Worked with clients to analyze and recommend personal and business financial solutions. Summary : Certified Financial Planner (CFP). Assist in selection of financial award candidates using electronic databases to certify loan eligibility. Consult with clients to determine financial needs and goals and develop growth plans. Assisted in initial and yearly client reviews by creating balance sheets, cash flows, insurance summaries, and client correspondence. Researched alternative financial planning software to replace the SunGard software. Reverse Chronological, Functional or Hybrid, How to Create a Resume That Gets Results: Insights from a Professional Resume Writer, How to Avoid the Black Hole: Understand How Applicant Tracking Systems Work, Five Ways to Make Your Resume Jump Off the Page, Inside Secrets on How to Write a Great Cover Letter, 3-Part Series on How to Write a Compelling Cover Letter, from Start to Finish, Financial Sales / Investing / Wealth Management, Business Consultant and Wealth Management Advisor. Serve as a primary contact for external auditors. Just make sure you link it to the job skills by showing how you helped in a big way. Confirmed daily transactions and market price changes through proprietary software. Performed financial advising, assisting students with creating budgets for educational degree programs. Managed staff in excess of 400, inventory in excess of $11 million and sales of $83 million. Experience in multiple fields such as vehicles, mortgages and insurance. Analyze specific financial data for client's budget. Strong client relationship and presentation skills. Provided insurance verification and medical benefit analysis with respect to transplantation, including benefits and pharmaceuticals. Chartered Retirement Planning Counselor (CRPC), 20xxChartered Life Underwriter (CLU), 20xxFinancial Industry Regulatory Authority (FINRA), 20xxChartered Financial Consultant (ChFC), 20xx. FINANCIAL PLANNER BCD FINANCIAL PLANNING, Grand Island, NE, 20xx – 20xx Sold life, health, disability, and long-term care insurance products and annuities throughout a 525-mile area of Texas as an affiliate of a $10 billion company. Earned numerous awards, including Rookie of the Year, Top Producer of the Year, Trainer of the Year (twice) and HEART, awarded to the salesperson who best exemplifies the total package of expertise, knowledge, humor, and caring attitude. It’s actually very simple. Met directly with clients to review documents and discuss financial planning options Devise strategies for the development of the business by attracting new clients. Organized and prepared retirement seminar presentations to educated prospects. Develop investment strategies to meet short and long-term financial objectives. Assist clients in making informed decisions. Pro Tip: Volunteer work looks great on a financial planner resume. Involved in developing integrated wealth management solutions per clients specific goals. Conducted preliminary interview with prospective students to determine their financial aid eligibility and analyze their financial aid needs. Besides your bachelor’s degree, your resume … Financial planner resume samples showcase abilities such as handling complex financial … FINRA Series 6 & 63 Licenses. Championed multiple community events, successfully highlighting Home Depot's core values in giving back to the community and diversity. Our financial advisor resume example will show you what content to include in a section on your financial advisory experience. Skills : Personal Financial Planning, Investment Performance Measurement and Reporting, Employee Benefits, Wealth Management Operations, Financial Consulting, Operations Management, Project Management. Analyzed information and prepared plans best suited to individual clients' requirements. Analyzed high-net worth client portfolios for risk imbalances and presented new short-term and long-term asset management solutions. Built a data base including the various characteristics of variable annuities. Analyzed and interpreted monthly trends and variances within portfolios. Certified Financial Planner with a successful history of providing comprehensive financial planning advice for retirement, estate, investments and risk management. Summary : To obtain a position where contribute skill, knowledge and experience to a company that will give an opportunity to develop career. Provided clients with a high level of individualized customer service Conduct in-depth reviews of clients' financial circumstances and future goals. Provide clients with detail information on existing and new financial products. Managed a team of financial planning employees (5-25); planned, assigned, and directed work in a call center environment. Prepared profiles on potential clients and secured in-home appointments. Client Relations Conduct analysis for client's financial goals. Suggest investment plans to educate clients about various options. Worked together to help members of the credit union realize their financial goals. Recommended investment products through Pro Equities including mutual funds, stocks, tax-free bonds, and fee based managed portfolios. Conducted comprehensive portfolio reviews to re-evaluate objectives and forecast projected portfolio performance using Excel spreadsheet. Scheduled and maintained appointment calendars, filed, faxed, and communicated with case management authorities. Created and presented ROI, cash flow, IRR & internal expense reports. Assisted students in the completion of financial aid forms and college application materials. Possess the ability to deliver well under pressure. Built and maintained strong relationships with clients, helping them to track their progress over time. Skills : Fluency in Chinese and English, Computer, Microsoft Office, Spreadsheet, Photoshop. Sold over $25MM in Tax Free Bonds in last 4 months of 2012. WorkBloom's goal is to help you find work and reach your highest aspirations, one step at a time. Direct finance staff in planning and budget processes, and present quarterly budget and balance sheet reviews to senior operations/ finance executives and their teams. Monitored student accounts and updated daily financial reports through research and financial planning. Financial Planner Resume Sample . Sold stocks, bonds, and mutual funds to high net worth individuals. Received nine medals for highest financial performance. Maintain knowledge of regulations affecting function and work with internal departments on compliance issues. Headline : Currently looking for a new opportunity with high earning potential that bests puts skills to use. Identify training and development needs within the office through regular consultation with business managers Ensure all compliance and company regulatory requirements meet deadlines. Assisted students with completing all Title IV financial aid requirements in order to be completely packaged by the targeted start date. Earned "Highly Successful" rating on annual review (less than 10% of employees receive this rating). Experience with internet based sales and marketing, store management, outside sales and phone based sales. Provide analysis in FP&A (Financial Planning and Analysis), roll-up the budget and spending ($100 million per quarter), analyze financial … Guide the recruiter to the conclusion that you are the best candidate for the financial planner job. Skills : Faxing, General Office, Research, Scheduling, Human Resources, Lotus Notes, Microsoft Word. To work harmoniously with superiors and subordinates hence fostering team spirit. Created a selling culture that exceeded company goals of sales and profit in multiple stores, from (14%) to 125%. Using tax and investment strategies to develop financial plans for businesses, organizations or individuals. Organized and proficient in coordinating projects from inception to completion with ability to manage critical deadlines and execute efficiently. Analyzed client financials and developed working strategies. Chris Smith. Conducted training and workshops to educate students on financing options. Einfach zu verwendende Word-, Excel- und PPT-Vorlagen. Creative CERTIFIED FINANCIAL PLANNER™ professional providing financial planning strategies for clients by accurately assessing each client's present and future financial needs, objectives and requirements. Devise strategies for the development of the additional business by attracting new clients. Responsible for the development of financial planning teams in each of branches. Conduct training seminars and workshops for new and existing clients, management, and department head. Supported four Financial Advisors in the development of financial plans for clients. Generated over $70 million in written insurance and annuities; recognized as a top producer. Marketed and conducted bi-weekly financial planning/investment presentations at local restaurant in groups of 12. Interviewed patients in the emergency room with financial forms and pre-screening compliance. A good resume of a prospective financial planner should suggest that the candidate can complete tasks such as financial analysis, developing and implementing plans, assessing the financial situation of clients and referring them to organizations providing the services presented in the plan. Executed the business strategies and acquired new clients. To utilize relationship building skills and passion for helping people to build a robust book of business. Summary : Five years of leadership and managerial experience Six years of professional experience with financial aid processing and advising Excellent project management and team leadership skills. FINANCIAL PLANNER ABC ADVISORS, Grand Island, NE, 20xx – Present Maintain financial reporting records for Global Operations Division within Hyperion Enterprise. Required education includes at least a Bachelor's Degree in accounting or finance and professional certifications. Managed all [company name] Bank accounts and was responsible for marketing for vehicle loans, mortgages, and other bank products, Assisted existing customers, managed insurance accounts, managed customer service, Acquired the following Arkansas State Insurance licenses: Property and Casualty, Business, Surplus Lines, Life, and Health, Maintained knowledge of all insurance and bank products as well as any company-mandated changes or updates, Provided guidance to clients regarding the advantages and disadvantages of investment products, Researched mutual funds, stocks, private placements, and insurance products for clients, Assisted in the creation of financial plans, investment decisions, Communicated directly with clients regarding investment/financial planning decisions, quarterly review scheduling, Managed the Operations for the office including processing all transactions, documenting information and maintaining CRM, Assisted in forecasting and business development. Reduced shrink from 3.5% to 1.1% adding more than $1 million in operating profit. Provide project management support as necessary. Typed, monitored and reported patient complaints to the business office. Looking for a career that allows to use skills and expertise developing business relationships with new and existing customers and accounts. Coordinated and assisted with agency marketing. You must write a cover letter because most hiring managers love them. Trained and educated staff on investments and prospecting techniques. Compile, record, and evaluate personal and financial data in order to verify completeness and accuracy, and to determine eligibility status.