Finance

Financial Advisor Resume Template

Guides clients on investments, retirement, and financial planning goals.

Avg salary: $65,000 – $130,000

10 ATS keywords included

Sample Financial Advisor Resume

ATS Score: 96

alex.johnson@email.com · (555) 000-0000 · linkedin.com/in/alexjohnson

Guides clients on investments, retirement, and financial planning goals. with Wealth Management, Retirement Planning, Portfolio Management expertise.

Financial Advisor — Acme Corp2021–Present

Grew AUM from $12M to $41M over 3 years through referrals and network development
Managed diversified portfolios for 85 client households, achieving an 11.2% average annualized return
Developed comprehensive financial plans covering retirement, tax, estate, and insurance for 60+ clients
Retained 97% of client base during a high-volatility period through proactive outreach and portfolio rebalancing
Passed Series 7, 66, and CFP exams on first attempt and completed 30 CE credits annually

Wealth Management, Retirement Planning, Portfolio Management, CFP, Tax Planning, Insurance, Estate Planning, Client Relationship, CRM, Fiduciary

These are the keywords ATS systems look for in Financial Advisor resumes. Make sure your resume includes as many as possible.

Wealth Management

Retirement Planning

Portfolio Management

CFP

Tax Planning

Insurance

Estate Planning

Client Relationship

CRM

Fiduciary

Use our AI resume builder pre-loaded with Financial Advisor keywords. Paste a job description to tailor it further.

IndustryFinance

Avg. Salary$65,000 – $130,000

ATS Keywords10

Sample ATS Score96/100

Already have a resume? Check how well it matches any Financial Advisor job posting.

Keywords, formatting rules, and common mistakes for Financial Advisor resumes.