Financial Planner Resume Sample

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Francis Williams

123 Main Street • Hometown, New Jersey • (555) 555-0987 • fwilliams@company.com

Financial Planning Qualifications and Credentials

 

·     Over a decade of progressively significant roles and achievements within planning, portfolio management, and client services.

·     Personal responsibilities for more than $210 million in client assets.

·     Recognized for outstanding asset-based performance and customer service.

·     After completion of ABC Financial Consultant Sales Training and Advanced Training, served as trainer and curriculum developer.

·     Licensed Series 6,7,63 and health and life insurance.

 

Work Experience

1990 - Present

ABC FINANCIAL CONSULTANTS, Princeton, NJ

Financial Consultant

Serve in comprehensive financial planning and roles. Oversee individual and group portfolios. Serve as manager, supervisor, and trainer within corporate headquarters of firm responsible for over $800 million in client assets.

·     Developed $2 10 million client asset base through aggressive prospecting and targeting campaign.

·     Successfully built portfolio that includes stock, bonds, options, and insurance products for more than 450 clients.

·     Gained expertise associated with estate planning, asset allocation, and wealth succession.

 

1988 - 1990

ABC FINANCIAL CONSULTANTS, Princeton, NJ

Sales Associate

·     Worked directly with firm's top producer, profiling high net worth individuals for future business.

·     Generated $90,000 for top producer through new account openings.

·     Analyzed existing portfolio, assisting in development of accounts.

 

1987 - 1988

ABC FINANCIAL CONSULTANTS, Princeton, NJ

Account Executive

·     Completed more than 35,000 account transactions annually.

·     Completed comprehensive training related to trade settlement, NASD regulations, and customer service.

·     Acted as liaison between sales force and New York operations.

 

1986 - 1987

MAPLEWOOD INVESTMENTS, Maplewood, NJ

Prospecting Intern

 

Education

1988

IONA COLLEGE, Iona, NY 

Bachelor of Arts in Economics, with Concentration in Management

 

 

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