Post job

Explore jobs

Find specific jobs

Explore careers

Explore professions

Best companies

Explore companies

OverviewJobsSalaryResume

Skills

What They DoEducationCertificationsDemographicsJob DescriptionHow To HireBest CompaniesBest StatesBest CitiesRemote JobsJob OutlookComparePart Time jobsEntry Level jobsFull Time jobsWork From Home jobsLocations
zippia ai icon

Automatically apply for jobs with Zippia

Upload your resume to get started.

Finance planner skills for your resume and career

Updated January 8, 2025
4 min read
Quoted experts
Raymond Peters,
Jarrad Harford Ph.D.
Finance planner example skills
Below we've compiled a list of the most critical finance planner skills. We ranked the top skills for finance planners based on the percentage of resumes they appeared on. For example, 21.3% of finance planner resumes contained financial aid as a skill. Continue reading to find out what skills a finance planner needs to be successful in the workplace.

15 finance planner skills for your resume and career

1. Financial Aid

Financial aid refers to cash released to an educational institution to help a student pay the school fee. The issuance of financial aid, whether scholarships, grants, or loans, aims to make access to education affordable to all students irrespective of their backgrounds.

Here's how finance planners use financial aid:
  • Worked closely with Admissions Consultants in obtaining and ensuring receipt of accurate personal documents for enrollment and financial aid compliance purposes.
  • Created budgets for student/military specialist; averaged twenty packages each week Verified and assessed student s eligibility for financial aid.

2. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how finance planners use financial services:
  • Provided financial services to 15+ clients through interviews and recommending appropriate financial planning recommendations.
  • Provided financial services for CPA firms and attorneys and their clients with emphasis on small and medium sized businesses and entrepreneurs.

3. Client Facing

Here's how finance planners use client facing:
  • Developed invaluable client facing experience to further understanding of wealth management goals for portfolios.
  • Performed holistic financial planning through effective fact-finders and client facing, providing insurance & investment solutions as necessary.

4. Retirement Planning

Retirement Planning is a long-term groundwork where you must determine your income goals and the decisions and implementations to attain such goals. It requires financial strategies of saving, investments, or the expenditure of money in a way that means to sustain one's life during the period of retirement.

Here's how finance planners use retirement planning:
  • Reviewed financial information, calculated risks and managed investments/retirement planning utilizing Life Plan and Prime Time Software.
  • Consulted with customers and facilitated successful financial and retirement planning services for various investment plans and programs.

5. Estate Planning

Estate planning revolves around the process of preparing and arranging the distribution of an individual's assets in case of death or incapacitation.

Here's how finance planners use estate planning:
  • Developed hypothetical solutions utilizing financial formulas and computer software to determine overall investment performance in financial and estate planning.
  • Complete financial planning advisory services including investment advisory and estate planning techniques.

6. Life Insurance

Here's how finance planners use life insurance:
  • Partner with in-house life insurance specialists on alternative planning solutions using various life insurance and annuity products.
  • Specialized in risk elimination and wealth preservation utilizing indexed life insurance and fixed index annuity products.

Choose from 10+ customizable finance planner resume templates

Build a professional finance planner resume in minutes. Our AI resume writing assistant will guide you through every step of the process, and you can choose from 10+ resume templates to create your finance planner resume.

7. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how finance planners use real estate:
  • Credit advisory for clients including underwriting of residential/commercial real estate purchases domestically and internationally along with traditional credit facilities.
  • Determine suitability of proprietary real estate partnerships

8. Client Relationships

Here's how finance planners use client relationships:
  • Deepened client relationships by providing valuable advice on investment recommendations through contract communication and monitoring of outcomes.
  • Established and retain client relationships by reporting portfolios performance to customer on a bi-annual basis.

9. Health Insurance

Here's how finance planners use health insurance:
  • Licensed to broker mutual funds, money market products, and life and health insurance, to include Long Term Care.
  • Represented a full line of insurance and financial products (life/health insurance, variable products, annuities, savings accounts).

10. Risk Management

Risk management is the method of recognizing, evaluating, and managing risks to an organization's resources and profits. Financial insecurity, regulatory liability, strategic management mistakes, incidents, and natural hazards are just some of the challenges or dangers that could arise. For digitalized businesses, IT security vulnerabilities and data-related threats, as well as risk management techniques to mitigate them, have become top priorities.

Here's how finance planners use risk management:
  • Performed financial analysis, forecasting, and risk management to accomplish client financial goals within standards of fiduciary responsibility.
  • Assessed risk tolerances and investment/risk management goals to recommend solutions optimally suited to client needs.

11. Disability Insurance

Here's how finance planners use disability insurance:
  • Provided financial planning and investment management services, utilizing mutual funds, annuities, individual securities, and life/disability insurance.
  • Generated illustrations for long-term care insurance, life and disability insurances.

12. Financial Analysis

Here's how finance planners use financial analysis:
  • Generated financial analysis, managed open-to-buy, and partnered with Merchants on buying/re-buying decisions to ensure that financial goals are achieved.
  • Utilized proprietary financial analysis, budgeting & forecast modeling system to develop capital budget strategies supporting asset growth.

13. Tax Planning

Here's how finance planners use tax planning:
  • Formulated research strategies to assist clients in achieving their financial, estate, and tax planning goals.
  • Prepared financial plans, advised clients in employee benefits, insurance, investments and tax planning.

14. Financial Products

Financial products refer to instruments through which an individual can invest, borrow or save money. Such devices include credit cards, shares, deposits, bonds, and loans.

Here's how finance planners use financial products:
  • Helped individuals achieve their financial goals by recommending financial products appropriate for them.
  • Analyzed requirements, made recommendations and sold financial products to individuals and businesses.

15. FAFSA

Here's how finance planners use fafsa:
  • Meet with families to complete State/Federal/and internal forms on paper and online (FAFSA, State Grant, Student Loans).
  • Collected documents from students to complete their verification process for FAFSA (Free Application for Federal Student Aid).
top-skills

What skills help Finance Planners find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on finance planner resumes?

Raymond PetersRaymond Peters LinkedIn profile

MBA Director & Leadership Instructor, Nicholls State University

We repeatedly hear from employers that "essential/soft" skills remain high on their recruiting wish list. As someone who has hired professionals for over 40 years, you generally assume that if an applicant has experience at a reputable institution, they should have the technical qualifications for the role. What you are looking for is credential separation. What makes them stand out? Have they been in parts to practice his/her communication skills? Similarly, with conflict resolution and problem-solving skills. Internships and applied work experience are always beneficial. Lastly, the customer service experience is desirable.

What finance planner skills would you recommend for someone trying to advance their career?

Jarrad Harford Ph.D.Jarrad Harford Ph.D. LinkedIn profile

Professor of Finance, University of Washington

They should try to enhance the practical skills to complement the foundational knowledge they learned in college. So, this could include spreadsheet modeling, programming in R, expertise with Bloomberg terminals, etc. There are plenty of online courses that can help with these types of practical skills.

What type of skills will young finance planners need?

Karyl Leggio Ph.D.Karyl Leggio Ph.D. LinkedIn profile

Professor of Finance, Loyola University Maryland

For the past several years, it is a given that graduates will have strong financial skills. In addition, new employees need to work effectively in teams, be strong critical thinkers, be self-directed, and be able to present their views in a persuasive and well-documented way.
Do you want to know more?
Read more about what experts have to say about finance planner

List of finance planner skills to add to your resume

Finance planner skills

The most important skills for a finance planner resume and required skills for a finance planner to have include:

  • Financial Aid
  • Financial Services
  • Client Facing
  • Retirement Planning
  • Estate Planning
  • Life Insurance
  • Real Estate
  • Client Relationships
  • Health Insurance
  • Risk Management
  • Disability Insurance
  • Financial Analysis
  • Tax Planning
  • Financial Products
  • FAFSA
  • Investment Strategies
  • Annuities
  • Financial Objectives
  • Financial Data
  • Insurance Products
  • Asset Allocation
  • Financial Assistance
  • Mutual Funds
  • Investment Products
  • Enrollment Process
  • Taxation
  • Financial Reports
  • Software Systems
  • Disclosure Statements
  • Federal Regulations
  • Financial Applications
  • Risk Tolerance
  • NSLDS
  • Cash Flow Analysis
  • Insurance Coverage
  • Financial Policies
  • Student Inquiries
  • Financial Obligations
  • Investment Planning
  • Financial Aid Eligibility
  • W-2
  • College Planning
  • Educational Expenses
  • MVC
  • COD
  • Insurance Claims
  • Financial Planning Analysis

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

Browse business and financial jobs