The pitch page for financial advisors — stand out from a stack of resumes.
PitchPage turns your advisory resume into a single shareable page that shows what a PDF buries: the assets you manage, the book you've grown, the clients you've kept — as real numbers — plus a 60-second video where a firm meets the person they'd trust with their clients. Trust is the whole job, and a pitch page leads with proof of it.
Why it works for financial advisors
- 01
Your book, in numbers
AUM, client growth, retention, production — the figures that define a strong advisor become metric cards and charts, instead of a line a branch manager skims past.
- 02
Trust, on camera
People hand their savings to a person, not a PDF. A 60-second video lets a recruiting firm feel your steadiness and clarity before a single conversation.
- 03
Designations and approach
CFP, CFA, Series 7/66, your specialty and planning philosophy — one scannable strip — plus a colleague or client testimonial that backs up the numbers.
See a finished page
A page built this way
A finished advisor pitch page leads with AUM and growth, then your designations, specialty, and a testimonial — ending with a CTA, all kept compliance-friendly.
See example pitch pagesQuestions financial advisors ask
- What should a financial advisor send instead of a resume?
- A pitch page — one link showing the assets and book you've built, your designations, your approach, and a short video. You keep the resume for the ATS; the pitch page is what shows a firm the trusted advisor behind it. PitchPage builds it from your resume in minutes.
- Can I show performance and client numbers compliantly?
- Keep it within your firm's and FINRA's rules: use your own production and growth (AUM grown, clients retained, book built), never client identities or promises of returns. The metric sections hold your figures, not guarantees — frame it the way your compliance team allows.
- How is this different from my LinkedIn?
- LinkedIn is the passive profile everyone has. A pitch page is the focused link you send when moving firms or recruiting — leading with your book, your approach, and a video, with a clear next step. Tailored, not generic.
- I'm changing firms — is this useful for that?
- Very. When you move, a pitch page is a clean, professional way to present your practice to a new firm: production, retention, and approach on one link, with a video that conveys the trust clients place in you. Edit and republish privately as needed.
- What does it cost?
- Building and editing your page is free. Publishing it as a live shareable link costs $9, one time — no subscription. Edit and republish whenever your numbers improve.
Other roles
Build your financial advising pitch page
Free to build, $9 to publish. Upload your resume and watch the page build itself.