This guide, on a real page.

A Securities, Commodities, and Financial Services Sales Agents resume built in ResumeXRays, annotated against the data below. Flip the pages, try a template, then make it yours.

1. 1Lead with the size of your book.Assets under management and net new assets are the first numbers a branch manager asks for. A ranking against the other advisors shows the growth was strong, not just steady.
2. 2Turn the client interview into a result."Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives" is a core task in this guide. The share of households with a written plan shows you do it every time.
3. 3Show you put clients in the right account.Most advisors have moved toward fee-based accounts, and firms want proof each move was in the client's best interest. Clean audits show Judgment and Decision Making, a top skill here.
4. 4Show you know the next generation of clients.A large share of client wealth is passing to heirs over the next decade, and most heirs change advisors. Assets kept after an estate settles show you built those relationships early.
5. 5Use the tool names from postings.Salesforce software, Microsoft Excel and Microsoft SharePoint are in-demand tools in this guide, and Bloomberg Professional is a core trading tool. Spell them the way postings do.
6. 6Give each license its full name and status.You cannot sell securities without these registrations, so list the series number, what it covers, who issues it and that it is active. Firms check the record before they make an offer.

Sample resume. The candidate is fictional; the layout and templates are real.