Senior LevelFinancial Planner Resume Example

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Financial Planner Resume Template (senior level)

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Professional Summary

Senior Financial Planner with 12+ years of experience and a track record of serving Ultra-High-Net-Worth (UHNW) families. Expert in navigating complex equity compensation, business succession, and multi-generational wealth transfer. Proven leader in building planning departments and mentoring junior advisors.

Professional Experience

Director of Financial PlanningJan 2021 - Present

Harbor Wealth Management, Boston, MA

Oversee the planning department for a firm with $1.2B AUM, establishing standardization for plan deliverables.
Serve as the lead subject matter expert on complex tax and estate cases, directly consulting on the firm's top 50 relationships.
Implemented new planning software that reduced plan creation time by 40% while increasing output quality.
Mentor a team of 5 associate planners, supporting their path to CFP certification.

Senior Financial PlannerMar 2015 - Dec 2020

Crestline Financial Planning, Boston, MA

Managed a personal book of 80 households with $150M in assets.
Specialized in working with biotech executives on ISO/RSU strategies and 10b5-1 trading plans.
Conducted educational webinars that generated 20+ qualified leads annually.

Associate PlannerJun 2012 - Feb 2015

North Star Finance, Worcester, MA

Built foundational financial plans and conducted insurance gap analyses.
Supported the investment committee with research on ESG fund options.

Skills

Advanced Tax Planning, Estate & Trust Strategy, Executive Compensation, Department Leadership, Business Development, Software Implementation, Public Speaking, Conflict Resolution

Education

MS Financial PlanningMay 2014

Bentley University

Certifications

Certified Financial Planner (CFP)
Enrolled Agent (EA)

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Key Skills for Financial Planner

Advanced Tax PlanningEstate & Trust StrategyExecutive CompensationDepartment LeadershipBusiness DevelopmentSoftware ImplementationPublic SpeakingConflict Resolution

ATS Keywords for Financial Planner

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

Financial PlannerTax PlanningEstate & Trust StrategyExecutive CompensationDepartment LeadershipBusiness DevelopmentSoftware ImplementationPublic SpeakingConflict ResolutionEnrolled Agentfinancial reportingExcel

How to Write a Senior Level Financial Planner Resume

A senior Financial Planner resume should read as a practice-leadership document: UHNW client expertise, complex equity and business succession strategy, and evidence you've built or led a planning department. With 12+ years of experience, prioritize business development results and mentorship over routine plan production, since seniority here means scaling expertise beyond your own book.

Resume Writing Tips

Lead with UHNW or specialized client complexity

Name the client segment you serve, such as ultra-high-net-worth families, and a complex case type you've handled — executive compensation, business succession — to establish the sophistication level your experience covers.

Quantify business development impact

State new assets or clients brought in over a defined period and the channel, such as referral network expansion, to prove you drive practice growth, not just service an existing book.

Show department or mentorship leadership concretely

Describe the planning department or advisor team you built or led, the number of junior advisors mentored, and a process or training program you implemented to scale planning quality across the team.

Skills to Highlight

Advanced Tax Planning

Cite a complex tax scenario you navigated, such as executive equity compensation or multi-entity structuring, and its outcome, showing expertise beyond standard tax-efficient investing for a typical client.

Estate & Trust Strategy

Describe a multi-generational wealth transfer or trust strategy you led, including collaboration with legal counsel, to demonstrate command over the most complex planning discipline at this level.

Department Leadership

State the size of the planning team or department you built or managed and a measurable result, such as improved plan consistency or advisor retention, proving organizational leadership skill.

Business Development

Name a business development initiative you led, such as a referral partnership or client segment expansion, and the resulting asset growth, to show revenue impact beyond client servicing.

Common Questions

How do I demonstrate UHNW experience on a resume?

Reference the complexity of cases handled — executive compensation, business succession, multi-entity trusts — rather than dollar figures tied to individual clients. Complexity and case type communicate UHNW fluency more credibly and safely than net-worth numbers.

Should I include business development numbers even in an advisory role?

Yes. At the senior level, firms expect planners to contribute to growth, not just retention. Asset or client acquisition figures over a defined period demonstrate you can sustain a practice, not just manage one handed to you.

How do I show department-building experience if I built it from scratch?

Senior Controller resume example. High-level finance leadership, SEC reporting, internal controls, and audit management.

Financial ReportingClose ManagementBudgeting and Forecasting

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