Financial Advisor Resume

A financial advisor resume portrays the applicant's ability to be a financial advisor and handle all the responsibilities and duties associated with it.

Financial advising is a favorable career option for those who have the expertise of an advisor and can advise an entrepreneur in the departments of investment making, financial planning, asset management, and other aspects related to finance and financial assets. With the increase in the number of firms and profit earning institutions in an average given economy, the requirement of financial advisors has increased. Applicants applying for the post must design a resume in such fashion that it effectively tells the recruiter about their potential for working as a financial advisor.

A resume is an important document and advertises the applicant in front of the employer. So in simple terms the better you advertise yourself the more customs will try to buy your product. Likewise your resume must have the potential to reflect your abilities and credentials to the recruiter in an effective manner that he approves you for further interview. Believe it or not a lot of resumes are disapproved and applicants have to face rejection just because of the flawed construction of the resume.

To write an appropriate resume, one must follow certain basic protocols or rules that gives a document the image of a resume. Applicants must apply these rules along with their sense of style and creativity to design a resume that will surely be approved and appreciated by the recruiter. Below mentioned are some tips and guidelines using which one can write a resume that will really make a big difference in the job application.

Guidelines for writing an appropriate financial advisor resume

  • Before attempting to construct the resume, applicants must consider doing some research on the position they are applying for and how they will be constructing the resume that justifies the post. Internet is perhaps the best place for researching and applicants can get a lot of information through the net.
  • While online researching, applicants must select an appropriate format that suites the post and their requirement well. Several format styles are available on the Internet and by looking at the samples provided by various resume and job related websites, one can have an idea of the format.
  • After selecting the format one must start constructing the resume. It is important to write the textual language in formal language as a resume is an official document representing an applicant in front of the recruiter or the company he is applying for.
  • Applicants must not address any body directly through the resume.
  • The resume must be written in a compact and brief manner. I should be straightforward and should talk about topics related to the post.
  • A resume must not be too long. An unnecessarily long resume does not look appropriate and recruiters will show a lack of interest in reading it.
  • Applicants must explain their skills and expertise efficiently with proper headings and the professional experience section must be written in a detailed manner providing all possible information about their past work activities.
  • Proof reading after completion of the resume is important as it enables flawless submission of the resume.

Below is a sample of financial advisor resume that will help applicants in getting a clear idea about the format and writing style of the resume.

Sample Financial Advisor Resume

Steve J. Johnson
324 Stoney Lonesome Road
Pittston, PA 18640
Telephone: 2828 282882

Career Objective: Looking ahead to seek a position in a prestigious and established firm in the post of a financial advisor where I can get a favorable work environment facilitating the better use of my skills thus enabling the progress of the firm as well as ensure my own personal growth.

Career Profile: Possess a professional experience of 3 years in the field of financial advising by association with two of the most reputed firms in the market. Possess excellent advisory and future analyzing skills along with sound knowledge in finance as well as market economy.

Skills and Expertise:

  • 3 years of professional experience in the field of financial advising.
  • Possess excellent advising and directing skills.
  • Expertise in strategic planning in terms of finance and assets.
  • Expertise in asset management.
  • Proficiency in forecasting of market economy and consumer behavior.
  • Ability to determine and manage budget and analysis of the same.
  • Supervision of cash flow and asset distribution.
  • Expertise in designing new programs and policies for increasing capital.

Professional Experience:

Firm: Ingen Technologies.
Post: Financial Advisor
Duration: December 2009 to January 2012

  • Assigned as an advisor on matters related to investment, asset management and distribution.
  • Supervising profit collection in comparison to supplied assets in the market.
  • Designing new market supply policies.
  • Advising in the matters of client relationships, business collaborations, and tie-ups.
  • Advising in matters related to law and legal issues.
  • Market analysis and future forecasting.

Firm: XYZ Corporation
Post: Financial Advisor
Duration: December 2008 to January 2012

  • Financial advising in matters of stocks, shares, investments, etc.
  • Asset management and distribution.
  • Advising new plans and policies.


  • Achieved Masters in the Business Administration with specialty in finance and retail sales from Perkins College.
  • Completed Bachelors in Business Administration with specialty in finance Wellington University.

I hereby declare that the above information is true as per my knowledge.

Enclosure: Resume, Reference Letter, Appreciation letter.

The above sample and tips for writing a financial advisor resume will surely help applicants in making their own resume appropriately for job application purposes.

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