Financial Planner Resume

FINANCIAL PLANNING
Certified Financial Planner with a successful history of providing comprehensive financial planning advice for retirement, estate, investments and risk management. Possess in-depth knowledge of industry products, services, and best practices. Adept at evaluating data and delivering sound advice based on risk tolerance, financial goals, and individual circumstances.

Chartered Retirement Planning Counselor (CRPC), 20xx
Chartered Life Underwriter (CLU), 20xx
Financial Industry Regulatory Authority (FINRA), 20xx
Chartered Financial Consultant (ChFC), 20xx

FINANCIAL PLANNER
ABC ADVISORS, Grand Island, NE, 20xx – Present
Maintain financial reporting records for Global Operations Division within Hyperion Enterprise. Direct finance staff in planning and budget processes, and present quarterly budget and balance sheet reviews to senior operations/finance executives and their teams. Provide analysis in FP&A (Financial Planning and Analysis), roll-up the budget and spending ($100 million per quarter), analyze financial statements, and generate gross margin reports. Serve as a primary contact for external auditors. Set financial calendar and prepare monthly Federal Reserve business outlook survey.

FINANCIAL PLANNER
BCD FINANCIAL PLANNING, Grand Island, NE, 20xx – 20xx
Sold life, health, disability, and long-term care insurance products and annuities throughout a 525-mile area of Texas as an affiliate of a $10 billion company. Generated leads through cold calls and referrals. Prepared profiles on potential clients and secured in-home appointments. Established rapport and trust. Presented and sold appropriate insurance products.

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