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Financial Advisor resume example — Senior (6+ years)

Sample summary for Robert Kessler

Senior wealth advisor and CFP/CFA charterholder with 10 years managing complex financial planning and investment portfolios for high-net-worth families. Manages $120M AUM across 90 client households, ranked top 5% in firm for 3 consecutive years, and mentors 3 junior advisors. Known for comprehensive multi-generational wealth planning and referral-driven practice growth.

Key skills
CFPCFA CharterholderHNW Client ManagementMulti-Generational Wealth PlanningPortfolio ManagementAlternative InvestmentsEstate PlanningTax PlanningBusiness DevelopmentJunior Advisor MentoringCompliancePractice Management
Sample experience
Senior Financial Advisor
2018 – Present
Sterling Wealth Advisors · Chicago, IL
  • •Manage $120M AUM across 90 HNW client households; ranked top 5% of 200+ advisors for 3 consecutive years
  • •Grew book from $60M to $120M over 5 years through referrals and estate planning service expansion
  • •Generated $1.8M in annual revenue; 15% above firm average for advisor tier
  • •Mentored 3 junior advisors; all passed their CFP exam and built books exceeding $10M within 3 years
Financial Advisor
2014 – 2018
Meridian Capital Advisors · Chicago, IL
  • •Built $60M book of business from $12M through consistent HNW referral strategy and comprehensive planning
  • •Led firm's first structured estate planning service offering, adopted by 15 other advisors
  • •Achieved 97% client retention rate and 4.9/5 average client satisfaction score over 4 years
Tips for your Financial Advisor resume

Senior wealth advisor resumes should show AUM scale, firm ranking, revenue generation, and mentoring impact. Dual designations (CFP + CFA) signal both planning and investment depth — list both clearly. Practice-building story (how you grew from $X to $Y) should be the centerpiece of your experience narrative.

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Robert Kessler
Senior Financial Advisor · CFP · CFA · $120M AUM · 10 Years
robert.kessler@email.com · (555) 234-5678 · New York, NY
Summary
Senior wealth advisor and CFP/CFA charterholder with 10 years managing complex financial planning and investment portfolios for high-net-worth families. Manages $120M AUM across 90 client households, ranked top 5% in firm for 3 consecutive years, and mentors 3 junior advisors. Known for comprehensive multi-generational wealth planning and referral-driven practice growth.
Experience
Senior Financial Advisor2018 – Present
Sterling Wealth Advisors · Chicago, IL
• Manage $120M AUM across 90 HNW client households; ranked top 5% of 200+ advisors for 3 consecutive years
• Grew book from $60M to $120M over 5 years through referrals and estate planning service expansion
• Generated $1.8M in annual revenue; 15% above firm average for advisor tier
Financial Advisor2014 – 2018
Meridian Capital Advisors · Chicago, IL
• Built $60M book of business from $12M through consistent HNW referral strategy and comprehensive planning
• Led firm's first structured estate planning service offering, adopted by 15 other advisors
• Achieved 97% client retention rate and 4.9/5 average client satisfaction score over 4 years
Skills
CFPCFA CharterholderHNW Client ManagementMulti-Generational Wealth PlanningPortfolio ManagementAlternative InvestmentsEstate PlanningTax PlanningBusiness DevelopmentJunior Advisor MentoringCompliancePractice Management
Education
B.S. Finance + CFA Charterholder + CFP
DePaul University
2014