Financial Planner

Financial Planner Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Financial Planner job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

Choose a category
  • Financial Planning
  • Insurance
  • Retirement Planning
  • Investments
  • Life Insurance
  • Wealth Management
  • Risk Management
  •  Find out what your resume's missing
  • Financial Services
  • Financial Advisory
  • Finance
  • Health Insurance
  • Financial Analysis
  • Estate Planning
  • Portfolio Management
  • Personal Financial Planning
  • Sales
  • General Insurance
  • Wealth Accumulation
  • Investment Advisory
  • Customer Service
  • Mutual Funds
  • Investment Strategies
  • Banking
  • Certified Financial Planner
  • Credit
  • Retail Banking

  •   Show full list

Resume Skills: Software

  • MS Excel
  • Quicken
  • Albridge
  • Morningstar Direct
  • Finance Logix
  • Bloomberg Terminal
  • Microsoft Excel (Advanced, including Macros and Pivot Tables)
  • QuickBooks
  • FactSet
  • Minitab
  • Excel
  • SAP
  • Thompson One
  • PlanPlus
  • Microsoft Excel (Advanced, VBA)
  • Tableau
  • Quickbooks
  • Oracle Financials
  • PeopleSoft
  • Hyperion
  • SQL
  • Oracle Financial
  • MS Office (Advanced Excel, PowerPoint)
  •  Match your resume to these skills

Resume Skills: Financial Planning Tools

Resume Skills: Statistical Analysis

Resume Skills: Investment Strategies

Resume Skills: Certifications

Resume Skills: Financial Planning

Resume Skills: Regulatory Knowledge

Resume Skills: Financial Analysis

  • Cash Flow Analysis
  • Budgeting
  • Portfolio Management
  • Cost Management
  • Investment Analysis
  • Forecasting
  • Quantitative Modelling
  • Risk Analysis
  • Cash Flow Forecasting
  • Financial Reporting
  • Investment Strategy
  •  Match your resume to these skills

Resume Skills: Regulatory Compliance

Resume Skills: Languages

Resume Skills: Investment Platforms

Resume Skills: Techniques

Resume Skills: Regulations

  • Familiarity with SEC regulations
  • Understanding of the Sarbanes-Oxley Act
  • Knowledge of Tax Laws
  • Adept with Fiduciary Duties
  • Knowledge of Financial Fair Play (FFP)
  • Understanding of Monetary Policies
  •  Match your resume to these skills

Resume Skills: Quantitative/Analytical

Resume Skills: Regulation/Compliance

  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Compare Your Resume To These Financial Planner Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

Sample Financial Planner Resume Examples: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Select a free resume example
Your Name
Financial Planner
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded March 2019 - Present
Senior Financial Planner
Boasted client satisfaction by 35% by deploying cutting-edge wealth management strategies tailored to individual client financial goals
Implemented a holistic financial planning approach, encompassing investment advisory, risk management and estate planning
Spearheaded a financial seminar as part of customer services efforts, garnering 200+ participants and boosting mutual funds portfolio by 20%
Led a team of junior planners, streamlining financial services and enhancing team efficiency by 15%
Orchestrated portfolio management of high-net-worth clients, growing wealth accumulation over two years by 12% September 2016 - February 2019
Financial Advisor
Increased annual sales by 18%, offering personalized financial advisory services to over 100 clients
Boosted client base by 30% through adept application of financial planning principles
Incorporated the most effective consumer health insurance policies, saving clients an average of $2K annually
Morgan Stanley January 2014 - August 2016
Financial Analyst
Assessed financial reports and used predictive modelling to analyze investment opportunities
Generated detailed financial analysis reports to guide strategic decision making
Earned promotion for efficacy in delivering concise and accurate financial forecasts
Resume Worded Academic Center February 2019
Executive Master of Business Administration (Finance)
Focused on advanced financial strategies and business leadership
Resume Worded University December 2013
Bachelor of Business Administration - Finance
Minors in Statistics and Economics
Awards: Deans List 2012 (Top 5%), Resume Worded Academic Scholarship
Financial Planning Software: MoneyGuidePro, FinanceLogix, Advizr, RightCapital, eMoney Advisor, NaviPlan
Statistical Analysis: SPSS, SAS, Excel (Advanced, including Pivot Tables and VLOOKUP), R, Python (pandas)
Investment Strategies: Asset Allocation, Risk Management, Tax-efficient Strategies, Estate Planning, Retirement Planning, Education Funding
Certifications: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) - Level II
Awards: Recognized as Top Financial Advisor at for 2017, 2018
Professional Memberships: Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)
Volunteer Experience: Annual volunteer at local financial literacy workshops, teaching budgeting and saving skills
Publications: Authored 'Understanding Financial Strategies' eBook series available on Amazon
Your Name
Financial Advisor
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE January 2018 - Present
Principal Financial Advisor
Restructured investment portfolios, leading to an average client wealth accumulation of 10%
Conducted financial seminars demonstrating wealth management strategies thus bolstering sales by 15%
Increased client retention by 40% through exceptional customer service and strategic financial advisory
SRanked in the top 10% of advisors for performance, leading to a promotion within 18 months
Led a team of junior advisors; provided guidance and mentorship improving team performance by 20%
Charles Schwab Corporation July 2014 - December 2018
Personal Finance Advisor
Managed a diverse client portfolio, performing personal financial planning and risk management
Facilitated client understanding of financial services and solutions, boosting client satisfaction by 30%
Exceled in sales of life insurance policies and mutual funds, leading to a rise in premiums by 20%
Resume Worded February 2011 - June 2014
Financial Services Associate
Increased efficiency of financial analysis by optimizing data collection processes
Assisted clients in real estate planning; ensured maximization of wealth
Implemented a new client data management system, improving client data accuracy by 15%
Resume Worded Institute December 2017
Chartered Financial Analyst (CFA) - Level II
Awarded the Financial Risk Manager (FRM) certification during the same period.
Resume Worded University June 2012
Master's in Finance
Specialization in Wealth Management
Financial Planning: Retirement planning, Tax Planning, Estate Planning, Investment Management, Risk Management, Education Funding
Software: MS Excel (Advanced), Quicken, Albridge, Morningstar Direct, Finance Logix
Regulatory Knowledge: FINRA regulations, SEC regulations, Series 7, Series 66
Certifications: Certified Private Wealth Advisor (CPWA) - January 2019, Certified Investment Management Analyst (CIMA) - June 2015
Volunteer: Financial Literacy Advocate, National Financial Educators Council - January 2015 - Present
Conferences: Regular attendee at major industry conferences including the Financial Planning Association Annual Conference and the CFA Institute's Annual Conference
Your Name
Financial Analyst
City, Country  •  (123) 456-789  •  [email protected]  •
JP Morgan January 2016 - Present
Senior Financial Analyst
Implemented revenue projection model, increasing accuracy of financial forecasts by 20%
Led the preparation of board-level financial reports efficiently and accurately
Pioneered the use of data visualization tools for presenting financial analysis, increasing clarity and understanding among stakeholder
Played a vital role in successfully securing a $5M investment
Regularly provided financial insights that led to a $100K reduction in company costs
Resume Worded October 2012 - December 2015
Financial Consultant
Generated a 15% increase in annual sales through tailored financial planning
Processed daily trades and transactions for high-value portfolios, resulting in 10% annual growth
Enhanced client understanding of mutual funds, leading to a 20% increase in investments March 2010 - September 2012
Assistant Financial Analyst
Contributed to preparation of financial reports, increasing report production efficiency by 35%
Handled a $5M portfolio and made investment recommendations based on thorough research
Resume Worded Academic Center June 2015
Chartered Financial Analyst (CFA) - Level II
Specialized in Equity and Fixed Income Analysis
Resume Worded University May 2012
Master of Business Administration - Finance
Concentration in Corporate Finance
Thesis on 'Portfolio Risk Management Strategies'
Financial Analysis: Cash Flow Analysis, Budgeting, Portfolio Management, Cost Management, Investment Analysis, Forecasting
Software Tools: Microsoft Excel (Advanced, VBA), Tableau, Quickbooks, Oracle Financials, PeopleSoft, Hyperion, SQL
Regulatory Compliance: Sarbanes-Oxley Act (SOX), IFRS, GAAP, Risk Management, SEC Filings
Languages: English (Native), Spanish (Conversational)
Certifications: Six Sigma Green Belt Certification - The Council for Six Sigma Certification (2019)
Leadership & Volunteering: Finance Coach for old-age pensioners - Resume Worded Non-Profit Wing (2017-Present)
Awards: Resume Worded – 'Excellence in Finance' Award (2015)
Projects: Streamlined financial reporting process reducing preparation time by 20%
Your Name
Wealth Management Associate
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded January 2022 - Present
Wealth Management Associate
Diversified an exclusive portfolio valued at 150M+, incorporating a broad range of investment strategies that increased returns by 20%
Spearheaded a comprehensive retirement plan for 200+ high-net-worth individuals allowing for asset allocation that maximized potential growth
Achieved a client retention rate of 98% by delivering personalized wealth management services and maintaining regular contact with clients
Acted as a financial advisor for stakeholders, providing guidance on mutual funds which ensured optimal risk-adjusted returns
Utilized financial data to perform detailed financial analysis and market research ensuring an informed decision-making process
Goldman Sachs June 2018 - December 2021
Investment Associate
Managed the selection and trading of equities to capitalize on market trends, resulting in a 15% increase in portfolio value
Leveraged financial services to create tailored investment strategies that grew the client base by 30%
Regulated compliance with FINRA and uniform combined state law for the firm's mutual fund selection process
Provided effective financial planning that bolstered client satisfaction by ensuring their financial security
Resume Worded Institute May 2021
Chartered Financial Analyst (CFA) - Level II
Achieved top 10% score in the CFA Level II exam
Resume Worded University May 2018
Master of Business Administration (MBA) - Finance
Created comprehensive portfolio for capstone project that outperformed market by 15%
Graduated top 5% of class
Investment Platforms: Bloomberg Terminal, Reuters Eikon, Morningstar Direct, FactSet
Software: Microsoft Office Suite (Expert), Visual Basic for Applications (VBA), Python, R
Financial Analysis: Portfolio Management, Risk Management, Asset Allocation, Capital Markets, Equity Research, Fixed Income Analysis
Languages: English (Native), Spanish (Fluent), Mandarin (Basic)
Certifications: Certified Financial Planner (2020), Series 7 and 63 Licensed
Leadership & Volunteering: Treasurer of the Finance Club at Resume Worded University, Volunteer Financial Advisor at non-profit organization
Projects: Conducted independent research on tech stocks, identifying undervalued assets and predicted a 20% price increase
Awards: Goldman Sachs Spotlight Team Player Award (2021), Resume Worded Top Performer (2022)
Your Name
Financial Services Advisor
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE March 2020 - Present
Financial Services Advisor
Serviced over 200 clients by providing comprehensive financial advisory services, contributing to a 25% increase in client satisfaction rates
Structured retirement plans in line with asset management and wealth sustainability, leading to a 15% increase in new plan adoption
Used asset allocation technique for high-net individuals to enhance returns and reduce risk, successfully attracting 50 more clients
Developed tailored investment portfolios ensuring optimal growth for each client, increasing the firms net profits by 38%
Citibank August 2016 - February 2020
Associate Private Banking
Facilitated a detailed financial analysis for client accounts, which reduced conflicts of interest and increased client loyalty by 18%
Successfully managed the wealth of over 100 clients, translating to total invested funds of 90M+
Consistently balanced the risk/reward tradeoff in trading activities, leading to a 22% increase in annual returns
Built a dependable network of industry contacts contributing to successful business expansion within the local market
Resume Worded Academic Center Jan 2020
Certified Financial Planner (CFP)
Extensive study in personal tax planning, estate planning, investment management, and insurance planning
Resume Worded University May 2016
Master's in Business Administration (MBA) - Finance
Elected Finance Club Vice President, Led a successful stock research competition involving over 100 students
Finance Software: Bloomberg Terminal, Oracle Hyperion, SAP (FI CO), QuickBooks, IBM Cognos, Microsoft Office Suite (Excel, Access)
Analysis & Planning: Financial Statement Analysis, Risk Management, Strategic Planning, Portfolio Management, Tax Planning, Cash Flow Forecasting
Regulations & Ethics: Familiarity with Federal Reserve regulations, Ethics and Professional Standards, Consumer Financial Protection Bureau regulations, Securities and Exchange Commission (SEC) procedures
Languages: English (Native), Spanish (Fluent), French (Basic)
Certifications: Series 7 - General Securities Representative Exam (2021), Series 66 - Uniform Combined State Law Examination (2021)
Leadership & Volunteering: Financial Planning Association (Local Chapter President, 2020-Present)
Projects & Publications: Authored 30+ articles on personal finance, investment strategies, and wealth management for blog
Your Name
Vice President Financial Services
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE January 2022 - Present
Director, Financial Services
Transformed banking strategy by fostering client relationships, leading to a 30% increase in customer retention
Directed risk management efforts, resulting in a 25% reduction in investment risk
Oversaw financial planning process for clients, accumulating over $50 million in new investments
Resume Worded April 2018 - December 2021
Senior Financial Consultant
Worked closely with portfolio management teams to optimize asset allocation, leading to 18% portfolio yield return
Formulated financial analysis that identified inefficiencies and saved $200K in expenses
Provided expertise in wealth management, driving an increase in assets by $100 million
Morgan Stanley January 2016 - March 2018
Finance Manager
Implemented strategic financial modeling that helped the company to tap into new investment opportunities
Managed retail banking transactions worth over $1 billion
Integrated a new loans process that improved credit analysis and reduced application time by 40%
Resume Worded University January 2016
Master of Business Administration (Finance)
Specialization in Corporate Finance and Financial Risk Management
Resume Worded Academic Center June 2014
Certified Financial Planner (CFP)
Completed certification while working at Morgan Stanley on part-time basis
Financial Tools: SAP ERP, Oracle Financials, QuickBooks, MS Excel (Advanced), Bloomberg Terminal
Financial Analysis Techniques: Risk Assessment, Financial Forecasting, Budgeting, Cash Flow Analysis, Investment Strategy
Regulatory Compliance: SOX, Dodd-Frank, Basel III, FASB Standards, GAAP
Certifications: Chartered Financial Analyst (CFA) - Level II (2017)
Leadership & Volunteering: Board Member, National Association of Personal Financial Advisors (NAPFA), 2019-Present
Professional Development: Attended FinTech Innovation Conference, 2020
Awards: Recognized as 'Top Financial Consultant of the Year', Resume Worded, 2020
Your Name
Senior Vice President, Financial Services
City, Country  •  (123) 456-789  •  [email protected]  •
Goldman Sachs February 2022 - Present
Vice President, Financial Services
Ensured successful commercial lending activities contributing to a 20% increase in annual revenue
Implemented retirement planning methodologies resulting in 90% client satisfaction rate
Streamlined asset management procedures leading to a 40% increase in efficiency November 2018 - January 2022
Director, Wealth Management
Managed a team of 20 portfolio managers and delivered robust wealth management services
Orchestrated strategic financial planning which saw a 30% growth in client assets
Implemented financial services that optimized business relationship management
Resume Worded July 2015 - October 2018
Senior Finance Officer
Launched a financial model program, enhancing mortgage lending capabilities by 20%
Accelerated a risk management plan that alleviated credit losses by 25%
Revitalized investment strategies resulting in an annual increase of $250M in new portfolios
Resume Worded Institute December 2016
Executive Master of Business Administration (MBA) - Finance
Recipient of the Robert Johnson Award for excellence in financial strategy (2016)
Resume Worded University June 2009
Bachelor of Science (BSc) - Finance
Honors: Cum Laude
Active participant in the Student Investment Club, overseeing a $50,000 university-endowed portfolio
Financial Analysis: Advanced Financial Modeling, Asset Allocation, Corporate Finance, Risk Management, Forecasting, Economic Research
Compliance & Regulations: Anti-Money Laundering (AML), KYC, Dodd-Frank, Fiduciary Standards, GDPR, Sarbanes Oxley (SOX)
Financial Software: Bloomberg Terminal, Microsoft Dynamics GP, Quickbooks, Sage, Xero, Oracle Financials Cloud
Techniques: Portfolio Management, Financial Planning, Investment Strategies, Mergers & Acquisitions
Certifications: Chartered Financial Analyst (CFA) - Level II (2017), Certified Financial Planner (CFP - 2015)
Leadership & Volunteering: Board Member, Financial Planners Association (2018 - Present), Coach, Junior Achievement Financial Literacy Program (2013 - 2016)
Awards: Finance Executive of the Year - Resume Worded (2020), Financial Innovation Award - Goldman Sachs (2019)
Continuing Education: Ongoing professional development through courses in Leadership, Ethics, and Portfolio Management
Your Name
Executive Vice President, Financial Services
City, Country  •  (123) 456-789  •  [email protected]  •
JP Morgan Chase March 2022 - Present
Senior Vice President, Financial Services
Initiated business relationship management strategies, enhancing portfolio performance by 15%
Developed credit analysis tools which reduced underperforming loans by 30%
Strengthened risk management approaches resulting in a 40% decrease in operational losses
Resume Worded December 2017 - February 2022
Vice President, Finance
Boosted financial services by implementing innovative financial planning solutions
Supervised wealth management platform, increasing client retention by 20%
Directed a team executing commercial lending, resulting in an increase of loan portfolio by $500m January 2015 - November 2017
Senior Financial Analyst
Empowered investment strategies that attracted $200 million in new capital
Engineered financial models that increased efficiency in asset allocation by 25%
Integrated retail banking process that minimized transaction time by 30%
Resume Worded Academic Center January 2016-December 2017
Executive Master of Business Administration (EMBA)
Focused on C-level Executive Leadership & Strategic Financial Management
Resume Worded University September 2011-May 2015
Bachelor of Science in Finance
Minors in Accounting and Economics
Graduated Summa Cum Laude; Dean's list all semesters
Financial Analysis: Financial Modelling, Forecasting, Valuation, Variance Analysis, Risk Management, Financial Reporting
Financial Software: Bloomberg, Quickbooks, Hyperion, NetSuite, Advanced Excel, SAP
Regulations & Standards: GAAP, Financial Regulations (Dodd-Frank, SOX, BASEL), SEC Filings, Internal Audit Control
Strategic & Operational Management: Budgeting, M&A, Corporate Finance, Working Capital Management, Strategic Planning, Operational Efficiency
Certifications: Certified Financial Analyst (CFA) - Level III (2020), Certified Public Accountant (CPA) (2019)
Leadership & Volunteering: Financial Literacy for Underserved Communities (Program Founder, 2017-Present)
Awards: Resume Worded 'Exemplary Leadership Award' (2021), JP Morgan Chase 'Leader of the Year' (2022)
Speaking Engagements: Keynote Speaker at Resume Worded Annual Finance Convention (2018, 2019, 2021)
Your Name
Retirement Counselor
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE June 2020 - Present
Senior Retirement Counselor
Spearheaded wealth management strategies, resulting in a 34% increase in investment productivity.
Planned and executed client retirement timelines, averaging a 78% satisfaction rating.
Managed a portfolio amounting to $1.23M in fixed annuities.
Counseled clients on effective 401(k) retirement savings plans achieving an average of 150% targeted savings.
Implemented long-term care plans, safeguarding 132 clients' retirement security.
Fidelity Investments January 2016 - May 2020
Retirement Counselor
Maintained an average success rate of 92% in implementing personalized retirement plans.
Organized 30+ seminars on financial planning, increasing the client base by 37%.
Conducted risk analyses, securing $500,000+ in client savings from volatile investments.
Coordinated mutual funds platform, resulting in a 18% increase in client wealth over time.
Facilitated the integration of securities regulation, ensuring 100% compliance.
Prudential Financial June 2012 - December 2015
Junior Retirement Counselor
Scheduled and conducted 25+ regular consultations weekly, leading to improved client engagement.
Assessed and updated clients' financial status, increasing the relevancy of portfolio management.
Advised on diversification and asset allocation, boosting client wealth enhancement by 27%.
Resume Worded University May 2014
Master of Business Administration - Finance
Specialized in Retirement Solutions & Risk Management
Resume Worded Institute April 2012
Certified Financial Planner (CFP)
Completed while working full-time at Prudential Financial
Retirement Planning: Retirement Income Strategies, Social Security Planning, Investment Planning, Tax Planning, Estate Planning, Risk Management
Financial Tools & Software: FinFolio, SmartOffice, Blueleaf, MS Excel, MoneyGuidePro, RetireUp
Insurance: Long-Term Care Insurance, Annuities, Life Insurance
Certifications: Chartered Retirement Plans Specialist (CRPS), Retirement Income Certified Professional (RICP), March 2016
Volunteering: Financial Literacy Coach, Junior Achievement USA, 2017-present
Professional Associations: Member, National Association of Personal Financial Advisors (NAPFA), since 2016
Projects: Developed an online webinar series on retirement planning strategies open to the public
Your Name
Investment Advisor
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded July 2019 - Present
Lead Investment Advisor
Increased investment returns by an annual average of 15% through strategic trading decisions.
Managed high-value portfolios totalling $5 million, achieving above-market returns annually.
Served as a key advisor for the development of an innovative mutual fund product, contributing to a 30% increase in offering.
Guided clients in asset allocation to maximize returns and minimize risk, achieving an average 20% increase in portfolio value.
Morgan Stanley September 2014 - June 2019
Investment Advisor
Directed portfolio management for high net worth clients, resulting in an average of 18% return on investments.
Promoted the use of several life insurance products, leading to a 38% increase in policy volume.
Established a new investment management strategy that boosted client revenue by 22%.
Goldman Sachs June 2010 - August 2014
Investment Associate
Managed an investment portfolio valued at $2 million, consistently achieving client financial goals.
Conducted financial planning seminars, resulting in a 35% increase in client base.
Resume Worded University June 2010
Master of Business Administration (MBA) - Finance
Specialized in portfolio management and investment strategies
Resume Worded University May 2008
Bachelor of Science in Business Administration - Finance
Minors in Economics
Awards: Dean's List 2007 (Top 10%)
Investment Tools: Morningstar Direct, Bloomberg Terminal, FactSet, CapIQ, Weinberg Fixed Income, Aladdin Risk for Wealth Management, BlackRock Portfolio Manager
Compliance & Regulations: Regulation Best Interest (Reg BI), Fiduciary Standards, SEC & FINRA regulations, CRS, ERISA
Financial Analysis: Equity Research, Financial Modeling, Quantitative Analysis, Fundamental Analysis, Risk Management, Portfolio Optimization
Languages: English (Native), French (Conversational), Spanish (Conversational)
Certifications: Chartered Financial Analyst (CFA), Financial Risk Manager (FRM)
Leadership & Volunteering: Financial Literacy Advocate, Resume Worded Foundation (Board Member)
Professional Affiliations: Member, Financial Planning Association (FPA).
Your Name
Financial Planner
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE August 2018 - Present
Senior Financial Planner
Implemented personal financial planning strategies, leading to an average of 50% savings increase in client portfolios.
Advised on 401(k) retirement savings plans, increasing client contributions by 20%.
Secured client investment through securities regulation, maximizing profitability while mitigating risk.
Integrated Series 6 into financial advisory services, contributing to a 12% increase in client base.
Successfully allocated assets for 45 high net worth clients, ensuring optimal investment performance.
Edward Jones January 2014 - July 2018
Financial Planner
Designed comprehensive financial plans, leading to a 60% decrease in client fiscal vulnerabilities.
Negotiated with insurance companies, resulting in a 10% premium reduction for 100+ clients.
Developed custom financial strategies for 20+ small business clients, increasing assets under management by 30%.
J.P. Morgan July 2009 - December 2013
Financial Analyst
Processed and analyzed financial data, contributing to 10 successful contracts signed with clients.
Managed 15 retirement accounts, resulting in a 10% increase in clients' savings on average.
Resume Worded Institute September 2016
Chartered Financial Analyst (CFA) - Level III
Part-time certification alongside job at Edward Jones
Resume Worded University May 2009
Master's Degree in Finance
Thesis on Quantitative Analysis and Portfolio Management, GPA: 3.8/4.0
Financial Analysis: Quantitative Modelling, Risk Analysis, Cash Flow Forecasting, Financial Reporting, Portfolio Management, Investment Strategy
Software: Bloomberg Terminal, Microsoft Excel (Advanced, including Macros and Pivot Tables), QuickBooks, FactSet, Minitab
Techniques: Asset Valuation, Balance Sheet Analysis, Equity Research, Capital Budgeting, Trend Forecasting, Real Estate Financing
Regulations: Familiarity with SEC regulations, Understanding of the Sarbanes-Oxley Act, Knowledge of Tax Laws, Adept with Fiduciary Duties, Knowledge of Financial Fair Play (FFP), Understanding of Monetary Policies
Certifications: Certified Financial Planner (CFP) (2015), Certified Investment Management Analyst (CIMA) (2012)
Leadership & Volunteering: Financial Literacy for All (Volunteer Educator, 2015 - Present), Member of Financial Planning Association (FPA, 2018 - Present)
Publications: Authored research papers on Financial Market Trends, Retirement Planning, and Wealth Management in the Financial Analysts Journal
Awards: Edward Jones Award for Excellence in Client Service (2017), J.P. Morgan Employee of the Year Award (2012)
Your Name
Financial Planning And Analysis Manager
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded January 2022 - Present
Financial Planning And Analysis Manager
Streamlined financial reporting process, reducing errors by 35% and saving 10 hours weekly
Mentored a team of 4 analysts, improving overall performance by 25% within a year
Developed a robust financial forecasting model which resulted in business savings of $2M annually
Managed a budget of $6M while implementing strategic financial planning and reducing expenditures by 15%
Increased internal audit efficiency by 20% through improvements in internal controls September 2019 - December 2021
Lead Financial Analyst
Spearheaded a restructuring of financial analysis process, boosting efficiency by 18%
Designed and rolled out a new budgeting system which resulted in a 12% boost to quarterly financial forecasting accuracies
Oversaw monthly, quarterly and annual financial reporting to stakeholders leading to an improved response time by 40%
Goldman Sachs June 2016 - August 2019
Senior Finance Analyst
Implemented variance analysis, identifying cost saving opportunities and effectively saving $500K annually
Utilized financial modeling expertise to contribute to vital investment decisions which increased profits by 15%
Managed a project hedge accounting efforts resulting to risk reduction by 30%
Resume Worded Academic Center 2018 - 2020
Executive MBA - Finance
Concentration in Strategic Financial Planning & Analysis
Resume Worded Institute September 2016
Chartered Financial Analyst (CFA) - Level III
Scored in top 10% on final exam
Financial Analysis Tools: MS Excel (Advanced), SAP, Oracle ERP, Hyperion, Quickbooks, Tableau
Financial Analysis Techniques: Cash Flow Analysis, Risk Management, Price Valuation, Capital Budgeting, Financial Forecasting, Investment Analysis
Software Skills: MS Powerpoint, MS Word, Google Suite, MS Visio, Adobe Acrobat Pro (intermediate)
Languages: English (Native), Spanish (Fluent), French (Conversational)
Certifications: Certificate in Financial Risk Management (FRM) - 2021
Projects: Initiated a company-wide cost reduction strategy project achieving a 15% decrease in operational costs over one fiscal year at
Awards & Acknowledgments: Recognized as the 'Financial Manager of the Year 2020' by the Association for Financial Professionals
Volunteer Activities: Volunteer - Financial Literacy Program, Junior Achievement USA
Your Name
Corporate Finance Manager
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE March 2022 - Present
Corporate Finance Manager
Initiated an upgrade to Management Information Systems (MIS) which led to 20% faster financial decision making
Increased finance efficiency by implementing new budgeting and financial planning strategies resulting in a 30% annual savings
Improved corporate FP&A policies, reducing fiscal discrepancies by 15%
Managed and oversaw the Internal audit functions, leading to strengthened internal control systems
Supervised a team of 5 in the finance department, contributing to their professional development and increasing team productivity by 20%
Resume Worded January 2019 - February 2022
Senior Financial Analyst
Revamped the financial reporting process, improving accuracy by 25% to enhance fiscal planning & forecasting
Used advanced financial modeling techniques to aid in strategic decision-making which increased profits by 10%
Oversaw preparation and review of monthly and quarterly financial statements, enhancing transparency and accountability
JP Morgan July 2015 - December 2018
Finance Analyst
Led an initiative to automate financial reporting processes, reducing manual workloads by 40%
Contributed to financial forecasting and planning strategies which led to a 5% increase in gross margin
Compiled and provided accurate financial statements to internal and external auditors, ensuring full fiscal compliance
Resume Worded University June 2014
Master of Business Administration (MBA) - Finance
Recipient of Resume Worded Scholarship for Top 5% MBA students.
Resume Worded University May 2012
Bachelor of Commerce – Major in Finance
Accomplished with Honors - Top 10% of the graduating class
Active member of the Resume Worded Finance Club
Finance Management: Financial Forecasting, Cash Flow Modelling, Budgeting, ROI Analysis, Risk Management, Financial Audits
Software & Tools: Advanced Excel, Quickbooks, SAP, Oracle Financial, Tableau, CRM Systems
Compliance: SOX Compliance, GAAP, IFRS, SEC Regulations, Tax Preparation, Audit Coordination
Languages: English (Native), Spanish (Advanced), French (Intermediate)
Certifications: Certified Public Accountant (CPA) - AICPA, Certified Financial Manager (CFM) - IMA
Leadership & Volunteering: Treasurer for the Resume Worded Charitable Society, Volunteer for HelpCorp Budgeting Initiatives
Professional Development: Enrolled in Continuous Learning Program - Financial Management, Attended Annual Finance Symposium - 2019, 2021
Projects: Implemented new budget process reducing expenses by 15%, Led a team to automate financial reports using Tableau
Your Name
Manager, Financial Planning & Analysis
City, Country  •  (123) 456-789  •  [email protected]  •
Goldman Sachs April 2022 - Present
Manager, Financial Planning & Analysis
Spearheaded budgeting exercise, speeding up the year-end financial closing process by 35%
Directed financial analysis endeavours, improving the financial health of the company by cutting down costs by 10%
Developed a comprehensive financial forecasting roadmap, aiding in better and informed financial strategies
Designed rigorous internal controls to mitigate financial risks and increased the internal audit efficiency by 25%
Generated innovative planning, budgeting, and forecasting techniques optimizing capital efficiency by 12% May 2018 - March 2022
Senior Budget Analyst
Spearheaded the planning, budgeting, and forecasting processes, ensuring compliance with corporate financial best practices
Developed financial models for forecasting, planning and decision-making purposes
Assisted in the preparation and presentation of financial reports to the executive committee, leading to a 10% reduction in discrepancies
Resume Worded June 2014 - April 2018
Budget Analyst
Played a key role in the budgeting process, improving the function's efficiency by 20%
Assisted with financial planning, reducing unnecessary expenditures, and saving $200K annually
Compiled financial statements for annual auditing, ensuring compliance and accuracy
Resume Worded Institute April 2022
Certified Financial Planner (CFP)
Curriculum covered: financial planning, insurance planning, retirement planning, tax planning, and estate planning
Resume Worded University May 2014
Master of Business Administration - Finance
Concentration in Corporate Finance
Awarded Best Project for Feasibility Study of a Hypothetical Tech Startup
Financial Planning & Analysis: Balance sheet analysis, Budgeting, Financial forecasting, Return on investment, Strategic financial planning, Profitability analysis
Software: Microsoft Excel (Advanced), Microsoft Office Suite, QuickBooks, Oracle, SAP, Hyperion reporting tools
Regulatory Knowledge: IFRS (Intermediate), Sarbanes-Oxley (SOX), GAAP (Good)
Financial Modeling & Tools: Discounted cash flow, Net present value, Monte Carlo simulation, scenario analysis, Benchmarking, Capital asset pricing model
Certifications: Project Management Professional (PMP) - 2018
Projects: Implemented a company-wide budget planning software at, improving the budget planning efficiency by 35%
Volunteering: Volunteer Financial Advisor for Plan International since 2019, providing financial planning guidance to non-profit organizations
Awards: Recipient of 'Employee of the Year' award at for financial strategies that increased operational efficiency by 40% (2021)
Your Name
Financial Aid Coordinator
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded August 2020 - Present
Financial Aid Coordinator
Constructed and implemented innovative strategies which improved student development programs, resulting in 20% increase in student engagement compared to previous periods
Supervised and coordinated the allocation of student financial aid worth over $1M, ensuring equitable and transparent process
Increased efficiency in enrollment management by designing effective data entry methodologies, reducing processing time by 40%
Stanford University May 2016 - August 2020
Assistant Financial Aid Advisor
Executed a proactive outreach strategy with internal and external stakeholders, exciting a 30% increase in community engagement for multiple nonprofit organizations
Developed a training curriculum, contributing towards staff development and reducing training time by 25%
Successfully managed a portfolio of over 2,000 students, ensuring timely processing of financial aid January 2015 - April 2016
Admissions Counselor
Orchestrated a comprehensive admissions program supporting student enrollment, thereby increasing total applications by 15%
Resume Worded Institute May 2016
Master's in Financial Management
Specialization in Financial Planning, Budgeting and Reporting
Resume Worded University June 2014
Bachelor of Business Administration - Finance
Minors in Accounting and Economics
Dean's List 2013 and 2014 (Top 7% of the class)
Financial Software: QuickBooks, Oracle Financials, Workday Financial Management, Banner Finance
Microsoft Office Suite: Excel (Advanced), PowerPoint, Word
Financial Skills: Budgeting, Financial Analysis, Financial Reporting, Forecasting, Risk Management, Financial Modeling
Other Tools: SAP ERP, Banner Student, Google Workspace
Certifications: Certified Financial Planner (CFP), May 2018
Projects: Devised a Financial Framework Plan to Increase Efficient Funding Acquisition, 2020
Volunteering: Mentor, Financial Literacy Program for High School Students, 2019-present
Leadership: Chair, Stanford University Financial Aid Committee, 2017-2020
Your Name
Financial Aid Advisor
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE January 2019 - Present
Financial Aid Advisor
Supervised a team of 5 in the awards department, effectively led the internal award committee screen applicants, achieving accurate distribution of $3M in financial aids
Implemented professional career counseling for 500+ first generation college students, resulting in 30% increase in their career readiness
Developed working plans improving event planning efforts for 20+ annual higher education seminars
Streamlined data entry workflows resulting in 35% reduction in student application processing times
Harvard University June 2015 - December 2018
Financial Aid Assistant
Implemented an innovative tracking system that increased the efficiency of student financial aid administration by 40%
Assisted in the design and implementation of a student affairs initiative, leading to 30% rise in student satisfaction scores
Provided ongoing research support to senior financial advisors on various financial aid programs and regulations
Resume Worded August 2013 - May 2015
Admission Assistant
Assisted in processing 2,000+ admissions applications annually, improved application process efficiency by 20%
Resume Worded Institute January 2019
Master of Business Administration - Finance
Specialized in Advanced Financial Analysis
Resume Worded University May 2013
Bachelor of Business Administration
Majored in Finance and Accounting
Graduated Cum Laude
Certifications: Certified Financial Planner (CFP), Financial Risk Manager (FRM)
Professional Development: Attended National Association of Student Financial Aid Administrators (NASFAA) Annual Conference (2016, 2018, 2020)
Volunteering: Financial Literacy Volunteer, Local Community Center

How do I add skills to a Financial Planner resume?

Review the job posting closely.

Go through the Financial Planner posting you're applying to, and identify hard skills the company is looking for. For example, skills like Financial Services, Wealth Management and Insurance are possible skills. These are skills you should try to include on your resume.

Add industry skills like Retirement Planning and Risk Management.

Add other common skills from your industry - such as Investments, Life Insurance and Financial Planning - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Customer Service, Banking and Investment Advisory - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Highlight specific financial experience.

On Financial Planner resumes, you should include examples that show you're comfortable dealing with a range of finance responsibilities, from reporting to automating tasks.

Emphasize your accounting skills.

As the job title suggests, accounting is a pretty common skill for Financial Planner roles. Use the infographic for examples of how to show accounting experience.

Use the exact job title.

Try to add the exact job title, Financial Planner, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Financial Planner Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Financial Planner job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Financial Planner Skills and Keywords to Include On Your Resume

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Financial Planner Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example
Senior Financial Analyst

Resume Example
Entry Level/Junior Financial Analyst

Resume Example
Real Estate Financial Analyst

Resume Example
Chief Financial Officer (CFO) - 1

Resume Example
Chief Financial Officer (CFO) - 2

Resume Example
E-Commerce Chief Financial Officer

Browse Skills from Similar Jobs

Frequently Asked Questions

What are the top skills you should add to your Financial Planner resume?

Here are some of the most popular skills we see on Financial Planner resumes:

  • Financial Planning
  • Insurance
  • Retirement Planning
  • Investments
  • Life Insurance
  • Wealth Management
  • Risk Management
  • Financial Services

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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