6 Tips to Create a Compelling Wealth Management Resume (with Template)

Considering a job in wealth management? These tips for creating a compelling wealth manager resume could be just what you're looking for!

According to estimates, job growth in wealth management is expected to be around 4% through 2029, which represents a healthy rate of increase for available jobs. Wealth managers earn a median salary of roughly $84,000 per year across the U.S, with the potential for upwards of six figures in income. Are you interested in pursuing a career in wealth management but unsure how to make that dream a reality? Our tips for creating a compelling wealth management resume can help!

In this post, we will explore the role of the wealth manager, provide some key advice that can help you create a winning wealth management resume, and present a template that you can use as you craft your own compelling resume narrative.

What is the job description of a wealth manager?

Wealth managers focus on providing investment advice, strategic tax planning, asset risk management, insurance recommendations, and other advisory services for wealthy and other high-income individuals. These financial professionals usually have a bachelor's or master's degree in finance, business, or a similar field of study, and broad expertise in everything from compliance and risk management to personal financial planning. Many have earned specialized certifications or wealth management courses in accredited institutions of learning.

Wealth managers often tend to earn experience by working in the financial or legal industries as they build toward their wealth manager role. For example, many experienced wealth managers began as financial advisers, planners, and even private bankers. Those experiences helped them to grow their networks and earn the trust of clients and their professional peers.

6 Tips for crafting your wealth management resume

When creating your own wealth management resume, it is important to have a plan for the document. Since your resume will need to serve as a showcase for your professional experience, skills, and educational credentials, you will need to know how to present those details in a compelling way that sells you as the best person for any given job. The following tips can help you develop your wealth management resume:

1. Begin with your personal details

Personal details are typically included in your wealth management resume header section and focus on the core information hiring managers need if they want to contact you for an interview. These details always include your full name and basic contact information like address, phone number, email, and professional LinkedIn address.

2. Provide a compelling, but brief professional summary

Your resume summarycomes next. This key portion of your wealth management resume is designed to serve as a quick elevator pitch that captures the reader's attention. Try to limit it to no more than two or three sentences, and focus on your primary qualifications, major achievements, and strongest selling point as a potential employee. Remember, the summary is your best chance to motivate the hiring manager to read the rest of your resume.

3. Create your work experience section

The work experience section of your resume is exactly what it sounds like: the place where you list your relevant jobs and work achievements. You should always focus on tailoring your experience section to highlight those roles that have direct relevance to the wealth manager position. The goal is to show potential employers that you have the experience, qualifications, and achievements they need to add real value to their company's bottom line.

For each job role, include the company name, your title, and when you worked for them. Then create a bullet list highlighting your job responsibilities and the quantifiable results you achieved while performing those duties. Using real numbers in those results can help the hiring manager understand the type of real value you can provide if you are chosen for the role.

4. Craft an educational section

Since wealth manager qualifications include a certain level of educational achievement, you will also want to include an education sectionin your wealth management resume. For this section, you should include the name of each college that you attended, along with its location, the degree that you earned, and your graduation date. If you earned honors or other achievements, you may also want to include those details.

5. List your relevant skills

When including your relevant skills in your wealth management resume, use a bullet list. You may also want to opt for two or three columns to ensure that your skill list can be as comprehensive as possible while not taking up more space than necessary. Include both hard skills like analytics, financial planning, and software knowledge, as well as soft skills like communication.

6. Add any relevant certifications and licenses

Finally, be sure to have a section that lists your specific licenses and certifications. Your certifications may vary, depending on the state in which you live, but could include things like a state securities trading license, or certification as a chartered financial consultant, estate planner, or private wealth advisor.

Wealth management resume template

[Your Name]

[Your Location]

[Your Phone number]

[Your Email address, LinkedIn address]

PROFESSIONAL SUMMARY

[This section should briefly describe your qualifications, highlight one or two key skills, and explain how your talents can provide value for the company.]

PROFESSIONAL EXPERIENCE

[Position]

[Company]

[Location]

[Employment years]

[responsibility and quantifiable achievement]
[responsibility and quantifiable achievement]
[responsibility and quantifiable achievement]

[Position]

[Company]

[Location]

[Employment years]

[responsibility and quantifiable achievement]
[responsibility and quantifiable achievement]
[responsibility and quantifiable achievement]

EDUCATION

[Degree earned]

[College name]

[College Location]

[Graduation Date]

KEY SKILLS

[Skill]
[Skill]
[Skill]
[Skill]
[Skill]

CERTIFICATIONS/LICENSES

[Certification]
[Certification]
[License]

Summary

A career as a wealth manager can provide a great income, a challenging work environment, and an opportunity to help people make the most of their earnings and wealth. To succeed, however, you need a wealth management resume that can inspire hiring managers to interview you for the position. Hopefully, these tips can help you to begin the process of creating the compelling resume you need to launch your career.

Still struggling to create that perfect wealth management resume? If so, then let us lend a hand! You can receive a free resume review from our team of experts and learn more about how our resume writers can ensure that you have the professional resume you need to succeed in your job search.