Certified Financial Planner Resume Samples

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Certified Financial Planners help clients manage their personal finances in an effective manner. A well-written resume sample for Certified Financial Planner should mention duties such as understanding client needs, collecting financial information, analyzing information, making recommendations, creating individualized plans, and helping with family budgeting. The ideal candidate for this job should be able to demonstrate the following skills in his or her resume: financial planning, investment expertise, customer service, excellent communication and interpersonal skills, analytical thinking, and problem solving. A Bachelor’s Degree in a financial field is recommended for this role.

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1

Certified Financial Planner

  • Skilled in reviewing and understanding financial statements of domestic and foreign corporate fillings
  • FINRA Series 7 and 66 licensed, Blue Sky registered in all 50 states, life and health insurance licensed in 50 states
  • Implemented complex planning for high net worth clients that included tax strategies, estate planning, business structuring, buy-sell agreements, and legacy planning
  • Provided planning to clients on home and auto purchases to include full range of asset protection insurances
  • Developed ability to explain complex financial information to novice investors in a clear understandable manner
Candidate Info
16
years in
workforce
8
years
at this job
BS
Accountancy
MS
Accountancy
2

Certified Financial Planner - Client Advisor

Certified Financial Planner

  • Holistic planner who designs and implements goal based plans to positively impact the lives of those I serve
  • Provide insight and recommendations to clients regarding defined contribution plans
  • Advises on creating and implementing estate plan to achieve bequests desires
  • Reviews insurance coverage to mitigate risks to financial plan
Candidate Info
21
years in
workforce
2
years
at this job
BA
Psychology
Financial Planning, Currently Pursuing Chartered Life Underwriter Designation
3

Certified Financial Planner

  • Analyze client's financial information; identify client's objectives, risk tolerance and circumstances to develop a thorough financial plan and to provide investment strategies, tax projections and financial guidance.
  • Perform annual review with clients to assess current financial health, ensure suitability and propose value-added solutions to client's needs.
  • Advise clients on changes of legislation, market condition and economy outlook that might affect clients financial well being.
  • Conduct Educational Seminar such as CalStrs & CalPers Pension system.
Candidate Info
14
years in
workforce
2
years
at this job
BA
Economics
MS
Finance
4

Certified Financial Planner Trainee

  • I worked with potential clients and investors to go over products sold by [company name]
  • Trained in compliance on how to administer diligent customer protection for consumer needs'
  • Participated in [company name]'s training program on mutual funds, stocks, bonds and other financial planning tools
  • Evaluated client demographics and needs to determine the appropriate investment strategy
  • Provided timely and effective guidance to end clients
  • Proactively sought out business development leads to expand book of business
  • Successfully study for and passed industry exams to obtain needed licensing for role
  • Actively observed market fluctuations and trends to stay informed on market conditions
Candidate Info
5
months in
workforce
5
months
at this job
BS
Finance

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