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Financial Advisor resume keywords
The skills, tools and terms recruiters search for when hiring a financial advisor, and a free check of which ones your resume is missing.
Licenses (Series 7, Series 66, CFP) are the first filter and should be written exactly. After that, firms want assets under management, number of households and new assets brought in.
Skills and keywords
Tools and software
Soft skills
Use the exact wording from the posting you are applying to. Only include what is true for you.
Example financial advisor resume bullets
Keywords work best inside achievements. Each example pairs a keyword with a number:
- Managed $85M in assets under management for 140 households with 97% client retention
- Acquired $14M in net new assets in 12 months through prospecting, referrals and 30 client seminars
- Built 220 financial plans in eMoney covering retirement, insurance and estate needs
Check your resume for financial advisor keywords
Paste your resume below. It is compared with the keywords above on your device, and your resume is not uploaded. Have a specific posting? Switch to "Job description" for a precise match.
Read on your device. Never uploaded.
Paste the whole posting, including requirements.
Compares your resume with the keywords recruiters typically search for in this role. A real job description gives a more precise match.
Where to put keywords
- Summary: your job title in the posting's words plus your two strongest matching skills.
- Skills section: tools and hard skills, spelled the way the posting spells them.
- Experience bullets: each important skill used in a sentence with a result. A skill that appears only in a list is weak evidence.
More in how to tailor your resume in 15 minutes and how to add numbers to your bullets.