Reference AUM in dollar terms and client count where possible: 'Managed financial plans for 85 client households representing $28M AUM.' If your prior employer prohibits disclosing specific client numbers, approximate ranges are acceptable: '$20M-$30M AUM range.' Avoid fabricating numbers — discrepancies may emerge during background checks.

Securities licenses (Series 7, 65, 66) and insurance licenses should be listed with the issuing body. CFP, ChFC, and CFA credentials belong in a dedicated Certifications section. If you hold a fiduciary designation like RIA registration, note that explicitly as it signals fee-only, conflict-free planning to certain client segments.

Emphasize planning competencies over product sales metrics. Highlight client relationship depth, holistic planning case studies (with anonymized details), and any fee-only or fiduciary-oriented work you've done. Completing CFP certification and Series 65 are often prerequisites that signal genuine commitment to the planning profession over product distribution.