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Client advisor resume examples from 2026

Zippi

Land interviews using Zippia's AI-powered resume builder.

Updated March 26, 2025
6 min read
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How to write a client advisor resume

Craft a resume summary statement

A resume summary is your opening statement that highlights your strongest skills and top accomplishments. It is your chance to quickly let recruiters know who you are professionally - and why they should hire you for the client advisor role.

Step 1: Mention your current job title or the role you're pursuing.

Step 2: Include your years of experience in client advisor-related roles. Consider adding relevant company and industry experience as relevant to the job listing.

Step 3: Highlight your greatest accomplishments. Here is your chance to make sure your biggest wins aren't buried in your resume.

Step 4: Again, keep it short. Your goal is to summarize your experience and highlight your accomplishments, not write a paragraph.

Hiring managers spend under a minute reviewing resumes on average. This means your summary needs to demonstrate your value quickly and show why you are the perfect fit for the client advisor position.

Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.

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List the right project manager skills

Use your Skills section to show you have the knowledge and technical ability to do the job. Here is how to make the most of your skills section and make sure you have the right keywords:

  1. You often need to include the exact keywords from the job description in your resume. Look at the job listing and consider which of the listed skills you have experience with, along with related skills.
  2. Include as many relevant hard skills and soft skills as possible from the listing.
  3. Use the most up to date and accurate terms. Don't forget to be specific.
These five steps should give you a strong elevator pitch and land you some client advisor interviews.

Here are example skills to include in your “Area of Expertise” on a client advisor resume:

  • Customer Service
  • Business Development
  • CRM
  • Wealth Management
  • Client Service
  • BMW
  • Customer Satisfaction
  • Client Facing
  • Product Knowledge
  • Exceptional Client
  • Work Ethic
  • Client Satisfaction
  • Client Accounts
  • Excellent Interpersonal
  • Client Retention
  • CSI
  • Lead Generation
  • Asset Allocation
  • Private Client
  • Cash Management
  • Generate Sales
  • Fixed Income
  • Excellent Client
  • Treasury
  • Product Line
  • Increase Sales
  • Outbound Calls
  • Cross-Selling
  • Referral Business
  • Mutual Funds

Zippia’s AI can customize your resume for you.

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How to structure your work experience

Your employment history is arguably one of the most important parts of your resume. It shows you have experience and foundation in your field to successfully master the client advisor position. Here is how to most effectively structure your work experience:

  1. List your most recent experience first, followed by earlier roles in reverse chronological order. Employers care about your most recent experience the most.
  2. Start with your job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
  3. Include only recent, relevant jobs.

How to write client advisor experience bullet points

Your resume is your chance to show your biggest accomplishments. Don't just list your job responsibilities, instead take the opportunity to show why you're really good at what you do. Here is how you do that:

  • Start with strong action verbs like managed, spearheaded, created, etc. Your goal is to show what you did and verbs will help demonstrate your contributions.
  • Use numbers to quantify your achievements. Did you save time with a new report? Increase revenue? How large was the team you managed?
  • Keep it concise. You're highlighting your achievements. Consider if all details you are sharing are relevant, or can be written more efficiently.

Here are examples from great client advisor resumes:

Work history example #1

Trader

Citi

  • Priced cross currency interest rate swaps (USD/baht) and USD/JPY options.
  • Worked with over 800 applications and supported third party applications such as Bloomberg, Bridge, EXTRA, ERWIN, PORTIA.
  • Managed the SITME market, where more than 40 million USD in orders are transacted daily.
  • Managed and operated Citi's Super Booth On the NYSE handling firm's most difficult capital risk situations.
  • Implemented and managed large proprietary volatility positions in all areas of the ETF and index business.

Work history example #2

Finance Advisor

Apple

  • Recorded credit card receipts/usage and performed travel scheduling for operations throughout the company.
  • Received Member, Charter, and Honor Level Recognition for Outstanding Achievement with BMW of North Americas Profiles in Achievement.
  • Enhanced ease and accuracy of company procedure communication via significant contributions to the accounting procedure documentation.
  • Earned FINRA Series 6 license allowing me to sell certain products to clients.
  • Created training and procedure documentation and trained portfolio managers and compliance personnel on new system.

Work history example #3

Pharmaceutical Sales Representative

Mead Johnson & Company

  • Managed, budgeted, marketed and provided product education to healthcare professionals.
  • Provided assistance to customers in the selection and purchase of wireless telecommunications products and services.
  • Utilized CRM and analyzed data to make quality recommendations for services focusing on long term solutions for our customers.
  • Maintained knowledge of product regulations for FDA standard practices.
  • Moved market share to 2nd tier bonus plan for Q2.

Work history example #4

Investment Consultant

Transamerica Advisors Life Insurance Company

  • Managed $15B MBS portfolio with $500M monthly reinvestment cash flow.
  • Utilized investment software to analyze portfolio performance and project future returns based on underlying investments and various risk factors.
  • Developed a new corporate-wide, team-oriented system for funding and controlling new product development from design concept through manufacturing production.
  • Analyzed clients' portfolios to identify potential products and services to be marketed.
  • Implemented phasing and checkpoint approach in ETL process to prevent data loss and to maintain uninterrupted data flow against process failures.

Zippia’s AI can customize your resume for you.

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Add an education section to your resume

Here is the best way to format your education section:

  • Display your highest degree first.
  • If you graduated over 5 years ago, put this section at the bottom of your resume. If you lack relevant work experience, the education section should go to the top.
  • If you have a bachelor's or master's degree, do not list your high school education.
  • If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.

Here are some examples of good education entries for resumes:

Master's Degree in business

Monroe College, Bronxville, NY

2015 - 2016

Bachelor's Degree in business

Ashford University, San Diego, CA

2014 - 2017

Highlight your client advisor certifications on your resume

Certifications are a great way to showcase special expertise or niche skills. Some jobs even require certifications to be hired.

Start simple. Include the full name of the certification. It's also good to mention the organization that issued the certification. Next, specify when you obtained the certification.

If you have any of these certifications, be sure to include them on your client advisor resume:

  1. Certified Professional, Life and Health Insurance Program (CPLHI)
  2. Certified Sales Professional (CSP)

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