Financial Planner Resume Template

By | August 7, 2012

A financial planner is an individual who helps the clients in planning in order to make best use of their funds, investments and savings. They also advise the clients on the right avenues to invest the money so that investment can grow and there is constant return. It is essential that an individual applying for the job position of a financial planner mention and highlight the accurate aspects in his resume and in order to do so he has to refer to a financial planner resume template. The template gives the structure of the resume which helps in drafting an impressive resume.

Financial Planner Resume Template

Name of the applicant: ___________

I am a hard working individual with ___________________ [mention the number of years or months of work experience] in the field of _______ finance planning who possesses __________________________ [mention in details the related skill sets possessed by the individual]

Personal information:

Address: Street address _______________ City ______________ State _____________ Post code ___________

Contact number: ___________

Mobile phone number: ________________

Email ID: ___________

Date of birth: _____________-

Summary of qualifications:

  • ______________________
  • _________________________
  • ____________________

[list the various experiences of the individual that will help him in the job position]

Educational qualification:

  • Completed graduation in [name of the degree and subject] from ________________ [name of the educational institution] on ________________ [date of completing graduation]
  • Completed ___________[ name of the degree] from ________________ [name of the educational institution] on ________________ [date of completing the degree]

Computer programming skills:

Sound knowledge in __________________  [list the various software and computer programs in which the individual has knowledge]

Work experience:

  • Worked in the position of a financial planner in _______________ [name of the employer organization] from _______________ [joining date] till _______________ [date of leaving the organization] where my job functions were
  1. __________________
  2. ___________________
  3. ____________________

[state all the respective job functions performed by the individual in that particular job position]

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