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Financial Planner Free Sample Resume - Resume Example - Free Resume Template - Resume Format - Resume Writing






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AMY SMITH
123 Main Street Atlanta, Georgia 30339
Home: (555) 555-1234, Cell: (555) 555-1235 asmith@sample~resume.com


Objective:   Seek the Position of Financial Planner

SUMMARY:   Highly creative, self-propelled, and efficient Financial Planner with great experience giving first class service in all areas of financial planning and wealth management.

Summary of Qualifications


  • More than six years experience.
  • Exceptional familiarity with legal restrictions and laws    concerning retirement plans, tax shelters, insurance, and    trusts.
  • Great skill at working with numbers and budgets.
  • Profound ability to understand complicated financial and    legal documents.
  • Immensely articulate and persuasive.
  • Remarkable ability to build a clientele.

    Professional Experience

    Standard Bank Inc., Minneapolis
    2002 - Present

    Financial Planner
    • Develop and implement financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
    • Interview client to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
    • Analyze client's financial status, develop financial plan based on analysis of data, and discuss financial options with client.
    • Prepare and submit documents to implement plan selected by client.
    • Maintain contact with client to revise plan based on modified needs of client or changes in investment market.
    • Refer client to other establishments to obtain services outlined in financial plan.

    Standard Bank Inc., Minneapolis
    2000 - 2002

    Trainee Financial Adviser
    • Identified and cultivated prospective clients.
    • Helped clients to determine their financial and investment goals.
    • Recommended financial solutions to suit a variety of investment objectives and risk levels.
    • Educated and gave advice to clients on investments.

    Education And Professional Training

    Certified Financial Planner

    Bachelor's Degree in Finance
    University of Minneapolis (2000)




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