Financial Planner Resume: Sample & Guide (Entry Level & Senior Jobs)

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Financial Planner Resume Example
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Financial Planner Resume Example

Looking for a well-crafted financial planner resume example to guide you in creating your own professional resume? You've come to the right place! A financial planner plays a crucial role in helping individuals and businesses manage their finances and plan for the future. In this article, we'll provide a sample resume for a financial planner to help you highlight your skills, experience, and qualifications in the best possible way.

We will cover:

  • How to write a resume, no matter your industry or job title.
  • What to put on a resume to stand out.
  • The top skills employers from every industry want to see.
  • How to build a resume fast with our professional Resume Builder.
  • Why you should use a resume template
Plus, we will provide expert resume writing tips and professional examples to inspire you.

What does a Financial Planner do?

  1. Assess an individual's financial situation by analyzing income, expenses, investments, and goals.
  2. Create a comprehensive financial plan that includes budgeting, investment strategies, retirement planning, and tax management.
  3. Provide advice on choosing the right insurance policies and estate planning.
  4. Monitor the client's financial progress and make adjustments to the financial plan as needed.
  5. Educate clients on financial concepts and help them make sound financial decisions.

What are some responsibilities of a Financial Planner?

  • Assessing clients' financial situation
  • Developing financial plans and strategies
  • Providing investment advice and recommendations
  • Creating retirement plans
  • Assisting with estate planning
  • Monitoring and reviewing clients' financial goals and progress

Sample Financial Planner Resume for Inspiration

Personal Details

  • Name: John Smith
  • Email:
  • Phone: (123) 456-7890
  • Address: 123 Main Street, City, State, Zip


John Smith is a dedicated and knowledgeable Financial Planner with 7 years of experience in financial advising and wealth management. He is committed to helping individuals and families achieve their financial goals through personalized planning and strategic investment strategies. John has a proven track record of building long-term client relationships and delivering exceptional results.

Work Experience

  • Financial Planner at ABC Financial Services, City, State (2015-present)
  • Wealth Management Consultant at XYZ Investments, City, State (2012-2015)


  • Bachelor of Business Administration in Finance, University of State, City, State (2008-2012)
  • Master of Business Administration, Major in Finance, University of City, City, State (2012-2014)


  • Financial planning and analysis
  • Investment portfolio management
  • Risk assessment and mitigation
  • Retirement planning and wealth preservation
  • Client relationship management


  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Series 7 and 66 licenses


  • English (Fluent)
  • Spanish (Basic)

Resume tips for Financial Planner

Creating a perfect, career-launching resume is no easy task. Following general writing rules can help, but it is also smart to get advice tailored to your specific job search. When you’re new to the employment world, you need Financial Planner resume tips.
We collected the best tips from seasoned Financial Planner - Check out their advice to not only make your writing process easier but also increase your chances of creating a resume that piques the interest of prospective employers.

  • Tailor your resume to the specific job you are applying for, highlighting any relevant experience or skills in the financial planning field
  • Quantify your achievements by using specific figures and percentages to demonstrate your success in previous roles
  • Showcase your knowledge of financial planning software and tools, including any certifications or training you have received
  • Highlight any leadership or management experience you have, as well as your ability to work with a diverse range of clients
  • Emphasize your communication and interpersonal skills, as well as your ability to problem-solve and think critically

Financial Planner Resume Summary Examples

Using a financial planner resume summary or objective helps to quickly communicate your experience, skills, and career goals to potential employers. It can effectively highlight your qualifications and make a strong first impression. A resume summary can provide a brief overview of your professional background and accomplishments, while a resume objective can convey your career aspirations and what you bring to the table. Both can help you stand out in a competitive job market.

For Example:

  • Diligent and experienced Financial Planner with a track record of developing comprehensive financial strategies for clients, ensuring financial stability and growth.
  • Strong background in investment management, retirement planning, and estate planning, adept at analyzing market trends and providing sound investment advice.
  • Proven expertise in budgeting, tax planning, and risk management, able to navigate complex financial regulations and provide accurate financial guidance.
  • Excellent communication skills with a focus on building long-term relationships with clients, adept at explaining complex financial concepts in an understandable manner.
  • Detail-oriented and highly organized, capable of managing multiple client portfolios and balancing the diverse financial needs of clients with precision.

Build a Strong Experience Section for Your Financial Planner Resume

Building a strong experience section for a financial planner resume is essential to showcase an applicant's expertise and skills in the industry. This section allows the applicant to highlight their previous work experience, demonstrate their knowledge of financial planning, and provide examples of successful outcomes. A strong experience section can set an applicant apart from the competition and position them as a qualified and capable candidate for financial planning roles.

For Example:

  • Developed comprehensive financial plans for clients based on their financial goals and risk tolerance.
  • Provided investment recommendations and managed client portfolios to achieve their desired returns.
  • Conducted thorough financial analysis to identify opportunities for saving and investment for clients.
  • Collaborated with tax professionals to optimize tax strategies for clients' financial plans.
  • Facilitated client meetings to review financial plans and make adjustments as needed.
  • Researched and recommended various insurance and retirement products to meet clients' needs.
  • Assisted clients in developing budgets and managing their cash flow to achieve financial stability.
  • Stayed up-to-date with financial market trends and regulations to provide accurate and timely advice to clients.
  • Engaged in networking and business development activities to attract new clients and expand the firm's client base.
  • Trained and mentored junior financial planners to improve their skills and productivity.

Financial Planner resume education example

A Financial Planner typically needs a bachelor’s degree in finance, accounting, economics, or a related field. They may also need to complete additional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) in order to practice in the field. Ongoing education and training are also important for Financial Planners to stay current with industry trends and regulations.

Here is an example of an experience listing suitable for a Financial Planner resume:

  • Bachelor of Business Administration in Finance - University of XYZ, 2010
  • Certified Financial Planner (CFP) - XYZ Institute, 2015
  • Series 7 and Series 66 Licenses - Financial Industry Regulatory Authority (FINRA)
  • Continuing education courses in financial planning and investment strategies

Financial Planner Skills for a Resume

It is important to add skills for a financial planner resume because it demonstrates to potential employers that you have the technical and interpersonal abilities necessary to excel in the role. Having a diverse set of skills in areas such as financial analysis, communication, and client relationship management can enhance your credibility and marketability as a financial planner. This can ultimately increase your chances of securing a job in the competitive finance industry.

Soft Skills:

  1. Communication
  2. Problem-solving
  3. Teamwork
  4. Time management
  5. Customer service
  6. Adaptability
  7. Attention to detail
  8. Critical thinking
  9. Ethical decision-making
  10. Emotional intelligence
Hard Skills:
  1. Investment analysis
  2. Financial modeling
  3. Tax planning
  4. Portfolio management
  5. Estate planning
  6. Risk management
  7. Retirement planning
  8. Cash flow analysis
  9. Asset allocation
  10. Financial reporting

Common Mistakes to Avoid When Writing a Financial Planner Resume

In this competitive job market, employers receive an average of 180 applications for each open position. To process these resumes, companies often rely on automated applicant tracking systems, which can sift through resumes and eliminate the least qualified applicants. If your resume is among the few that make it past these bots, it must still impress the recruiter or hiring manager. With so many applications coming in, recruiters typically give each resume only 5 seconds of their attention before deciding whether to discard it. Considering this, it's best to avoid including any distracting information on your application that could cause it to be thrown away. To help make sure your resume stands out, review the list below of what you should not include on your job application.

  • Not including a cover letter. A cover letter is a great way to explain why you are the best candidate for the job and why you want the position.
  • Using too much jargon. Hiring managers do not want to read a resume full of technical terms that they do not understand.
  • Omitting important details. Make sure to include your contact information, educational background, job history, and any relevant skills and experiences.
  • Using a generic template. Take the time to customize your resume to the job you are applying for. This will show the employer that you are serious about the position.
  • Spelling and grammar errors. Always double-check your resume for typos, spelling mistakes, and grammar errors.
  • Focusing too much on duties. Make sure to include accomplishments and successes to show the employer that you are a great candidate.
  • Including personal information. Avoid including any personal information such as age, marital status, or religious beliefs.

Key takeaways for a Financial Planner resume

  • Strong knowledge of financial planning principles and techniques
  • Experience in creating comprehensive financial plans for clients
  • Ability to analyze and assess clients' financial situations and goals
  • Strong understanding of investment strategies and risk management
  • Proficient in using financial planning software and tools
  • Excellent communication and interpersonal skills for building client relationships
  • Strong attention to detail and organizational skills
  • Proven track record of helping clients reach their financial goals

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