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Financial Planner Sample Resume

Tonya Anderson
00 Anderson Grove
Jacksonville, Florida 00000
Home: 000-000-0000
Cell: 000-000-0000
Fax: 000-000-0000
Email: tonya@example.com
Website: www.example.com
Objective: To obtain an achievement-driven opportunity to develop profitable relationships with clients while providing insight of optimal investments to fulfill their financial goals.
Summary of Qualifications: Over eight years of experience as a Financial Planner for large businesses. Extensive knowledge of financial accounting, planning, and assessing investment properties. Ability to devise and execute investment development strategies to assist clients in creating long-term financial goals with current assets. Excellent verbal and written communication skills to present complex information to client so they are comfortable and familiar with terminology in investment decision-making. Extensive experience in analyzing investment opportunities to present reports on profitability and loss ratios for clients. Ability to work in diverse environments with diverse individual backgrounds and financial status. Certified Financial Planner. Frequent contributor to Money Magazine column, Money Smarts for Investors.

Financial Planner, February 2005 - Present, Derkin, Harson & Associates Jacksonville FL
Managed eight national clients. Responsibilities includes developing financial plans for short and long-term goals, creating objectives for clients, steward client assets, and maximize returns from investments with strategic management of assets. Improves client returns by 3-5% annually through effective asset management and investment strategies.

Financial Planner, November 2002 - January 2005, Harris, Jenson & Clark Associates Jacksonville FL
Enhanced customer service protocol while improving client investment returns by 4% annually during my employment. Analyzed investment options for corporate assessment and approvals. Assisted clients in reviewing financial risks for short-term investment options versus secure returns from long-term preparations. Ensured compliance with regulations and company policies regarding investment opportunities.


University of Phoenix, Jacksonville FL, Masters in Finance
Activities: Finance Professionals Association - Member

Jacksonville University, Jacksonville FL, Bachelor of Science in Finance
Minor: Public Relations

References: Available upon request.