Finance Careers

Interested in business or finance? You’re in the right place. Find advice, ask questions, and connect with others pursuing success in business and finance.

How to Refresh Your Finance Resume After Time Away
Career breaks occur for many reasons: family care, health concerns, relocation, or professional burnout. The financial industry evolves rapidly, but your time away doesn't need to hold you back. With strategic planning and the right approach, you can create a finance resume that showcases your value despite employment…
Why the Definition of Financial Advice is Key for CFP® Professionals
In the world of financial services, words have weight. For those who have earned the right to use the CFP® marks, a single conversation can shift the entire legal and ethical landscape of a client relationship. The transition from "getting to know you" to "providing professional guidance" can happen in a heartbeat. For…
The Path to Tax Mastery: From Compliance to Strategy
Tax often gets a "desk-drone" reputation, but in the finance world, it is actually the ultimate power play. Every major corporate move—from a merger to global expansion—is dictated by tax implications. Whether you are starting out or looking to pivot into the high-stakes world of M&A, tax is a bedrock skill that makes you…
We want to hear your thoughts! Answer the question below in the comments💬
When you last updated your resume, what bullet point did you add to make your resume better?

Latest Finance Career Community Discussions

Dive into all the discussions as you explore your Finance Career.

Poll: What's your biggest career development challenge right now?
As you are navigating the world of Finance careers, what is your biggest challenge right now? The Kaplan Community Team would love to know so we can help! Take our poll below.
🎉 Welcome to your new Finance Career Community!🎉
The Kaplan Community Team is thrilled you are here in our Finance Career Community. Glad to see you exploring! Have questions after you see what’s new? Reply below and we will be happy to help. What happens here? Let’s take a look. This community will have resources including a knowledge base, career spotlights, and…
FRM Resume: From Report Generator to Risk Influencer
Your FRM (Financial Risk Manager) resume must transform from a list of passive back-office reporting tasks into a projection of authority and influence to secure a C-suite seat. Risk Management is a leadership role, and your resume must prove you have the "quant" backbone and the "cool head" to actively defend the firm's…
What do you do if you forget to share something in your interview?
You’ve walked out of the building (or closed the Zoom window), the adrenaline starts to fade, and then it hits you: that perfect example or that crucial certification you completely forgot to mention. 🫠 We’ve all been there—staring at the ceiling, thinking about the 'missing' 10% of our story. What do you do if you forget…
Elevating Your Wealth Management Resume
The fundamental rule of wealth management is that clients buy trust, not products. If your resume reads like a dry inventory of Series licenses, it suggests you are a technician, not a relationship builder capable of securing a client’s legacy. A resume lacking a compelling "Client Story" raises concerns for hiring…
Reverse-Engineering the Perfect LinkedIn Reach-Out
We’ve all seen (and probably also sent) the templated outreach that floods our LinkedIn and email. But in a sea of "Checking in" and "I'm interested," a single high-signal sentence can change everything. To the hiring managers: What is the one sentence a candidate has sent you that was so sharp you had to interview them?…
Elevating Your Wealth Management Resume: From Technician to Trusted Advisor
At its core, wealth management isn't about selling products—it’s about earning the right to be a steward of someone’s life’s work. When a resume reads like a dry inventory of licenses, it paints you as a technician who processes paperwork, rather than a trusted advisor who can steady a client’s nerves during a market…
Are you still adding a physical address to your résumés?
We’ve all been taught that a resume header must include a full mailing address. But in a world of digital-first hiring and remote-capable roles, that line of text is starting to feel like expensive, underutilized real estate. (Plus, when you're fighting to keep your resume to a single page, every character counts.😅) Are…
Does your resume font actually matter?
Some argue that certain fonts are better for Applicant Tracking Systems (ATS), while others believe the choice is purely aesthetic. Where do you stand? Are you sticking with the traditional Times New Roman, or have you moved to a cleaner Calibri or Arial? Let’s hear your reasoning for why it works (or why it shouldn't…
How to Structure a CFA Resume: The Priority Stack Layout for Finance Roles
You are competing against thousands of candidates who have the same technical knowledge, which means a cluttered or poorly prioritized layout is the fastest way to get your resume discarded. Most CFA candidates make the mistake of burying their hardest-earned achievements under a mountain of generic formatting. If a…
We want to hear your thoughts! Answer the question below in the comments💬
When you last updated your resume, what bullet point did you add to make your resume better?
Finance Resume Mistakes to Avoid
Your high-stakes finance resume is likely gathering digital dust in an Applicant Tracking System (ATS). The reason? It reads like a boring job description rather than a profit-driven track record. You’ve spent hundreds of hours mastering the Black-Scholes model or grinding through CFA Ethics standards, yet your resume…