financial planner Resume Examples

Years have passed since you first started your career as a financial planner. You help businesses, families, and individuals comprehend and improve their financial health. On your new financial planner resume, you draw attention to your experience in making sound financial recommendations, advising clients on debt management, and finding new clients through prospecting. To present yourself as a desirable candidate, you need an equally desirable resume.  Hiring managers want resumes with a fitting industry design, bullet list items with a sense of urgency, and a professional summary that delivers a succinct and descriptive narrative. Employers that use applicant tracking systems scan for these elements, too. Either way, a poor resume layout can keep you from scheduling interviews.  Talk with other financial planners of various skill and experience levels looking for new employment to understand how hard drafting a strong resume can be across the board. Our resume writers provide you with a descriptive template and resume example to set you on the right path. Ready to interview for your desired position?
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Related Resumes & Cover Letters

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financial planner

  • Interview clients to determine clients’ assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
  • Maintained an ongoing service with clients – which included regular phone calls and annual or 6 monthly review meetings depending on client requirements.
  • Phone calls to arrange appointments & ongoing service calls.
  • Prepared Plan Requests & Strategy papers for Para-planning team 
  • Administration including recording all activity – contacts made, pipeline business, completed sales. 
  • Maintaining all compliance requirements to a high standard   ensuring Compliance was correct and up to date on all customer files.         
2

financial planner

  • Solicit with potential clients about the importance of having a life insurance, endowment, medical, critical illness, personal accident, MLTA, annuity coverages right now.
  • Counselled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
  • Interacted with prospects by asking appropriate open-ended questions to better understand needs and requirements.
  • Advice potential clients on ways to  protect their income against uncertainties, protect their family legacy during unfortunate event,
  • Advice potential clients on multiple investment plans which gives them a good return in the future.
  • Evaluated return-on-investment and profit-loss projections based on the Funds that are available at MCIS Life.
  • Completed strategic competitive analysis by assessing strengths and weaknesses of competitors.
3

financial planner

  • Educate prospects about importance of financial planning
  • Advise proper coverage options according to their needs and financial eligibility 
  • Run sales booth and cold-calls to increase leads
  • Perform after-sales service
4

financial planner

  • Prepare comprehensive financial plans to ensure clients meet their goals.
  • Customize financial plans according to clients’ changing needs.
  • Help clients implement their plans and carry out transactions.
  • Find and approach prospective clients.
  • Build strong relationships to retain existing clients.
  • Maintain updated knowledge of regulations, practices and financial products.
  • Reviewing client plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan..
5

financial planner

  • Assisting individuals & corporate’s in arranging their finances with a view of achieving their retirement & risk goals.
  • Building & maintain investor relationships.
  • Advising on personal income tax.
  • Sourcing & cold calling on prospective clients for new business. 
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