Financial Advisor Resume Examples, Skills, and Keywords

Unleash your fullest potential by landing the job you've always wanted. With Jobscan's financial advisor resume samples, skills, keywords, and writing suggestions, you'll be closer than ever to become who you always wanted to be.

Optimize Your Resume Build a New Resume
improve_lcp
  • Jobscan has helped land interviews with

  • logo-jpmorganchase@2x.png
  • logo-deloitte@2x.png
  • logo-bbt@2x.png
  • logo-citibank@2x.png
  • logo-bankofamerica@2x.png
  • logo-fidelity@2x.png

Financial Advisor Resume Sample

Financial advisors have highly flexible jobs that allow them to work on their own terms and schedule while still making good money. According to the Bureau of Labor Statistics, there are currently 271,900 financial advisors in the U.S., and that number’s growing every year. If you’re good with people and love crunching numbers, this might be the position that takes you out of the job hunt for good.

As a financial advisor, you’ll be able to offer insights and guidance to your customers regarding investments, insurance, and more. Those topics are often intimidating for the average person, but not for you. Since “fearless” is your middle name, you’ll have no qualms about applying for a job. You just need a compelling resume where you can show off your many financial advisor skills.

The first hurdle in any job hunt is the applicant tracking system, or ATS, an automated system that scans incoming resume for keywords and rejects resumes that don’t meet the criteria. Below, you’ll find a great financial advisor resume example, model keywords for you to add to your resume, and hiring-manager-approved writing tips and tricks to kickstart your job search.

JANET JOBERSON

Seattle, WA 98101 • (555) 555-1234 • janetjoberson@email.com • linkedin.com/in/janet-joberson

FINANCIAL ADVISOR

Expert in financial planning, analysis, and educating clients. Managed multi-million dollar portfolios, built strong relationships with clients, and helped them drive profitable growth. Meticulous in strategic planning and consulting.

Skills

Analytical Skills | Financial Modeling | Pricing strategy | Cross-Functional Collaboration | Team leader | International environment | Risk management | Communication skills | Manage multiple projects

Experience
Advisors Financial, Inc., Seattle, WA • Financial Advisor
(05/2019) - Present

Build good rapport and relationships with members throughout their financial journey. Develop and implement customized financial solutions including planning, investments and insurance products.

  • Stay closely connected with members on a regular basis to monitor and adjust approaches with life-changes
  • Work with a team of other financial advisors, support staff and credit union employees
  • Maintain all related licensing, compliance requirements, and training to ensure the highest level of expertise and effective use of tools and technology
Amazon, Seattle, WA • Finance Manager
(08/2014 - 04/2019)

Worked in partnership with sales and program management to develop pricing strategies enabling successful renegotiation of $8M annual contract.

  • Validated profitability of all pricing proposal submitted to customers.
  • Developed business case, analyzed financial statements and presented analytics to CEO and CFO for the acquisition of a $10M engineering design office.
  • Developed scenario analysis in support of exit strategy from JV partnership in Brazil.
  • Partnered with VP New Programs in building business case for $6M strategic R&T project.
  • Mentored assistant controller to earn promotion to region controller by providing growth opportunities.
Google, Mountain View, CA • Corporate Controlling Manager
(04/2012 - 07/2014)

Led financial reporting, budgets, forecasts and consolidation for 30 Business Units, 10 Countries, 20 legal entities.

  • Partnered with CEO and CFO in preparing financial presentations to Google executive committee for Long Range Plan, Budget and forecast.
  • Ensured accuracy and on-time reporting within tight deadlines to corporate finance including variance analysis and communication of findings.
  • Drove innovation and demonstrate project management skills by launching and implementing new consolidation and reporting tool.
Google, Mountain View, CA • Division Controller
(07/2010 - 03/2012)

Managed and analyzed financial performance for North America.

  • Led financial planning and analysis for $2.5B pricing and contract renegotiation ensuring profitable growth.
  • Created standard financial model template, streamlining sales and business development process.
  • Brought newly acquired company ($100M sales) to division financial standards and monitored execution of synergies in line with initial business plan.
  • Modeled Return On Investment analysis for $6M industrial facility relocation.
  • Selected as a finance trainer for training program on the “Finance for Non-Financial Managers” module.
Education
University of Southern California, School of Management, Los Angeles, CA • Master of Science in Management – Finance
2004
download Download

Financial Advisor Resume Skills and Keywords

Keywords are easy to find ⁠— scan the job ad before you apply, because it probably contains the keywords that the ATS is looking for. If you can’t find any, though, that’s okay. Take a look at our list for inspiration:

Top Financial Advisor Resume Skills

  • Credit risk
  • Investment advisory
  • Leadership
  • Financial markets
  • Project management
  • Customer service
  • Corporate finance
  • Credit analysis
  • Investment banking
  • Marketing strategy
  • Interim management
  • Asset allocation
  • Mutual funds
  • 401(k) retirement savings plans
  • Investment strategies
  • Economics
  • Change management
  • Wealth accumulation
  • Sales management
  • Self Managed Superannuation Funds (SMSF)
  • IRAs
  • Personal financial planning
  • Private banking
  • Data analysis
  • Financial accounting
  • Negotiation
  • Fixed annuities
  • Financial risk
  • Inheritance tax planning
  • Team leadership
  • Asset management
  • Financial modeling
  • Commercial banking
  • Business development
  • Financial reporting
  • Management consulting
  • Mortgage lending
  • Assurance
  • Estate planning
  • Teamwork
  • Strategic planning
  • Superannuation
  • Public speaking
  • Portfolio management
  • Income protection
  • Pension funds
  • Coaching
  • Trading
  • Bonds
  • Wealth management
  • Equities

Does your resume pass the test?

Tailor your resume and optimize for applicant tracking systems with Jobscan.

Try Your Own
left-side-banner

5 Resume Writing Tips for Financial Advisors

So you’ve found the keywords you need, and you’ve looked at the sample resume that we’ve prepared. Now you just need to be strategic. Follow the tips below to build a bulletproof resume, showcase your skills, and stand out.

Tip # 1: Make your sections scannable and easy to read

Recruiters are just as busy as everybody else. They don’t have much time to spend on any individual resume, so make it easy for them. Structure your resume so that it’s quickly scannable.

Use concise bullet points to describe your skills, experience, and achievements. Keep your entries short and use fewer bullets as you reach older positions. Always work in reverse chronological order, so that the first thing recruiters and hiring managers see is your recent work experience.

Tip # 2: Use data to back up your qualifications

Quantify everything that you bring to the table. Financial advisors deal with metrics every single day, so show off your abilities by quantifying your success. Instead oflackluster statements like, “reduced reporting errors,” or “managed a team,” try:

  • Reduced reporting errors by 70%.
  • Raised assets under management by 15%.
  • Mentored and managed a team of 13 people.

Use action words whenever possible so that your statements don’t sound generic or copy-and-pasted.

Tip # 3: Craft a tailor-made financial advisor resume for each position

The days when you could write one master resume and send it to all potential employers are long gone. A competitive job market and easy access to editing tools mean that your competition is sending out resumes tailored to every job.

Customize your resume to match the job description. Look for skill keywords or requests for prior experience that you can build your resume around. It’ll make you look good as an applicant, but it’ll also help you get past the ATS.

Tip # 4: Pay attention to every detail

Display your professionalism and your ability to follow instructions by making sure that you read the job ad thoroughly before you even start fine-tuning your resume. Look for any unusual instructions, specific formatting requests, keywords, or other directions. Missing these basic first steps can disqualify you immediately, so it’s important to pay attention here.

Moreover, double-check your resume before attaching it. Ask yourself the following questions:

  • If there’s a cover letter, is it addressed to the right person?
  • Did I follow all the instructions?
  • Is everything in the right order?
  • Have I triple-checked for typos?

A recruiter who receives a resume demonstrating “seven years of advisor experience” will dismiss it out of hand. Make sure that’s not you.

Tip # 5: Make your resume stand out

The recruiter or hiring manager is a human being too. It may be worth including something about yourself that’s not work-related, as long as you can use that information to further sell yourself as a candidate.

The Dungeons & Dragons game you run every Thursday is now proof of your organizational abilities and multi-tasking. Your chili-making contest victory is proof of your ability to stay calm and collected under pressure. It might not seem immediately applicable to the position, but it humanizes you as well and gives you something to talk about during the interview to show that you match the office’s culture.

Optimize your resume