Financial Planner Resume Template

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FINANCIAL PLANNER RESUME

MARGARET R URBAN

CONTACT DETAILS

2507 Masonic Drive
Jordan, MT 59337(406) 557-8506
margaret@jklmail.com

OBJECTIVE

Seeking a position as a Financial Planner where I can utilize my knowledge and experience in a reputed organization.

PERSONALITY

• Neat & Well-organized
• Independent worker
• Works well with deadlines
• Collaborative and efficient
• Motivated by problem solving

SUMMARY OF QUALIFICATIONS

• Wide experience in working as Financial Planner.
• Familiar with Accounting, Finance, Supply Management and Culinary Systems.
• Familiar with a major law and accounting firm.
• Sound knowledge of asset management, protection products and fee-based income for financial planning services.
• Outstanding knowledge of MS Office (Word, Excel), Office Programs and firm specific (I.e.BluePrint, Salentica CRM, iRebal, etc.).
• Deep knowledge of financial planning software and spreadsheet analysis.
• Huge knowledge of traditional investment vehicles (stocks, bonds, mutual funds).
• Proficient in iKitchen, iSupply, Oracle Item Master and Menu System.
• Outstanding ability to demonstrate exceptional client relationship skills.
• Remarkable ability to analyze and provide relative solutions.
• Immense ability to discreetly handle confidential data.
• Extreme ability to independently address and provide solutions.
• Uncommon ability to independently analyze, structure, and review financial planning documents.
• Amazing ability to prepare income tax, cash flow, and education cost projections, retirement income needs analyses, estate distribution plans, and risk management.

EDUCATION

Bachelor's Degree in Economics, 2012
National American University, Albuquerque, NM

JOB EXPERIENCE

Financial Planner, 2016 - Present
Zeiders Enterprises, Inc.

• Worked with others engaged in the preparation of financial reports and funding forecasts.
• Built and maintained client-base, kept client plans up-to-date and acquired new clients on an ongoing basis.
• Provided follow up with clients and advisors and ensured systems were continuously updated.

Financial Planner, 2014 - 2016
CUSO Financial Services

• Coordinated and participated with advisors on client engagements.
• Established and maintained positive working relationships with internal and external clients.
• Developed high quality, accurate, attractive, and professional reports and presentations that integrated a Biblical worldview into financial recommendations.

Financial Planner, 2012 - 2014
Foresters Financial

• Attended sales meetings where appropriate, and accompanied team members and management on client/COI meetings.
• Contacted clients periodically to determine if there had been changes in their financial status.