Free Resume Template · Finance & Accounting
Financial Advisor Resume Template
Financial advisors build trust through credentials and client outcomes. Highlight your AUM, client retention rates, and any specialist qualifications to differentiate yourself.
Key Skills for Financial Advisors
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Writing a Great Financial Advisor Resume
Client outcomes should anchor a financial advisor's resume — portfolio growth under management, a client retention rate, a book of business grown to a stated size over a defined period. List licenses and certifications, CFP or Series 7, clearly near the top, and name the specific planning software, eMoney or MoneyGuidePro, the posting mentions. A resume built around trust needs numbers a prospective employer can actually verify.
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Financial Advisor Resume — Frequently Asked Questions
What should a financial advisor include on their resume?
AUM managed, client retention rate, new assets acquired, qualifications (CFP, CFA, Series 7/66), and a brief note on your client profile (HNW, retail, institutional).
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