About Financial Planner Resumes

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When writing a financial planner resume, use a chronological writing style which lists the most recent job experience first and follows in reverse chronological order. Compose a financial planner resume with help from an experienced career coach in this free video on resume writing.

Part of the Video Series: Resume Writing Tips
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Video Transcript

Hello, I'd like to talk with you a little bit about how to write a resume when you are a financial planner. First of all let's make the assumption that you're going to use a chronological resume which will show your work experience in reverse chronological order, obviously in which your most recent job would appear at the top of the page, below the summary paragraph. So let's take a look at a sample resume in that format to see what it might look like for you as a financial planner. As you would expect you would see your name at the top, and your contact information, street address, city, state and zip. Home phone and cell phone. My advice is to distinguish which is your cell phone, because you're more likely to get a call on that, because frankly people think they can get in touch with you more readily on a cell phone than on a home phone. And also email is important to have as well. And then a summary paragraph, what do you do, describe your professional designations, again financial services professional in this case, and also if you have any FINRA licenses, this would be, certainly a good place to put those as well, or any other prior, the NASD licenses of course have all been shifted into FINRA these days, but any other professional certifications that you might have would be important to include here as well. We're not looking for a specific summary of all of your work but a more general summary. If relevant, also state your citizenship or visa status as well, particularly if you have, frankly a foreign sounding name. And if you have any other language skill you can put those here as well. And then moving though the resume you would then go to the professional experience section, employer name, city and state, the years at which you worked at that employer, your specific job title and then underneath that, what we call a responsibility statement, which is a listing of the duties and responsibilities within that job. Call it the backdrop or the context of that job if you will. And similarly repeat this for other jobs, again going in reverse chronological order, so you're going backwards in time. We do recommend if you get back to fifteen years that you condense that into some phrase such as; gained additional experience in a variety of positions including and state generically or by function what those positions were, the experience that you have. Certainly that experience can be relevant and you do want to keep a continuous time-line, but you also want to limit yourself to a maximum of two pages. And the other rule of thumb of course is one page per ten years of employment. And then the last section would be education. And here you would list your degrees in reverse chronological order and also you can list here any additional training that you might have received relevant to your profession that you want to include, to set yourself apart from someone else. Remember always too, that the purpose of the resume, the reason that you're writing this resume is, not to tell somebody everything about you, but to entice them to bring you in for an interview. And that is the fundamental core purpose of a resume so it's important to keep that in mind. And it needs to look good visually, which mean sometimes white space is actually more valuable than, than extra words. So be concise, be brief, you don't need to include the months in the years in which you worked as well. Thank you very much.


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