Finance & accounting

Financial Advisor resume example

Financial advisors are judged on clients served, assets grown and trust earned. Show assets under management, client retention, licences and how you grow your book.

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Financial Advisor resume summary example

CFP® professional with 9 years advising families and business owners on retirement, tax and estate planning. Grew assets under management from $40M to $165M with 98% client retention.

Notice the pattern: title and years of experience, then the strongest result with a number. See more in resume summary examples.

Experience bullet examples for a financial advisor

  • Advise 140 households and business owners on retirement, tax, insurance and estate planning
  • Grew assets under management from $40M to $165M, mostly through referrals
  • Maintain 98% annual client retention
  • Run quarterly retirement-planning workshops attended by 300+ prospects a year
  • Supported 3 senior advisors with plans, reviews and portfolio rebalancing

Each bullet starts with an action verb and ends with a result. That is what separates an achievement from a job description.

Skills for a financial advisor resume

Financial planningRetirement planningPortfolio managementTax-aware investingEstate planning basicsClient relationshipseMoney / MoneyGuideProComplianceBusiness developmentPresentations

Keywords that appear in financial advisor job postings

Applicant tracking systems match your resume against the posting. These terms recur in real financial advisor listings, use the ones that are true for you, in the posting’s own wording.

financial planningwealth managementAUMretirement planninginvestmentsCFPSeries 7client relationshipsportfoliocompliancebusiness developmentestate planning

Paste a specific job description into the ATS resume checker to see exactly what your resume is missing.

Tips for writing a financial advisor resume

  1. AUM, households and retention are the core numbers.
  2. List licences (Series 7, 65/66) and designations (CFP®).
  3. Show how you bring in clients, referrals, seminars, partnerships.

Questions

What skills should I put on a financial advisor resume?

List the specific skills the job posting asks for that you genuinely have. For financial advisor roles, common ones include Financial planning, Retirement planning, Portfolio management, Tax-aware investing, Estate planning basics, Client relationships, eMoney / MoneyGuidePro, Compliance.

How long should a financial advisor resume be?

One page for most candidates. Two pages only if you have many years of directly relevant experience and every line earns its place.

Can I use this financial advisor resume example for free?

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