Top Financial Planning Resume Tips to Get Hired
Introduction
Financial planning is a dynamic and rapidly growing industry that offers great career opportunities for those who are passionate about it. To get hired in this field, one must have an impressive resume that highlights their skills and experience. However, crafting a perfect financial planning resume can be challenging. To help you stand out from other candidates, we’ve compiled the top financial planning resume tips you need to know.
Body
1. Start with a Professional Headline
Your resume’s first section should include a professional headline that communicates your job target and value proposition. Instead of just stating your job title, highlight your key strengths and experience. For example, “Seasoned financial planner with over 10 years of experience in portfolio management and risk assessment.”
2. Use Keywords to Get Noticed
Many companies today use applicant tracking systems (ATS) to filter resumes before human eyes ever see them. To get past this software and onto the desk of a hiring manager, use industry keywords in your resume. These include financial planning terms, software names, certifications, and more.
3. Showcase Relevant Skills and Experience
Your financial planning resume should highlight your skills and experience that are most relevant to the job you want. For example, if you’re applying for a position that requires expertise in tax planning, emphasize your experience in this area. Similarly, if you’re applying for a role that involves client relationship management, highlight your soft skills such as communication and interpersonal skills.
4. Quantify Achievements with Metrics
It’s not enough to just mention your responsibilities and duties. Hiring managers want to see how your work contributed to the success of your previous employers. Use metrics to quantify your achievements, such as “increased portfolio value by 20%,” or “generated $500,000 in revenue from new clients.”
5. Include Industry Certifications
Employers look for financial planning professionals who hold industry-recognized certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Series 7 license. Be sure to include these certifications in your resume to show your commitment to the industry and your knowledge of industry regulations.
6. Use a Clean and Professional Format
A cluttered and unprofessional resume can turn off hiring managers quickly. Use a clean and professional format that is easy to read and visually appealing. Avoid using fancy fonts and graphics that distract from the content of the resume.
Conclusion
Your financial planning resume is the first hurdle you need to overcome in your job search. By following our top financial planning resume tips, you can create a resume that highlights your skills and experience, sets you apart from other candidates, and gets you noticed by employers. Remember to customize your resume for each job you apply for, and don’t forget to proofread for any typos or grammatical errors. Good luck in your job search!
