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.

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

Resume Skills: Financial Planning Tools

  • MoneyGuidePro
  • FinanceLogix
  • Advizr
  • RightCapital
  • eMoney Advisor
  • NaviPlan
  • WealthTec
  • Morningstar Direct

Resume Skills: Statistical Analysis

  • SPSS
  • SAS
  • Excel (Advanced, including Pivot Tables and VLOOKUP)
  • R
  • Python (pandas)

Resume Skills: Investment Strategies

  • Asset Allocation
  • Risk Management
  • Tax-efficient Strategies
  • Estate Planning
  • Retirement Planning
  • Education Funding

Resume Skills: Certifications

  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA) - Level II

Resume Skills: Financial Planning

  • Retirement planning
  • Tax Planning
  • Estate Planning
  • Investment Management
  • Risk Management
  • Education Funding

Resume Skills: Regulatory Knowledge

  • FINRA regulations
  • SEC regulations
  • Series 7
  • Series 66

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

Resume Skills: Regulatory Compliance

  • Sarbanes-Oxley Act (SOX)
  • IFRS
  • GAAP
  • Risk Management
  • SEC Filings

Resume Skills: Languages

  • English
  • Spanish
  • French

Resume Skills: Investment Platforms

  • Charles Schwab
  • Fidelity
  • E-Trade
  • TD Ameritrade
  • Vanguard

Resume Skills: Techniques

  • Asset Valuation
  • Balance Sheet Analysis
  • Equity Research
  • Capital Budgeting
  • Trend Forecasting
  • Real Estate Financing

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

Resume Skills: Quantitative/Analytical

  • Financial Modeling
  • Risk Management
  • Investment Strategies
  • Portfolio Management
  • Tax Planning
  • Cash Flow Forecasting

Resume Skills: Regulation/Compliance

  • SOX
  • GAAP
  • IFRS
  • SEC Filings
  • Financial Reporting
  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Sample Financial Planner Resume: 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.

Choose a template
Your Name
Financial Planner
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
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%
Coached.com 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
EDUCATION
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
SKILLS
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
OTHER
Awards: Recognized as Top Financial Advisor at Coached.com 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]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com 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%
EDUCATION
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
SKILLS
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
OTHER
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]  •  linkedin.com/in/your-profile
EXPERIENCE
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
Coached.com 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
EDUCATION
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'
SKILLS
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)
OTHER
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%

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.

How do I add skills to a Financial Planner resume?

1
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.

2
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.

3
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.

4
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.

5
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.

6
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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