Finance

Financial Advisor Resume Tips

Build an ATS-optimized financial advisor resume in 2026. Licenses, AUM, client metrics, and key sections.

✓ATS Optimization Tips

List licenses prominently: Series 7, Series 66, CFP, ChFC

Quantify AUM (assets under management) and client count

Include client retention rates and referral percentages

Specify planning specialties: retirement, estate, tax, insurance

Mention CRM and financial planning software: Salesforce, MoneyGuidePro, eMoney

CFPAUMFinancial PlanningRetirement PlanningSeries 7Estate PlanningClient Relationship ManagementInvestment ManagementRisk AssessmentTax Planning

Include these keywords naturally in your resume — especially in your summary, skills, and experience sections.

1.Summary

2.Licenses & Certifications

3.Core Competencies

4.Work Experience

5.Education

Not listing AUM or client book size—it's the primary metric for this role

Omitting licenses (Series 7, 66) even when held

Vague client relationship language without retention or growth metrics

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