Financial Planner Resume Samples

The Financial planner helps individuals and companies examine and determine their financial situations and suggest ways to use them appropriately by investing in savings and investments. Typical duties listed on the Financial Planner Resume are – preparing sound financial plans for clients, advising clients on current financial issues, generating new business, examining and suggesting financial options, customizing financial plans as per the client’s changing needs, presenting and selling financial products and services, opening accounts for clients and disbursing funds as per financial goals.

To perform such crucial tasks pertaining to the job description, it becomes mandatory to possess these skills – the ability to analyze financial information, proficiency with MS Office and CRM systems, strong ethics and outstanding communication skills, and the ability to analyze financial information without compromising on stipulated regulations. To work in this line, a bachelor’s degree in areas related to finance is required.

Financial Planner Resume example

Financial Planner Resume

Summary : To obtain a position where contribute skill, knowledge and experience to a company that will give an opportunity to develop career.

Skills : Faxing, General Office, Research, Scheduling, Human Resources, Lotus Notes, Microsoft Word.

Description :

    1. Coordinated and communicated insurance coverage issues for the patients in various stages of the transplant process.
    2. Provided insurance verification and medical benefit analysis with respect to transplantation, including benefits and pharmaceuticals.
    3. Assessed the patient's and family ability to financially support post-transplant.
    4. Interviewed patients in the emergency room with financial forms and pre-screening compliance.
    5. Performed admittance procedure for both inpatient admittance as well as outpatient procedures.
    6. Scheduled and maintained appointment calendars, filed, faxed, and communicated with case management authorities.
    7. Assisted with data entry of reports for the business office and the Department of Social Services Medicaid and disability divisions.
    8. Typed, monitored and reported patient complaints to the business office.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Associate In Business


Sr. Financial Planner Resume

Summary : Well educated businessman with a passion for building and maintaining strong client relationships. Looking for a career that allows to use skills and expertise developing business relationships with new and existing customers and accounts.

Skills : Management, Attention To Detail.

Description :

    1. Consult with clients to determine financial needs and goals and develop growth plans.
    2. Sold stocks, bonds, and mutual funds to high net worth individuals.
    3. Met directly with clients to review documents and discuss financial planning options Devise strategies for the development of the business by attracting new clients.
    4. Execute the business strategies and acquire new clients.
    5. Understand the current financial scenario of the clients and analyze their cash flow, Insurance coverage, tax status and retirement plan.
    6. Using tax and investment strategies to develop financial plans for businesses, organizations or individuals.
    7. Present tailored financial plans for solving clients' financial crises or assist them in understanding and implementing a proposed solution.
    8. Suggest investment plans to educate clients about various options.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Master's In Health


Certified Financial Planner Resume

Summary : Certified Financial Planner (CFP). Expertise in Personal Financial Planning, Investment Performance Measurement, Asset Allocation, and presentation of financial management concepts to clients through consultative and illustrative methods.

Skills : Excellent communication and interpersonal skills Analytical.

Description :

    1. Devise and execute business development strategies to attract and acquire new clients.
    2. Analyzed information and prepared plans best suited to individual clients' requirements.
    3. Built and maintained strong relationships with clients, helping them to track their progress over time.
    4. Provided clients with a high level of individualized customer service Conduct in-depth reviews of clients' financial circumstances and future goals.
    5. Assist clients in making informed decisions.
    6. Communicate complex information to clients to make them aware of their options and help them assess the relative merits of different plans.
    7. Develop investment strategies to meet short and long-term financial objectives.
    8. Create, implement, and continually review a plan that includes strategies designed to help clients pursue their long-term goals.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Finance

Financial Planner III Resume

Headline : Currently looking for a new opportunity with high earning potential that bests puts skills to use. Experience in multiple fields such as vehicles, mortgages and insurance. Experience with internet based sales and marketing, store management , outside sales and phone based sales.

Skills : Personal Financial Planning, Investment Performance Measurement and Reporting, Employee Benefits, Wealth Management Operations, Financial Consulting, Operations Management, Project Management.

Description :

    1. Compile, record, and evaluate personal and financial data in order to verify completeness and accuracy, and to determine eligibility status.
    2. Assist in selection of financial award candidates using electronic databases to certify loan eligibility.
    3. Inform individuals and groups about the financial assistance available to college or university students.
    4. Match students' needs and eligibility with available financial aid programs to provide informed recommendations.
    5. Delegated daily tasks to staff to make sure it was done by the end B.O.B.
    6. Answer all phones calls from students and staff.
    7. Received nine medals for highest financial performance.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Finance

Financial Planner II Resume

Summary : Detail oriented with exceptional communication skills and leadership abilities. Organized and proficient in coordinating projects from inception to completion with ability to manage critical deadlines and execute efficiently.

Skills : Fluency in Chinese and English, Computer, Microsoft Office, Spreadsheet, Photoshop.

Description :

    1. Conducted one on one financial aid counseling Assisted students with the FAFSA process.
    2. Met with the admission department on a weekly basis to help retain students.
    3. Established and monitored payment plans for students Verify and Package financial aid awards.
    4. Participate in the review and development of policies and procedures.
    5. Furnish information regarding scholarship opportunities.
    6. Worked cooperatively with all the directors of the different programs to improve student service.
    7. To build and serve clientele consisting of individuals and business.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Science

Asst. Financial Planner Resume

Summary : Assist financial planner in preparing and maintaining financial plans. Involved in developing integrated wealth management solutions per clients specific goals.

Skills : Microsoft Office, EMoney.

Description :

    1. Responsible for managing customer finances and budgeting along with agency marketing.
    2. Devise strategies for the development of the additional business by attracting new clients.
    3. Coordinated and assisted with agency marketing.
    4. Devise strategies for the development of the additional business by attracting new clients.
    5. Executed the business strategies and acquired new clients.
    6. Assisted in the development of financial plans for solving client's financial needs and crisis.
    7. Provided retirement planning solutions with tax advantaged retirement plans.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Certificate In Finance

Financial Planner I Resume

Summary : To apply experience as a seasoned Financial Services Professional to advise individuals and businesses in making sound financial decisions. To utilize relationship building skills and passion for helping people to build a robust book of business.

Skills : Proficient In MARSHA, Delphi, Marriott Global Sales.

Description :

    1. Client Relations Conduct analysis for client's financial goals.
    2. Analyze specific financial data for client's budget.
    3. Assist clients with opening and maintaining accounts Develop and executed business strategies for small to mid-size businesses.
    4. Implement client strategies to achieve short-term and long-term goals.
    5. Provide clients with detail information on existing and new financial products.
    6. Conduct training seminars and workshops for new and existing clients, management, and department head.
    7. Identify training and development needs within the office through regular consultation with business managers Ensure all compliance and company regulatory requirements meet deadlines.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Management

Associate Financial Planner Resume

Summary : To achieve organizational goals and targets. To work harmoniously with superiors and subordinates hence fostering team spirit. Possess the ability to deliver well under pressure. Committed to excellence and embrace organizational development.

Skills : Microsoft Office Suite, Money Guide Pro, Tamarac Solutions Software, Salesforce, Red Black Trading, Bloomberg,.

Description :

    1. Analyze feasibility, cash flow ramifications, economies, or other aspects of financial planning projects.
    2. Participate in and may lead the implementation of projects.
    3. Act as liaison with outside organizations, agencies or advisor's in order to serve clients interests, promote or coordinate resources.
    4. Maintain knowledge of regulations affecting function and work with internal departments on compliance issues.
    5. Based on analysis, develop reports, proposals for action or implementation plans as necessary and present to team lead.
    6. Point of contact for business throughout and after project implementation.
    7. Provide project management support as necessary.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Master In Management

Lead Financial Planner Resume

Summary : Five years of leadership and managerial experience Six years of professional experience with financial aid processing and advising Excellent project management and team leadership skills.

Skills : Finance, Accounting.

Description :

    1. Performed financial advising, assisting students with creating budgets for educational degree programs.
    2. Acted as interim Director of Finance, supervising a team of four finance advisors.
    3. Assisted students in the completion of financial aid forms and college application materials.
    4. Conducted training and workshops to educate students on financing options.
    5. Trained new hires and provided peer coaching to team members.
    6. Worked closely with admissions and career advisors to ensure students completed degree programs.
    7. Monitored student accounts and updated daily financial reports through research and financial planning.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Certificate In Graduate

Financial Planner Resume

Summary : Experienced sales and business development professional with a unique expertise in the launching of products and business growth applications. Focused ability to build targeted solutions, develop client relationships and grow profits. Extremely driven and determined to succeed.

Skills : Sales, Project Management, Marketing.

Description :

    1. Consistently ranked in the top ten percent of over one thousand advisors.
    2. Worked with clients to analyze and recommend personal and business financial solutions.
    3. Responsible for the development of financial planning teams in each of branches.
    4. Worked together to help members of the credit union realize their financial goals.
    5. Provided investment/insurance analysis and recommendations.
    6. Built expansive network through involvement in local groups and communities.
    7. Trained and educated staff on investments and prospecting techniques.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
B.A. In Education