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Financial Planner Resume Template

A financial planner resume should highlight client portfolio management, financial planning expertise, certifications, and AUM growth.

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Key skills to include in a Financial Planner resume

ATS systems scan for specific keywords. Including these skills in your resume increases the chance of passing automated screening for financial planner roles.

  • Comprehensive financial planning
  • Investment management & asset allocation
  • Retirement, estate & tax planning
  • Insurance & risk management
  • CFP certification
  • Client acquisition & relationship management
  • Financial planning software: eMoney, MoneyGuidePro
  • CRM: Salesforce, Redtail, Wealthbox

Financial Planner resume writing tips

  1. Quantify: "Managed $100M in client assets across 150+ households."

  2. List CFP certification prominently.

  3. Show AUM growth: "Grew AUM from $50M to $100M over 3 years through organic growth and referrals."

  4. Describe client segments: HNW, mass affluent, retirement.

Best resume templates for Financial Planners

These free templates are well-suited for financial planner resumes — clean, ATS-friendly, and professionally designed.

Pro tip — tailor every resume to the job description

Mirror the exact keywords from the job posting in your resume. ATS systems score resumes based on keyword matches — a tailored resume consistently outperforms a generic one for financial planner roles.

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