How to write an Instagram bio for financial advisors?

"Delivering the knowledge you need to succeed."

A financial advisor must determine the most impactful way to stand out in the 150-character limit for their Instagram bio.

Focusing on a pain point you solve, your USP, or your target clientele are all great ways to make your bio memorable and valuable for anyone who reads it.

Where to start

There are a few key things you’ll want to include in your bio regardless of which route you decide to take.

These will help you get discovered and effectively move people from your profile to your website or contact information.


When creating your Instagram bio, start by brainstorming a list of powerful words or phrases that describe your ideal clients.

Think of words like “savvy,” “freedom,” “ambitious,” etc., that would make someone want to learn more about you and the services you offer.

Then, include 1-2 of these words in your bio to help attract your target clients.

Example: Investing for those ready to take their financial future into their own hands.

Including a CTA or Call-to-Action

A call-to-action (CTA) is necessary to encourage your ideal clients to take action after reading your bio.

Some examples of CTAs you could use in your financial advisor Instagram bio are:

  • “Schedule a free consultation today!”
  • “Download my free e-book on investing for beginners!”
  • “Follow me for daily tips on how to save money!”

Remember, your CTA should be specific and actionable so that people know exactly what they need to do next.

Including an Emoji or Two

Emojis are a great way to add personality to your bio and make it more visually appealing.

When choosing emojis for your financial advisor’s Instagram bio, try using ones representing money, success, or freedom.

For example, you could use the “💰” or “📈” emoji to represent money or the “🏖️” emoji to represent freedom.

Make sure not to use too many emojis, as this can make your bio seem unprofessional.

Don’t be afraid to utilize them. They are great for Instagram.


While hashtags are not technically part of your bio, they are a great way to extend the reach of your posts and help people find you on Instagram.

When creating hashtags for your financial advisor’s Instagram account, try using popular ones within the finance industry.

Some examples of popular finance hashtags are:

  • #money
  • #investing
  • #finance
  • #financialadvice

You can also use hashtags specific to your niche or target clientele.

For example, if you focus on helping women with their finances, you could use the hashtag #femaleentrepreneur or #bossbabe.

A link to your website

It would be best to focus on getting them to your owned digital space like a website or blog from your Instagram page.

So, don’t forget to put the link to your website in the bio section.

This is vital for financial advisors because you want to move the relationship off social media and into a more personal one where you can discuss sensitive information like finances.

Financial advisor Instagram bio examples

Here are a few examples of bios that get the job done:

“I help busy professionals save⌚ and 💰by offering virtual financial planning services.”

“I work with families who want to get their financial lives in order and plan for a bright future.”

“I help people struggling with debt to get back on track and achieve financial freedom.”

“I work with small businesses to help them save money on taxes and grow their business.”

“I help individuals invest in their future by offering retirement planning services 🏖️.”

Additional articles on this topic

How To Write A Financial Advisor Bio With Examples

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How do you introduce yourself as a financial advisor?