Finance

Financial advisor CV: example and template

This example is for financial and mortgage advisors at brokerage firms, banks and advisory offices, and for people moving into finance from sales or customer service in a bank.

The employer wants to see results: the number and value of loans, your client portfolio, referrals, plus reliability and knowledge of the rules. We show you how to describe this.

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Example CV: financial advisor

All the details in this example are fictional. Treat it as a model of layout and wording, and replace the content with your own experience.

Łukasz Sikorski

Financial advisor, mortgages

Wroclaw +48 123 456 789 lukasz.sikorski@example.com

Professional profile

Financial advisor with 6 years of experience in loan brokerage, specialising in mortgages. I assess affordability, compare offers from over a dozen banks and guide clients to signing the agreement. Each year I bring about 70 loans worth over PLN 30 million in total to completion.

Work experience

Financial advisor

03.2020 - present

Loan brokerage firm, Wroclaw

  • About 70 mortgages completed a year, worth over PLN 30 million in total.
  • Affordability analysis and comparing offers from over a dozen banks.
  • Gathering documents and taking applications through to a credit decision.
  • Over 40% of new clients come from satisfied clients' referrals.
  • Working with estate agents and property developers.

Customer advisor

06.2017 - 02.2020

Bank, retail branch, Wroclaw

  • Selling personal loans, accounts and cards.
  • Serving individual customers in the branch.
  • Meeting sales plans at over 100%.

Education

Finance and accounting, bachelor's degree

2013 - 2016

Wroclaw University of Economics

Skills

  • Mortgages and personal loans
  • Affordability analysis
  • Comparing bank offers
  • Handling loan applications
  • Building relationships and referrals
  • Mortgage credit rules

Licences and certificates

  • Exam for mortgage credit intermediaries, entry in the KNF register
  • EFPA European Financial Advisor certificate, in progress
  • Client data protection training, 2023

Languages

  • English: B2

Additional information

  • Category B driving licence

I hereby consent to the processing of my personal data for the purposes necessary to carry out the recruitment process, in accordance with Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 (GDPR).

How to write a financial advisor CV

Professional summary

Give your specialisation, years of experience and main results: the number and value of loans completed or the size of your portfolio. Add your licences, because they are required for mortgages.

Mortgage advisor with 2 years of experience at a brokerage firm. I guide clients from the affordability check to signing the agreement and complete an average of 3 loans a month. Before that I worked in a bank branch.

Experience: duties and achievements

Show results and the quality of your work: loan value, number of clients, share of referrals. Add your work with estate agents, because they are an important source of clients.

Weaker: Selling loans.

Better: About 70 mortgages completed a year, worth over PLN 30 million.

Weaker: Helping clients.

Better: Affordability analysis and comparing offers from over a dozen banks for every client.

Weaker: Happy clients.

Better: Over 40% of new clients come from existing clients' referrals.

Skills worth listing

List the products and analytical skills. Under personal skills, show that clients can trust you with one of the biggest decisions of their lives.

Professional skills

  • Loans and banking products
  • Affordability analysis
  • Loan documentation
  • Bank systems and comparison tools
  • Credit and consumer protection rules
  • Excel

Personal skills

  • Building trust
  • Explaining costs and risks clearly
  • Organising many applications
  • Negotiating with banks
  • Independence

Licences and certificates

For mortgages, list the exam you passed and your entry in the intermediaries register kept by the KNF, the Polish financial supervisor. List advisory certificates, such as EFPA, with their level or stage.

Financial advisor CV for a first role

People move into financial advice from banks, sales and customer service. Describe your sales results and experience with financial products.

Say that you are preparing for the exam or are ready for training. Brokerage firms often train new advisors.

Tailoring your CV to the job offer

A brokerage firm looks for results and finding clients on your own, a bank for knowledge of its procedures and products, and an advisory office for broader advice, such as investment. Move what the offer is about to the top.

The most common mistakes on a financial advisor CV

Questions and answers

What should a financial advisor put on a CV?

Specialisation, the number and value of loans or portfolio size, referrals, products, licences, certificates and work with partners.

Does a mortgage advisor need a licence?

For mortgages in Poland, yes: an exam and an entry in the intermediaries register kept by the KNF. Firms usually help you get them.

How do I show an advisor's results on a CV?

With the number and value of loans completed in a year, the share of referrals and meeting the plan.

Can a bank employee become a financial advisor?

Yes, it is a common path. On your CV, show product knowledge, sales results and customer service.

Create a financial advisor CV in the builder

In the CV Majster builder you enter your details step by step and see right away what the document looks like. You can copy the wording from this page and adapt it to yourself. The finished CV as a PDF costs a one-off PLN 5, with no subscription, and you see the preview before you pay.

Go to the CV builder

See also

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