Financial Planner CV Example

A financial planner is a person who advises people on financial issues and makes plans and strategies relating to financial issues. He does the planning relating to management of policies in cash management, investments, loans and other issues.

The financial planner is responsible for making the people understand the financial field issues and how the activities go on in this field.

Financial Planner CV Example

Bill Ford

Crate Street

France – 84573

Phone: 76-432-54


Career Objective:

I am an experienced financial planner looking for an excellent position in a good firm in the same post to extend my services befitting the firm. I have good analytical skills and communication skills and proved excel in providing plans and policies regarding the financial issues.

Professional Qualifications:

2002-2007: Frost Firms

  • Managed and made plans regarding financial issues of the clients.
  • Recommended packages of policies and insurance debits to them
  • Conducted thorough study of the clients’ financial database and analysed reports.
  • Helped maintain economic stability and managed financial assets.

2000-2004: Endure Financial Institutions

  • Provided solutions regarding financial losses and risks.
  • Handles accounts and reviewed transactions of the clients.
  • Created plans and strategies of clients’ improvement financial profits.
  • Ensured risk free policies through risk management strategies in insurances.

Educational Qualifications:

1995-1998: Bachelors in Financial Management, Finance Analysis Academy.

1998-2000: Masters in Financial Management, Finance Analysis Academy.





Professional reference will be provided upon request.


Finance Job Duties

Category: Finance CV's

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