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Certified Financial Planner Resume Samples
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Candidate Info
16
years in workforce
8
years at this job
BS
Accountancy
MS
Accountancy
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
21
years in workforce
2
years at this job
BA
Psychology
Financial Planning, Currently Pursuing Chartered Life Underwriter Designation
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
14
years in workforce
2
years at this job
BA
Economics
MS
Finance
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
5
months in workforce
5
months at this job
BS
Finance
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