INDUSTRY STATS
According to the U.S. Bureau of Labor Statistics, Financial Counselor positions are at a 6% growth rate, which is as fast as average. With that said, there are currently 492,100 jobs in the market right now. The total number of jobs is expected to increase by 31,300 to 523,400 in the period of 2020-30.
What’s more, the median annual wage for the Financial Counselor jobs was $83,660 in May 2020. The lowest 10% earned less than $48,760, and the highest 10% more than $159,560.
Our conclusion? The Financial Counselor job market is wide open for candidates.
Top financial counselor sections that make the best resume
- Header
- Professional summary
- Experience (with numbers and results)
- Relevant skills
- Education
- Certifications
How to Craft the Perfect Financial Counselor Resume Experience Section
Perfecting the experience section: Financial counselor resume checklist:
- Be careful with bullet points: use no more than 4-6 per position;
- Mention only positions that are relevant to the job you’re applying for;
- List your experience in chronological or reverse-chronological order;
- Highlight your results by using numbers – e.g. percentage increase/decrease in an important metric that’s followed by - your hard work;
- Use action words whenever possible… but more on that below.
Need examples? We looked through thousands of Financial Counselor resumes and gathered some examples of what the ideal experience section looks like. Check them out below!
- Maintain complete records of all patients applying for financial assistance to include the application, proof of income, the acceptance/denial letter, and any other applicable documentation.
- Communicate with patients and insurance companies on the phone.
- Appropriately document and report payment information.
- Update patient accounts and balances.
- Review and process patient and insurance company forms.
- Educate patients about payment options and financial assistance.
- Working claims for our Accounts Receivable department, bringing in over 1 million in revenue annually to the hospital
- Responsible for meeting with patients and helping them through the financial aid process
- Assists with medicaid applications for low-income families
- Responsible for all medical billing and collection activities
- Followed up on billed accounts for various insurance carriers, workers compensation, attorney, liability, and self pay accounts
- Managed insurance receivables to attain team & development goals
- Make payment arrangements, prepare accounts for collection
- Review & evaluate charitable assistance applications for appropriateness & determination
PRO TIP
In writing your Financial Counselor resume, you will no doubt want to list your previous duties - as you should. But steer clear of just listing your duties, instead of your achievements. Make your resume stand out by communicating what you have done, and not merely what the job needed you to do.
Action verbs for your financial counselor resume
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Impressing recruiters with a top financial counselor resume skills section
Checklist for an impressive Financial Counselor resume skills section:
- List both hard and technical skills that are important for the role;
- Check what the job description says and add some keywords based on that;
- Focus only on relevant skills;
- Try not to list things such as “communication”; rather, highlight your soft skills in other sections of your Financial Counselor resume.
Top skills for your financial counselor resume
Microsoft Office
SAP
Excel
Salesforce
Data Entry
Quickbooks
Project Management
Customer Service
CRM
Communication
Negotiation
Critical thinking
Problem solving
Collaboration
Flexibitly
Resilience
Dedication
Empathy
PRO TIP
Don’t feel obliged to spend a separate section for your soft skills - you can weave them throughout your job experience or career summary. But, don’t just write empty words - back them with examples.
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Financial counselor resume header: tips, red flags, and best practices
Checklist for your financial counselor resume header
- Your name and surname in a legible and larger resume font
- The job title you’re applying for or your current job title as a subheading to your name
- Link to your portfolio or online profile, such as LinkedIn
- Address (City and State for the US; just your city for rest of the world)
- Email address
- Headshot (required or welcomed in the EU; not required and sometimes frowned upon in the US)
Stick to popular email providers such as Gmail or Outlook. And use these professional formats to create your username:
- first.last@gmail.com
- last.first@gmail.com
- firstlast@gmail.com
- f.last@gmail.com
- first.l@gmail.com
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PRO TIP
Some companies, states, and countries have non-discrimination policies about what kind of information can be included on your Financial Counselor resume. This might include a photo (which is often included in a resume header and might be on personal web pages you link to). You can always email the company’s HR department to ask about their policies before you apply.
Crafting a strong summary for your financial counselor resume
Checklist: The perfect Financial Counselor resume summary section
- Add a couple of keywords from the job description;
- Mention some of your most valuable skills and characteristics;
- Highlight your top achievements (and add numbers!);
- Use no more than 3-5 sentences to guarantee readability and keep - the hiring manager interested.
Resume summary formula:
PRO TIP
You’re not going to get hired simply because of a good summary or objective. However, your recruiter can bump you up in front of similarly experienced candidates who didn’t demonstrate such passion and drive.
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An impressive education section: financial counselor resume
Financial counselor resume: education section checklist
- Highlight your highest education degree;
- Include the degree subject, year of graduation, and institution name;
- Mention some of the awards you’ve received during your studies;
- List your certifications (incl. the body that’s issued them);
- Entry-level positions: Give preference to courses that are relevant to the position.
Top certifications for your financial counselor resume

The Complete Financial Analyst Course 2022
Excel, Accounting, Financial Statement Analysis, Business Analysis, Financial Math, PowerPoint: Everything is Included!

Financial and Economic Modeling and Investments
Financial Statement Analysis, Business Analysis, Investments, Finance, Financial modeling, Financial Ratio Analysis,MBA

Financial Analysis and Financial Modeling using MS Excel
Perform financial analysis & financial modeling using Microsoft excel. For people who want to become a Financial Analyst

How to Read Financial Statements: Build Financial Literacy.
Read financial statements and speak the language of business without the drudgery of a traditional accounting course

Financial Planning & Analysis: Building a Company's Budget
Learn the Fundamentals of Financial Planning and Position Your Career for Success!
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PRO TIP
There are dozens of certifications that you can claim as a Financial Counselor. But, some are more effective than others. That’s why you mustn’t include every certificate other applicants might have. Try instead to earn and list a few of the difficult ones.
The right format for your financial counselor resume
When it comes to formatting your Financial Counselor resume, there are certain things you need to keep in mind. These include your level of expertise, your total years of experience, and the position and company you’re applying for, to name a few.
You can choose between three basic resume formats:
- Reverse-chronological resume format;
- Functional skills-based resume format;
- Combination (or Hybrid) resume format.
The reverse-chronological format is just that – all your experience listed in a reverse-chronological way. It’s great for experienced professionals who have been in the industry for many years and have no career gaps.
The functional skills-based resume, on the other hand, focuses on skills, education, and personality traits, rather than experience. This makes it great for graduates, people with less experience, or bigger career gaps. The idea is to show you’re the perfect match without putting too much emphasis on your lack of relevant experience.
If none of these sound suitable, go for a hybrid (or combination) resume. It’s a mix of experience, skills, and personality traits. It’s also considered modern and innovative because of its non-traditional structure and sections. Here, you can add details about what your typical day looks like or what your life philosophy is. In short, the hybrid resume format shows who you are, both as a professional and as an individual.
More tips on perfecting your resume style and layout:
- Choose a traditional 12p font;
- Make sure your resume margins are no bigger than an inch;
- Go for a one-page template. If you have broad experience and can’t fit your resume on one page, choose a two-page resume template
- Save your resume as PDF to avoid formatting issues and unauthorized editing.
Read this: Ways to make your Financial Counselor resume stand out
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PRO TIP
If you feel that you don’t have high chances in a particular company, due to lack of relevant experience, then you can still consider using a creative layout. That might help you get noticed and invited for an interview, as most of the other applicants will have boring resume designs.
More sections worth adding to your financial counselor resume
If the industry, company, and position you’re applying for allow for that, you could include other sections in your Financial Counselor resume. By doing this, you’ll show the recruiter that you’re a real human and not a robot.
Here are some ideas:
The right kind of creativity for your financial counselor resume
Several years ago, everyone preferred keeping a safe distance from creative resumes. Today, adding creativity to your CV is considered cool, innovative, and one of the best ways to stand out.
You can add a creative section that describes your typical day or even go for a colorful creative template. No matter what you choose, make sure to keep the position, company, and industry in mind. Otherwise, you risk looking silly.
What makes a great financial counselor resume: key takeaways
- Choose a resume layout that sends the right message across and fits your current career situation;
- Create a resume header that shows your desired job title, and easy to find contact numbers;
- Be specific about your experience, accomplishments and future goals in your summary;
- Feature detailed metrics and specific examples that show the impact you made in your previous roles when describing your experience;
- List soft skills backed by examples;
- Add all of your technical skills and certifications that you have and match the job description;
- Show off a dash of personality in your resume that will demonstrate your culture fit and the right mix of hard and soft skills.