Kaye/Bassman’s Tim White Quoted in FINS Finance Article, “The Perfect Financial Advisor Resume“
Dallas, Texas, 2/7/2012:
If you’re an experienced financial adviser, an attention-grabbing resume can be what gets you through the door. And while you still need a stellar book of business to actually get that offer letter, a well-written resume will leave a lasting first impression.
Use your resume to address common industry problems right off the bat. For one, show how you’ve successfully dealt with retirement readiness for baby boomer clients or how you’ve marketed your services to investment-weary millennials. Make sure your resume also offers a glimpse of your personality by listing nonwork related interests and activities; financial advisers need to demonstrate that they are a strong fit within the company culture.
Eager to land a new financial adviser role? Here’s how to put together an impressive resume:
Write a Game-Plan Summary
In your resume, “the first thing to do is define what you’re doing to generate revenue,” says Tim White, a managing partner at Dallas-based executive search firm Kaye/Bassman who works with financial advisers. In addition to presenting a quick overview of recent accomplishments and what you’ll bring to the table, be sure to include numbers detailing revenue production and how many assets you have under management, explains White. Including a summary paragraph can help you present key facts and ideas right away in order to get the hiring manager’s attention.
Read the full story.
Founded in 1981, Kaye/Bassman has grown to become the largest single-site executive search and recruitment firm in the United States with the simple mission of impacting companies and enhancing careers by providing the finest in professional, executive, technical and scientific search. Kaye/Bassman provides strategic recruiting and executive search solutions in over 20 industry practice areas including construction recruiting, healthcare recruiting, banking executive search, energy recruitment and many more. Next Level Recruiting Training, a recruiting training organization, Next Level Exchange, a recruiting training best practices information exchange, and Next Level Marketing Communications are also Kaye/Bassman companies.
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