list formal employment experience within the last ten years, regardless of being in the financial field. All relevant positions held before the ten year mark should also be listed. Any volunteer work in the financial sector can also be included.
Employers’ names and locations, dates worked in each position, and nature of work experience should be included on the resume. In general, stating quantified and specific accomplishments is more effective than listing functions. A potential employer will likely already know that a personal financial planner has been responsible for consulting with individuals. Rather than stating this duty, identifying a unique achievement, such as helping a couple establish a financial plan that will allow them to set aside enough money to pay for a child’s college education over a five-year period, is likely to make a better impression.
Another important component of a financial advisor’s resume is education. Applicants must include formal college degrees and additional training. This could include training on industry-specific software or on key industry laws or processes. If any education or training resulted in a degree or certificate, this should also be listed, along with the date the certificate was issued; it is also appropriate to list the name of the issuing entity.
It’s also a good idea to create a section on your financial advisor resume that highlights a candidate’s most impressive skills. This is often called an executive summary or a skills summary. It’s a short section, usually presented as key points, that a potential employer or recruiter can quickly scan to gather information about key skills. For example, if a candidate worked as a personal financial advisor for a company for three years, another for one year, and a third for five years, a statement in the executive summary might say, “Nine years of experience in personal financial counseling.”
Like any other resume, a financial advisor resume should contain contact information in a prominent position, such as at the top. This includes the applicant’s name, mailing address, telephone number and email address. In general, candidates should use the phone number where they are most likely to be reached and an email address that looks professional.
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