Certified Financial Planner Resume Samples

A Certified Financial Planner works in institutions and companies such as savings and loans, brokerage firms, insurance companies, and investment firms, and provides financial advising service. General job duties are mentioned on the Certified Financial Planner Resume as – meeting clients and finding out the financial status and goals are and working with them to develop financial plans, researching investment and other financial opportunities and discussing options with clients, monitoring client’s financial plans, and readjusting as necessary; helping clients accommodate special circumstances; educating and advising clients on specific financial areas, and keeping up to date on market trends and financial regulations and laws.

Common requirements include – the ability to analyze financial information and to comply with regulations; attention to detail, strong math skills, strong ethics, customer-oriented attitude, valid professional license, and proficiency in CRM systems. Generally speaking, a financial planner needs a degree, however, to become a Certified Financial Planner, a degree and CFP board-approved program is required.

Certified Financial Planner Resume example

Certified Financial Planner Resume

Objective : Seeking an achievement-driven opportunity to create and maintain relationships with clients while maximising investment strategies designed to achieve their financial goals Work,Prepare tax-advantaged retirement plans for clients, Working with clients to develop an annual budget plan.

Skills : Communication, Marketing, Financial Management, Management.

Description :

    1. Devised and executed business development strategies to attract and acquire new clients.
    2. Conducted in-depth reviews of clients' financial circumstances and future goals.
    3. Assisted clients in making informed decisions.
    4. Communicated complex information to clients to make them aware of their options and help them assess the relative merits of different plans.
    5. Developed investment strategies to meet short and long-term financial objectives.
    6. Acted as the steward of the client's assets.
    7. Created, implemented, and continually reviewed a plan that includes strategies designed to help clients pursue their long-term goals.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BS In Finance


Certified Financial Planner Resume

Objective : Diversified and Distinguished, Consultative Certified Financial Planner with demonstrated track record of success in revenue improvement and cost control. Highly skilled, persuasive negotiator and conflict resolution mediator resulting in long term relationships, loyalty and increased network base while exceeding monthly sales targets.

Skills : Outside sales, Telephone sales, Public speaking and Classroom instruction.

Description :

    1. Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial Objectives, risk tolerance and other information needed to develop a financial plan.
    2. Conducted careful financial and covenant analysis of proposed transactions and portfolio companies.
    3. Answered clients' questions about the purposes and details of financial plans and strategies.
    4. Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.
    5. Created an analytical framework for identifying and developing financial growth opportunities.
    6. Assisted individuals whom invested monies in variable annuities.
    7. Built a business from scratch into one of the most successful financial planning practices in the country.
        Years of Experience
        Experience
        2-5 Years
        Experience Level
        Level
        Junior
        Education
        Education
        Diploma In Education


        Certified Financial Planner Resume

        Objective : As a Certified Financial Planner, responsible for Providing advice to client on retirement planning and financial planning topics, Developing plans that meet the needs of the client, while incorporating the client's personal goals, values, and objectives, Providing ongoing guidance to clients by reviewing progress, adjusting plans, and providing new ideas as needed.

        Skills : Human Resources Generalist, Benefits Administration, Strategic Planning, Employee Training And Development.

        Description :

          1. Provided clients with a high level of individualized customer service.
          2. Analysed and suggested solutions for financial problems.
          3. Developed financial plans for individuals and small business owners through interviews to determine a client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
          4. Offered investment products and services for investors.
          5. Managed $20 Million in client assets for individuals, couples and small businesses - Develop and manage client investment portfolios for allocation and risk tolerance - Acquisition of new clients by networking and existing client referrals.
          6. Built a financial planning practice of 200 clients.
          7. Advised clients in all areas of financial planning, including investments and estate planning.
        Years of Experience
        Experience
        2-5 Years
        Experience Level
        Level
        Junior
        Education
        Education
        Certificate In Planning

        Certified Financial Planner Resume

        Objective : Seeking employment in Certified Financial Planner in the financial services/employee benefits industry. Abilities Previous successful business owner and manager. Excellent with interpersonal relationship and motivational skills. Superior marketing attributes. Years of experience in public speaking and providing workshops for employees of Fortune 500 companies.

        Skills : FUSION - Presentation Training, SEQUOIA - Wholesaler Training, OMEGA - Coaching Training.

        Description :

          1. Passed Series 6 & 63 SEC Test.
          2. Advised high net worth individuals within the framework of doing a comprehensive financial plan.
          3. Developed and implemented strategies for wealth transfer and tax minimization.
          4. Planned solutions for retirement income.
          5. Worked with Attorneys to resolve Estate planning issues.
          6. Provided fee-based comprehensive financial planning as a primary concern Focused on building deeper, detailed-oriented client relationships True.
          7. Developed and implemented a holistic financial plan that meets the client's needs.
                                                          Years of Experience
                                                          Experience
                                                          0-2 Years
                                                          Experience Level
                                                          Level
                                                          Entry Level
                                                          Education
                                                          Education
                                                          B.S. In Information Systems

                                                          Certified Financial Planner Resume

                                                          Summary : As a Certified Financial Planner, responsible for Developing educational materials for the general public; consulting with publishers about publishing curriculum material; providing educational seminars to industry groups, Preparing reports on market trends such as current market conditions and asset allocation strategies; prepare reports on client portfolio performance, Working closely with clients throughout the process of building their portfolio or assisting them in finding investments that suit their needs.

                                                          Skills : Microsoft Office, Information Technology, Database Management, Project Management, Relationship Management, Advertising, Lead Generation, Call Center.

                                                          Description :

                                                            1. Certified Financial Planner; Registered Investment Advisor, Stock Broker & Insurance Agent.
                                                            2. Offered skilled financial counseling and direction with specialization working with individuals and families in the Pacific Northwest on issues concerning money, investments, assets and estate management with emphasis on working with clients with dementia, terminal illness, physical / mental impairments, learning disabilities (Children & adults).
                                                            3. Developed and implemented investment strategies.
                                                            4. Educated clients on various financial topics.
                                                            5. Provided portfolio management services for clients.
                                                            6. Worked with other service providers for client needs.
                                                            7. Developed a comprehensive financial plan for their clients.
                                                                                                        Years of Experience
                                                                                                        Experience
                                                                                                        10+ Years
                                                                                                        Experience Level
                                                                                                        Level
                                                                                                        Senior
                                                                                                        Education
                                                                                                        Education
                                                                                                        GED

                                                                                                        Certified Financial Planner Resume

                                                                                                        Summary : Certified Financial Planner with 8 years of experience in Assisting with financial planning by assessing the client's total financial situation to determine their goals and objectives and then develop a plan, Providing experience-based advice on tax planning, retirement planning, estate planning, insurance planning, business succession planning, and other related topics.

                                                                                                        Skills : Microsoft Office Suite, Advanced Excel, SAP, Financial Calculator, Bloomberg.

                                                                                                        Description :

                                                                                                          1. Developed and implemented a risk tolerance questionnaire for each client.
                                                                                                          2. Provided ongoing education to clients on the latest market trends and strategies.
                                                                                                          3. Worked with clients to set up automatic payments and recurring bills.
                                                                                                          4. Provided financial planning services to individuals, families, and small businesses.
                                                                                                          5. Provided education on the topic of personal finance and retirement planning.
                                                                                                          6. Developed a comprehensive financial plan that includes goal setting, investment strategies, risk management, insurance needs and more.
                                                                                                          7. Worked with clients to determine the best course of action for their individual situation.
                                                                                                                                Years of Experience
                                                                                                                                Experience
                                                                                                                                7-10 Years
                                                                                                                                Experience Level
                                                                                                                                Level
                                                                                                                                Management
                                                                                                                                Education
                                                                                                                                Education
                                                                                                                                B.S. In Information Systems

                                                                                                                                Certified Financial Planner Resume

                                                                                                                                Summary : Motivated, talented, and licensed financial professional with demonstrated proactive strategy in sales, marketing and account development. Broad exposure and thorough knowledge of complete sales cycles and financial markets. Demonstrated time management, analytical, and organizational skills. Enthusiastic and energetic with a focus on bottom-line results. Works effectively as a team member or individual contributor. Excellent problem-solving skills with strong orientation in customer service and satisfaction.

                                                                                                                                Skills : Project Management, Project Controls.

                                                                                                                                Description :

                                                                                                                                  1. Built trust with clients by providing them with personalized advice.
                                                                                                                                  2. Provided comprehensive financial planning services to individuals and families.
                                                                                                                                  3. Taught others how to provide these services.
                                                                                                                                  4. Followed state and federal regulatory compliance requirements.
                                                                                                                                  5. Maintained current knowledge of market trends, regulations, industry standards, and changes in customer needs.
                                                                                                                                  6. Worked with other professionals to meet the needs of clients' specific situations.
                                                                                                                                  7. Wrote articles or give presentations on topics relevant to the profession.
                                                                                                                                                        Years of Experience
                                                                                                                                                        Experience
                                                                                                                                                        10+ Years
                                                                                                                                                        Experience Level
                                                                                                                                                        Level
                                                                                                                                                        Senior
                                                                                                                                                        Education
                                                                                                                                                        Education
                                                                                                                                                        BS In Psychology

                                                                                                                                                        Certified Financial Planner Resume

                                                                                                                                                        Objective : Talent Acquisition, Development and Relationship Management Specialist Successful track record of creating positive change and results at the intersection where People, Processes and Information collide. Possess the highly sought after combination of Analytical Skills, Tech Savvy, Cross-Functional Business Acumen and Interpersonal Communications skills which allows for effective Talent/Supplier Acquisition and Development as well as Stakeholder Management related roles.

                                                                                                                                                        Skills : Accounting, Financial Skills.

                                                                                                                                                        Description :

                                                                                                                                                          1. Responsible to clients for issues relating to Estate planning, retirement, college savings, investments, and insurance needs.
                                                                                                                                                          2. Acted as a resource for the client, providing referrals and information on upcoming events.
                                                                                                                                                          3. Demonstrated professional behavior at all times.
                                                                                                                                                          4. Provided exemplary customer service at all times.
                                                                                                                                                          5. Interacted with clients, creating solutions to help them reach their financial goals.
                                                                                                                                                          6. Worked closely with the sales team to ensure that each client is fully serviced.
                                                                                                                                                          7. Handled investor relations duties, including writing reports and newsletters.
                                                                                                                                                                              Years of Experience
                                                                                                                                                                              Experience
                                                                                                                                                                              2-5 Years
                                                                                                                                                                              Experience Level
                                                                                                                                                                              Level
                                                                                                                                                                              Junior
                                                                                                                                                                              Education
                                                                                                                                                                              Education
                                                                                                                                                                              BA In Anthropology

                                                                                                                                                                              Certified Financial Planner Resume

                                                                                                                                                                              Summary : Certified Financial Planner with 10 years of experience in Managing client portfolios and monitor their performance, Developing marketing materials related to your practice area, Acting as a leader within your firm, Provide financial education and advice to help prepare clients for their future, and also Reviewing investment portfolios for merit or risks, Providing support for estate planning.

                                                                                                                                                                              Skills : Planning, Review Management, Financial Goals.

                                                                                                                                                                              Description :

                                                                                                                                                                                1. Conducted on-site visits at each branch in order to assess the state of operations and provide feedback on how to improve operations.
                                                                                                                                                                                2. Ensured compliance with regulatory requirements by conducting periodic audits.
                                                                                                                                                                                3. Managed client relationships from start to finish, from marketing research through final payment.
                                                                                                                                                                                4. Provided consultation on a wide range of subjects including managing debt, saving for retirement, investments, taxes, insurance, estate planning, and lifestyle management.
                                                                                                                                                                                5. Provided education on current market conditions and trends in the field.
                                                                                                                                                                                6. Assisted clients in obtaining appropriate insurance coverage for their needs.
                                                                                                                                                                                7. Developed a comprehensive plan to meet clients financial goals.
                                                                                                                                                                                                          Years of Experience
                                                                                                                                                                                                          Experience
                                                                                                                                                                                                          10+ Years
                                                                                                                                                                                                          Experience Level
                                                                                                                                                                                                          Level
                                                                                                                                                                                                          Senior
                                                                                                                                                                                                          Education
                                                                                                                                                                                                          Education
                                                                                                                                                                                                          GED

                                                                                                                                                                                                          Certified Financial Planner Resume

                                                                                                                                                                                                          Headline : As a Certified Financial Planner, responsible for Representing the firm in the community, Providing advice on a range of investment strategies, Educating clients on the financial markets, and also Recommending portfolio of investments, Managing client relationships and provide support throughout the process.

                                                                                                                                                                                                          Skills : Inventory Control, Supply Management, Developing.

                                                                                                                                                                                                          Description :

                                                                                                                                                                                                            1. Assisted in writing an annual budget for clients.
                                                                                                                                                                                                            2. Assisted in developing an estate plan for clients.
                                                                                                                                                                                                            3. Developed comprehensive financial plans for individuals and/or families.
                                                                                                                                                                                                            4. Provided education on financial planning topics and strategies.
                                                                                                                                                                                                            5. Provided referrals to other specialists as needed.
                                                                                                                                                                                                            6. Developed educational brochures and materials for distribution to clients.
                                                                                                                                                                                                            7. Developed educational programs for employees of the company.
                                                                                                                                                                                                                                              Years of Experience
                                                                                                                                                                                                                                              Experience
                                                                                                                                                                                                                                              5-7 Years
                                                                                                                                                                                                                                              Experience Level
                                                                                                                                                                                                                                              Level
                                                                                                                                                                                                                                              Executive
                                                                                                                                                                                                                                              Education
                                                                                                                                                                                                                                              Education
                                                                                                                                                                                                                                              MS