the single best strategy for improving your financial advisor resume

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The Single Best Strategy for Improving Your Financial Advisor Resume

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If you are looking for a job in the finance industry, give the recruiters at Willis Consulting, Inc. a call. www.willis-consulting.com Willis Consulting, Inc. Los Angeles Office: Corporate Headquarters 719 Yarmouth Road, Suite 203 Palos Verdes Estates, CA 90274 310-373-7400 PST Scottsdale Office 15051 N Kierland Blvd, Suite 210 Scottsdale AZ 85254 480-361-9490 PST New York Office 244 5th Avenue, Suite 1855 New York NY 10001 212-726-2041 PST

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Page 1: The Single Best Strategy for Improving Your Financial Advisor Resume

The Single Best Strategy

for Improving Your Financial Advisor Resume

Page 2: The Single Best Strategy for Improving Your Financial Advisor Resume

The financial advising industry is a competitive one, and the top firms which offer the best payouts, benefits, and working environments have no shortage of qualified advisors looking to be employed there.

Page 3: The Single Best Strategy for Improving Your Financial Advisor Resume

If you want to be considered for a position with a top firm, your resume has to stand out among the thousands they receive on a daily basis.

Page 4: The Single Best Strategy for Improving Your Financial Advisor Resume

The question is this: What is the best way to boost the resume of a financial advisor so that it doesn't get lost in the stack and ultimately filed in the shredder?

Page 5: The Single Best Strategy for Improving Your Financial Advisor Resume

There are several achievements frequently highlighted by financial advisors on their resumes.

Page 6: The Single Best Strategy for Improving Your Financial Advisor Resume

Some prominently point out the total amount of money, in millions that they have managed.

Page 7: The Single Best Strategy for Improving Your Financial Advisor Resume

Others point to lofty degrees and or high GPAs from top universities and business schools.

Page 8: The Single Best Strategy for Improving Your Financial Advisor Resume

However, the single best way to improve the resume of a financial advisor is to obtain specializations by studying for and passing state certification exams.

Page 9: The Single Best Strategy for Improving Your Financial Advisor Resume

Certain exams, such as the Series 7 and the Series 63, have to be passed before one can practice in any capacity as a financial advisor.

Page 10: The Single Best Strategy for Improving Your Financial Advisor Resume

Therefore, having these on your resume is usually a necessity simply to be brought in for an interview, not something that makes you stand out above the crowd.

Page 11: The Single Best Strategy for Improving Your Financial Advisor Resume

With that said, there are numerous specialty exams you can take above and beyond the necessities which will give you certifications that look great on your resume.

Page 12: The Single Best Strategy for Improving Your Financial Advisor Resume

The reason obtaining certifications is better for your resume than simply boasting about how much money you've managed or how many as you made in college is that certifications are exact, universally known in the business, and easily verifiable through state databases.

Page 13: The Single Best Strategy for Improving Your Financial Advisor Resume

Unlike employment history, total money managed, or job duties, certifications cannot be "fluffed" or embellished on a resume.

Page 14: The Single Best Strategy for Improving Your Financial Advisor Resume

When a finance industry recruiter or prospective employer sees your certifications, he or she can be confident that they are legit.

Page 15: The Single Best Strategy for Improving Your Financial Advisor Resume

There are a host of special certifications that you can pursue. Here are just a few options.

Page 16: The Single Best Strategy for Improving Your Financial Advisor Resume

Certified Financial Planner (CFP): This is a great option if you're looking for a career in wealth management with private individuals.

Page 17: The Single Best Strategy for Improving Your Financial Advisor Resume

Having this certification on your resume will tell employers or a finance industry recruiter that you have dedicated yourself to learning about the field of financial planning and that you are serious about your career.

Page 18: The Single Best Strategy for Improving Your Financial Advisor Resume

Chartered Financial Analyst (CFA): Advisors who wish to work in institutional investing should check out this designation.

Page 19: The Single Best Strategy for Improving Your Financial Advisor Resume

A CFA on your resume conveys a mastery of investment analysis and can help you get a foot in the door not just at financial planning firms but at large investment banks as well.

Page 20: The Single Best Strategy for Improving Your Financial Advisor Resume

Chartered Life Underwriter (CLU): If you want the option of taking your skills to the insurance industry, consider obtaining a certification as a chartered life underwriter.

Page 21: The Single Best Strategy for Improving Your Financial Advisor Resume

Most of these exams will require some studying, but if you were able to make it through the Series 7 unscathed, you should be able to pass any of them without much problem.

Page 22: The Single Best Strategy for Improving Your Financial Advisor Resume

The effort that you put into doing so will more than pay off when employers have a great reason to give you a call instead of one of the thousands of other advisors seeking the same position.

Page 23: The Single Best Strategy for Improving Your Financial Advisor Resume

If you are looking for a job in the finance industry, give the recruiters at Willis Consulting, Inc. a call.

Page 24: The Single Best Strategy for Improving Your Financial Advisor Resume

They not only have the 411 on the best jobs out there, they will also give you advice and guidance so you sail through your interview.

Page 26: The Single Best Strategy for Improving Your Financial Advisor Resume

Willis Consulting, Inc.

Los Angeles Office: Corporate Headquarters719 Yarmouth Road, Suite 203Palos Verdes Estates, CA 90274310-373-7400 PST

Scottsdale Office15051 N Kierland Blvd, Suite 210Scottsdale AZ 85254480-361-9490 PST

New York Office244 5th Avenue, Suite 1855New York NY 10001212-726-2041 PST