Financial Planner Resume Example & Writing Guide

Use this Financial Planner resume example and guide to improve your career and write a powerful resume that will separate you from the competition.

Financial planning is a broad term that encompasses a variety of disciplines, including financial planning, financial advising, and wealth management. Financial planners help clients make sense of their current financial situation, identify their future financial goals, and create a plan to achieve those goals.

Financial planning is a highly personalized profession, so there’s no one-size-fits-all resume template for financial planners. But there are some universal tips and guidelines that will help you write a compelling financial planning resume that hiring managers will love.

Mary Thompson
New York City, NY | (123) 456-7891 | [email protected]

Seasoned financial planner with more than 10 years of experience in the industry. Proven track record of helping clients reach their financial goals through comprehensive planning and advice. Expertise in investment management, retirement planning, and estate planning.

St. John’s University Jun '10
B.S. in Business Administration
Company A, Financial Planner Jan '17 – Current
  • Developed and maintained financial plans for clients, including cash flow projections, budgets, investment strategies, tax planning, insurance needs analysis and risk management.
  • Provided ongoing advice to clients on a variety of financial issues such as debt management, estate planning and retirement planning.
  • Communicated with clients regarding their current financial status and progress towards goals through regular meetings or written reports.
  • Assisted in the development of marketing materials that promote the firm’s services to potential customers and assisted in developing new business opportunities within assigned territory(s).
  • Participated in training programs designed to enhance professional skills and knowledge related to job responsibilities and adhered to all company policies & procedures while performing job duties.
Company B, Financial Planner Jan '12 – Dec '16
  • Assisted clients with tax planning and preparation, including the filing of quarterly estimated tax payments
  • Created comprehensive financial plans for high-net-worth individuals (~$1M+ in investable assets) based on detailed needs assessments
  • Collaborated with 3 other planners to create a centralized client portal that streamlined communication and improved service quality
  • Provided ongoing advice and guidance to ~50 clients (average net worth $300K-$500K) regarding investment management, insurance, retirement savings, etc.
  • Served as an expert resource on topics such as college saving strategies, mortgage refinancing options, and 529 plan investing
Company C, Financial Analyst Jan '09 – Dec '11
  • Conducted analysis of financial statements to identify trends, recommend actions to improve financial performance and forecast future business conditions.
  • Prepared detailed reports on findings and recommendations to management.
  • Participated in the development and implementation of new accounting and financial reporting systems.
  • Certified Financial Planner (CFP)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)

Industry Knowledge: Retirement Planning, Asset Allocation, Mutual Funds, Bonds, Annuities, Life Insurance, Tax Planning
Technical Skills: Microsoft Office Suite, Google Apps, Bloomberg, Morningstar, Bloomberg TV, Motif Investing, Blackrock
Soft Skills: Communication, Customer Service, Attention to Detail, Conflict Resolution, Time Management

How to Write a Financial Planner Resume

Here’s how to write a financial planner resume of your own.

Write Compelling Bullet Points

Bullet points are the most common way to showcase your experience, but they don’t have to be boring or generic. You can use them to tell a story about your work or to highlight specific accomplishments.

For example, rather than saying you “managed financial planning process for large organization,” you could say you “managed financial planning process for large organization, resulting in $2 million in annual savings.”

The second bullet point is much more interesting and provides more detail about what exactly you did and the outcome of your work.

Identify and Include Relevant Keywords

Keywords are essential when applying for a financial planner role. Most companies use an applicant tracking system (ATS) to screen resumes. This system scans your resume for specific terms related to the job opening. If your resume doesn’t include enough of the right keywords, the ATS might disqualify you from further consideration.

To make sure your resume makes it past the ATS, focus on including relevant keywords throughout all sections of your application. Here are some of the most commonly used financial planner keywords:

  • Financial Planning
  • Life Insurance
  • Retirement Planning
  • Investments
  • Finance
  • Financial Services
  • Wealth Management
  • Financial Advisory
  • Asset Allocation
  • Estate Planning
  • Asset Management
  • Insurance
  • Portfolio Management
  • Investment Management
  • Financial Analysis
  • Investment Strategies
  • Financial Risk
  • Business Planning
  • Business Strategy
  • Risk Management
  • 401(k) Retirement Savings Plans
  • Pension Funds
  • U.S. Financial Industry Regulatory Authority (FINRA)
  • Insurance Sales
  • Securities
  • Variable Annuities
  • Investments & Asset Allocation
  • Mutual Funds
  • Individual Retirement Accounts (IRAs)
  • Long-term Care Insurance

Showcase Your Technical Skills

There are a number of programs and systems that financial planners use on a daily basis to provide financial advice to their clients. Being proficient in the use of these programs and systems is essential to the job. Some of the most commonly used programs are Microsoft Office Suite (Excel, Word, PowerPoint), Quicken, and Money. Financial planners also need to be familiar with financial concepts and how they work.


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