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Finance advising internship resume examples from 2026

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

Updated March 26, 2025
6 min read
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How to write a finance advising internship resume

Craft a resume summary statement

Your resume summary sums up your experience and skills, making it easy for hiring managers to understand your qualifications at a glance. Here are some tips to writing the most important 2-4 sentences of your resume:

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

Step 2: Include your years of experience in finance advising internship-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.

These tips will help you demonstrate why you are the perfect fit for the finance advising internship 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

Many resumes are filtered out by hiring software before a human eye ever sees them. A robust Skills section can let recruiters (and bots) know you have the skills to do the job. Here is how to make the most of your skills section:

  1. Look to the job listing. You often need to include the exact keywords from the job description. Take note of the skills listed for the job.
  2. Put all relevant hard and soft skills in your skills section.
  3. Be specific. If you are too broad, you may not be giving the best picture of your skills and leave the hiring manager uncertain of your abilities.
  4. Be up to date. Software names change and companies merge. Don't look out of touch by being careless.
  5. Be accurate. Spelling and even upper or lowercase can dramatically change meanings. Make sure you are correctly listing your skills.
These five steps should give you a strong elevator pitch and land you some finance advising internship interviews.

Here are example skills to include in your “Area of Expertise” on a finance advising internship resume:

  • Client Portfolios
  • Life Insurance
  • Student Athletes
  • Client Data
  • Wealth Management
  • Financial Products
  • PowerPoint
  • Morningstar
  • Client Relations
  • Administrative Tasks
  • Financial Services
  • Client Accounts
  • Retirement Planning
  • Market Research
  • Scheduling Appointments
  • Salesforce
  • Market Trends
  • Financial Analysis
  • Cold Calls
  • Health Insurance
  • Asset Allocation
  • Financial Aid
  • Portfolio Management
  • Financial Statements
  • Business Development
  • Annuities
  • Risk Tolerance
  • Portfolio Analysis
  • Investment Portfolios
  • Financial Objectives

Zippia’s AI can customize your resume for you.

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How to structure your work experience

Next you should include your work experience. Structure your work experience section by listing your most recent experience first, followed by earlier roles in reverse chronological order.

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.

Include only recent, relevant jobs. Avoid including work experience over 20 years to avoid ageism.

Beneath each job, you should have bullet points to emphasize why you're the perfect fit for the finance advising internship.

How to write finance advising internship experience bullet points

Effective job bullet points do more than just describe your job duties. Instead, they should be specific and measurable accomplishments. Here are some strategies to mastering job bullet points:

  • Use strong action verbs like Led, Built, or Optimized.
  • Follow up with numbers when possible to support your results. How much did performance improve? How much revenue did you drive?
  • Wrap it up by explaining the actions you took to achieve the result and how you made an impact.

Here are effective examples from finance advising internship resumes:

Work history example #1

Financial Analyst Internship

UnitedHealth Group

  • Developed corporate accounting policy for the capitalization of internally developed software and implemented a reporting structure to comply with GAAP standards.
  • Worked on mean-reversion ETF strategy development.
  • Created a Powerpoint for the Special Markets annual conference
  • Implemented targeted changes to C++ application to execute algorithm experiments from MATLAB.
  • Updated and restructured the minority investment portfolio to streamline tracking.

Work history example #2

Finance Advising Internship

Edward D Jones & Co LP

  • Evaluated securities for suitability for client portfolio.
  • Obtained NASD Series 7, NASD Series 63 and Texas Life, Health and Disability Insurance licenses
  • Advanced awareness about risk management with then forthcoming rulings on Dodd-Frank, FINRA development vs. SEC rulings, et.
  • Passed all required FINRA examinations (Series 7 & 66).
  • Gained understanding of portfolio diversification (i.e.fixed income, equities).

Work history example #3

Audit Internship

KPMG

  • Completed company training over ICAFR, PCAOB, and SOX compliance topics.
  • Finished 150 semester hours for CPA Exams.
  • Assisted in SOX testwork by completing tests of design and tests of effectiveness on various controls.
  • Participated in the semi-annual audit of multinational companies in various areas such as banking, aviation, communication etc.
  • Reviewed work of interns and first year associates to ensure compliance with GAAS/GAAP.

Work history example #4

Financial Analyst Internship

Lockheed Martin

  • Used Hyperion SmartView and EssBase to create custom financial reporting files.
  • Maintained a Congressional Notification and Vice President expedited tracking list.
  • Reviewed classified materials and coordinated handling of such materials with the security manager.
  • Reviewed CPR with DoD staff.
  • Automated department procedures and reports by learning VBA and Excel Macros to save time and eliminate waste.

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 from finance advising internship resumes:

Bachelor's Degree in business

Liberty University, Lynchburg, VA

2006 - 2009

Bachelor's Degree in finance

University of Maryland - College Park, College Park, MD

2015 - 2018

Highlight your finance advising internship 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 finance advising internship resume:

  1. Chartered Financial Analyst (CFA)
  2. Certified Professional, Life and Health Insurance Program (CPLHI)
  3. Certified Resume Specialist: Accounting and Finance (CRS+AF)
  4. Advanced First Aid & CPR

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