Conversations for Financial Professionals

Resume Tips for Aspiring Financial Professionals

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This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/SCV30_Yy3HY

I've seen my fair share of new hires and interns while working as a financial professional. And although during the last 3 years I've worked as a solo advisor, I've had a lot of people that I've coached to get them to the next level. I want to share what I think is the proper way to position yourself when you prepare your resume...

  1. Nothing beats personal touch. Don't let your resume do all the talking. I use a free video service called Loom that allows me to record a quick video that provides context and can be embedded write into the email you're sending with your resume in it. SET YOURSELF APART.
  • Keep it shorter (vs. longer). This shouldn't be a biography. It needs to highlight in 1-2 sentences how you helped the bottom line of that organization.
  • Highlight only relevant experience. I see LinkedIn profiles with every bit of experience a person has whether it's relevant to the opportunity or not. What is really important to remember is that you are seeking a specific job type at a specific company. Your resume shouldn't then scream "generalist".

    • Thanks for listening.

    For more information on what I'm doing for current and aspiring financial professionals, click here.

    Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).

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    Conversations for Financial ProfessionalsBy Dominique Henderson, CFP®
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