Why This Resume Works
$0 to $45M to $82M shows a clear trajectory. AUM is the single most important metric for advisor resumes.
97% client retention proves relationship quality and trust, which are the foundation of advisory work.
CFP, Series 7/66, and $380K revenue demonstrate credibility and production simultaneously.
Section-by-Section Breakdown
Summary
Lead with AUM, retention rate, and certifications. These three elements define a senior financial advisor.
Skills
List licenses and certifications as a separate group. Include financial planning software by name for ATS matching.
Experience
Every bullet must reference AUM, revenue, client count, or retention. Advisory is a production-measured field.
Education
Finance or business degree is standard. Keep it minimal at this experience level.
Key Skills for Senior Financial Advisor Resumes
Based on analysis of thousands of job postings, these are the most frequently required skills:
Common Mistakes on Senior Financial Advisor Resumes
- ⚠No AUM numbers - AUM is the universal measure of an advisor's book. Missing it is like an engineer missing their tech stack.
- ⚠Missing retention rate - Client retention separates great advisors from salespeople. Always include your retention percentage.
- ⚠Not listing licenses - CFP, Series 7, 66, and insurance licenses are ATS filter requirements. They must be visible.
- ⚠Ignoring revenue generated - Annual revenue production shows your economic value to the firm. Include it.
- ⚠No client segmentation context - Average account size or HNW designation tells employers what type of clients you serve.