Financial Planner Resume Sample Two

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Clinton Frazier


Financial Planner Assistant that serves as a primary point of contact for and liaison between management, sales teams, personnel, clients, and vendors. Maintain excellent written and oral communication skills, problem resolution abilities, and a high level of confidentiality.


University of North Florida Jacksonville, FL
Coggin College of Business, AACSB Accredited December 2008
Bachelor of Business Administration in Investments


  • Proficient with Windows, Microsoft Word and Excel
  • Client Relationship Management
  • Strong problem solving analysis
  • Excellent interpersonal and communications skills
  • Strong desire to learn and succeed
  • Internet Capabilities


AAA Company
Financial Planner Assistant Jacksonville, FL

  • Act as liaison for all front and back end operations for AAA May 2009-Present
  • Prepare client quarterly reviews
  • Assist clients in executing trading transactions and fund transfers
  • Prepare client portfolio reports using Morningstar software
  • Open and re-register new accounts
  • Work closely with AAA Underwriting to expedite case processing for life insurance
  • Ensure compliance with company and regulatory requirements and guidelines
  • Prepare life insurance illustrations for new and existing clients
  • Present clients with information on new and existing products and services

BCD, Inc. Jacksonville, FL
Customer Service Representative September 2005 – May 2006

  • Used computerized system for tracking and information gathering
  • Handled basic and routine customer service inquiries and problems
  • Promoted or sold products or services
  • Engaged customers in conversation to build rapport
  • Contributed to team effort by accomplishing related results as needed

XYZ Corporation Jacksonville, FL
Intern May 2000 – August 2000

  • Organized file claims according to guidelines such as content or chronological, alphabetical, or numerical order
  • Developed communication and teamwork oriented skills
  • Utilized computer skills to process data
  • Performed general office duties such as typing, operating office machines, and sorting mail
  • Entered document identification codes into systems in order to determine locations of documents retrieved
  • Answered questions about records or files

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