What To Include On A Financial Advisor Resume + Financial Advisor Skills

As Seen In

logo of wsj
logo of wsj
logo of business-insider
logo of business-insider
logo of cnn
logo of cnn
logo of fatherly
logo of fatherly
logo of nbc
logo of nbc

Table Of Contents

Learn about the important requirements, skills, and keywords that should be included in a financial advisor resume.

Trying to figure out how to write a financial advisor resume can be stressful and feel overwhelming. Financial advising is an important and growing field. With a projected 15% growth rate, that means it’s expected to grow much faster than average.

You will be hired by a bank manager or HR admin for the organization you’re interviewing for. It’s important to create a strong professional resume that can help you land an interview and potentially get the job!

Want to save time? Just check out our guide to the best resume writing services. This is a quick way to get professional help with your resume. When you’re happy with your resume, you can start applying for jobs on ZipRecruiter.

get started with ziprecruiter

Financial Advisor Resume Example


Financial Advisor


CONTACT  Phone Email Address

+123-456-7890 hi @ me.com 123 Anywhere St. Any City, ST 12345


Experienced financial advisor seeking a challenging position as a financial advisor where I can leverage my skills and experience in financial planning and analysis to provide customized, comprehensive financial advice to clients. Eager to join BlueTrue Co as a Financial Advisor where I can contribute to the organization by delivering exceptional results.


2019-2022 2019-2022 2019-2022


University/Location University/Location University/Location




  • Recognized as Top Firm Performer 2019
  • Developed financial plans for 250+ clients
  • Provided guidance for estate planning, tax planning, retirement planning and other financial matters
  • Advised clients on financial strategies to meet their financial goals
  • Conducted portfolio reviews to ensure client’s financial investments aligned with their goals



  • Collaborated with senior financial advisors on multiple projects
  • Built and maintained client relationships to ensure customer satisfaction
  • Conducted financial analysis and financial planning for clients
  • Conducted market research and identify trends
  • Updated clients on portfolio performance and ensured it aligned with their goals


Join The Break Community

  • Financial planning and analysis
  • Communication
  • Team Player
  • Client relationship management
  • Market analysis and research
  • Tax planning
  • Retirement planning
  • Risk management

What Is Unique About A Financial Advisor Resume?

A financial advisor’s resume should showcase your skills and expertise in finance. It should include the key skills, qualifications, and relevant experience that make you a desirable candidate for the hiring company. You should tailor your resume to the job you’re applying for, which can help make a strong impression on the reader.

The goal is to highlight your top skills. You want to show that you can excel in a Financial Advisor role and tell the company why you’re the best candidate for the job.

What Should Be Included On A Financial Advisor Resume?

There are key parts of a financial advisor resume that are essential:


Highlight your educational background on your resume. This includes listing any universities or colleges you’ve attended and received a degree or certification, including ongoing coursework.


Financial advising is an art that takes a mix of the right skills, experience, and expertise to help clients reach their financial goals. Give examples of how your work helped a client or your organization excel, like receiving an award or recognition.

Communication Skills

Communication is a very important part of working as a financial advisor. With strong communication and interpersonal skills, you’ll be able to work well with others which goes hand in hand with the work you’ll be doing with clients in this field.

A strong financial advisor will demonstrate excellent communication skills and interpersonal skills.


Financial advisors should have client relationship skills, and be excellent communicators with strong interpersonal skills. You’ll work closely with clients and you’ll be expected to deliver exceptional service and help clients have a great experience every time.

List your skills and demonstrate how you’ve used them with your current and previous employer.

A financial advisor resume should highlight the candidate's ability to think creatively, adapt to new situations, and modify plans as necessary to achieve optimal outcomes.

Related: Best Paying Jobs In Finance

What Should Be Left Off A Financial Advisor Resume?

When crafting a financial advisor resume, it is important to ensure that it is tailored to the specific job and employer you are applying to. While there are no concrete rules about what to leave off a financial advisor resume, here are a few things that you may want to consider leaving out:

Personal information: Detailed personal information beyond your name, address, phone number, and email address does not need to be included on your professional resume, in any industry. This includes information like your age, marital status, social security number, or religion.

Irrelevant work experience: While you may have had many jobs in the past, not all of them may be relevant to the position you are applying for. Consider leaving off jobs that don't relate to your experience or the position you are applying for.

Hobbies and interests: While it can be tempting to add a section about your hobbies and interests, it's generally not necessary or relevant to the job.

References: Most employers will request references separately, so there is no need to include them on your resume.

Ultimately, your resume should showcase your relevant experience, education, and skills clearly and concisely that highlight why you are the best candidate for the job.

Important Job Skills For Financial Advisors

When preparing your financial advisor resume, it’s important to consider adding relevant job skills.

  • Financial planning and analysis
  • Communication skills
  • Risk management
  • Retirement planning
  • Tax planning
  • Team player
  • Client relationship management
  • Market analysis and research

The Bottom Line

Writing a professional resume is important but it doesn’t have to be stressful. Here are some key takeaways to remember:

  • Include all relevant sections on your resume like education, experience, and skill, and skip the unnecessary stuff (i.e. references, etc.)
  • Focus on highlighting top skills relevant to the job you’re applying for
  • Make sure your educational background and experience have plenty of information and detail

Use this as a guide in creating your financial advisor resume so you can feel confident crafting your resume for the financial advisor job you’re applying to.

We hope you found this information helpful but, if it’s all too much, you can skip it altogether and go straight to the best resume writing services to work with the pros who can write your resume for you! Are you ready to start applying for financial advisor roles? Start your search on ZipRecruiter.