Sample Financial Planner Resume
A financial planner resume is the applicant's opportunity to focus on her experience specializing in helping clients plan their budget and investments. All financial planner resumes should reflect the job seeker's ability to do the job, his or her training, experience, and recognition, if it applies.
456 Smith Street
Any Town, USA 9999
Home: (888) 888-8888
Cell: (888) 888-7777
A position as a Financial Planner
SUMMARY OF QUALIFICATIONS
Analytical and communication skills; organized; detailed; thorough understanding and knowledge of finances
Financial Planner, 2000 to present:
Free-lance work with individual clients helping them plan budgets, allocate funds for investments, and create a plan for the future.
Financial Analyst, 1998-2000:
Clark and Peterson Financial Consultants, USA.
In charge of writing reports and consulting with clients regarding their current and future investments.
B.A. Business and Finance, 1997
Wheeler University, Any City, USA
ACCOLADES AND INVOLVEMENTS
American Association of Financial Professionals
Performance Award for 2005
NOTE: One- to two-page financial planner resumes are popular with potential employers. The financial planner resume shown here is a shortened version of one that would attract a hiring manager. Use it as an example to build your own.