Resume Checker for Financial Advisor
Advisor resumes are scored on licenses, AUM, and book growth. Series numbers and CFP must parse; "advised clients" loses to AUM managed and net-new assets raised.
🛡️ No signup · Free · 30 seconds
0 characters
Keywords ATS looks for in Financial Advisor resumes
Series 7Series 66CFPportfolio managementfinancial planningAUMclient acquisitionretirement planning
Tip: include these where they're genuinely true for your experience — don't keyword-stuff.
Financial Advisor–specific resume tips
- #1Front-load licenses (Series 7/66, CFP, ChFC) in a Skills line.
- #2Quantify the book: AUM managed, net-new assets, client count, retention.
- #3Show planning depth (retirement, tax, estate) and the platforms (eMoney, Salesforce) used.