Financial Planner Resume

Most people have difficulties when it comes to handling their money and making wise decisions regarding debt repayment, preparing for retirement or simply taking advantage of tax exemptions. The role of a financial planner is to help individuals and corporations manage their money to make full use of either income or revenues.

A financial planner usually has a background as an accountant and can understand easily all information related to bank statements, filing taxes or refinancing mortgages. The best part is that they can offer so much more, including advice on the best pension plans, insurance options or economy packages. Most of them double as brokers for these products and can help save time and money since you don’t need the services of another specialist.

In this job you need superior budgeting skills and a good understanding of income streams forecasting. When applying to such a position, you will be asked to bring proof of at least a bachelor’s degree in accounting or finance, but an MBA or master’s degree can give your resume a boost.

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Tips for Financial Planner Resumes

Financial knowledge

As the job title suggests, you are expected to be proficient in handling taxes, advising investments and recommending ways to save money for short term and for retirement. All these ideas are usually the result of experience, therefore to apply to this position you need about 7-9 years of previous practice in the financial sector. It is not enough to have the information yourself, you also need to be able to explain it in layman’s terms to your clients by using simple analogies and examples.

Analytical mind and problem solver

Every client has a unique situation and your job is to tailor the general advice to their problems and to suggest the most appropriate solutions, while thinking about the long term viability of what you propose. Every piece of advice should have sound mathematical reasoning behind it and should be based on simulations and computations to help the client make precautious decisions.

Organization skills

Usually a financial planner is in charge of more portfolios belonging to many clients, therefore they need to plan ahead to find the necessary time to meet with each one of them and provide them with all the attention and answer all their questions. A good and detailed agenda helps you stay on top of your game and get the best results, both financially and from the customer care perspective, as you will never feel rushed by another client.

Financial Planner Resume Samples

The following resume samples and templates for financial planner can help you get a better idea of what your resume can look like.

When applying to a job as a financial planner, try to highlight in the resume the results you got through your career at helping people get out of debt and plan a comfortable retirement or helping organizations make the best investments to grow and increase profit.

Additional Financial Planner Resume Tips

• Stress resistance– As a financial planner you are responsible for the client’s money movement and long term well-being. A single bad decision can make them lose their hard earned money and send you to the blacklist of professionals, so there is legitimate reason to be stressed. On the other hand, prudent decisions and risk management as well as some relaxing time-off should be the key to success.
• Positive impact– A great financial planner has decided that they want to make a difference in the lives of their clients and are not afraid to let their interest and passion shine through the resume.

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