Financial Planner Resume Example
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Generate Your Financial Planner ResumeMeredith Ashford
Certified Financial Planner (CFP)
email@example.com | (555) 123-4567 | New York, NY
Professional Summary
CFP-certified financial planner with 8 years advising high-net-worth clients on wealth management, retirement planning, and tax optimization. Managed $250M+ in client assets with 97% retention rate.
Experience
Senior Financial Planner
2021 - PresentMerrill Lynch Wealth Management
- Managed full financial plans for 120+ clients with $250M+ in combined AUM
- Grew book of business by 35% annually through referrals and client acquisition
- Developed tax-efficient withdrawal strategies saving retirees an average of $15K+ per year
Financial Advisor
2018 - 2021Edward Jones
- Built client base from zero to $80M AUM within 3 years through prospecting and referrals
- Created retirement income plans for 200+ clients incorporating Social Security optimization
- Maintained 97% client retention rate through proactive portfolio reviews and communication
Skills
Education
B.S. Financial Planning
2018Texas Tech University
Financial Planner Salary Overview
25th Percentile
$72,000
Median
$99,580
75th Percentile
$140,000
Job outlook: faster than average
Based on US national salary data. Actual pay varies by location, experience, and company.
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