Financial Planner Resume Sample

Financial Planner Resume Sample Template

Financial planner resume – stand out with a compelling, strategically written planner resume that highlights your unique qualifications. Read our tips and view an expert-made financial planner resume example with key skills, experience and certifications that will capture employers’ attention. Learn what to include, proper resume formatting, powerful verbs and key terms employers look for. Use our sample financial planner resume to model and update your resume to land more interviews for lucrative and rewarding financial planner jobs. Whether you have experience as an advisor, analyst or associate planner, optimize your resume for applicant tracking systems with targeted keywords. 

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Kaden Kent

Phone: (406) 555-0129

Address: 35 Market St, Billings, MT 59101



CERTIFIED FINANCIAL PLANNERTM professional with 5+ years of experience developing customized financial plans and providing wealth management advisory services to high-net-worth clients. Proven ability to analyze client situations and offer strategies to reduce taxes, maximize investments, and achieve long-term objectives.


  • Series 7, Series 66 Licensed
  • Certified Financial Planner (CFP)
  • Retirement Income Certified Professional (RICP)
  • Chartered Life Underwriter (CLU)


Acme Financial – Billings, MT

Financial Planner, 2019 – Present

  • Meet with 100+ clients to collect information on financial situations, future goals and risk tolerance
  • Review assets and liabilities, evaluate insurance coverage and estate plans; identify tax minimization opportunities
  • Design and implement tailored financial plans addressing client needs regarding investments, retirement, education savings
  • Recommend customized portfolio of securities, insurance products, and derivatives; obtain client approval
  • Ongoing monitoring of plan performance, conducting periodic reviews to assess any changing needs
  • Achieved 15% year-over-year growth in assets under management
  • Consistently secured 5 new client acquisitions per quarter

Gateway Investments – Helena, MT

Associate Financial Planner, 2017 – 2019

  • Spearheaded financial planning initiatives specifically for employee benefit programs
  • Prepared investment performance reports for pension fund clients
  • Assisted senior advisors in wealth management and estate planning advisory services
  • Authored content for firm newsletter and blog educating clients


Master of Science in Personal Financial Planning

University of Montana, 2018

CFP Board Registered Program

Bachelor of Business Administration in Finance

Carroll College, 2015

President’s List Honors: 4 semesters



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