sample resume

Financial Planner Resume

A financial planner helps the organizations and the individuals to plan their savings, their income or their investments. There are some financial planners that organize workshops or trainings to help people evaluate their own financial conditions. Other financial planners have a financial planning business or work for financial organizations like banks, loan companies or investment companies. Their main job is to promote financial products such as insurance, budgeting plans or real estate.


The main duties of a financial planner refer to meeting with different clients to find out their financial requirements, their financial goals and also advising the clients on the best ways to reach their goals. The financial planner interacts with the clients one to four times a year, depending on how complex their business relation is. Financial planners present clients a financial plan, which consists of assessment of goals, retirement planning, estate planning, saving for college, and insurance planning. A successful financial planner must possess the following skills: excellent communication skills, good work ethics and solid knowledge in conducting financial research.

Your Financial Planner Resume must highlight the most important information regarding your experience, skills and education in the financial field. This information has to offer the employers an overview of your skills and abilities, which you can use as a Financial Planner. The first thing you have to add is your contact information: full name, permanent addresses, telephone number and e-mail address. The objective statement in your Financial Planner Resume has to inform the employer of your career goals or to express your interest in a specific job or position as a Financial Planner. Then, don't forget to add your education, skills, experience and other activities or achievements (clubs or professional affiliations). Make sure that you add your education and experience in chronological order. In the work experience section, you have to add your main duties and responsibilities for every job you have held.

Sample Financial Planner Resume

Contact Information

Name: John Lewis
Address: 942 Bishop Street
Marital Status: Single
Birth date: 31.04.1982


A financial planner helps organizations and individuals to plan their savings, their income or their investments by using a highly developed financial plan


To obtain a position as a Financial Planner that will enable me to use my strong financial skills, my solid educational background and excellent financial planning expertise.


Analytical, business-minded and organized applicant dedicated to help clients manage their savings and their investments

Skills and qualifications

  • Strong organizational and problem-solving abilities
  • Excellent verbal and written communication skills
  • Powerful analytical and mathematical skills
  • Knowledge of the economy and the money markets
  • Proficiency in computer applications and programs: MS Office (Power Point, Excel, Word)
  • Strong knowledge in languages like RBase, dBase, Pascal, Clipper and Dynamo

Work experience

Financial Planner, Edelman Financial, Boston, MA, 2005 -present
Duties and responsibilities

  • Developed financial plans for the company
  • Evaluated every aspect of the financial plan: savings, investments, insurance, taxes, retirement and estate planning
  • Prepared a detailed strategy for the financial plan
  • Provided customers financial advice

Investment advisor, T Rowe Price Investment Services Inc., Boston MA, 2002-2005
Duties and responsibilities

  • Provided investment recommendations and proposals
  • Developed securities analysis
  • Designed and implemented various financial strategies


Master's Degree in Finance, University of California
Bachelor's Degree in Business Administration, University of California

Areas of interest Finance

References References available upon request

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