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Financial Planner resume template

A credential-forward layout for planners and advisors: CFP and licenses visible at a glance, then a book-of-business story told in AUM, households, and retention.

Free forever · no watermark · switch to any of the 283 templates without retyping

Built for

  • ✓Financial planners and advisors with a book to show
  • ✓Associate planners stepping into lead-advisor roles
  • ✓CFP candidates and holders highlighting credentials

What you get

  • ✓Live on-page editing — click any text and type, paginated like the final PDF
  • ✓Selectable-text PDF export with clickable email and portfolio links
  • ✓AI import: upload your old resume PDF and land in this template, editable
  • ✓Scored 95/100 — interview-ready against the 30 published rules, measured by exporting this exact template. Certified: we only badge templates at 90 or above, a stricter bar than the 85 our checker calls interview-ready, so the design leaves headroom for your own content.
Gregory Sherman
Financial Planner
gregory.sherman@example.com·(555) 928-4630·Charlotte, NC·linkedin.com/in/gregorysherman
Summary

Financial planner with nine years helping families plan retirement, education, and tax-aware investing. Manages a 110-household book with $86M under advisement and 97% annual client retention, built on a planning process that turns every review into a one-page action list.

Experience
Financial Planner — Lakeshore Financial Group
10/2021 – Present
  • Manage 110 client households with $86M under advisement; retained 97% of clients through the 2025 market pullback
  • Deliver 90+ comprehensive financial plans a year in eMoney, covering retirement income, college funding, and insurance gaps
  • Grew the book by $14M in two years through client referrals and two CPA partnership agreements
Associate Financial Planner — Queen City Wealth Advisors
02/2019 – 09/2021
  • Prepared retirement projections and rebalancing recommendations for 140 households alongside two senior advisors
  • Ran annual review meetings for a $40M client segment, documenting goals and follow-ups in Redtail CRM
  • Passed the CFP exam on the first attempt while working full time, earning the certification in 2020
Client Service Associate — Pinnacle Retirement Services
02/2017 – 01/2019
  • Processed account openings, transfers, and required minimum distributions for 300+ accounts with a two-day turnaround
  • Scheduled and prepped 25 client review meetings a month, assembling performance reports and agenda packets
Education
B.S. Finance — University of North Carolina at Charlotte2012 – 2016
Skills
Retirement income planning|Education funding|Insurance analysis|Tax-aware investing|Estate planning basics
eMoney|Morningstar|Redtail CRM|Riskalyze|Excel
Certifications
Certified Financial Planner (CFP)
Chartered Mutual Fund Counselor (CMFC)

Frequently asked questions

Is CVLoom really free?

Yes — editing, all 283 templates, and PDF download are free, with no watermark and no card. There is no account at all: no signup, no login, nothing to cancel.

Will my PDF have selectable text for ATS systems?

Yes. Exports are generated by a real browser engine, so the PDF has true selectable text, embedded fonts, and clickable links — the things resume parsers need.

Can I switch templates without retyping anything?

Yes — your content and the design are stored separately, so switching templates re-flows the same content instantly and losslessly. Try every one of them.

Where do CFP and licenses belong on a financial planner resume?

In a certifications section near the top — recruiters and compliance teams scan for CFP, CMFC, and Series licenses before they read a single bullet. Add the year earned if it is recent.

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