In the Market for a Financial Services Position?

Demonstrating leadership in past work or volunteer experiences proves to employers that you have what it takes to lead a team someday. Beyond leading others, examples of how you’ve led yourself through continuous learning or personal development are also desired.


In addition to pointing out any past management experience, highlight specific examples of how you’ve taken the lead inside and outside of the workplace. For example, if you’ve taken continuing education classes to further your leadership skills, including that in the Education section of your resume.

In addition, consider adding a “Leadership Experience” section where you can share examples of special assignments you’ve taken on, teams you’ve led, and leadership positions you’ve held.

Some examples include:

Volunteered to spearhead a business development project, which helped grow our firm’s portfolio by 10% in the first 60 days

  • President of the Smith University Alumni Association
  • Treasurer for the local United Way Chapter

Flexible communication.

The most desired, yet uncommon finance professional skill is communication, according to the Bloomberg Job Skills Report 2016. Candidates who can communicate the stories behind the numbers will separate themselves from the crowd. The ability to explain complex figures without jargon demonstrates to employers that you’ll communicate clearly with clients and other team members.


Include your verbal, written, and even visual communication skills in your resume by adding them to your work experience section. Here’s a sample line that you might include in your past work experience:

Sharpened my verbal, written, and visual communication skills by leading client meetings and conducting presentations


Adhering to professional behavior helps emulate to clients and employers that you are a trustworthy and reliable person. This is especially important for the financial services sector, as you will be potentially trusted with a significant amount of money to manage. As representatives of the company, financial services firms need professional candidates to show clients they are credible and respectable.

That being said, it’s equally important to highlight your personality. Your personality is a major component for developing relationships with your colleagues and clients and signaling that you’ll be a good cultural fit.


Strike a balance between showcasing your personality and exhibiting professionalism in your interview. Maintain a friendly yet formal tone and wear a professional dress during your interview. In addition, look for opportunities to highlight your unique traits and characteristics in your interview answers, and remember to smile.


In an industry that faces constant change and regulation, financial services firms want employees who hold their own ground. Being able to perform your duties reliably and with minimal supervision shows employers that you are capable of managing your time and objectives.


In your interview, share a story from your own work experience where you successfully managed your time to reach objectives. You might say something like:

I had a client request come up in the middle of an important project. By prioritizing my tasks and time, I was able to exceed the client’s expectations as well as the company’s.


According to the PwC study, 80% of all financial services roles are affected by technology. Exhibiting the ability to adapt to technological changes and advances is a major bonus to financial services firms. More specifically, firms are looking for finance professionals with technical skills like a strong understanding of Structured Query Language (SQL), the language used to communicate to their databases.


Indicate your experience or knowledge level in SQL and other technologies by adding them into the skills section of your resume. Remember to use lively, colorful language to keep the recruiter’s attention. As an example:

Dynamite at SQL queries and reporting

In the Market for a Financial Services Position?

The above skills are important to possess for attracting financial services recruiters. Even if you don’t have all of the hard and soft finance professional skills listed above, there might be a recruiter out there whose priorities align perfectly with your unique skillset. Let Masterson Staffing help you find them. Get in touch with us today.

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