How to Create a Great Financial Advisor Resume

Posted by adaniels in Blog on July 10, 2012

If you want to get a new job as a financial advisor, having a great resume is crucial. has some tips on what makes a great financial advisor resume.

The first step is to write what is known as a “game plan summary.” Basically, you need to emphasize on the resume exactly what you could bring to the table, and how much revenue you have generated, including your assets under management.

Second, show a bit of your personality, as well as what you have done locally, such as pro bono work or volunteering for charity. Employers may want to know that you are plugged in and connected to your community.

Then show what types of experience you have, and in which area. You should also be able to show clients where you have a long-term relationship. However, don’t “overstate” what you have done, the article says. If you exaggerate what you have done, it can come back and hurt you.

List your certifications, especially a Series 7. This is crucial that you put these on your resume; otherwise, you could be automatically rejected.  You also need to show your sales accomplishments, especially what you have done over the past year.

However, if you had a job that you only held for a few months, and that you were unsuccessful with,  leave out the details as to why you left; you can always expand on that later, if need. In summary, be positive.


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