Resume Example
Financial Advisor Resume Example
A financial advisor resume must show assets managed, client growth, and licenses. Lead with AUM, client retention, and certifications (CFP/Series 7), and the planning you delivered.
Tailor My Financial Advisor Resume Free →Key skills for a Financial Advisor resume
Financial planningInvestment managementClient relationship managementRetirement planningRisk analysisCRM (Salesforce)Series 7 / 66CFPPortfolio review
ATS keywords recruiters scan for
Applicant tracking systems filter resumes by matching them against the job description. Work these terms into your resume naturally — only where they're true of your experience:
financial advisorAUMfinancial planningSeries 7CFPinvestmentretirement planningclient relationshipwealth managementportfolio
Example bullet points
Good financial advisor bullets pair a strong verb with a quantified result. Adapt these to your own numbers:
- Grew a book of business from $0 to $48M AUM in 4 years with 96% client retention.
- Brought in 60+ new households annually through referrals and seminars.
- Built comprehensive financial plans that increased average client share-of-wallet 25%.
Common mistakes to avoid
- No AUM, client growth, or retention numbers.
- Hiding licenses (Series 7/66) and CFP status.
- Listing duties instead of measurable client and revenue outcomes.
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