A Financial Planner's Guide to Writing a Winning Resume (With Samples)

flat art illustration of a Financial Planner

Writing a resume can be a challenging task, especially when you are a financial planner. You need to showcase your skills and experience to stand out from the crowd. A well-written resume can get you the job you desire, and a poorly written one can land your application in the rejection pile. Here are some tips on how to prepare a winning resume for a financial planner position.

  1. Start with a powerful summary: The summary is the first thing a recruiter will notice, so make it count. Highlight your skills, experience, and accomplishments. Tailor your summary to the specific job you are applying for.
  2. Showcase your education: As a financial planner, you need to have a solid understanding of financial concepts. Highlight your educational qualifications, including your degree, major, and any relevant certifications.
  3. Highlight your expertise: Financial planning is a specialized field, so it is important to showcase your expertise. Highlight your knowledge of financial planning software, tax planning, risk management, and investment strategies.
  4. Showcase your experience: Experience is a crucial aspect when it comes to financial planning. Mention your previous roles and responsibilities, including any achievements, in detail. Highlight your experience in creating financial plans, managing portfolios, and advising clients.
  5. Include keywords: Many recruiters use applicant tracking systems (ATS) to sort through resumes. Including relevant keywords in your resume can help your application get noticed. Use keywords such as financial planning, investment management, retirement planning, and tax planning.

By following these tips, you can create a winning resume that showcases your skills and experience as a financial planner. Remember to keep your resume concise, and always tailor it to the job you are applying for. A well-written resume can help you land your dream job in the world of financial planning.

Example Resumes

Example #1

John Doe

1234 Main Street, Anytown, USA | (555) 555-5555 | example@email.com


To obtain a Financial Planner position with a reputable firm where my skills and expertise can be utilized to create financial strategies and improve client portfolios


  • Bachelor of Science in Finance
  • University of California, Los Angeles
  • GPA: 3.8

Professional Experience

  • Financial Planner
  • ABC Firm
  • January 2015 - Present
  • Managed a portfolio of over 100 clients with a combined value of $50 million
  • Increased assets under management by 70% over a two year period through client referrals and successful marketing campaigns
  • Create personalized financial plans for each client that met their specific needs and goals
  • Provided ongoing financial advice and support to clients to ensure they achieved their objectives
  • Collaborated with other financial professionals to provide comprehensive wealth management strategies
  • Financial Analyst
  • XYZ Corporation
  • June 2012 - December 2014
  • Conducted financial analysis and modeling to support investment decisions
  • Developed complex financial models in Excel to project company performance and forecast future trends
  • Assisted with the creation of financial reports for the executive team and board of directors
  • Worked with investment bankers and external analysts to provide accurate and timely financial data


  • Advanced Excel skills, including financial modeling and analysis
  • Excellent interpersonal and communication skills
  • Strong attention to detail and accuracy
  • Knowledge of investments, portfolio management, and financial planning strategies
  • Experience with portfolio management and asset allocation techniques

Example #2

John Doe

Email: john.doe@email.com | Phone: (123) 456-7890


To secure a Financial Planner position with XYZ Company to utilize my 5 years of experience in financial planning and analysis.


  • Financial Planner - ABC Investments (2019-present)
    • Develop financial plans for clients and manage investment portfolios with a total value of over $50 million
    • Increased company revenue by 20% through implementation of new investment strategy
    • Conduct regular financial analysis for clients and provide recommendations on investment options
  • Financial Analyst - DEF Finance (2016-2019)
    • Analyzed financial data and created reports for senior management
    • Performed forecasting and budgeting analysis to improve company profitability
    • Developed financial models to forecast future revenue and expenses


  • Bachelor of Business Administration in Finance - University of XYZ (2016)
  • Master of Business Administration in Finance - University of XYZ (2018)


  • Chartered Financial Analyst (CFA) - CFA Institute (2019)
  • Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards (2019)

Example #3

John Doe

321 Main St, Anytown USA | 555-555-5555 | john.doe@email.com


Highly analytical and detail-oriented financial planner with over 10 years of experience in managing clients’ finances. Proven track record in increasing clients’ wealth and developing long-term financial plans.


Financial Planner

ABC Financial Services | Anytown USA | 2015 - present

  • Develop and implement comprehensive financial plans for individual clients, resulting in a 25% increase in clients’ overall wealth
  • Analyze clients’ investment portfolios and make recommendations to improve returns, resulting in an average portfolio return of 12%
  • Collaborate with tax professionals to develop tax-efficient strategies, resulting in an average tax savings of 10%
Financial Advisor

XYZ Investments | Anytown USA | 2010 - 2015

  • Assisted clients with retirement planning, resulting in a 30% increase in clients’ retirement savings
  • Managed clients’ investment portfolios and provided regular updates on portfolio performance and market trends
  • Developed and maintained relationships with clients, resulting in a 90% client retention rate


Bachelor’s Degree in Finance

University of Anytown | Anytown USA | 2009

Graduated with honors


Writing a winning resume takes more than just listing your work experience and education. As a financial planner, you need to showcase your skills, accomplishments, and values that align with the company's mission. Remember to keep your resume clear, concise, and easy to read.

Once you've written a winning resume, the next step is to write a great cover letter that complements your resume. Don't forget to search through our remote financial planning job board if you're looking for a new opportunity.

Lastly, remember to prepare for your interviews by researching the company, practicing your responses to common interview questions, and being confident in your abilities.

Looking to ace your interviews? Our team has put together a collection of detailed interview questions and answers for different financial planner specializations, including Retirement Planning, Tax Planning, Estate Planning, Investment Planning, and Insurance Planning.

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