Resumes are often a first impression so keep in mind the below:
Eddy Ricci, Jr., CFP ®, CEPA ®: It is helpful for wealth management practice owners or hiring managers to know what type of software and systems you are familiar with. It is also helpful to see the measurables connected to your experience or function. For example, instead of putting “proficient in planning software” put a bullet that says “four years of experience using MoneyGuidePro (for example) creating approximately three new plans per week.” Instead of saying “CRM” as a skill share “three years using REDTAIL for two advisor partners.” Adjust your resume to “GOOGLE’s” resume preference…Achieved X, measured by Y by doing Z!
Michael P. Connaughton, CFP®, CLU®, ChFC®: A candidate is certainly more than just their resume but it’s often the first thing hiring firms examine when considering someone for an open position. If your resume is poorly structured, hard to follow, and isn’t visually appealing firm owners might eliminate your candidacy prior to having a conversation. Make sure to capture your experience, education, accomplishments and career goals while also keeping it concise. If there is a career gap, explain it! Don’t go on and on about your experience in each role, rather keep it to a few key bullets highlighting your responsibilities and accomplishments. It may sound obvious, but check for typos like misspelled words or misaligned dates. We’ve seen plenty of qualified candidates with valuable experience, who hold pertinent designations and licenses that failed to spend time on crafting a well designed resume and were never granted an opportunity to interview.