Financial Planner Resume Example & Writing Guide

Financial Planner Resume Example
Get noticed and land your dream job with our Financial Planner resume example & writing guide. Show off your skills and experience with a winning application.
star star star star star
1597 people used this template, 74 people have rated it.

Financial Planner Resume Sample

Professional Summary

Experienced Financial Planner with over 10 years of experience creating personalized financial plans for clients. Skilled in investment portfolio management, tax planning, and retirement planning.


  • Bachelor of Science in Finance, XYZ University
  • Master of Business Administration with a focus on Finance, ABC University

Professional Experience

Financial Planner, Wealth Management Company

June 2016 - Present

  • Manage investment portfolios for clients, following their investment goals and risk tolerance
  • Develop custom financial plans based on client needs and life stage
  • Create reports to track clients' financial progress and make adjustments as necessary
  • Collaborate with tax professionals to create tax-efficient investment strategies
  • Conduct regular financial reviews with clients to ensure their plans meet their changing needs

Financial Advisor, Investment Firm

May 2011 - May 2016

  • Assisted clients in selecting investments that aligned with their financial goals
  • Provided guidance on retirement planning and tax preparation strategies
  • Demonstrated excellent customer service by addressing any client inquiries and concerns quickly
  • Conducted regular investment portfolio reviews with clients to ensure they were meeting their financial goals
  • Managed client relationships to ensure they received consistent and accurate financial advice

Expert Tip

Avoid Jargon

Unless it's a common term in your field, avoid using jargon or acronyms that the hiring manager may not understand. Stick to clear, plain language.

Financial Planner Resume Writing Guide


A Financial Planner is a professional who assists individuals and businesses in planning and managing their finances and investments. To become a successful Financial Planner, you need to write a clear and concise resume that highlights your skills and experience. Here are some tips on how to write a Financial Planner resume.

Education and Certifications

List all of your education and certifications related to finance and accounting. This could include a Bachelor's or Master's degree in a related field, or certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Be sure to include the name of the institution, the degree or certification earned, and the year of completion.

  • Bachelor's Degree in Finance - Purdue University, 2020
  • Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, 2021

Professional Experience

List all of your previous work experiences related to finance and accounting. Start with your most recent position and work your way back. Be sure to include the company name, your job title, and the dates of employment. For each position, provide a brief summary of your responsibilities and achievements.

  • Financial Advisor - ABC Financial Services (2022-Present)
    • Advised clients on investment strategies and financial planning.
    • Managed client portfolios and provided regular updates on performance.
    • Developed and maintained relationships with clients to foster long-lasting partnerships.
  • Financial Analyst - XYZ Investments (2020-2022)
    • Conducted financial analysis and due diligence on potential investments.
    • Developed financial models and projections to support investment decisions.
    • Collaborated with senior management to evaluate investment opportunities.


Include a list of skills that are relevant to the Financial Planner position. These could include technical skills such as financial analysis or investment strategy, as well as soft skills such as communication and teamwork. Be sure to tailor your skills to match the job description.

  • Financial Analysis
  • Investment Strategy
  • Portfolio Management
  • Communication
  • Teamwork


By following these tips, you can write a compelling resume that showcases your education, experience, and skills as a Financial Planner. Remember to tailor your resume to match the job description and highlight your most relevant experience. Good luck!

Common Resume Writing Mistake

Being Too Vague

Without specific examples or metrics, it's challenging for the hiring manager to understand your impact and accomplishments. Ensure you provide context and quantify achievements where possible.

Build your resume online

Create resume online now to take the first step towards career success

CVBLADE developed by hiring professionals. With our resume builder, applying for your dream job is easy and fast.

Create Resume