Financial Planner Resume

Financial Planners help their clients plan the use of their funds, savings or investments. Financial Planners help people determine where and when to invest their money and the timing of large expenditures. Usually financial planners sell insurance, mutual funds, tax free investment plans, retirement plans etc. Legal and market cognizance, persuasive communication, and understanding of financial documents is essential. A bachelor's degree with a license and certification / courses in economics / business related area is necessary. The candidate in this resume has a degree in accounting with computer skills and experience as a financial consultant / planner.

Sample Financial Planner Resume

Richie Jacobs
239 West Carolina Street,
Tallahassee, FL 32301
Telephone No: 850-22-4827
Email id:

Career Objective

Seeking the position of a Financial Planner with a major insurance service provider.

Academic Background

Computer Programming Skills

Professional Background

Since 2004 working as the Director of Financial Planning in the Health Providers, Tallahassee, FL, and is responsible for overseeing all sides of inner and outer coverage including preparation of the yearly report along with half-yearly, quarterly and monthly information and reports to the Board of Directors and Senior Management.

From 2000-2001 worked as a Manager, Accounting and Consolidations in the Thiberge Technologies, Miami, FL and successfully shouldered these responsibilities:

From 1995-1999 worked as an Assistant Controller in the International Consultants, Boca Raton, FL and was responsible for compiling financial, banking and taxation reports.

Contact Us : Privacy Policy