These are the ATS keywords, credentials, and software terms that recur across current financial advisor job descriptions — organized so you can scan for what your resume is missing. Placement matters as much as presence: an ATS keyword buried in a skills list ranks lower than the same term used in context inside an experience bullet.

Title variants

  • Financial Advisor
  • Financial Adviser
  • Wealth Manager
  • Financial Planner
  • Registered Investment Adviser
  • Wealth Advisor
  • Investment Advisor
  • Certified Financial Planner
  • Private Wealth Advisor
  • Relationship Manager
  • Client Relationship Manager
  • Retirement Planning Specialist
  • Portfolio Manager
  • Estate Planning Specialist
  • Financial Consultant

Credentials

  • CFP
  • Certified Financial Planner
  • ChFC
  • CLU
  • CFA
  • CPA/PFS
  • RICP
  • CDFA
  • Series 7
  • Series 63
  • Series 65
  • Series 66
  • Series 6
  • RIA
  • IAR
  • Investment Adviser Representative
  • FCA
  • Diploma in Financial Planning
  • Chartered Financial Planner
  • CII

Software — Planning

  • eMoney Advisor
  • MoneyGuidePro
  • MGP
  • NaviPlan
  • RightCapital
  • Advyzon
  • Orion Planning

Software — Portfolio / CRM

  • Orion
  • Tamarac
  • Riskalyze
  • Nitrogen
  • Black Diamond
  • Morningstar Office
  • Envestnet
  • Salesforce Financial Services Cloud
  • Redtail
  • Wealthbox
  • Practifi

Custodians

  • Schwab Advisor Services
  • Fidelity Institutional
  • TD Ameritrade Institutional
  • Pershing
  • Apex Clearing
  • TIAA
  • Vanguard

Planning topics

  • retirement planning
  • estate planning
  • tax planning
  • financial planning
  • risk management
  • insurance planning
  • college planning
  • Social Security maximisation
  • Medicare planning
  • Roth conversion
  • 529 plan
  • charitable giving
  • trust
  • beneficiary designation
  • cash flow analysis
  • net worth statement

Investment terms

  • AUM
  • assets under management
  • model portfolio
  • asset allocation
  • rebalancing
  • alternative investments
  • ETF
  • mutual fund
  • variable annuity
  • indexed annuity
  • fee-only
  • fiduciary
  • suitability
  • 401k
  • IRA
  • Roth IRA
  • SEP IRA
  • defined benefit
  • defined contribution
  • QDRO

Long-tail phrases

  • financial advisor resume
  • financial planner resume
  • wealth manager resume
  • financial advisor cv
  • financial advisor resume examples
  • financial advisor resume 2026
  • CFP resume
  • how to write a financial advisor resume
  • wirehouse advisor resume
  • RIA advisor resume

Pasting these terms into your resume verbatim without matching context can read as keyword stuffing to a human reviewer, even if it passes the ATS. The full Financial Advisor resume guide shows where each category belongs and how to work it into real experience bullets.