Before we determine how a financial advisor's resume should look like, let us first understand the job description. A financial advisor is a professional who provides investment advice and financial planning to governments, corporate organizations, and individuals. The main tasks of this professional is asset management, wealth creation, and risk management for the respective client. Financial advice includes developing and suggesting investment strategies to manage different types of investment, such as mutual funds, stocks, and bonds. Basically, it includes all types of investments which promise a good return.
Here are the job responsibilities of this position, followed by the required resume format, and a sample resume, in that order.
Responsibilities of a Financial Planner
The duties of a financial advisor may differ depending on the nature and size of the organization. However, the basic duties and responsibilities remain the same, irrespective of the nature and size of the company.
The objective is one of the most crucial aspects of the resume, as an impressive objective leaves a long-lasting impression on the employer, and it speaks a lot about the passion for this profession.
Summary of Professional Strengths and Skills
As financial management is very vast, and filled with financial terms and keywords that denote the area of expertise, it is imperative to mention your individual professional expertise. You must specify the areas in which you are prolific. For example, you could mention business valuations, market research, risk assessment, portfolio management, etc. This section in the resume is to enlist your professional strengths, hence, it is important not to miss out on any.
It is important to mention any achievements or accomplishments that you have gained in your past work experience.
Here is where the job profile comes, the number of years in the previous company, and the duties and responsibilities that came with the job profile.
Enlist college degrees, certifications and other courses related to the relevant field.
Marian Rogers88 Birchwood Drive
Chicago, IL 60540
To obtain a position as a financial advisor in a renowned financial institution that promotes client satisfaction and growth of employees as passionately as the corporate growth of the company.
Professional Strengths and Skills
Investment Analyst, ABC Corp., Tuscan, MI, June 1999- September 2002
Bachelor of Science in Business Administration (Finance and Economics as major courses), 1998
Masters in Business Administration (Finance), 2001
Remember, finance is a vast sector, and it has several branches. If you do not mention all the minute details of what you specialize in, it will be difficult for the hiring manager to understand your competence, efficiency, and skills. Because of the attractive salaries, a career as a financial planner is considered to be one of the best in the market.