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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.


Gloria Job-hunter
456 Smith Street
Any Town, USA 9999
Home: (888) 888-8888
Cell: (888) 888-7777
gjobhunter@sampleresume.com

OBJECTIVE

A position as a Financial Planner

SUMMARY OF QUALIFICATIONS

Analytical and communication skills; organized; detailed; thorough understanding and knowledge of finances

EXPERIENCE

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.

EDUCATION

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.