Tips for Building the Perfect Investment Advisor Resume

Here are some tips for building the perfect investment advisor resume.

Tips for Building the Perfect Investment Advisor Resume
Photo of Brenna Goyette
Brenna Goyette
Certified Professional Resume Writer, Career Expert

Updated 8 min read

One of the most important things for an investment advisor is to have a solid resume. A resume is your introduction to potential clients and it is very important that the investment advisor resume you create showcases your expertise, experience, and qualities in a way that makes you stand out from other advisors.

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Fortunately, there are some guidelines that will help you build the perfect investment advisor resume for yourself. You can find these guidelines below.

What is an Investment Advisor?

An investment advisor is a professional who can help you invest, save, and plan for the future. They give advice on how to invest your money and manage your finances to best suit your goals.

Pick the Ideal Format for your Investment Advisor Resume

People are busy these days, so you want your resume to be easy to read. If possible, try to include only one page. You want potential clients to be able to easily scan through your qualifications without becoming overwhelmed with information.

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You also want your resume to look professional. Make sure it is well-organized and easy on the eyes. You can sort your resume by category or company or alphabetically by name of position held. This will make it easy for a reader to find a specific job that interests them without having to page through your entire resume.

Finally, make sure you have a current email address at the top of your investment advisor resume as this is often how people communicate with potential clients these days. You can include both a personal email as well as a work email on the contact sheet at the top of your investment advisor resume if you would like potential clients to know how they can reach you during office hours and after work hours as well as any other ways they could potentially get in touch with you if needed.

Highlight your Good Parts in Resume Summary or Resume Objective

If you are an investment advisor, you should highlight the key points of your resume summary. This is the information that potential clients will read first and it's what they will base their opinion on.

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Your resume summary is very important and should summarize your years of experience and qualifications as well as communicating to potential clients what you can do for them.

The resume objective statement, which is included in the resume summary, is also very important. It should be clear and concise with a focus on your skills and the type of work you're looking for.

The majority of people who hire investment advisors want someone who is experienced with either stocks or mutual funds. You may want to specify this in the resume objectives as well as any other relevant information about your career path.

Investment Advisor Job Description for a Resume

An investment advisor is someone who manages assets for clients and offers advice.

A sample investment advisor job description might include:

  • Managing client portfolios and investments
  • Providing recommendations on stocks, bonds, or other securities
  • Recommending which types of investments to make
  • Recommending when to sell assets
  • Recommending how much to invest in different assets

An example of qualifications an investment advisor might have:

  • BA in Finance or Economics
  • CFA designation

Education Section

Start with your most recent degree. List all of the relevant degrees you have, including your bachelor's degree and any relevant post graduate program experience.

List your Skills as Bullet Points

Writing a resume is a difficult task. You have to list your skills in a way that will be attractive to potential employers. To do this, it's best to list your skills as bullet points.

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These bullet points should be concise and specifically detail the skills that you have that are related to the position you're applying for. This information can then be placed in a header above your work experience section.

The following is an example of how one might use bullet points:

  • Experience: 10 years of experience as an investment advisor
  • Skills: Proficient in MS Office Suite (Excel & Word)
  • Education: Bachelors of Science from Harvard University
  • Awards/Qualifications: Top 10% on the CFA exam

Attach a Cover Letter for your Investment Advisor Resume

When sending your investment advisor resume, you should always include a cover letter.

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The cover letter is where you introduce yourself and tell the employer why you're the best person for the job. Your cover letter should be tailored to each specific position, but there are some simple guidelines that will help make it successful.

  1. Keep your cover letter to one page or less.
  2. Don't forget to mention how much experience you have with the field and what qualifications you bring to the table (e.g., certifications, degrees).
  3. Include a list of references - especially those who can attest to your skillset or expertise in the field.

Tips for Job Interviews

  • Be sure to include your job titles, the different companies you have worked for, and dates of employment.
  • Include a list of responsibilities you held for each position, as well as any certifications or licenses that may have been obtained.
  • You will also want to include relevant skills or software programs you know.
  • Along with these items, be sure to include a list of achievements and awards you have received during your career. These can be from any company you have been employed at over the years.

Key Takeaways

  • Stay organized
  • Focus on your strengths
  • Be direct and concise
  • Don't include personal information
  • Use templates to save time

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