Financial Planner Resume Example by mplett


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									                                                                       123 Elm Street, Grand Island, NE 68803
Jesse Kendall, MBA                                                     (H): 308.555.5555, (C): 308.444.4444

Certified Financial Planner with a successful history of providing comprehensive financial planning advice for retirement,
estate, investments and risk management. Possess in-depth knowledge of industry products, services, and best practices.
Adept at evaluating data and delivering sound advice based on risk tolerance, financial goals, and individual circumstances.


Chartered Retirement Planning Counselor (CRPC), 20xx                   Chartered Life Underwriter (CLU), 20xx
Financial Industry Regulatory Authority (FINRA), 20xx                  Chartered Financial Consultant (ChFC), 20xx


FINANCIAL PLANNER | ABC ADVISORS, Grand Island, NE                                                         20xx – Present
Maintain financial reporting records for Global Operations Division within Hyperion Enterprise. Direct finance staff in
planning and budget processes, and present quarterly budget and balance sheet reviews to senior operations/finance
executives and their teams. Provide analysis in FP&A (Financial Planning and Analysis), roll-up the budget and spending
($100 million per quarter), analyze financial statements, and generate gross margin reports. Serve as a primary contact for
external auditors. Set financial calendar and prepare monthly Federal Reserve business outlook survey.
♦ Designed and standardized a cost per unit model to provide accurate product cost for all financial cycles.
♦   Established process documentation, creating a centralized calendar accessible to all finance professionals.
♦   Earned “Highly Successful” rating on annual review (less than 10% of employees receive this rating).
♦   Received Kudo Award from internal customer for providing effective responses to frequent ad hoc requests.
♦   Honored with a Kudo Award from manager in another division for helping to set up several cost centers and a new
    reporting structure to support operations in India.

FINANCIAL PLANNER | BCD FINANCIAL PLANNING, Grand Island, NE                                                      20xx – 20xx
Sold life, health, disability, and long-term care insurance products and annuities throughout a 525-mile area of Texas as an
affiliate of a $10 billion company. Generated leads through cold calls and referrals. Prepared profiles on potential clients and
secured in-home appointments. Established rapport and trust. Presented and sold appropriate insurance products.
♦ Generated over $70 million in written insurance and annuities; recognized as a top producer.
♦ Selected after just one month to train new recruits; successfully trained 21 sales professionals and 40 administrative
♦ Earned numerous awards, including Rookie of the Year, Top Producer of the Year, Trainer of the Year (twice), and
    HEART, awarded to the salesperson who best exemplifies the total package of expertise, knowledge, humor, and caring


Master of Business Administration, Finance Concentration, XYZ University, 20xx
Bachelor of Business Administration, Finance Concentration, XYZ University, 20xx
Excellent References Available Upon Request

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