Finance

Entry LevelWealth Manager Resume Example

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Wealth Manager Resume Template (entry level)

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Professional Summary

Entry-level Wealth Manager and associate advisor with Series 7 and Series 66 registrations and CFP coursework underway. Skilled in financial-planning software, portfolio analysis, and client servicing.

Professional Experience

Associate Financial AdvisorJul 2025 - Present
Cedarstone Wealth Advisors, Charlotte, NC
  • Supported two senior advisors on a $300M book, preparing plans and review materials for 120+ meetings a year.
  • Built financial plans in eMoney and MoneyGuidePro, running Monte Carlo retirement scenarios.
  • Managed a 200-contact Salesforce pipeline, keeping households on an annual planning schedule.

Skills

Financial Planning, Series 7 / Series 66, eMoney / MoneyGuidePro, Salesforce CRM, Portfolio Analysis, Client Servicing, Retirement Planning, Investment Research

Education

B.S. FinanceMay 2025
University of North Carolina at Charlotte

Certifications

  • SIE (Securities Industry Essentials)
  • FINRA Series 7
  • FINRA Series 66
  • CFP Coursework in Progress

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Key Skills for Wealth Manager

Financial PlanningSeries 7 / Series 66eMoney / MoneyGuideProSalesforce CRMPortfolio AnalysisClient ServicingRetirement PlanningInvestment Research

ATS Keywords for Wealth Manager

Use these naturally in your summary, skills, and experience when they reflect your background.

Wealth ManagerAssociate AdvisorSIESeries 7Series 66Financial PlanningeMoneyMoneyGuideProSalesforce CRMPortfolio AnalysisClient ServicingRetirement Planning

How to Write an Entry Level Wealth Manager Resume

An entry-level wealth manager resume should prove you're licensed (or fast getting there) and can support a practice's planning and client work. Lead with your SIE, Series 7, and Series 66 status and any CFP progress, then show financial-planning software, CRM, and portfolio-analysis work that helps senior advisors serve clients.

Resume Writing Tips

Put licenses and progress up top

State your SIE, Series 7, and Series 66 status and any CFP coursework first, since these registrations are gating requirements a recruiter checks before reading anything else on the page.

Show planning-software fluency

Name eMoney, MoneyGuidePro, or similar tools and describe building plans or running Monte Carlo scenarios, since hands-on planning-software skill lets you contribute to client work immediately.

Quantify the book you support

Cite the AUM and household count of the senior advisors you support and the volume of meetings or plans you prepared, showing you already operate inside a real client-facing practice.

Skills to Highlight

Series 7 / Series 66

State your active registrations clearly, since they are the gating credentials for any client-facing advisory role and the first thing a recruiter verifies.

eMoney / MoneyGuidePro

Describe building or maintaining financial plans and running retirement scenarios, since planning-software fluency is how an associate contributes to client work day one.

Salesforce CRM

Cite managing a pipeline and review cadence in the firm's CRM, showing you can keep households organized and on schedule, a core associate responsibility.

Portfolio Analysis

Explain performance reporting or allocation analysis you prepared for senior advisors, proving you understand the investment side beyond planning administration.

Common Questions

Do I need all my licenses before applying?

The SIE can be taken before employment, and many firms sponsor Series 7 and 66 after hiring. List what you hold and what's in progress with target dates, since showing a clear licensing path reassures a recruiter you'll be client-ready quickly.

I don't have my own clients yet, what do I show?

Foreground the practice you support: the AUM and households of your senior advisors, plans you built, meetings you prepped, and CRM work you ran. This proves you already operate inside a real advisory business, which is exactly what an associate role expects.

How important is the CFP at this stage?

It's a strong differentiator even in progress. Note completed coursework or your exam timeline, since the CFP is the most recognized planning credential and signals you intend to build a genuine advisory career, not just a sales role.

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