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How to Write a Finance Resume Work Experience Section

The work experience portion of your resume is critical to making a lasting impression with hiring managers. A solid work history can be the determining factor that gets you hired for that dream finance position, and knowing how to write a finance resume work experience section the right way can make a huge difference when it comes to scoring an interview.

What to Include in a Finance Resume Work Experience Section

When writing a resume work experience section, start with the most recent job you’ve had that relates to the position you’re applying for. For example, if you’re applying for a position as a stockbroker, then you don’t need to include your work experience as a part-time bartender. Continue listing your previous positions in reverse chronological order, but Don’t go back more than 20 years. When possible, talk about what you accomplished in your position rather than merely listing your duties. Instead of saying that you managed investment portfolios, use some action verbs and discuss the exact return percentages you were able to get for your clients.

How to Format a Finance Resume Work Experience Section

List the job details below your section header, including your job title, dates of employment, the company name and the location of the job. You can write the date using the month and year, or just the year as long as you keep the format consistent throughout your resume. When listing accomplishments and duties, write in present tense if you’re still at the job, and past tense for all previous employment. Rather than writing out a wordy paragraph, use 5-8 bullet points to make the whole section easier to read. You should also quantify your accomplishments whenever you can, as solid data encourages hiring mangers to make the best decision.

Example of a Finance Resume Work Experience Section

Stock Broker
XYZ Finance Associates-Newark, NJ May 2009-Present

  • Assist two asset managers with an aggregate of $2.8 million in assets.
  • Regularly prospect for new clients.
  • Recruited by a NYSE full-service brokerage, and subsequently passed series 7 and 63.
  • Employ automated algorithms to adjust trading strategies.
  • Execute high-volume trades resulting in up to $80,000 in profits.

Stock Broker
Big Firm Ltd.-Newark, NJ February 2005-May 2009

  • Co-managed over $3.2 million in assets.
  • Developed a client base through market research, cold calling and networking.
  • Generated qualified leads and contacted 50 to 100 new prospects daily.
  • Explained complex financial concepts to clients.
  • Managed and trained twelve junior brokers in business protocols.
  • Participated in weekly strategy meetings in order to stay current in a rapidly changing environment.
  • Discussed business strategy and investments to pitch to current and potential clients.


A work experience section can definitely be the biggest selling point for finance professionals. Create your finance resume work experience section and your entire document in minutes using the convenient online resume builder from MyPerfectResume.