When it comes to financial planning and advice, affluent clients won’t trust just anyone with their money, so you need to prove you’ve got the skills and experience to advise them.
By investing your time and energy into crafting a strong resume, you’ll increase your chances of landing the role, and we can help you to do just that.
Below, we’ve put together some of our top tips, along with a wealth management resume example to guide you.
Wealth Management Resume Example
This Wealth Management resume example gives you a good idea of how a good Wealth Management resume should look and read.
The information is presented professionally and the content is well structured to ensure that time-strapped recruiters and hiring managers can find the important skills and knowledge quickly.
Refer to this example as you write your own resume.
Wealth Management resume layout and format
The format and layout of your resume can make or break its success.
Sure, it’s great to pack your resume with lots of impressive skills and knowledge, but if the page is not structured clearly, hiring managers will struggle to find the important stuff!
Above all, your resume should be easy-to-read and professional looking.
Follow these formatting tips to get noticed.
Formatting your resume for success
- Length: Recruiters often see hundreds of resumes per day – so keep yours under 2 pages in length, if you want to ensure it gets read in full.
- Font & readability: Complex fonts are a readers’ worst nightmare and will leave recruiters struggling to understand your message. Use a clear simple lean font in a color that stands out against the page, and break your text up with bullet points to make the content easily digestible.
- Layout & Structure: Go with a resume design that looks good, but also allows for easy reading and navigation for employers. Ensure the page is clearly split up into sections by adding large font headings and dividing borders. Keep the color scheme simple and don’t overcrowd the page.
- Photos: You are not obliged to add a photo to your resume in the USA, but it can be a nice way of adding some life to the document.
Quick tip: Achieving a professional look for your resume can be difficult and time-consuming. If you want to create an attractive resume quickly, try our partner’s Resume Builder and use one of their eye-catching resume templates.
Add the following sections when you write your resume.
- Name and contact details – Add to the very top of your resume to introduce yourself and make it super-easy for recruiters to get in touch.
- Resume summary – Reel hiring managers in with an “elevator pitch” style paragraph which sums up your suitability for the job.
- Skills section – A short and sharp list of your most important skills, that can be quickly skim-read.
- Work experience – List your previous jobs (from newest to oldest) detailing the skills learnt and applied in each.
- Education – List your qualifications and professional training.
- Additional info – If it helps your application, you can add an extra section for things like hobbies and interests.
Here’s what to include in each part of your resume.
Keep your contact details short to save resume space and include the following.
- Name and profession title
- Cell phone number
- Location – Add your local area such as Silicon Valley or New York, unless you are looking for work in a different location
- Email address – Keep it professional and don’t use an old address that you thought was cool in high school, but now looks a bit embarrassing.
You can add a link to your LinkedIn profile if you have one – you do not need to include personal details like date of birth or marital status.
Wealth Management Resume Summary
The resume summary is a short paragraph at the top of your resume, and it’s purpose is to grab recruiter’s attention and make sure they keep reading it.
To make your summary work, ensure that you provide a high-level summary of your skills and experience – and tailor it to reflect the requirements of the jobs you are applying for.
How to create a resume summary that will get you noticed:
- Keep it short: Aim for a short punchy paragraph of 4-7 lines. This is just enough info to showcase why you’d make the perfect hire, without going into excessive detail and overwhelming busy recruiters at such an early stage in the resume.
- Tailor to target jobs: To mirror your target jobs, scrutinize the job description and include as many relevant skills as possible in your resume.
- Avoid using cliches: Recruiters always see cringey cliches like “hardworking guru who works well in a team or individually” – they don’t mean much to anyone, so focus your summary on tangible skills and experience.
Example resume summary for a Wealth Management Resume
What to include in your Wealth Management resume summary?
- Summary of experience: What type of organizations have you worked at? What types of roles have you done and what have you contributed to previous employers?
- Relevant skills: Incorporate your highly relevant skills for Wealth Management jobs to exhibit your suitability as soon as your resume is opened.
- Qualifications: Mention any Wealth Management qualifications that are important to your profession in the summary briefly, to show you are qualified to carry out the role.
Quick tip: Choose from hundreds of pre-written summaries across all industries, and add one to your resume with one-click in our partner’s Resume Builder. All written by recruitment experts and easily tailored to suit your unique skillset and style.
Core skills section
Underneath your summary, write a core skills section to make your most relevant skills jump off the page at readers.
It should be made up of 2-3 columns of bullet points of your relevant skills.
Before you do this, look over the job description and make a list of any specific skills, specialisms or knowledge required.
Then, make sure to use your findings in your list. This will paint you as the perfect match for the role.
Best skills for your Wealth Management resume
Investment Planning – Creating investment plans for clients, including analyzing investment goals, risk tolerance, and market conditions.
Financial Analysis – Conducting financial analysis, including interpreting financial statements, assessing cash flow, and identifying opportunities for wealth growth.
Risk Management – Assessing and managing the risks associated with investments, including creating risk management plans and strategies.
Asset Allocation – Allocating assets across different types of investments, including stocks, bonds, and alternative investments.
Estate Planning – Maintaining knowledge of estate planning principles and practices, including helping clients plan for the transfer of wealth and minimize tax liabilities.
Retirement Planning – Maintaining knowledge of retirement planning principles and practices, including helping clients plan for retirement and manage retirement income.
Tax Planning – Maintaining knowledge of tax planning principles and practices, including helping clients optimize their tax positions.
Business Development – Developing new business, including identifying prospects, developing sales strategies, and building client relationships.
Customer Relationship Management – Building and maintaining relationships with clients, including providing excellent customer service and communication.
Quick tip: Our partner’s Resume Builder contains thousands of in-demand skills for every profession that can be added to your resume in seconds – saving you time and greatly improving your chances of landing job interviews and getting hired.
So, you’ve grabbed the recruiters’ attention with your summary, now it’s time to show them what you’re really capable of in your work experience section.
List your previous jobs from current to oldest, showing off the impact you made at each organization.
If you have tons of experience, you should just list the most recent an relevant jobs – but if you have little or no experience, add it all and even consider putting in voluntary work.
Structuring your jobs
You probably do a lot in your job, so its vital to break all of that information down into a good structure.
Structure your jobs as follows to make it easy for recruiters to skim through and pinpoint the essential info.
Start with a 1-2 sentence outline of the role, summarizing what the goal of your position was, who you reported to (or managed) and the type of organization you worked for.
Next, write up a punchy list of your daily duties and responsibilities, using short bullet points.
Describe how you apply your skills and contribute to the running of the employer’s business – highlighting skills which are applicable to your target jobs.
Finish each role by highlighting some impressive achievements you made whilst in the role.
Anything that benefited the employer can be included from making financial savings, to winning new customers.
Quantify your achievements with facts and figures if you can, e.g. “reduced call wait time by 10%”
Example job for Wealth Management resume
Provide personalized wealth management services and advice to customers of leading US bank, Trex Bank, managing a portfolio of 103 clients with collective assets of $26 million.
- Develop and maintain relationships with affluent clients to stimulate portfolio growth and avoid customer loss
- Maintain regular contact with clients by phone and email, arranging in person meetings where necessary
- Conduct evaluations of new customers to ascertain their investment needs, current capital, and personal preferences
- Identify and explain which financial products and/or services would be appropriate for each client and their unique circumstances
Quick tip: Create impressive job descriptions easily in our partner’s Resume Builder by adding pre-written job phrases for every industry and career stage.
Near the end of your resume add your education section
Experienced candidates should keep it brief and focus on professional qualifications – and junior candidates can include high school diplomas, college degrees etc.
The bottom of your resume is a place to add any “additional info”
Any other info that didn’t fall into any of the previous sections can be added here.
If you have hobbies that are related to your profession or any awards or publications – add them here.
Writing your own Wealth Management resume
Following the steps in this guide will help you to create a winning Wealth Management resume and bag lots of interviews.
If you want some more help through the process, try our partner’s Resume Builder for expert guidance and tons of pre-written resume content.
Good luck with your job search!