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financial planner: Resume Samples & Writing Guide

Kenny Ingram 215 Mountain Road, Benld, IL 62009
kennyingram@aol.com
741-741-5927

Professional Summary

 Highly experienced Financial Planner with a proven track record of success in the Financial Services field. Skilled in developing and executing strategies to assist clients in achieving their financial goals. 

Employment history

Chief Financial Planner, Wells Fargo San Francisco, California
February 2014 – Present
  • Educating clients on financial planning topics
  • Maintaining client records and preparing documents
  • Analyzing data to make informed decisions
Financial Planner, Wells Fargo San Francisco, California
August 2012 – January 2014
  • Identifying and addressing financial concerns
  • Educating clients on financial planning topics
  • Developing financial plans for clients
Entry Level Financial Planner, TD Bank Cherry Hill, New Jersey
February 2012 – July 2012
  • Negotiating with financial institutions on behalf of clients
  • Analyzing data to make informed decisions
  • Preparing financial reports and presentations

Education

Kellogg School of Management, Evanston, Illinois
Bachelor of Science in Finance, December, 2011

Skills

Process Improvement
Customer Service
Risk Management
Documentation
Quality Assurance
Financial Management
Strategic Thinking
Reporting

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Ben Griffin 871 Maplewood Drive, Del Rio, CA 95356
bengriffin@yandex.com
994-645-4315

Professional Summary

 A highly analytical and organized Financial Planner with extensive experience in the Financial Services industry. Proven ability to develop effective financial strategies and plans to help clients meet their long-term financial goals. 

Employment history

Lead Financial Planner, Morgan Stanley New York, New York
April 2013 – Present
  • Preparing financial reports and presentations
  • Keeping up to date with changes in the financial services industry
  • Monitoring clients' investments and making adjustments as needed
Associate Financial Planner, Bank of America Charlotte, North Carolina
October 2012 – March 2013
  • Managing client portfolios and providing portfolio reviews
  • Developing financial plans for clients
  • Building relationships with clients and providing ongoing advice
Jr. Financial Planner, Goldman Sachs New York, New York
March 2012 – September 2012
  • Educating clients on financial planning topics
  • Negotiating with financial institutions on behalf of clients
  • Creating investment strategies and recommending products

Education

Columbia University, New York City, New York
Doctor of Science in Finance, January, 2012
Columbia University, New York City, New York
Bachelor of Arts in Business Administration, January, 2008

Skills

Interpersonal
Collaboration
Emotional Intelligence
Strategic Thinking
Quality Assurance
Project Management
Strategic Thinking
Innovation
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Ben Jones 343 Summerwood Drive, Waterville, OH 43566
ben-jones@protonmail.com
980-629-6415

Employment history

Senior Financial Planner, Goldman Sachs New York, New York
July 2015 – Present
  • Managing client portfolios and providing portfolio reviews
  • Keeping up to date with changes in the financial services industry
  • Creating investment strategies and recommending products
Associate Financial Planner, U.S. Bancorp Minneapolis, Minnesota
July 2014 – June 2015
  • Creating investment strategies and recommending products
  • Maintaining client records and preparing documents
  • Monitoring clients' investments and making adjustments as needed
Jr. Financial Planner, PNC Financial Services Group Pittsburgh, Pennsylvania
January 2013 – June 2014
  • Building relationships with clients and providing ongoing advice
  • Negotiating with financial institutions on behalf of clients
  • Keeping up to date with changes in the financial services industry

Education

Columbia University, New York City, New York
Doctor of Science in Accounting, December, 2012
Columbia University, New York City, New York
Bachelor of Arts in Finance, December, 2008

Skills

Attention to Detail
Collaboration
Organization
Time Management
Process Improvement
Business Acumen
Documentation
Strategic Thinking
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Fred Hawkins 596 Maple St., Everest, KS 66424
hawkinsfred22@outlook.com
886-464-1477

Employment history

Lead Financial Planner, PNC Financial Services Group Pittsburgh, Pennsylvania
October 2018 – Present
  • Negotiating with financial institutions on behalf of clients
  • Preparing financial reports and presentations
  • Ensuring compliance with financial regulations
Financial Planner, Bank of America Charlotte, North Carolina
April 2018 – October 2018
  • Keeping up to date with changes in the financial services industry
  • Identifying and addressing financial concerns
  • Maintaining client records and preparing documents
Entry Level Financial Planner, Morgan Stanley New York, New York
October 2016 – March 2018
  • Preparing financial reports and presentations
  • Monitoring clients' investments and making adjustments as needed
  • Analyzing data to make informed decisions

Education

MIT Sloan School of Management, Cambridge, Massachusetts
Master of Arts in Business Management, September, 2016
MIT Sloan School of Management, Cambridge, Massachusetts
Bachelor of Science in Finance, September, 2012

Skills

Organization
Teamwork
Critical Thinking
Creativity
Business Acumen
Troubleshooting
Technical
Data Analysis
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Barry Coleman 477 Greenwood Avenue, Indian Hills, CO 80454
barry.coleman@outlook.com
882-336-4951

Employment history

Lead Financial Planner, Wells Fargo San Francisco, California
November 2022 – Present
  • Analyzing financial information to identify potential risks and opportunities
  • Creating investment strategies and recommending products
  • Preparing financial reports and presentations
Financial Planner, Bank of America Charlotte, North Carolina
May 2022 – October 2022
  • Developing and implementing tax strategies
  • Negotiating with financial institutions on behalf of clients
  • Creating investment strategies and recommending products
Entry Level Financial Planner, PNC Financial Services Group Pittsburgh, Pennsylvania
November 2020 – April 2022
  • Developing financial plans for clients
  • Preparing financial reports and presentations
  • Educating clients on financial planning topics

Education

Harvard University, Cambridge, Massachusetts
Doctor of Philosophy in Economics, September, 2020
Harvard University, Cambridge, Massachusetts
Bachelor of Science in Accounting, September, 2016

Skills

Listening
Creativity
Written Communication
Research
Computer Literacy
Social Media
Data Analysis
Troubleshooting
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financial planner Job Descriptions; Explained

If you're applying for an financial planner position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.

When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

1

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. 
1 2

financial planner Job Skills

For an financial planner position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.

Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

  • Data Analysis
  • Computer Literacy
  • Financial Management
  • Database Management
  • Risk Management
  • Accounting
  • Project Management
  • Quality Assurance
  • Strategic Thinking
  • Business Acumen
  • Process Improvement
  • Visualization
  • Reporting
  • Technical
  • Troubleshooting
  • Social Media
  • Innovation
  • Documentation
  • Presentation
  • Written Communication

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.

Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

  • Communication
  • Interpersonal
  • Leadership
  • Time Management
  • Problem Solving
  • Decision Making
  • Critical Thinking
  • Creativity
  • Adaptability
  • Teamwork
  • Organization
  • Planning
  • Public Speaking
  • Negotiation
  • Conflict Resolution
  • Research
  • Analytical
  • Attention to Detail
  • Self-Motivation
  • Stress Management
  • Collaboration
  • Coaching
  • Mentoring
  • Listening
  • Networking
  • Strategic Thinking
  • Negotiation
  • Emotional Intelligence
  • Adaptability
  • Flexibility
  • Reliability
  • Professionalism
  • Computer Literacy
  • Technical
  • Data Analysis
  • Project Management
  • Customer Service
  • Presentation
  • Written Communication
  • Social Media
  • Troubleshooting
  • Quality Assurance
  • Collaboration
  • Supervisory
  • Risk Management
  • Database Management
  • Training
  • Innovation
  • Documentation
  • Accounting
  • Financial Management
  • Visualization
  • Reporting
  • Business Acumen
  • Process Improvement
  • Documentation
  • Relationship Management.

How to Improve Your financial planner Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Ted Smith 994 Meadowview Avenue, Walnut Grove, CA 95690

Employment history

Junior Financial Planner, State Street Corporation Boston, Massachusetts
August 2021 – June 2022
  • Negotiating with financial institutions on behalf of clients
  • Managing client portfolios and providing portfolio reviews
  • Developing financial plans for clients

Education

Stanford University, Stanford, California
Bachelor of Arts in Business Management, July, 2021

Skills

Troubleshooting
Listening
Financial Management
Quality Assurance
Computer Literacy
Technical
Quality Assurance
Process Improvement

Provide your Contact Information and Address Year Gaps

Always explain any gaps in your work history to your advantage.

Key Insights
  • Employers want to know what you've accomplished, so make sure to explain any gaps using a professional summary.
  • Adding extra details and context to explain why you have a gap in your work history shows employers you are a good fit for the position.

How to Optimize Your financial planner Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

Marcus Irving 366 Hickory Hill Avenue, Sublimity, OR 97385
irvingmarcus@yahoo.com
832-381-4251

Professional Summary

 A highly experienced Financial Planner with a proven track record of success in the Financial Services field. Demonstrated ability to provide comprehensive financial advice to clients, helping them to achieve their financial goals. 

Employment history

Senior Financial Planner, PNC Financial Services Group Pittsburgh, Pennsylvania
July 2010 – Present
  • Creating investment strategys and recomending product's.
  • Maintaning client records and prepering documents.
  • Negotiating with financial instituions on behalf of clients's.
Associate Financial Planner, PNC Financial Services Group Pittsburgh, Pennsylvania
January 2009 – June 2010
  • Developping financail plans for clients.
  • Analysing datA too make inforned decisions.
  • Creting invesment stratagies and recomending prodcts.
Entry Level Financial Planner, Wells Fargo San Francisco, California
January 2008 – December 2008

    Education

    Darden School of Business, Charlottesville, Virginia
    Certified Public Accountant, December, 2007

    Skills

    Communication
    Organization
    Presentation
    Conflict Resolution
    Written Communication
    Documentation
    Process Improvement
    Troubleshooting

    Include Job Descriptions and Avoid Bad Grammar

    Avoid sending a wrong first impression by proofreading your resume.

    Key Insights
    • Spelling and typos are the most common mistakes recruiters see in resumes and by simply avoiding them you can move ahead on the hiring process.
    • Before submitting your resume, double check to avoid typos.

    financial planner Cover Letter Example

    A cover letter can be a valuable addition to your job application when applying for an financial planner position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.



    Kenny
    Ingram     kennyingram@aol.com
    741-741-5927
    215 Mountain Road, Benld, IL
    62009

    Chief Financial Planner
    JP Morgan Chase
    New York, New York

    To the respected JP Morgan Chase Recruitment Team


    I am writing to express my interest in the Chief Financial Planner position at JP Morgan Chase. As a Financial Planner with 11 years of experience in Financial Services myself, I believe I have the necessary skills and expertise to excel in this role.


    My diverse life experiences have taught me the importance of adaptability, creativity, and resilience. Whether it was on the job, or simply on my day to day, I have learned to navigate challenges and find innovative solutions. I am confident that I possess the skills and expertise necessary to excel in the position at JP Morgan Chase and I am excited about the opportunity to grow with a team that values these qualities and contribute to your organization's growth and success.


    I cannot stress enough how thrilled I am about the chance to join a team of like-minded individuals who share my values and passion for this amazing field. Thank you for considering my application and I hope for the chance to work together.


    Thank you for your time and consideration,
    Kenny Ingram
    741-741-5927
    kennyingram@aol.com

    Kenny Ingram






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