Securities and Financial Services Resume Template

As seen in 1

Table of contents

Your resume is a chance to show off what value you bring to a prospective employer. Competition can be tough in the securities and financial services field, and presenting yourself well can make all the difference when you’re in the job market.

If you have any financial certifications, such as a FINRA 7 or a Chartered Financial Analyst certification, hiring managers and job recruiters will want to know about them, so make sure you highlight them. Keeping your resume short makes it easy for readers to see exactly what you offer.

Use the securities and financial services resume template below to create your own compelling resume.

Create your resume

Harper Parker

123 Fake Street | City, State, Zip Code

Home: 000-000-0000– Cell: 000-000-0000– email@email.com

Summary

Skilled financial professional with 30 years of financial services industry and 15 years of practical management experience. Expertly creates customized financial strategies to meet client needs. Experienced Manager of OSJ office in brokerage and insurance industries.

Highlights

FINRA Series 7, 65, 63, 24 and 51 Licensed
Life, Health & Variable Insurance Licensed
Specialized in Wealth and Risk Management

Goal Oriented
Seasoned Manager
Experienced Team Builder

Accomplishments

Established, grew and maintained OSJ location for Broker/Dealer in DC metro area
Two years experience as Managing Associate in the Company Name Distributions Network
Hired and developed over 100 licensed professionals over the past 15 years
Over 10 years personal experience as a Financial Advisor

Experience

Managing Associate

September 2011 to Current, Company Name City, State

Established a new remote locations for Company Name of North Jersey from scratch
Generated approximately $500,000 GDC in first year of operation with current Rolling Twelve Month Production pacing at 25% increase for year two
Responsible for recruiting, training, supervision and operation of the unit.

Associate Vice President

January 1998 to June 2011, Company Name City, State

Branch Manager of OSJ Unit for Broker/Dealer specializing in proprietary mutual fund and life insurance products

Division Manager

June 1991 to December 1997, Company Name City, State

Branch Manager of a top regional OSJ office for Broker/Dealer

Financial Services Representative

May 1984 to May 1991, Company Name City, State

Education

Bachelor of Arts: Architecture, 1984, Yale University City, State

Create your resume

FAQ

Securities and financial services can be very dry and straightforward. Your resume doesn’t have to follow suit. Liven up your document with an elegant format that uses a few font accents and minimal styling to give your submission a classical, impressive look.

You want to overcome the impression of financial services and securities as boring, but don’t try too hard or you’ll lose your content in the design. For a good middle ground, check our securities and financial services resume sample. Our effortless resume builder can also help you work out the best design.

To truly impress employers, keep your resume to only one page. A one-page document tells employers you excel at prioritizing relevant information and picking out what data has true value out of years of history. This skill is invaluable in your field, and that’s only the beginning of the benefits a one-page resume offers.

With a one-page submission, you’ll hold readers’ attention. Employers have very little time to review thousands of resumes; if you can sell your value at a glance, you have an advantage. For a great one-page resume, try our securities and financial services resume sample.

Your resume should present a clear value statement. Many candidates lose their way without making a strong case for why they’re a great hire. You can avoid this pitfall by writing a compelling summary statement that pitches your selling points to employers.

Emphasize these points with action-driven language, and expand on them with accomplishments. Reference our securities and financial services resume sample for an example of the best way to write your accomplishments and show your positive contributions.

Keep the majority of your certifications confined to your education section. Your education should consist of your degrees, certifications, and training listed in reverse chronological order as in our securities and financial services resume sample.

Write out any acronyms the first time you use them. For instance, if you have FINRA Series 7 certification, you would write FINRA out in full as “Financial Industry Regulatory Authority (FINRA).” Include dates, particularly for certifications that may expire.

Your header should consist of your name and contact information, including your full address, phone number, and email, as demonstrated in our securities and financial services resume sample. Your LinkedIn account is optional, but may add value if you have great recommendations. Make sure all your contact information is correct.

Optionally, if you have financial certifications such as Chartered Financial Analyst, CFA, you can include them after your name. You would write the listing as “Firstname Lastname, CFA” to catch employers with that valuable information right off.

Was this information about Securities And Financial Services Resume Templates helpful? Let us know!

☆☆☆☆☆

★★★★★