5 Amazing financial planner Resume Examples (Updated 2023) + Skills & Job Descriptions

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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financial planner: Resume Samples & Writing Guide

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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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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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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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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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.

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.

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.

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

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..

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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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.

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.

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.

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
[email protected]

Kenny Ingram

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