Financial Advisor Resume Template
A financial advisor resume should feature your licenses (Series 7, 66, CFP), AUM managed, client count, the wealth management services you provide, and your retention and growth metrics.
Key skills to include in a Financial Advisor resume
ATS systems scan for specific keywords. Including these skills in your resume increases the chance of passing automated screening for financial advisor roles.
- Financial planning & analysis
- Investment portfolio management
- Retirement planning (IRA, 401k)
- Tax-efficient strategies
- Estate planning basics
- Client relationship management
- Series 7 & 66 licensed
- CFP or CFA designation
- CRM: Salesforce / Redtail
Financial Advisor resume writing tips
State your AUM: "Managed a $45M book of business across 180 client households."
List all FINRA licenses: Series 6, 7, 63, 65, 66, and insurance licenses.
Quantify client retention: "Maintained 96% client retention over 5 years."
Describe your client segment: HNW, mass affluent, institutional.
Best resume templates for Financial Advisors
These free templates are well-suited for financial advisor resumes — clean, ATS-friendly, and professionally designed.
Pro tip — tailor every resume to the job description
Mirror the exact keywords from the job posting in your resume. ATS systems score resumes based on keyword matches — a tailored resume consistently outperforms a generic one for financial advisor roles.
More Finance resume examples
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