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Investment Advisor resume examples for 2025

Updated January 8, 2025
8 min read
Quoted Expert
Stephen Miller Ph.D.

Investment advisor resume research summary. We analyzed 1,474 investment advisor resumes to determine which ones land the most jobs. Below you'll find example investment advisor resumes that can help you get an interview (and a job offer) from companies like Bank of America and Charles Schwab. Here are the key facts about investment advisor resumes to help you get the job:

  • The average investment advisor resume is 438 words long
  • The average investment advisor resume is 1.0 pages long based on 450 words per page.
  • Exceptional client is the most common skill found on resume samples for investment advisors. It appears on 11.6% of investment advisor resumes.

After learning about how to write a professional resume for an investment advisor, make sure your resume checks all the boxes with our AI resume builder.

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Investment Advisor resume example

Choose from 10+ customizable investment advisor resume templates

Choose from a variety of easy-to-use investment advisor resume templates and get expert advice from Zippia’s AI resume writer along the way. Using pre-approved templates, you can rest assured that the structure and format of your investment advisor resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

Investment Advisor Resume
Investment Advisor Resume
Investment Advisor Resume
Investment Advisor Resume
Investment Advisor Resume
Investment Advisor Resume
Investment Advisor Resume
Investment Advisor Resume
Investment Advisor Resume
Investment Advisor Resume
Investment Advisor Resume
Investment Advisor Resume
Investment Advisor Resume
Investment Advisor Resume
Investment Advisor Resume
Investment Advisor Resume

Investment Advisor resume format and sections

  1. 1

    1. Add contact information to your investment advisor resume

    Your name should be the biggest text on the page and be at or near the top of the document. Your address doesn't need to include your street name or house number - listing your city and state works just fine. Your email address should be professional, but not your current work email address. It's not a good look to use your work email for personal projects (job-searching). Your social media can be included if you have a fully-fledged LinkedIn page or another social media page that showcases your relevant skill set.

    Investment Advisor Resume Contact Information Example #1

    Jane Moore

    Montgomery, AL 36043| 333-111-2222 | jane.moore@email.com

    Do you want to know more?
    How To Write The Perfect Resume Header
  2. 2

    2. Add relevant education to your investment advisor resume

    Your resume's education section should include:

    • The name of your school
    • The date you graduated (Month, Year or Year are both appropriate)
    • The name of your degree

    If you graduated more than 15 years ago, you should consider dropping your graduation date to avoid age discrimination.

    Optional subsections for your education section include:

    • Academic awards (Dean's List, Latin honors, etc. )
    • GPA (if you're a recent graduate and your GPA was 3.5+)
    • Extra certifications
    • Academic projects (thesis, dissertation, etc. )

    Other tips to consider when writing your education section include:

    • If you're a recent graduate, you might opt to place your education section above your experience section
    • The more work experience you get, the shorter your education section should be
    • List your education in reverse chronological order, with your most recent and high-ranking degrees first
    • If you haven't graduated yet, you can include "Expected graduation date" to the entry for that school

    Check More About Investment Advisor Education

    Majors
    21.9%
    Show More

    Investment Advisor Resume Relevant Education Example #1

    Bachelor's Degree In Marketing 2008 - 2011

    New York University New York, NY

    Investment Advisor Resume Relevant Education Example #2

    Bachelor's Degree In Business 2000 - 2003

    Ashford University San Diego, CA

  3. 3

    3. Next, create an investment advisor skills section on your resume

    Your resume's skills section should include the most important keywords from the job description, as long as you actually have those skills. If you haven't started your job search yet, you can look over resumes to get an idea of what skills are the most important.

    Here are some tips to keep in mind when writing your resume's skills section:

    • Include 6-12 skills, in bullet point form
    • List mostly hard skills; soft skills are hard to test
    • Emphasize the skills that are most important for the job

    Hard skills are generally more important to hiring managers because they relate to on-the-job knowledge and specific experience with a certain technology or process.

    Soft skills are also valuable, as they're highly transferable and make you a great person to work alongside, but they're impossible to prove on a resume.

    Example of skills to include on an investment advisor resume

    • Risk Management Skills.
       

      Risk management is the method of recognizing, evaluating, and managing risks to an organization's resources and profits. Financial insecurity, regulatory liability, strategic management mistakes, incidents, and natural hazards are just some of the challenges or dangers that could arise. For digitalized businesses, IT security vulnerabilities and data-related threats, as well as risk management techniques to mitigate them, have become top priorities.

    • Business Development Skills.
       

      Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.

    • Financial Services Skills.
       

      Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

    • Asset Allocation Skills.
       

      Asset allocation refers to a strategy of investment across diversified asset classes with the aim of balancing reward and risk to suit an individual's risk tolerance, financial goals, time horizon, and scope of investment.

    • Real Estate Skills.
       

      Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

    • Wealth Management Skills.
       

      Wealth management is the act of good wealth planning for purposes of growth and sustenance.

    • Asset Management Skills.
       

      Asset management describes the management of assets that are invested on behalf of various industries. It is the process of developing, operating, maintaining, and selling assets for profit and managing the money for individuals and companies through stocks, bonds, and cash equivalents, among other things.Alternatively, asset management enables a business to keep track of all of its assets, helps ensure correct depreciation rates, helps identify and manage risk, and removes ghost assets from business inventory.

    Top Skills for an Investment Advisor

    • Exceptional Client, 11.6%
    • Risk Management, 9.8%
    • Client Relationships, 8.8%
    • Health Insurance, 8.2%
    • Other Skills, 61.6%
    Not sure which skills are really important?
    3 Big Tips For Listing Skills On Your Resume
  4. 4

    4. List your investment advisor experience

    The most important part of any resume for an investment advisor is the experience section. Recruiters and hiring managers expect to see your experience listed in reverse chronological order, meaning that you should begin with your most recent experience and then work backwards.

    Don't just list your job duties below each job entry. Instead, make sure most of your bullet points discuss impressive achievements from your past positions. Whenever you can, use numbers to contextualize your accomplishments for the hiring manager reading your resume.

    It's okay if you can't include exact percentages or dollar figures. There's a big difference even between saying "Managed a team of investment advisors" and "Managed a team of 6 investment advisors over a 9-month project. "

    Most importantly, make sure that the experience you include is relevant to the job you're applying for. Use the job description to ensure that each bullet point on your resume is appropriate and helpful.

    What experience really stands out on Investment Advisor resumes?

    Stephen Miller Ph.D.Stephen Miller Ph.D. LinkedIn Profile

    Professor & Director, Center for Business and Economic Research, University of Nevada, Las Vegas

    All the standard stuff is still important, along with skills related to communicating remotely and online. Work experience where the graduate exercised decision-making authority. That is, the graduate can think outside the box.
    Don't have any experience?
    How To Show Your Experience On a Resume... Even When You Don't Have Any
    Work History Example # 1
    Investment Advisor
    Merrill Co
    • Studied for FINRA series 7 exam through self-guided program.
    • Obtained FINRA Series 66 License.
    • Resolved in-branch administrative and operational problems and corrected issues involving non-compliance with SEC and FINRA regulatory standards.
    • Earned NASD Series 7, 65, 63, and Florida state insurance licenses.
    • Performed variance analysis of offering documents, accounting standards and portfolio best practices.
    Work History Example # 2
    Investment Consultant
    Accenture Federal Services
    • Used SQL programming to get Oracle data in order to analyze and handle user issues.
    • Worked diligently on troubleshooting functional integration issues with the integration team.
    • Guided client through data gathering and user requirement analysis to ensure system compliance with Federal regulations.
    • Managed operation and ongoing enhancement of registration server component for software industry client's retail Internet connectivity package.
    • Provided in-depth product analysis for the Sprint PCS online billing system and the company's first camera phone product.
    Work History Example # 3
    Investment Advisor
    Northwestern Mutual
    • Assessed portfolio managers reporting needs and communicated specific requirements to project team in order to make necessary changes.
    • Utilized expertise in portfolio management to assist clients.
    • Analyzed equity, fixed income and alternative investments for risk and return characteristics.
    • Mastered CRM, Netx360, and all NMIS software.
    • Established protocol for institutional portfolio/investment analysis.
    Work History Example # 4
    Investment Executive (Part-Time)
    Tech Data
    • Handled all monthly and quarterly updates to third party consultant databases including performance, attribution, and portfolio characteristics.
    • Obtained Series 7, Series 63 and Series 65 FINRA Licenses and Group 1 Texas Insurance License.
    • Supported the portfolio project executive by managing key performance indicators and metrics.
    • Developed fee-based blotter reporting program to address AUM reporting and compliance suitability.
    • Created forecasts and budget models to help decision making regarding marketing and management of a $25 million portfolio.
  5. 5

    5. Highlight investment advisor certifications on your resume

    Specific investment advisor certifications can be a powerful tool to show employers you've developed the appropriate skills.

    If you have any of these certifications, make sure to put them on your investment advisor resume:

    1. Certified Professional, Life and Health Insurance Program (CPLHI)
    2. Chartered Financial Analyst (CFA)
    3. Certified Financial Planner (CFP)
    4. Certified Public Accountant (CPA)
    5. Certified Planning Engineer (CPE)
    6. Certified Financial Planner (CFP)
    7. Certified Investment Management Analyst (CIMA)
    8. Certified Fund Specialist (CFS)
    9. Certified Management Accountant (CMA)
    10. Chartered Financial Consultant (ChFC)
  6. 6

    6. Finally, add an investment advisor resume summary or objective statement

    A resume summary statement consists of 1-3 sentences at the top of your investment advisor resume that quickly summarizes who you are and what you have to offer. The summary statement should include your job title, years of experience (if it's 3+), and an impressive accomplishment, if you have space for it.

    Remember to emphasize skills and experiences that feature in the job description.

    Are you a recent grad?
    Read our guide on how to write a resume summary statement

Common investment advisor resume skills

  • Exceptional Client
  • Risk Management
  • Client Relationships
  • Health Insurance
  • Business Development
  • FINRA
  • Mutual Funds
  • Financial Services
  • Securities
  • Asset Allocation
  • Real Estate
  • Wealth Management
  • Portfolio Management
  • Asset Management
  • Investment Strategies
  • Investment Management
  • Client Service
  • Investment Portfolios
  • Investment Objectives
  • Investment Products
  • Fixed Income
  • Retirement Planning
  • Financial Markets
  • Due Diligence
  • Financial Institutions
  • Equities
  • Life Insurance
  • Investment Solutions
  • Annuities
  • Client Accounts
  • Multi-Asset
  • Financial Products
  • Client Portfolios
  • Estate Planning
  • Account Maintenance
  • Securities Transactions
  • Term Care
  • LLC
  • Hedge Funds
  • Client Assets
  • Investment Accounts
  • Brokerage Accounts
  • Insurance Products
  • Client Retention
  • AUM
  • Financial Objectives
  • ETF
  • Risk Tolerance

Investment Advisor Jobs

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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