💡 Associate Spotlight

“Of course, there’s a lot that goes into finding that perfect opportunity, but I would share three tips:

1. Have a clear and realistic idea of what an opportunity needs to look like for you to be happy with your next employer.

2. Make sure your resume is polished and professional so that when a hiring manager sees it, there’s no doubt in their mind that they want to interview you.

3. Seek the advice of a successful recruiter that can either take you to the promised land, or at least help point you in the right direction.”

📄 Resources From the Blog

Building a Strong Foundation: Finance Resume Writing Essentials

From Financial Recruiters International

It’s a competitive job market out there, especially in financial services. In itself, your resume can’t land you your dream job. However, it serves as the gateway to landing interviews and getting one step closer.

A well-crafted finance resume goes beyond listing experience—it strategically communicates your value to potential employers. Here are 6 tips to put your best foot forward:

1. Craft a powerful summary statement. Begin with a concise introduction that captures your years of experience, areas of expertise, and significant contributions.

2. Highlight quantifiable achievements. Include specific financial accomplishments that demonstrate your impact on past organizations. Rather than stating you "contributed to cost-saving measures," specify that you "developed a resource optimization strategy that cut operational costs by 15% over two fiscal years."

3. Showcase both technical and soft skills. Emphasize proficiency with financial software like Excel, Bloomberg, and SAP alongside critical abilities in financial analysis, budgeting, and risk management. Balance these technical skills with soft skills like communication and problem-solving.

4. Tailor your resume to each opportunity. Align your resume with specific job descriptions by identifying key skills and experiences employers prioritize. Incorporate relevant finance terminology strategically, backed by concrete examples that demonstrate your expertise.

5. Emphasize education and certifications. Prominently display professional certifications like CFA, CPA, or CFP, along with your educational background, to boost your credibility.

6. Format for clarity and readability. Use professional fonts, consistent formatting, and strategic white space to ensure hiring managers can quickly grasp your qualifications. Avoid overloading with jargon while maintaining industry relevance.

For the complete guide with detailed examples and formatting tips, read the full article: Building a Strong Foundation: Finance Resume Writing Essentials >

📌 Featured Career Opportunities

We’re currently recruiting for a wide variety of roles in fiduciary services, including:

• Private Banker

• Wealth Advisor

• Managing Director, Wealth Management

• Trust Officer

• …many, many more

The full list of career opportunities, including locations and next steps, is exclusively available to Connective Services subscribers.

📰 Industry News

Future advisors prioritize internships and mission-driven cultures

New research shows that 73% of financial planning students want shadowing opportunities, while 58% consider mission-driven culture the most important factor when choosing a career destination. Students are particularly interested in firms offering paid internships, professional training support, and pro bono services for underserved communities. Read the full report from WealthManagement.com. >

Advisor income surged most in smaller U.S. metro areas in 2024

Financial advisor median income growth was strongest outside major financial centers, with Idaho leading state-level increases at 44%, followed by Michigan at 40% and Kansas at 29%. The biggest growth occurred in smaller metropolitan areas across the country. See the complete rankings on Financial-Planning.com. >

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👋🏼 About Connective Services

Connective Services is a newsletter brought to you by Financial Recruiters International and Alexander Raymond. Both firms are full-cycle recruiting companies connecting fiduciary services organizations with highly skilled candidates. Financial Recruiters International serves the financial sector while Alexander Raymond specializes in insurance and contract staffing.