The Perfect Financial Planner Resume Writing Tips

Do you want to apply for a Financial Planner position to help you get closer to your career goals? Applying for jobs on Seek, LinkedIn, and other job boards can be a time-consuming process, however, to streamline the process, you can ensure your resume writing helps you to stand out from the crowd, and your online profile helps you to get an interview!

If a recruiter or hiring manager are looking for a Financial Planner, they are searching for specific transferable skills. With less than ten people being interviewed for the job and hundreds of people, just like you, applying, The Perfect Resume team have created Resume Writing Tips to help you stand out from the others.

What do recruiters look for in a Financial Planner resume or an online profile?

Tailoring your resume to a Financial Planner position is mandatory today to ensure that your application will pass Applicant Tracking Systems (ATS). In doing so, your resume will be read by the prospective employer. Then, fingers crossed, you will be shortlisted as a potential candidate and be called for not one, but multiple job interviews!

Firstly, before you apply to be a Financial Planner, you need to be acquainted with what a Financial Planner does!

Financial Planners handle the financial statements of a company or individual to identify risks, rewards, and opportunities. Also referred to as wealth management advisors, these qualified experts are responsible for analyzing financial statuses, developing budgets, and preparing analysis reports.

Hiring Managers are looking for a professional and talented Financial Planner to assist in managing client’s finances, acting as a trusted advisor in areas such as investments, savings, and debt management.

To be successful as a Financial Planner, you should have knowledge of necessary Banking & Financial Services procedures, be open to learning, and have strong communication skills. Ultimately, a high performing Financial Planner should be able to achieve client financial growth and be knowledgeable of financial regulations.

Knowing this, your resume and online profile should include the hard and soft skills that the recruiter or hiring manager is looking for in a candidate.

The Financial Planner position description template will also contain pivotal information about what the candidate will need to do daily. Such as:

• Evaluate clients’ financial documents including their income, expenses, and liabilities.
• Offer support and guidance in financial, insurance, and investment planning.
• Create strategic financial plans and budgets for clients.
• Monitor clients' needs and adjust their financial plans accordingly.
• Prepare financial and business analysis reports.
• Present and market financial products and services.
• Find potential clients and foster long-lasting relationships.
• Ensure you stay updated on the latest regulations, practices, and financial products.



You will also have some requirements and personal attributes that you will need to demonstrate in your resume to ensure your potential employer will take your application seriously, such as:

• Bachelor’s degree in accounting, finance, or similar field.
• A minimum of 3 years experience in a similar role.
• Aptitude to analyze large amounts of financial data and comply with regulations.
• Outstanding communication and presentation skills.
• Must demonstrate strong attention to detail and excellent problem-solving abilities.






You may also want to do some industry research to find out what other companies want in their Financial Planners.