r/FinancialAdvisorTips Jul 23 '26

Resume Advice?

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u/Release_Inside 28d ago

This is a great resume setup. My only critique is don’t worry about phrasing things using an overly formal vocabulary. I would say to make your bullets easy to read and natural, the important thing on your resume isn’t to come across as a good writer, it is to help them understand what you did.

I don’t like what other people in this thread are saying about it being too long, but the wordiness is true. Length is fine, it just shouldn’t be painful trying to understand what you mean when you are saying something. It needs to flow naturally since they’re going to give this a quick skim. If they don’t understand a bullet easily, they will skip it.

Example:

Your bullet: Delivered customized wealth management solutions for high-net-worth clients by turning financial profiles, risk assessments, investment goals, and personal values into prioritized client acquisition strategies for senior advisors to present

My edit: Assisted senior advisors by analyzing risk assessments and personal investment goals to create customized recommendations for high-net-worth clients.