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How to make a financial advisor resume in 2023?

A financial advisor plays a vital role in the growth of an organization. Hence, it becomes a bit difficult to even bag an entry level financial advisor job in this highly competitive world of professionals.

To help you in getting a financial advisor job, we are here with the essential guidelines to assist you in building an impactful financial advisor resume. You will also get Financial Analyst Resume Sample and HR Generalist Resume Sample in here to consider while formatting your financial advisor resume.

Resume building can take a lot of effort as it creates your first impression in front of recruiters. We have tried to cover every important detail related to crafting a financial advisor resume here.

Following are the summary points you will encounter here:

  • Get a clear insight of your targeted job description to draft the perfect resume
  • Mention your details in bullet points to improve readability and effectiveness
  • Outline your financial planning resume based on the appropriate format to make it look organized
  • Add relevant financial advisor skills to your resume and highlight them for better visibility
  • Be prepared with the latest interview questions to perform well in the recruitment process

You need to get all the information related to your targeted profile and its application process initially to frame an impeccable entry level financial advisor resume. Considering this, we have answered the following questions in the piece of content:

You can also use Hiration’s Online Resume Builder to craft an impressive financial resume in easy steps. It is powered by AI technology that will help you in making your financial planning resume better than your competitors.

Financial Advisor Job Description

The job description is the perfect place where you can pick keywords for your financial service representative resume. Moreover, you must build your financial resume according to the financial advisor job description to get the limelight in your recruitment process.

Here you can see an example of an ideal financial advisor job description:

“We are looking for a financial advisor that can develop sales leads proactively, seek external referral business, and follow upon internal referrals. As a financial advisor, you will have to build and maintain firm relationships with our clients and deliver them customized portfolio management guidance and financial advice.”

Financial Advisor Roles & Responsibilities

Check out some generic roles and responsibilities of a financial advisor in an organization:

  • Collaborate with sales executives to execute sales and business development processes
  • Develop and maintain the company-client relationship for steady business growth
  • Build, implement, and recommend effective investment strategies to get maximum benefits
  • Keep a record of all the necessary documents, licenses, and registrations and renew them timely

You can use the job description as well as the roles and responsibilities section to fetch industry-specific keywords and frame bullet points for your financial advisor resume.

Financial Advisor Salary


Image Source: Indeed

According to a recent report by Indeed, the average salary of a financial advisor in the US is USD 72,570 per annum. It is undeniably a decent salary for an individual to live a prosperous life.

Here you can also check out the average salaries of some similar profiles as a financial advisor. Take a look at the table shown below:

Job Profile Average Salary
Financial Representative USD 65,111
Financial Professional USD 78,171
Relationship Banker USD 36,304
Finance Associate USD 64,816
Financial Analyst USD 67,457
Financial Consultant USD 65,459

How to Become a Financial Analyst

The fundamental requirement to become a financial analyst in the United States is a bachelor's degree in accounts, finance, economics, or statistics.

Generally, companies hire bachelor's degree holders straight from elite colleges & universities like Harvard & Stanford.

Students who graduated from less prestigious colleges are advised to get an MBA degree in a similar niche from a prestigious business school.

Top Finance Schools in the United States

Here is a list of the top 10 finance schools in America that will help you kickstart your financial advisor journey in 2023:

  • University of Pennsylvania | Philadelphia, PA
  • University of Chicago | Chicago, IL
  • New York University | New York, NY
  • Columbia University | New York, NY
  • Massachusetts Institute of Technology | Cambridge, MA
  • Stanford University | Stanford, CA
  • Harvard University | Cambridge, MA
  • University of California | Berkeley, CA
  • University of Michigan | Ann Arbor, MI
  • Santa Clara University | Santa Clara, CA

Top Certifications for Financial Advisors in 2023

Here are some financial advisor certifications that you can get to boost your financial advisor career in 2023:

Financial Advisor Resume Bullet Points

Mention all of your details except the summary/objective part in bullet points rather than long paragraphs. It will make your financial planning resume impressive as well as easy to read for your recruiter.

You can follow the given steps to craft appropriate bullet points for your entry level financial advisor resume:

  • Add profile-centric keywords in your resume to parse through the ATS
  • Highlight keywords for better visibility and get your recruiter’s undivided attention
  • Club similar bullet points and mention under one heading for better representation
  • Start your bullet points with a power verb to grab the attention of your reader

Hiration has curated some ready-to-use resume points that can help you make an effective financial advisor resume. There are more than 250 profiles that you can browse through. Some of them are listed here:

In case of any confusion, you can also try Hiration’s AI-powered Online Resume Builder to craft a job-winning financial planner resume.

Financial Advisor Related Blogs

You can also refer to some of our existing blogs related to the financial advisor profile:

Financial Analyst Resume Sample


Financial Advisor Skills

It is one of the essential sections of your financial advisor resume. As its name defines, it will showcase all of your skills related to your targeted job profile. Your skills and professional experience section must be connected to look authentic.

You can make separate sections for technical skills and soft skills. Here are some skills of a financial advisor that you can add to your financial planner resume. Check out the financial advisor skills given in the table below:

Technical Skills Soft Skills
Customer Relationship Management Tools Client Relationship
Microsoft Office Suite Business Development
Accounting Softwares Wealth Management

HR Generalist Resume Sample


Financial Advisor Resume Sections


To make the perfect financial advisor resume, you should add all the relevant sections that can help you in organizing your information throughout your financial advisor resume.

You can see all the important finance resume sections in the image shown above. You can also leverage the power of artificial intelligence with the help of Hiration’s Online Resume Builder to make an error-free financial advisor resume.

Financial Advisor Resume Format

You need to select an ideal finance resume format for your financial advisor resume to lead the recruitment hustle. Choosing the right financial service representative resume format can be a tough task as most people do not have appropriate knowledge about it.

Following are the 3 resume formats used majorly across the globe. You can choose any of them as per your education, experience, skills, and job requirements to steal the limelight:

Financial Advisor Interview Questions

An effective finance resume can bring you closer to the job title, however, you will need to clear the interview round. You can check out the latest interview questions as per your job title to perform well in the recruitment process.

Here are some of the questions that your recruiter might ask in the interview round:

  • What type of customers do you like to work with?

I would like to deal with corporations, however, I am equally comfortable in working with individual finances. Providing dedicated service in each section is my strength.

  • What is your approach to advising the client?

I believe in providing them printed budget arrangements as every individual processes information differently. This approach will give them a detailed idea of their current finances along with future goals.

  • What will be the best way to gain the trust of new clients?

Try to build the base first by explaining the ground level of their finances and market condition. Clients’ money is important and they want to understand everything clearly. Hence, a financial adviser must note down all of the client’s priorities and work with them to address all of their requirements.

  • What will you do to maintain client loyalty?

Regular communication and updates play a vital role in maintaining company-client relationships. Being a financial advisor, I connect with clients with frequent updates. Moreover, I also manage extra time to resolve all of their concerns.

Financial Advisor Resume Sample

Tips & Guides
Lizzy Shelby
Financial Advisor
Certified Financial Planner armed with 4+ years of experience and a proven track record of managing investment portfolio and planning modern business approach with latest financial planning strategies. Adept at wealth management and business performance analysis as a part of generating a secured investment model. Proficient in fostering robust relationship with clients to propel business growth and deliver optimal client satisfaction.
• Financial Planning • Wealth Management • Trading • Portfolio Management • Investment Planning • Business Growth
• Client Relations • Risk Mitigation • Staff Training • Client Retention
Technical Skills: Salesforce, Thompson One, Microsoft Office Suite
Financial Advisor
Capital Protectors
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    One of the finest wealth management and trading company of the United States serving globally generating annual turnover of 15bn.
    Financial Planning & Customer Retention
    • Executing external trades, managing internal operating systems, and planning business approach for 50+ high value clients
    • Collaborating with a team of 10+ wealth managers to produce USD 250mn. as Gross Dealer Concession in a year
    • Leveraging automation tools and spending 8 more hours weekly with the client to increase client satisfaction from 70% to 90%

    Investment Portfolio Management & Staff Training
    • Managing investment portfolios for 200+ clients worth USD 27mn.+ in assets under care with 100% accuracy
    • Training 25+ supporting staff including financial advisors and client associates with modern money saving techniques
    • Developing professional relationships with 10+ clients every week with a target of achieveing advisory of 100mn.+ annually
    Associate Financial Advisor
    Grimson Advisors
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      A leading financial service provider in the United States having 15+ office locations in the country
      Financial Analysis & Report Generation
      • Developed investment and financial planning seminars for clients to improve customer satisfaction and retention by 50%
      • Created financial reports for real-time analysis of business performance to enhance client return by 70%

      Risk Mitigation & Client Relationship Management
      • Collaborated with a team of 5+ associates for client relationship management to expand business by 25%
      • Rendered assistance in improving financial decisions under the guidance of a senior financial advisor to mitigate risk by 35%
      Master of Business Administration
      Manderson Graduate School of Business
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        • CGPA: 3.6/4.0
        Bachelor's Degree in Finance
        Culverhouse College of Business
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          • CGPA: 3.4/4.0
          • Certified Financial Planner (CFP) | Financial Planning Standard Board (FPSB) | Aug '20
          • Languages: English (native), German (fluent), and French (working proficiency)

          Hiration Resume Review Service

          To execute any task with perfection, you need to be an expert. The same goes for finance resume building. You can not make a perfect wealth management resume if you are an amature in writing resumes. Hence, you will need an expert to back you up in the process.

          Hiration's team of resume experts can analyze your existing wealth management resume and help you transform it into a masterpiece. Our professionals analyze your finance resume based on the below-given parameters:

          • Resume Formatting
          • Global Compatibility
          • Conversion Scope
          • Performance Assessment
          • Compliance With Industry Norms
          • ATS Compliance
          • Recruiter Friendly
          • Design Compatibility
          • Content Relevance

          Hiration Online Resume Builder

          All of these above-given guidelines will help you in making a highly impactful financial advisor resume. However, Hiration’s AI-powered Online Resume Builder can also help you craft your financial advisor resume effectively.

          Check out the highlighting benefits you will get while using our resume builder:

          • 1-Click Design Change
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          Additional Services at Hiration

          Hiration is providing you complete assistance to clear your recruitment process with the help of our modern techniques. Here are some additional services offered by hiration apart from financial consultant resume building and interview preparation:

          Key Takeaways

          These below given points will help you polish your resume and imporve its performance in the recruitment process for better results:

          • Showcase your information in bullet points instead of paragraphs for better representation
          • Create different sections to highlight your skill set, for eg: Key Skills & Technical Skills
          • Highlight essential keywords and information to rank high in the ATS
          • Frame your financial consultant resume in the appropriate format as per your experience and qualifications

          We have elaborated on all the necessary guidelines to build a sparkling financial advisor resume. Still, you can feel free to contact us at if you need any assistance in building a resume. Our experts will be highly obliged to help you anyway.

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