Finance professional resume examples for 2025
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How to write a finance professional 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 professional-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 finance professional position.Hi, I'm Zippi, your job search robot. Let me write a first draft of your summary statement.
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:
- 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.
- Include as many relevant hard skills and soft skills as possible from the listing.
- Use the most up to date and accurate terms. Don't forget to be specific.
Here are example skills to include in your “Area of Expertise” on a finance professional resume:
- Financial Objectives
- Financial Products
- Securities
- FINRA
- Annuities
- LLC
- Financial Services
- Mutual Funds
- Financial Guidance
- Team-Oriented Environment
- Disability Insurance
- Risk Management
- Customer Service
- Financial Professionals
- Financial Strategies
- Insurance Products
- Financial Solutions
- Strong Analytical
- Financial Security
- Estate Planning
- Health Insurance
- Financial Reports
- Hyperion
- Financial Data
- Policy Options
- Sales Presentations
- Financial Statements
- Financial Resources
- Retirement Planning
- Product Knowledge
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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 finance professional position. Here is how to most effectively structure your work experience:
- List your most recent experience first, followed by earlier roles in reverse chronological order. Employers care about your most recent experience the most.
- 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.
How to write finance professional experience bullet points
Remember, your resume is not a list of responsibilities or a job description. This is your chance to show why you're good at your job and what you accomplished.
Use the XYZ formula for your work experience bullet points. Here's how it works:
- 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.
This creates bullet points that read Achieved X, measured by Y, by doing Z.
Here are great bullet points from finance professional resumes:
Work history example #1
Banking Associate
International Bancshares
- Utilized cross-selling techniques combined with needs-based selling to refer customers to products by correctly determining customer needs.
- Generated cross-selling opportunities through existing relationships as well as through social functions and organizations.
- Balanced accounts such as ATM, traveler's checks, cashier's checks, money orders and gift cards.
- Reconciled automated teller machine and night deposits.
- Operated, balanced and serviced the ATM daily.
Work history example #2
Finance Professional
Northwestern Mutual
- Completed Series 6 and 63 FINRA licensing exam.
- Maintained impeccable attention to detail in creating and updating client files compliant with FINRA and the SEC.
- Obtained my series 6 and 63 FINRA securities licenses in 2 months time.
- Assessed financial portfolios through customer interaction to further develop financial portfolios of my clients.
- Scheduled meetings with 20% of prospective clients to review their current financial positioning utilizing effective networking and communication.
Work history example #3
Finance Professional
The PNC Financial Services Group
- Reviewed SOX testing reports of 19 countries, verified accuracy, and corresponded to clarify issues.
- Completed in-depth analysis of Mutual Funds, Fixed Income Funds and Separately Managed Account managers on PNC's approved Choice Platform.
- Performed headcount analysis based on location and position to determine cost saving decisions.
- Identified and acted upon opportunities through meaningful conversations with customers, making connections with PNC ecosystem partners as indicated.
- Sustained data and information accuracy by updating and correcting records in enterprise systems.
Work history example #4
Finance Professional
Ameriprise Financial
- Coordinated client communication via telephone, email and in person.
- Generated over 35 new clients and $11M in AUM with each client having a minimum investment of $100K.
- Increased AUM by 13.2% for the year while minimizing fees, beta and unsystematic risk via diversification.
- Co-managed a book of business with more than $100 million in assets under management (AUM).
- Acquired FINRA Series 65 allowing for customers to be charged for advice by the hour.
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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:
Bachelor's Degree in business
Monroe College, Bronxville, NY
2010 - 2013
Bachelor's Degree in accounting
New York University, New York, NY
2008 - 2011
Highlight your finance professional certifications on your resume
If you have any additional certifications or education-like achievements, add them to the education section.
Include the full name of the certification, along with the name of the issuing organization and date of obtainment.
Here are some of the best certifications to have on finance professional resumes:
- Certified Professional, Life and Health Insurance Program (CPLHI)
- Health Insurance Associate (HIA)
- Chartered Financial Analyst (CFA)