How do I describe my financial advisor job on a resume?

The profile summary is the first place to mention a financial advisor job on your resume. A profile summary is a concise, one-to-three-sentence statement that touches on who you are as a candidate and what you bring to the table.

We recommend, including how long you've worked as a financial advisor or in a similar role, what your specialty is, and some of your top achievement(s) and or skills are.

For example, "High-performing financial advisor with 6+ years of experience. Highly skilled in client education, financial planning, and analysis. I raised the client satisfaction score from 85% to 99%."

Next, you will elaborate on the specific experience you have had working in finance and an advisory role. Similar to the profile summary, you'll want to convey your experience using real-world examples and achievements, as well as quantifiable measurements of success.

For example, "Used UAFRS data from Valens Research to identify undervalued investments. Raised individual investor client performance by 35%".

Finally, you're going to want to describe a financial advisor job experience by listing the core hard and soft skills you have learned along the way this far in your finance career.

Top skills to include in a financial advisor resume:

• Generating financial reports

• Sales

• Financial planning & analysis

• Investing

• Research

• MS Excel

• People skills

• Accountability

• Confidence

• Communication (verbal & written)

• Time management