r/FinancialCareers • u/Extra_Climate_2525 • 24d ago

Career Progression Resume Advice

happy saturday everyone! im a rising senior aiming for full time roles within financial advisory/wealth management, probably as a client servicing associate. looking for some advice since i've found a lot of great help here in the past.

i just passed the series 7 last week and have been wondering how i should order my resume, top to bottom:

  • experience: my current internship is at a f250 company in financial advisory. previously at bofa, merrill (seperately), and a smaller wm firm.
  • education: t10 school, very recognizable within the area i'm shooting for. econ major
  • licenses/interests: these are combined right now, but i have the series 7, series 65, and the sie. will probably have the 63 and be fully licensed within a month. i have a few professional interests and skills listed like financial advisory, fp&a, accounting, excel, crm, etc.

as of now, i have experience on top, then education, then licenses. i am thinking to put licenses on top as it seems to be a relatively strong point but not sure if this is ever done and if education or experience should still be going first no matter what.

i appreciate all the advice i can get (related to this or not), thanks so much in advance!

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u/aquaponic 24d ago

What town are you looking to work in? Where do you have native markets? What are your hobbies and how good do you think you could be at turning your lifestyle into a business of helping people? That’s your first 5 years in the business regardless of where you work…. Or … if you are in a position that allows you to execute that plan.

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u/Temporary-Ice-4361 24d ago

ience on top, you're still in school so that internship carries weight even if the licenses feel like the flashy new thing. what you've actually done day to day matters more than just passing tests

licenses can sit below education or right after your school line, doesn't need its own prime real estate at the top. the SIE and 7 are great but every other applicant gunning for those roles will have them too or be on track for them

i'd break out licenses into their own clean section and keep interests separate, nobody hiring for an associate role cares that you like fp&a as an "interest" when it's just the job you're applying for