Finance Advisor resume examples for 2025
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How to write a finance advisor resume
Craft a resume summary statement
A resume summary is your opening statement that highlights your strongest skills and top accomplishments. It is your chance to quickly let recruiters know who you are professionally - and why they should hire you for the finance advisor role.
Step 1: Mention your current job title or the role you're pursuing.
Step 2: Include your years of experience in finance advisor-related roles. Consider adding relevant company and industry experience as relevant to the job listing.
Step 3: Highlight your greatest accomplishments. Here is your chance to make sure your biggest wins aren't buried in your resume.
Step 4: Again, keep it short. Your goal is to summarize your experience and highlight your accomplishments, not write a paragraph.
Hiring managers spend under a minute reviewing resumes on average. This means your summary needs to demonstrate your value quickly and show why you are the perfect fit for the finance advisor position.Hi, I'm Zippi, your job search robot. Let me write a first draft of your summary statement.
List the right project manager skills
Use your Skills section to show you have the knowledge and technical ability to do the job. Here is how to make the most of your skills section and make sure you have the right keywords:
- You often need to include the exact keywords from the job description in your resume. Look at the job listing and consider which of the listed skills you have experience with, along with related skills.
- Include as many relevant hard skills and soft skills as possible from the listing.
- Use the most up to date and accurate terms. Don't forget to be specific.
Here are example skills to include in your “Area of Expertise” on a finance advisor resume:
- Team Support
- Wealth Management
- Securities
- Strong Computer
- Financial Services
- Client Facing
- Investment Strategies
- Training Programs
- FINRA
- Investment Products
- Investment Management
- Good Judgment
- Customer Service
- Financial Solutions
- Client Relationships
- Taking Care
- Insurance Products
- Investment Solutions
- Mutual Funds
- Retirement Planning
- Business Development
- Life Insurance
- Term Care
- Financial Strategies
- Client Acquisition
- Work Ethic
- Health Insurance
- Annuities
- Financial Products
- Brand Awareness
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How to structure your work experience
A work experience section is a vital part of your resume because it shows you have the experience to succeed in your next job.
- Put your most recent experience first. Prospective employers care about your most recent accomplishments the most.
- Put the job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
- Include only recent, relevant jobs. This means if you're a fairly experienced worker, you might need to leave off that first internship or other positions in favor of highlighting more pertinent positions.
How to write finance advisor experience bullet points
Effective job bullet points do more than just describe your job duties. Instead, they should be specific and measurable accomplishments. Here are some strategies to mastering job bullet points:
- Use strong action verbs like Led, Built, or Optimized.
- Follow up with numbers when possible to support your results. How much did performance improve? How much revenue did you drive?
- Wrap it up by explaining the actions you took to achieve the result and how you made an impact.
Here are effective examples from finance advisor resumes:
Work History Example #1
Finance Advisor
Northwestern Mutual
- Processed all mutual fund, stock and bond trades daily for retail accounts in addition to executing all advisory portfolio rebalancing.
- Performed and presented Morning Star Fund Analysis reports to provide insight into diversifying certain investment portfolios.
- Scheduled meetings with 20% of prospective clients to review their current financial positioning utilizing effective networking and communication.
- Designed reallocation plans for clients to keep their portfolios in-line with their investment objectives.
- Helped customers and clients achieve financial growth through financial planning Provided excellent customer service and satisfaction through professional communication and presentations
Work History Example #2
Finance Advisor
Charles Schwab
- Assisted clients with all brokerage services.
- Provided financial planning and portfolio review to clients.
- Developed and analyzed portfolios and suggested plans of approach to assist clients in maintaining a positive return on investments.
- fixed income, options, 529) to manage client needs and provide them with solutions that meet their investment needs.
- Explained use of Schwab research tools and online applications to select investments for education, retirement and brokerage accounts.
Work History Example #3
Finance Advisor
Credit Suisse
- Maintained Investor demographics in Investran CRM Reviewed subscription documents and ensured completeness of all documentation received.
- Executed equity/mutual fund trade orders in a high-paced detail oriented environment.
- Maintained communications and provided ongoing service to clients throughout sale lifecycle.
- Organized cross-division meeting to optimize procedures and simplify operations, and reduced workload by 10%.
- Increased fee-based revenue income from $82,000 annual to $243,000 annual.
Work History Example #4
Investment Executive
SHE
- Sourced deals and supported portfolio company management for the Investment Team of the $34mm Leopard Cambodia Fund.
- Analyzed data to improve portfolio performance.
- Presented findings to portfolio managers for inclusion on firm's Guidance List, an inventory of recommended securities.
- Utilized low-cost options to protect $200M in equity principal.
- Led portfolio transition from Robeco-Sage to Arden's investment platform.
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Add an education section to your resume
Here is the best way to format your education section:
- Display your highest degree first.
- If you graduated over 5 years ago, put this section at the bottom of your resume. If you lack relevant work experience, the education section should go to the top.
- If you have a bachelor's or master's degree, do not list your high school education.
- If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.
Here are some examples of good education entries for resumes:
Bachelor's Degree In Finance
DePaul University, Chicago, IL
2011 - 2014
Highlight your finance advisor certifications on your resume
If you have any additional certifications or education-like achievements, add them to the education section.
Start simple. Include the full name of the certification. It's also good to mention the organization that issued the certification. Next, specify when you obtained the certification.
If you have any of these certifications, be sure to include them on your finance advisor resume:
- Certified Professional, Life and Health Insurance Program (CPLHI)
- Certified Financial Planner (CFP)
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP)
- Certified Planning Engineer (CPE)
- Certified Resume Specialist: Accounting and Finance (CRS+AF)
- Certified Sales Professional (CSP)
- Certified Management Accountant (CMA)
- Certified Investment Management Analyst (CIMA)
- Chartered Financial Consultant (ChFC)