Financial Adviser & Retirement Planner Resume & LinkedIn Profile Writing Samples
Learn about financial planner and adviser resume and LinkedIn profile examples that deliver more job interviews.
Updated 08/12/23. Enhance your career with our financial adviser and planner resume and LinkedIn examples. Our samples focus on essential skills like financial planning, investment strategies, and mastery of financial software. Learn how to highlight your achievements with measurable results and integrate key industry-specific keywords to optimize for ATS scans. We also guide on effectively presenting client success stories and maintaining compliance with financial regulations. Whether you’re an emerging finance adviser or a seasoned wealth management professional, our resume and LinkedIn samples are your stepping stone to crafting a compelling professional profile in the competitive financial advising landscape. Our clients below show the modern layout and sections job recruiters expect to see: headline, summary, skills, keywords, work experience, education, and CFP or ChFC certifications.
ATS Friendly Resume Format Explained
Applicant tracking system (ATS) is software job recruiters use to automatically import, scan, filter, and rank resumes submitted when candidates upload them to job postings. ATS cannot read and process documents with fancy formats. A resume with tables, charts, images, two columns, boxes, headers, and footers, will likely be rejected by the ATS before a human sees it. Professional resumes use a simple, text-only format. LinkedIn is the place to add images, videos, articles, and other creative examples of your work.
Financial advisor/planner resume layout job recruiters expect to see:
Format: use reverse-chronological work experience resume format. List your most recent job at the top.
Fonts: use narrow width fonts like Calibri or another sans-serf font like Arial
Heading font-size: 11 or 12-point size
Body text font-size: 10.5 is the standard resume font size, but 10 or 11 are acceptable.
Line spacing: prefer .5 between experiences, but 0 is acceptable.
Resume margins: .5 or .75 inches all around.
Dates: include year and month 01/202-07/2023.
File type: submitting a resume in Microsoft Word is acceptable. A PDF is not required.
Financial advisor/planner resume critical parts and sections:
Header: Your contact information.
Headline: One line that summarizes your skills and presumed new job goals
Biography: 5-8 sentence summary of your abilities and accomplishments.
Skills: add your skills that match the jobs you seek in common industry terminology.
Work Experience: your job scope and quantifiable achievements.
Education: degrees, certifications, and certificates.
Christian is the founder and president of Klaxos. He launched Klaxos in 2009 when he recognized the impact LinkedIn would have on B2B social selling, digital professional networking, job recruiting, and resume optimization.
Learn more about me, our process and top-rated results here.