Entry LevelFinancial Planner Resume Example

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Financial Planner Resume Template (entry level)

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Professional Summary

Detail-oriented Associate Financial Planner with a degree in Financial Planning and progress toward CFP certification. Skilled in analyzing client data, preparing meeting materials, and supporting senior advisors in delivering comprehensive wealth management solutions.

Professional Experience

Associate Financial PlannerJun 2025 - Present

Crestline Financial Planning, Boston, MA

Assist 2 Senior Planners in managing relationships for 100+ households.
Input client data into eMoney software to generate initial retirement projections.
Prepare agendas and follow-up correspondence for client review meetings.

Financial Planning InternJan 2025 - May 2025

Beacon Wealth Advisors, Boston, MA

Audited client files to ensure compliance with firm standards.
Researched mutual fund performance and expense ratios for portfolio reviews.
Sat in on 20+ client meetings to observe discovery and presentation techniques.

Skills

Financial Planning Software (eMoney), Data Gathering, Client Service, Excel, Retirement Projections, CRM (Salesforce/Redtail), Meeting Preparation, Note Taking

Education

B.S. Financial PlanningMay 2025

University of Massachusetts Amherst

Cum Laude
Student Financial Planning Association Member

Certifications

SIE - Securities Industry Essentials
CFP Candidate (Education Complete)

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Key Skills for Financial Planner

Financial Planning Software (eMoney)Data GatheringClient ServiceExcelRetirement ProjectionsCRM (Salesforce/Redtail)Meeting PreparationNote Taking

ATS Keywords for Financial Planner

Use these naturally in your summary, skills, and experience when they reflect your background.

Financial PlannerFinancial Planning SoftwareData GatheringClient ServiceExcelRetirement ProjectionsCRMMeeting PreparationNote TakingCFP Candidatefinancial reportingreconciliation

How to Write an Entry Level Financial Planner Resume

An entry-level Financial Planner resume should prove you can support a senior advisor's book without dropping details: gathering client data accurately, prepping meeting materials, and running basic retirement projections. With a financial planning degree and CFP progress underway, show software fluency and client-service instincts, not independent planning authority you don't yet have.

Resume Writing Tips

Name the planning software you've used

Specify eMoney or a comparable platform and what you did in it — built a retirement projection, updated a client's asset allocation — rather than a generic 'financial planning software' bullet that could mean anything.

Show meeting prep as a measurable contribution

Describe the volume of client meetings you prepared for weekly and what that prep included, like compiling account summaries or drafting agendas, to prove reliability supporting a senior advisor's client load.

Highlight CRM and data accuracy

Mention Salesforce or Redtail experience and a specific task, such as maintaining accurate client records across 50+ households, since data integrity is what senior planners trust junior staff to protect first.

Skills to Highlight

Financial Planning Software (eMoney)

Cite a specific projection or plan component you built in eMoney, such as a retirement income scenario, to show applied competence rather than just software familiarity.

Client Service

Describe a client interaction you handled well, like resolving a scheduling issue or answering a data request promptly, to demonstrate the trustworthiness advisors need before delegating client contact.

Retirement Projections

Mention how many projections you've built or supported and for what client scenarios, showing exposure to the core planning deliverable even without independent client ownership yet.

CRM (Salesforce/Redtail)

State the number of client records you maintain or update regularly, proving you can be trusted with the operational backbone of an advisory practice from day one.

Common Questions

Do I need to be a CFP to apply for entry-level planner roles?

No, but listing 'CFP Candidate' with your progress (coursework completed or exam scheduled) signals commitment to the credential path. Most entry-level planning roles support advisors while candidates work toward full certification over several years.

How do I show client service experience without direct client ownership?

Describe your role in the client experience: data gathering accuracy, meeting prep quality, and responsiveness to client requests routed through your advisor. These behind-the-scenes contributions are exactly what entry-level planning roles are evaluated on.

Should I mention retirement projection tools I learned in school?

Entry-level Accounts Payable resume. Ideal for recent graduates or administrative professionals. Focuses on data entry accuracy and invoice organization.

Data Entry (10-Key)Invoice FilingMicrosoft Excel

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