Financial Planner Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the financial planner job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

  • Craft your perfect resume by picking job responsibilities written by professional recruiters

  • Pick from the thousands of curated job responsibilities used by the leading companies

  • Tailor your resume by selecting wording that best fits for each job you apply

RD
R Doyle
Rita
Doyle
91103 Geovany Prairie
Detroit
MI
+1 (555) 218 1544
91103 Geovany Prairie
Detroit
MI
Phone
p +1 (555) 218 1544
Experience Experience
12/2014 present
Philadelphia, PA
Senior Financial Planner Holliswealth
Philadelphia, PA
Senior Financial Planner Holliswealth
12/2014 present
Philadelphia, PA
Senior Financial Planner Holliswealth
12/2014 present
  • Developing and executing a meaningful employee development plan
  • Developing strong working relationships with internal support teams
  • Supporting advisors in developing a yearly review of the financial plan, including when and how to incorporate to their practice
  • Facilitating communications between Head Office departments, branches, advisors and Branch Managers on issues, processes and programs
  • Providing support to advisors from all registration types: MFDA, IIROC and Insurance-only
  • Ensuring corporate compliance framework is upheld
  • Building effective working relationships across the team and with various business line and corporate function contacts
06/2009 07/2014
Boston, MA
Associate Financial Planner
Boston, MA
Associate Financial Planner
06/2009 07/2014
Boston, MA
Associate Financial Planner
06/2009 07/2014
  • Develop long-range financial goals incorporating merchandise strategy with Omni DPM/PM, supporting company growth initiatives
  • Develop strategic seasonal and annual sales, margin and turn plans, facilitating innovative solutions and resolution of issues to align with company business plan with Omni DPM/PM
  • Develop monthly vendor, financial class and departmental pre-season plans for sales, markdowns, receipts, markups, gross margin, stock, and all financial metrics by channel and chain in PACE planning system
  • Present financial plans for all financial metrics. Communicate risk and opportunities
  • Analyze and measure financial results on sales, margin, and receipts to identify opportunity at the vendor, financial class, and department level
  • Develop “What If” scenarios and opportunity analysis to recommend and communication action to merchandise strategy and tactics
  • Develop self – complete ongoing professional development and training. Stay current on management best practices
08/2005 01/2009
Philadelphia, PA
Financial Planner
Philadelphia, PA
Financial Planner
08/2005 01/2009
Philadelphia, PA
Financial Planner
08/2005 01/2009
  • Assisting HKFS teammates with relationship development
  • Develop the location level sales plans and establish inventory turns by store at each half to generate original plan stock to sales and inventory targets
  • Accredited to distribute Wealth Management approved products (Managed Investments, Superannuation, Risk Insurance, Gearing Products)
  • Help manage work flow within department via department activity tracking system. Help maintain accurate records and document storage for compliance purposes
  • Work with Business Development Consultants to promote to Financial Advisors the importance of planning in attracting and retaining clients
  • Make sure that service and operational quality standards are applied and compliance and risk management rules are followed
  • Accredited to distribute Wealth Management approved products (Managed Investments, Superannuation, Risk Insurance and Gearing Products)
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
University of Tennessee
Bachelor’s Degree in Business
Skills Skills
  • Excellent personal organisation and time management skills, with the ability to coordinate workflow through prioritisation of tasks and diary management
  • Basic knowledge of financial planning concepts
  • Proven sales ability and record of developing client relationships to include excellent customer services skills
  • Strong knowledge of managing financial investments and appropriate investing regulations
  • Expand existing BMO relationships by consolidating the investable assets of mass affluent customers to increase BMO's share of wallet
  • An excellent foundation of technical knowledge in superannuation, trust and taxation law
  • Highly developed research skills, which may be demonstrated by your ability to interpret and research complex tax and super legislation and ATO rulings
  • Strong relationship builder – able to establish both internal and external working relationships to identify and implement strategies for business growth
  • Ability to independently analyze, structure, and review financial planning documents
  • Excellent writing skills on technical topics such as superannuation and tax
Create a Resume
1

Financial Planner Trainee Resume Examples & Samples

  • Grow assets of assigned book of clients. Achieve asset targets through the sale of RBC products and services
  • The ideal candidate will have expertise in financial planning
  • Proven application of business acquisition, establishing community and client relationships, and with success in business growth
  • Experience creating a referral network or possesses a current extensive network of centres of influence
  • A strong sales orientation and a demonstrated passion for putting clients first
2

Financial Planner Trainee Resume Examples & Samples

  • The ideal candidate will have a minimum of 2-3 years expertise in financial planning
  • Previous successful sales experience in the financial industry (2-3 years)
  • Fluency in a second language will be considered an asset
3

Financial Planner Resume Examples & Samples

  • Primarily work on higher net worth and institutional executive cases
  • Help advisory team identify most critical client needs and then build, review, and approve cash flow based financial plans modeled to either address specific client concerns or show comparisons between alternatives
  • Provide executive summary notes of planning cases including addressing client concerns and planning considerations
  • Assist advisory team with client preparation meetings including identifying and prioritizing questions/issues
  • Provide technical responses and/or discussion support for planning questions elevated from both the field advisors and other CAG team members
  • Communicate regularly with assigned regional team to promote benefits of planning and share information with partners
  • Build and maintain collaborative relationships with various business partners to advance and achieve company goals and objectives. Interactions can include Wealth Management Advisors, Associate Wealth Management Advisors, Wealth Management Directors, planning and product partners (Estate, Insurance, and Investment), and Institutional partners
  • Lead and/or participate in projects to advance planning capabilities within the business
  • At least 7 years of related experience with a proven track record of technical skills in all general financial planning areas – cash flow planning & budgeting, retirement products, insurance, investments, and applicable tax and estate planning issues is required
  • Series 7, Series 66 (or 63/65)
  • Certified Financial Planner™ certification. (CFP)
  • Advanced expertise, degrees or designations in related disciplines are preferred (CPA/JD/MST)
  • Excellent interpersonal and writing skills to concisely communicate complicated financial concepts in a manner a client or business partner can understand
  • Advanced knowledge of financial planning topics and practices needed
  • Experience working with financial planning application software
4

Financial Planner Resume Examples & Samples

  • Do you want to work for a company that values your unique talents and can help you turn your potential into performance?
  • If you are Interested, BMO’s Diversity Recruitment Specialist would like to speak with you about Career Opportunities at BMO
  • Proactively contact BMO customers in a dedicated portfolio list to do detailed profiling of their investment needs, review of investment holdings and goals and provide investment and retirement planning
5

Senior Associate Financial Planner Resume Examples & Samples

  • Bachelors Degree required; major in Accounting, Finance, Economics or Mathematics preferred
  • Enrolled in or completed a CFP-board registered education program
  • Eligibility to sit for the CPA exam a plus
  • Two or more years relevant work experience
  • Knowledge of the financial planning process, related services and client servicing needs
  • Knowledge of Microsoft Word, Excel and Outlook
  • Knowledge of financial planning software, such as NaviPlan, BNA or Number Cruncher preferred
6

Financial Planner Resume Examples & Samples

  • Incorporate departmental merchandise strategies within the creation of financial plans
  • Effectively balance objective information with subjective inputs to give guidance for merchandising teams
  • Develop demand plans for the Direct Channel through to net sales, incorporating returns and transfer impacts to all channels within the company
  • Develop the mid level merchandise financial plan at channel
  • Develop the location level sales plans and establish inventory turns by store at each half to generate original plan stock to sales and inventory targets
  • Review and re-project merchandise financial plans per the corporate cadence in season
  • Act as a change leader to support company initiatives and ensure adoption by merchandising team
  • Advocate for financial disciplines and inventory efficiency while working with the buyer and buy planner to support the execution of the merchandise strategy
  • Minimum of one year of retail planning/inventory management or related experience
  • Nordstrom experience preferred
  • Expertise in merchandise category
  • Proficiency in MS Office suite
7

Financial Planner Resume Examples & Samples

  • Passion for helping customers
  • Proactive business development, sales and service skills
  • Communication and interpersonal skills
  • Knowledge of the real estate market
  • Expertise in lending philosophies and experience in residential mortgages
  • Experience working in a full commission environment
8

Financial Planner Resume Examples & Samples

  • Develop, execute, and communicate strategic merchandise financial plans that support the company’s financial, product, and marketing objectives for all departments within a division
  • Contribute to the development of company initiatives, and ensure that all planning activities support annual goals
  • Create strategic financial plans that support the company’s objectives and goals
  • At a department/division level, develop sales, gross margin, and inventory plans that support the company’s profit objectives. Incorporate departmental merchandise strategies within the creation of financial plans
  • Collaborate with merchandising to ensure that financial objectives align with brand/event opportunities
  • Effectively balance objective information with subjective inputs to give guidance for merchandising teams. Utilizing historical data and current trends, to capitalize on new opportunities and identify risks
  • Develop the mid- level merchandise financial plan at channel
  • Communicate opportunities and risks to key business partners including merchandising, finance, marketing, visual, and brand leaders
  • Advocate for financial disciplines
  • A Bachelor’s degree or equivalent experience required
  • A minimum 2+ years merchandise planning experience; 3 or more years of total work experience
  • Demonstrated experience in
9

IT Financial Planner & Analyst Leader Resume Examples & Samples

  • Be responsible of the IT budget portfolio through the planning, development and implementation of budget sessions, driving operating rhythm and related interactions with key budget stakeholders
  • Ensure proper bill-back of Kering IT Shared Services costs to the Clients
  • Create value by ensuring rigor, processes sustainability and improvement, and costs control enabling full visibility and adherence to targets
  • Be a senior finance domain expert
  • Act as financial link between Corporate Finance & IT organization
  • Ensure overall IT budget consolidation and visibility cross the board
  • Manage a team of operations & system expert(s)
10

Financial Planner Resume Examples & Samples

  • Strong skills in problem solving and sense of urgency are key in this position as well as customer service, listening and understanding, achievement/motivation, teamwork and co-operation, initiative and pro-activity
  • Excellent communications skills, oral/written skills, good business writing. Resourceful and able to work independently is required
  • Cantonese/Mandarin language skills required
  • Knowledge of Royal Bank systems including Sales & Service Platform, RBCNet would be an asset
11

Financial Planner Intern Resume Examples & Samples

  • Actively manage assigned target clients using value-based relationship managed practices, and provides ongoing financial advice leveraged from the client's financial plan, and use of financial planning software. Offers an ongoing holistic review of client financial circumstances
  • Ensures that all financial planning advice and investment recommendations meet the requirements of compliance policies and procedures, and provincial regulations. Fulfill all regulatory requirements to maintain financial planning and securities registration
  • Previous successful sales experience in the financial industry
  • Demonstrated commitment to ongoing learning
12

Financial Planner Resume Examples & Samples

  • Bachelor's degree in Merchandising, Finance, Accounting, or related field preferred
  • Minimum 2 years’ experience as a retail merchandising Planner, Financial Planner, or equivalent role required
  • Proficiency in MS Office suite required
  • Clear and effective written and verbal communication and strong interpersonal skills required
13

Financial Planner, Sherbrooke & Viau Branch Resume Examples & Samples

  • Develops relationships with service partners and local market to optimize business opportunities and referrals. Refer clients to other RBC business entities as appropriate
  • In addition to possessing either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC), candidates must hold the Financial Planner designation by IQPF
  • Bilingualism French and English
14

Financial Planner Resume Examples & Samples

  • Collaborate with each client to develop a specific plan tailored with suggested solutions designed to meet the client's goals and objectives
  • Prepare and present seminars on planning topics for clients, potential clients, and professionals
  • Work as part of a team of highly experienced and service-oriented Wealth Management Professionals
  • Continually focus on retaining the client group, as well as gaining new clients through referrals and contacts in the community, to perpetuate the growth of the Private Client Reserve
  • Eight or more years of recent wealth planning and/or related consulting, accounting, or legal experience with a well-regarded bank, investment, law or accounting firm structuring complex estate and financial planning transactions for clients with net worth exceeding million and directly advising clients on the same
  • Professional designation such as CFA or CFP is preferred
  • Ability to independently analyze, structure, and review financial planning documents
  • Ability to independently address and provide solutions to administrative and tax issues in managing assets subject to such techniques
  • Basic knowledge of forming and operating entities typically used for estate planning purposes, including, but not limited to Limited Liability Partnerships, Limited Liability Corporations, C & S Corporations
  • Leadership and relationship management skills indicative of the potential to advance to greater responsibilities in the future
15

Assistant Financial Planner Resume Examples & Samples

  • Assist with planning, executing and reviewing financial plans and actuals
  • Assist in developing store level sales and average inventory
  • Assist with re-forecasting plans based on actual performance and trend
  • Review and adjust plans to ensure they support store sales trends
  • Build, analyze and make call outs on financial reports that measure key performance metrics
16

Financial Planner Camberwell Resume Examples & Samples

  • Business planning services (in-house Partnership Manager)
  • Regular 1:1 meetings to help you achieve your targets
  • Our professional development series of workshops
  • Full administration services (from meeting preparation, through to lodgement of applications and compliance checks)
  • Provision of ongoing services such as Fee Disclosure Statements, review offers and campaigns
  • Fully equipped meeting rooms; and
  • Importantly, the invaluable opportunity for business networking, succession planning and the ability to discuss strategies and ideas with peers in the centre
17

Senior Associate Financial Planner Resume Examples & Samples

  • Bachelors Degree preferred; majors include Accounting, Finance, Economics or Mathematics
  • Enrolled in a CFP-Board registered education program or obtained certification/license - preferred
  • Two+ years of relevant work experience including one tax season as a Preparer
  • Knowledge of investment plans and policy statements
  • Effective communication skills both written and oral
  • Ability to work with a team and independently
  • Intermediate knowledge of Excel
  • Working knowledge of the following software: Naviplan, ACT, AXYS, Prosystems and BNA
18

Financial Planner Tri Cities Region Resume Examples & Samples

  • Fulfil all regulatory requirements to maintain financial planning accreditation and registrations
  • Must have a Financial Planning designation, one of Personal Financial Planner (PFP), Certified Financial Planner (CFP), Chartered Strategic Wealth Professional (CSWP), Registered Financial Planner (RFP) or an IQPF designation in the province of Quebec
  • The ideal candidate will have previous work experience in financial planning and a successful sales track record in financial services
  • Proven track record of managing and growing profitable client relationships
  • Demonstrated PC literacy, including financial planning software and Microsoft Office
19

Financial Planner Resume Examples & Samples

  • Be able to answer basic to intermediate-level tax and financial planning questions from clients. For more advanced questions, be able to research solutions and/or work with other department members or professionals to find an answer
  • Maintain a flexible schedule to allow for travel to Baird branches on a periodic basis
  • Provide training on financial planning software for FAs and CRAs who wish to create plans on their own. Includes explanation of general functionality, point-and-click navigation through the program, and detailed assistance in understanding calculations
  • Create spreadsheets to address specific issues as requested by FAs. This usually requires development of spreadsheets from scratch and is often done with little direction
  • Work with the rest of the Financial & Estate Planning department to develop standard deliverables and service tiers to ensure consistent support across the firm
  • Work with Business Development Consultants to promote to Financial Advisors the importance of planning in attracting and retaining clients
  • Bachelor’s degree in Business or Finance preferred. Minimum of five years previous financial planning experience required. Experience in the brokerage industry a plus. Experience with MoneyGuidePro a plus
  • Certified Financial Planner (CFP) or similar license required. Basic brokerage licenses (Series 7, 66) preferred, or must have the ability to earn such certifications. Additional licenses (CPA, CLU, CIMA, etc.) a plus but not required
  • Strong computer skills, including working knowledge of Microsoft Office products. In particular, experience creating client analyses in Excel and PowerPoint from scratch
  • Ability to balance multiple projects and work under strict deadlines at times
  • Ability to work independently on projects and effectively relate to others in order to accomplish work responsibilities and objectives
  • Strong writing and presenting skills
  • Ability to act as a team player, assisting others in the department when necessary, is mandatory
20

Financial Planner 10th & Sasamat Resume Examples & Samples

  • Proactively contact BMO customers in a dedicated portfolio list to do detailed profiling of their investment needs, review of investment holdings and goals and provide investment and retirement planning
  • Expand existing BMO relationships by consolidating the investable assets of mass affluent customers to increase BMO's share of wallet
  • Work collaboratively with other branch colleagues to ensure wealth management customers experience exceptional service and have their financial needs met, including referring to brokerage, online and private bank partners
  • Passion for financial planning and helping customers
  • Proven sales success in the financial services industry
  • Experience with investment and retirement planning
  • Demonstrated ability to build, maintain and refer internal and external relationships
21

Financial Planner Resume Examples & Samples

  • Planning and preparing the annual budget process
  • Maintaining and refreshing the corporate plan. Providing support to the Financial Planning Lead on the co-ordination, consolidation and presentation of the plan
  • Supporting the core business units in financial planning activities and acting as key point of contact
  • Preparing and consolidating financial forecasts and models as required
  • Providing detailed analysis and information required by the management team to assess the financial planning implications of the Price Control decision
  • Preparing and monitoring tariff reports
  • Ensuring the appropriate allocation of overhead costs across the businesses in line with the rules set out by the Regulator
  • Working with the commercial team to ensure maximised revenue from unregulated contracts
  • Developing and maintaining financial reporting to support commercial agreements
  • Developing and monitoring of financial KPI's
  • Maintaining data input into financial planning tool
  • Providing business support for the financial planning tool
  • Ensuring potential financial exposure on entering new supplier contracts is effectively assessed to minimize financial risk
  • Providing financial information and support for benchmarking analysis as required
  • Other duties as required from time to time
  • Relevant third level degree or equivalent with at least 3 years relevant experience
  • A recognised accounting qualification
  • Financial planning experience desirable
  • Proven ability to create and develop good working relationships to facilitate the accomplishment of work goals, coupled with the ability to gain commitment from others
  • Experience with identifying improvement opportunities, generating ideas and implementing solutions
  • Have excellent analytical skills and be able to identify and analyse problems and potential improvements, and propose and implement solutions
  • Ability to set up ongoing procedures to collect and review information as needed
  • Proactively identifying new areas of learning and using newly gained knowledge and skill on the job
  • Ability to set own high standards of performance and delivering desired results
22

Financial Planner, Rbc Dominion Securities Resume Examples & Samples

  • Co-ordinate with the Investment Advisors to schedule financial planning meetings and reviews with existing clients
  • 2) Insurance
  • Identify opportunities to protect and enhance clients wealth
  • Organize and assist in meetings with insurance specialists
  • Submit applications, monitor & correspond with client & insurance co. through the application process
  • Potentially investigate all insurance inquiries
  • Ongoing knowledge of current market activity
  • Strong Microsoft Office skills
  • Strong financial planning skills including experience preparing financial plans for clients using Horizons and Compass software or NaviPlan
  • Sales and marketing experience
23

Senior Financial Planner & Analyst Resume Examples & Samples

  • Prepare finance presentations for Senior Management
  • Quarterly forecast and annual budgeting process
  • Analyze current and past trends in key performance indicators
  • Perform ad-hoc financial reporting and analysis on a quarterly, monthly, and or weekly basis
  • Contribute to the company’s overall performance by evaluating processes to drive efficiencies and as well as new projects
  • Develop financial models and analyses to support strategic initiatives
  • Analyze complex financial information and reports to provide accurate and timely recommendations to management for decision making purposes
  • Support Senior Management Team and Departments heads with in-depth analysis
  • Perform risk analysis regarding new business opportunities, acquisition analysis and other projects as requested by senior management
  • Minimum of three years’ experience in finance, forecasting, planning and analysis
  • Maintain confidentiality regarding employee’s history to include employment, medical and driving records
  • Strong interpersonal skills (both verbal and written)
  • Computer literate with a proficiency in Word, Excel (SQL, VBA) and Access
24

Financial Planner Ii Ria Resume Examples & Samples

  • Insurance
  • Managed Money
  • Investments
  • Answer questions related to the firm’s financial planning system, MoneyGuidePro
  • Become an expert in all planning functions of MoneyGuidePro
  • Proactively reach out to existing users of the software, review plans, assist with plan development, consult on plan presentation, help advisors in all aspects of planning (input, prepare advisor for presentation and annual reviews)
  • Market to non-users of financial planning. Grow the number of users within your assigned territory. Use leading practices, sales ideas, job aids, training, etc. to motivate and encourage all advisors to lead with planning. Look for best practices and share with the team
  • Increase plan count in your territory. Increase advisors knowledge of planning tool. Help advisors reach full potential of planning software – address all areas of financial planning
  • Track plans completed in your territory and potential revenue
  • Encourage team-based planning with FAs and RMs
  • Meet with team weekly to discuss planning activities and share best practices
  • Participate in sales calls and meetings in your territory – work with Regional Investment Sales Managers and Market Executives
  • Complete special projects as assigned
  • Some travel required for this position
  • Experience with webinars a plus (WebEx, GoToMeeting, etc)
  • Strong presentation skills a plus (over the phone or in group meetings)
  • College degree
  • Certified Financial Planner ™
  • Minimum of 3 years previous financial planning support or a related role
  • Licenses: FINRA Series 7, 63, Life & Health (insurance) – or obtain within 1 year
  • Strong communication skills required
  • Microsoft tools experience needed ( Excel, Word, PPT)
25

Financial Planner Resume Examples & Samples

  • Calling clients to book appointments as well as confirm existing appointments
  • Accuracy and attention to detail are required as it relates to preparation of forms and inputting data into various systems, applications and databases
  • LI-LL1
26

Financial Planner Resume Examples & Samples

  • High school diploma or equivalent work experience
  • Registered Investment Sales Representative (RISR)
  • Completion or working towards FP I
  • Basic Environmental Knowledge
  • Basic Business Acumen
  • Working/Advanced knowledge of BMO Investment products
  • Projects a professional presence and confidence
  • Problem solving - Quickly recognizes potential customer investment needs based on their Customer Connect profile and / or conversation while completing transactions
  • Provides basic information about potential solutions and their benefit to the customer
  • Ability to adapt to a changing industry environment, and maintain currency of skill
  • Works cooperatively and productively with others
27

Financial Planner Resume Examples & Samples

  • Provide support in all aspects of the financial planning process to FAs across the country. This will primarily involve creating financial plan reports using standard firm tools, but may sometimes include participation in data gathering and/or plan presentation meetings or conference calls
  • Be able to answer basic tax and financial planning questions from clients. For more advanced questions, be able to research solutions and/or work with other department members or specialists to find an answer
  • Be familiar with various planning documents, including account statements, annuity contracts, Social Security benefit estimates, life insurance policy documents, tax returns, etc
  • Help create written articles for clients as well as other professionals on a variety of financial planning topics
  • Help manage work flow within department via department activity tracking system. Help maintain accurate records and document storage for compliance purposes
  • Provide internal support for other department members who may be traveling
  • Bachelor’s degree in Business or Finance preferred. Minimum of three years previous financial planning experience required. Experience in the brokerage industry a plus. Experience with MoneyGuidePro a plus
  • Certified Financial Planner (CFP) or similar license, plus basic brokerage licenses (Series 7, 66) preferred, or must have the ability to earn such certifications
  • Strong computer skills, including working knowledge of Microsoft Office products. In particular, experience creating client analyses in Excel and PowerPoint
  • Strong writing and speaking skills
28

Financial Planner Resume Examples & Samples

  • Develops spreadsheets and financial worksheets to aid in the analysis of cash flow, estate and gift taxation, insurance needs and other financial planning
  • Develops and maintains stock basis records for clients
  • Prepares the quantitative portion of financial plans utilizing comprehensive financial planning software and portions of the written financial plan
  • Performs research related to investments, insurance and other financial subjects
  • Maintains Northern call reports, compliance and other documentation, as required
  • Assists other group members with on-going maintenance activities such as the review of stock option programs and the actual exercise of stock options
  • Assists other group members with the billing of client service hours, including analysis of billable hours and generation of invoices
  • Assists other group members with the preparation and delivery of presentations relating to the ongoing maintenance of client relationships
  • Assists other group members in the development of marketing materials and plans and the delivery of marketing presentations
  • 3-5 years of tax, investment or finance related experience with consulting experience and/or certification as a CFP, CPA, JD or PFS (AICPA designation). Should have prior experience working with ultra-high net worth clients and have excellent communication skills
29

Regional Financial Planner Resume Examples & Samples

  • Achieve business development standard sales results
  • Assist Lead Relationship Managers (LRMs) with client retention
  • Assist LRMs and Managing Directors in their relationship management duties
  • Present financial plans and asset allocation reviews to clients
  • Explain financial planning, tax and investments management concepts to clients through both written and oral communication
  • Be prepared and actively participate in one on one monthly growth plan session
  • Provide proactive, advice-based solutions that address our clients’ investment, fiduciary, banking and other financial needs
  • Actively participate with team members on business development activities to achieve new business targets
  • Contribute positively to the team’s delivery of the desired Client Experience, and consistently execute the Client Experience Standards
  • Prospect Experience
  • On-boarding Experience
  • Ongoing Experience
  • Achieve all business development activities listed below and record all activities in CRM
  • Relationship Plans
  • Discovery Meetings
  • Presentations Meetings
  • Relationship Review Meetings
  • COI Calls
  • Advisory Meetings
  • Joint Field calls with MD
  • Client Referrals
  • Pipeline management- Responsible for integrity and accuracy
  • Participate in all prospect & client events
  • Bachelor’s Degree preferred majors include Accounting, Finance, Economics or Mathematics
  • CFP, CFP in process or similar designation highly preferred
  • 5+ years of related work experience in financial planning or related field
  • Experience with HNW or Ultra HNW
30

Financial Planner Resume Examples & Samples

  • College graduated or above; Fluent in spoken English is preferred
  • Sales-oriented especially in new CIF acquisition and good human interaction skills
  • Sales experiences in banking/finance service fields are plus
  • Able to work under pressure and high efficiency
31

Financial Planner Resume Examples & Samples

  • 1) Financial Planning
  • Preparing financial plans for all existing and new clients
  • Co-ordinate with the Investment Advisor to schedule financial planning meetings and reviews with existing clients
  • Meeting with clients to collect data and then present financial plans
  • Identify opportunities for other products and services i.e. insurance, will and estate planning etc. as well as gather more client assets
  • 2) Client Service & Sales
  • Organize and assist in meetings with insurance specialists and the Investment Advisor
  • Potentially investigate all insurance inquiries and financial planning inquiries
  • Maintain current information and client files
  • Strong financial planning skills including experience preparing financial plans for clients using Horizons, Compass, InSync, NaviPlan or industry software
  • Ability to successfully multi-task
  • Ability to consolidate assets and uncover opportunity
  • Organizational and Time Management to meet deadlines of meetings and presentations
32

Financial Planner Intern Resume Examples & Samples

  • Actively manage and grow a portfolio of clients using value-based relationship management practices, achieving performance targets through the sale of RBC products and solutions
  • Provide ongoing financial advice leveraging RBC’s proprietary YFBD®AE and financial planning software to support financial planning recommendations
  • Broaden relationships with each client by providing advice and solutions that meet the client’s investment, credit and everyday banking needs
  • Develop relationships with local market partners to optimize business opportunities and refer clients to other partners/RBC business entities as appropriate
  • Ensure all financial advice and investment recommendations meet the client’s needs and are in keeping with compliance policies and procedures, and provincial regulations
  • Must have either the Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC)
  • Proven success in client acquisition and networking (i.e. referral and centres of influence networks)
33

Senior Financial Planner, Preston Resume Examples & Samples

  • Provide professional and ethical behaviour in your actions by ensuring compliance with external legislation, bank standards and internal operating policies and procedures relevant to the position
  • Ensure all personal training records are maintained and kept up to date
  • Prospecting – source client set from referral partners, build relationships with referral partners and educate referral partners on the financial planning process (10%)
  • Deliver Lifestyle Financial Planning Process – analyse client needs, develop and deliver appropriate planning strategies and product solutions, prepare quality, compliant Statements of Advice, implement agreed recommendations (50%)
  • Ongoing service and review – delivery of ongoing client service package (30%)
  • Personal development – attend technical training courses and skilling sessions to develop and maintain competency and meet continuing education requirements (10%)
  • Business or Banking & Finance degree (or similar),
  • Advanced Diploma in Financial Planning qualified (ADFP)
  • Prepared to undertake CFP
  • In addition, you will also have solid financial planning experience, and proven sales ability
34

Financial Planner Resume Examples & Samples

  • Be available to field ad hoc planning questions from clients
  • 3-5 years of experience in the financial planning/investment advisory industry
  • Strong financial and analytical skills
  • Must be a self-starter, problem solver and a goal-oriented team player
35

Senior Financial Planner Holliswealth Resume Examples & Samples

  • Lead the servicing and support of Financial Plans for HollisWealth advisors
  • Creating both simple and complex plans, and able to build and incorporate Investment Policy Statements
  • Developing financial plans using multiple software platforms
  • Supporting advisors in developing financial plans at various levels of complexity
  • Providing support to advisors in improving/enhancing the end-client experience
  • Developing a deep understanding of the goals and objectives of advisors and their clients to enable and support the development of financial plans
  • Conducting regional meetings and regular conference calls with advisors to communicate progress on their client financial plans
  • Data mining and populating Salesforce with key information on advisors and their business
  • Ensuring corporate compliance framework is upheld
  • Remaining current on upcoming firm industry changes and upgrades impacting financial planning activities
  • Ensuring policies and procedures are followed and put into practice
  • Ensuring appropriate internal controls are in place and functional
  • Supporting advisors in developing a yearly review of the financial plan, including when and how to incorporate to their practice
  • Proactively identifying and implement any process and procedural improvements
  • Participating in HollisWealth conferences, road shows and branch visits
  • Lead the execution of HollisWealth’s financial planning services
  • Executing a business plan on the delivery of HollisWealth’s financial planning strategy
  • Developing strong working relationships with internal support teams
  • Supporting key HollisWealth teams enabling them to support advisors nationally
  • Managing initiatives aimed to enhance the enterprise value of the firm
  • Communicating the business plan and ongoing results with key stakeholders
  • Managing marketing activities to increase usage of HollisWealth’s financial planning services
  • Providing support to advisors from all registration types: MFDA, IIROC and Insurance-only
  • Supporting advisors in practice segmentation to create servicing strategies, using tools like PriceMetrix and myPractice
  • Ensuring the development and execution of client value propositions and the delivery of excellent client experiences
  • Communicating pertinent financial planning information to advisors
  • Ensuring consistent and efficient processes and practices across all platforms
  • Facilitating communications between Head Office departments, branches, advisors and Branch Managers on issues, processes and programs
  • Overseeing key operational and administrative implementations
  • Providing internal referrals within HollisWealth and Scotiabank where required, to support the advisor and the client
  • Act as the Knowledge Expert in Financial Planning by
  • Servicing advisors’ clients at all levels of complexity
  • Supporting and developing a plan for retirement planning, asset allocation and management, insurance needs, estate and tax planning, etc
  • Understanding and assisting advisors to implement various planning strategies, including tax knowledge to derive efficient retirement income needs for clients
  • Incorporating personal planning with corporate planning
  • As a key member of the HollisWealth management team, collaborate on the development and execution of key wealth strategies and projects by participating in and/or leading key initiatives
  • Contribute to the effective functioning of the team by
  • Building effective working relationships across the team and with various business line and corporate function contacts
  • Maintaining a high level of customer service
  • Actively share knowledge and experience to enhance the development of all team members
  • Developing and executing a meaningful employee development plan
  • 5 -7 years in the investment industry
  • 3-5 years of previous financial planning experience
  • 3-5 years of previous financial planning software experience
  • Ability to build strong relationships internally
  • Customer and results focused
  • Ability to lead and implement changes
  • Strong organizational skills to coordinate and prioritize a number of concurrent financial plans and projects
  • Excellent visionary, planning and analytical skills
  • Ability to take calculated, enterprizing risks supported by clear rationale (e.g. industry trends, competitive research, and positive cost benefit analysis)
  • Strong negotiating, influencing and communication skills (written and oral)
  • Strong leadership and interpersonal skills that facilitate a positive and effective team environment at all levels of the organization
  • Attention to detail, organizational and follow-through skills
  • Ability to work as part of an interdependent team and individually when required. Works well with autonomy and is an excellent communicator in a modern, flexible work environment
  • Proficient in various financial planning software(s), MS Office (outlook, word, access, excel) & Client Relationship Management (CRM) systems
  • Proficient in at least one financial planning software and ability to quickly learn new software
36

Financial Planner Resume Examples & Samples

  • Bachelor’s Degree or in lieu of a degree 4 years relevant experience
  • 3 years’ experience in development/delivery of Personal Financial Plans
  • Excellent interpersonal skills, strong verbal and written communication skills
  • Professional designation such as CPA, CFP, CLU, Esq
  • 5 years’ experience in development/delivery of Personal Financial Plans
  • Desire to continuously develop professionally
  • Desire to live and work in the Northern NJ Market
37

Financial Planner Resume Examples & Samples

  • Demonstrated personal commitment to ensure skills and knowledge are up-to-date
  • To support the position of a mobile Financial Planner, Investment and Retirement Planning and Mortgage Specialist, you should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment
  • Strong skills in problem solving and sense of urgency are key in this position, as well as customer service, listening and understanding, achievement/motivation, teamwork and co-operation, initiative and pro-activity
  • Resourceful and able to work independently is required
  • You are an energetic and enthusiastic team player who pays attention to detail
  • Strong knowledge of the mortgage process and Home Financing products is an asset
  • Credit experience
  • Cantonese language skills considered an asset
  • Investment experience considered an asset
38

Senior, Merchandise Financial Planner Resume Examples & Samples

  • Develops the retail merchandise fiscal financial budget goals and procedures working closely with buyers and inventory planners
  • Applies knowledge of merchandise planning and analysis to perform monthly financial reviews. Identifies trends, potential growth opportunities and areas of concern; develops and monitors action plans for the merchandising departments and the ecommerce web store
  • Manages the financial planning process for their areas of responsibilities within the Merchandise division
  • Responsible for the development, implementation and oversight of the order approval and open to buy process relating to sales and inventory for their retail merchandise categories
  • Works with the Director Merchandise Financial Planning and the Director; Business Insights to maintain the integrity of the merchandise financial planning systems. Researches and identifies opportunities for enhancements
  • Develops, implements, and performs analysis of special projects. Plans, prepares, controls, and completes management projects and related correspondence as it relates to the merchandising financial planning tools
  • Responsible for supervision and training of their direct reports, Financial Planners and schedules work; prepares performance reviews; selects, approves, and/or recommends associate hiring/promotions and other personnel actions
  • Works under the supervision of the Director Merchandising Financial Planning who establishes deadlines and indicates scope of responsibility. Incumbent receives minimum supervision and carries out mission with a high degree of independence and exercises initiative and judgment in resolving problems and executing assignments. Carries out duties in accordance with established methods, procedures and guidelines
  • Carries out policy of courtesy and service. Recognizing the importance of attention required in a retailing and service organization, exercises tact, good manners and courtesy when working with fellow associates and external customers
39

Financial Planner Resume Examples & Samples

  • Mandarin language capabilities are considered an asset
  • Successful candidate will be required to be mobile between Saint John and St. Stephen
  • Li - SH1
40

Financial Planner Resume Examples & Samples

  • Financial background with a good understanding of the financial services industry
  • Solid sales background with a proven track record of achieving sales targets
  • Previous experience in producing financial plans for a large client referrals
  • Demonstrated high-level influencing and negotiation skills
41

Financial Planner Resume Examples & Samples

  • Ensure the advice provided is of the highest standard and in the client’s best interest
  • Achieve advice and insurance revenue targets as set by the business
  • Ensure advisory standards, process and controls are adhered to
  • Ensure technical knowledge on investments, superannuation, insurance and financial planning is kept current where relevant
  • Degree qualified or Diploma of Financial Services (Financial Planning)/Advanced Diploma of Financial Services (Financial Planning) is essential
  • RG 146 qualified
  • Minimum 3 years financial advisory experience in personal advice, client service or para-planning roles
  • Strong knowledge of life insurance including the ability to conduct insurance needs analysis, matching appropriate insurance products to client’s needs and follow up with the underwriting process
  • Previous experience in phone based or scaled advice would be highly desirable
  • Able to manage risk and ensure compliance meets Citibank’s, FOFA and industry standards
  • Outstanding communication skills, both written & verbal
  • Strong understanding of personal advice process, advisory standards and advice documentation requirements
  • Strong understanding of financial planning strategies including retirement planning, wealth creation, superannuation and Centrelink
  • Strong working knowledge of investments including portfolio construction, product selection covering managed funds, wrap accounts, superannuation, pensions, annuities and structured products
  • Must have Mandarin speaking skills
42

Senior Financial Planner, Melbourne CBD Resume Examples & Samples

  • Agribusiness Financial Planning
  • Asset, Life and Income Protection Advice
  • Insurance and Risk Advice
  • Small Business Financial Planning
  • Asian languages are highly regarded
  • Degree Qualified in Finance, Business or related area
  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
43

Senior Financial Planner Resume Examples & Samples

  • Provides training and guidance to Junior Staff
  • Active in Product Development
  • In-depth product knowledge
  • Excellent presentation skills
  • Independently manages delivery of assigned products
  • Proactively present financial planning concepts to the sales force in order to generate plan opportunities
  • Collect all documents required to create a complete financial plan
  • Ensure proper strategies are utilized to create the most efficient and professional plans
  • *Prepare**and **deliver**finished plan to clients in team-based approach with Global Wealth RMs and FAs
  • Effectively manage, mentor, and motive team members to utilize Financial Planning services. * Stay current on all financial planning strategies in the industries. * Work with all lines of business (LOB) to ensure and consistent process and quality of planning experience
44

Senior Manager, Circulation Financial Planner Resume Examples & Samples

  • Manage planning staff ensuring deadlines are met and work is accurate
  • Work closely with circulation marketing/executive team to ensure changes in business environment are properly reflected in planning and that goals are being achieved
  • Maintain, update and balance predictive circulation models for financial budgeting and forecasting of revenue, expenses and circulation levels
  • Improve and develop analytical processes and systems to drive greater accuracy and streamline workflows
  • Set print order levels and manage depletion of copies
  • Build “what if” scenarios to maximize circulation profit and optimize file mix given circulation needs
  • This position may include supervising one or more employees where applicable
  • Minimum of 3-5 years working in a financial environment requiring attention to detail and have experience working with forecasting modeling software, managing databases and/or revenue forecasting
  • Finance background a must with a high attention to detail
  • Advanced MS Excel knowledge
  • High multi-tasking capabilities
45

Financial Planner Resume Examples & Samples

  • Should hold a Financial Planning designation or equivalent certification in Financial Planning
  • Under graduate qualification ideally in Finance, Accounting, Business Administration or related experience is required
  • Experience in assisting clients to discover their financial needs and providing options and appropriate Banking solutions
  • Proven skills in business acquisition, establishing community and client relationships, with success in business growth
  • Experience in creating a referral network or possesses a current extensive network of centres of influence
  • Strong sales orientation
  • Strong relationship builder
  • Strong client focus
46

Financial Planner Associate Resume Examples & Samples

  • Completion of DFS or equivalent (DFS 1, 2, 3 & 4) and willingness to complete the full ADFS
  • RG 146 compliant for providing retail financial products advice
  • Attain and maintain the 5 ASIC core competencies for providing advice to customers (Advisory — Generic and Financial Planning, Managed Investments, Superannuation, Risk and Insurance)
  • Accredited to distribute Wealth Management approved products (Managed Investments, Superannuation, Risk Insurance, Gearing Products)
  • Demonstrated PC literacy
  • Excellent personal organisation and time management skills, with the ability to coordinate workflow through prioritisation of tasks and diary management
47

Financial Planner & Analyst With English Resume Examples & Samples

  • Deliver accurate month end results, financial analysis and reporting. Tasks likely to include
  • Assist the preparation of monthly financial accounts and supporting corporate schedules
  • Ensure compliance with external / internal audit activities and internal controls requirements (including SARBOX)
  • Assist the preparation of standard analysis to understand variances to outlook & trend
  • To design and maintain documentation of processes undertaken as part of the role
  • Assist with ad-hoc analysis, helping to provide accurate and insightful business analysis and support business reviews
  • To assist Xerox / outsourced accounting staff in the resolution of queries (System and otherwise)
  • To assist in the identification of potential areas for process improvement
  • Support the out-sourced provider with the resolution of escalations
48

Financial Planner Resume Examples & Samples

  • Completion of Advanced Diploma in Financial Services
  • RG 146 compliant to provide retail financial products advice
  • Completed 5 ASIC core competencies for providing advice to customers (Advisory — Generic and Financial Planning, Managed Investments, Superannuation, Risk and Insurance)
  • Demonstrated sales prospecting skills with a proven track record achieving sales targets/results, ideally gained within the financial services industry
49

Financial Planner Resume Examples & Samples

  • Engaging clients proactively through online and telephone contact
  • Ongoing fulfillment and implementation of the phone-based FP version of Wealth Financial Planning's Client Engagement Model and with all clients to ensure consistent delivery of the Wealth FP experience. This includes a Strong Focus on Asset Consolidation, Advice Offer Assessment, Discovery, Planning and Onboarding, Ongoing Relationship and Annual and Life Event Review
  • Professional team player with strong telephone relationship management skills. Demonstrated ability and understanding of the benefits of asset accumulation
  • Excellent communicator both verbally and written
  • Excellent time management skills and the ability to respond to client inquiries and requests in a professional and timely manner
  • Ability to ensure a seamless client transition from existing advice relationship
  • Execute trades, cash movement, and frequent purchase plan instructions from clients
  • Ensure account maintenance, operations, and escalations are managed and resolved in a timely manner
  • Improve client retention and loyalty by contributing to improving the team, regional & national CEI scores
  • Ensure proper handling of all client issues/complaints utilizing the Client Problem Resolution Process
  • Ensure regular and proactive contacts are conducted with each household
  • Provide each client with a new completed Personal Financial Plan within 90-days of engagement ( if no plan exists already)
50

Zcommercial Financial Planner Resume Examples & Samples

  • Completion of DFS 1-4 and ADFS 1-8
  • Previous experience in client service and giving advice to customers
  • Experience giving advice to Business Banking clients would be highly regarded
  • Strong communication skills with the ability to multitask - managing time effectively and developing new business
51

Financial Planner Trainee Resume Examples & Samples

  • Completed, enrolled in, or willing to undertake enrolment in Canadian Securities Course
  • Completed, enrolled in, or willing to undertake enrolment in PFP or CFP designation
  • Relationship Management (in-depth)
  • Problem Solving (in-depth)
  • Negotiation (in-depth)
  • Analytical Thinking (working)
  • Business Acumen (working)
  • Operational Effectiveness (working)
52

Merchandise Financial Planner Resume Examples & Samples

  • Prepares communication to the field relative to sales, inventory, and gross profit analysis
  • Works under the supervision of Senior Merchandising Financial Planner who establishes deadlines and indicates scope of responsibility. Incumbent receives minimum supervision and carries out mission with a high degree of independence and exercises initiative and judgment in resolving problems and executing assignments. Carries out duties in accordance with established methods, procedures and guidelines
  • Tactfully responds to inquiries and provides assistance in prompt, friendly, and professional manner. Performs other duties as assigned
53

Financial Planner Resume Examples & Samples

  • Completion of the Advanced Diploma of Financial Planning
  • Degree qualification is preferable
  • Demonstrated sales prospecting skills with a proven track record of achieving sales targets or results, ideally gained within the financial services industry
  • Previous experience in producing financial plans and dispensing advice for a variety of client needs
  • High-level communication skills, both written and verbal
54

Financial Planner Resume Examples & Samples

  • 5-7 years financial planning experience
  • 5-7 years of broad based banking/investment/sales experience
  • 3-5 years client management experience and proven client relations orientation
  • In-depth experience with financial planning and investment planning software applications with customized Excel modeling
  • Excellent written, verbal and presentations skills
  • Ability to transfer strategy to tactical plans and implement
  • Self motivated, goal and results driven
  • Strong influencing and team orientation skills
  • Listens Effectively
  • Expert Client Discovery Skills
  • Advanced knowledge and relevant experience in a specialized discipline such as Corporate Executive Planning, Business Succession Planning, Estate Planning, Charitable Planning, Taxation, etc
  • Product marketing experience
55

Financial Planner Associate Resume Examples & Samples

  • Advanced Diploma of Financial Planning, or equivalent is required (degree qualification is preferable)
  • Demonstrated sales prospecting skills with a proven track record of achieving targets, ideally gained within a financial services/wealth management environment
  • Customer centric, values led business ethic
56

Financial Planner / Registered Associate Resume Examples & Samples

  • Preparation of all client reports including net worth statements, and investment analysis
  • 1:1 Client Reviews
  • Economic Research
  • Series 7 licenses REQUIRED
  • Strong persuasive and interpersonal skills
  • Able to adjust to frequently shifting goals, projects, and priorities
  • Able to perform multiple tasks efficiently
  • Experience with ACT or similar CRM software
57

Financial Planner Resume Examples & Samples

  • Attain and maintain the 5 Australian Securities & Investments Commission core competencies for providing advice to customers (Advisory - Generic and Financial Planning, Managed Investments, Superannuation, Risk and Insurance)
  • Demonstrated computer literacy
  • Product and Technical Financial Planning knowledge
58

Financial Planner / Registered Assistant Resume Examples & Samples

  • Field client inquiries and resolve service issues
  • Administer new client accounts, gather missing client information, and verify client documentation
  • Process and track account transfers
  • Respond to client questions regarding their account(s) with factual information
  • Assist clients with completion of new account forms and processing of DocuSign envelopes
  • Provide ongoing account maintenance
  • Verify incoming deposits
  • Process outgoing withdrawals and journal requests
  • Properly record all interactions within customer relationship management software
59

Financial Planner Administrative Assistant Resume Examples & Samples

  • 1-3+ years of experience in administrative support that directly aligns with the specific responsibilities for this position
  • A demonstrated track record of consistently meeting and/or exceeding performance expectations
  • Possesses a bias for action and avoids workplace distractions
  • Drives performance targets to completion
  • Financial Services experience preferred
  • Series 7 preferred or willingness to obtain
60

Financial Planner, Darwin Resume Examples & Samples

  • Ideally a tertiary qualification in a business related field
  • A Diploma in Financial Planning
  • Have started or planning to complete your Advanced Diploma in Financial Planning
  • Ideally you will possess previous experience in the industry and be able to demonstrate a strong commitment to client service
61

Associate Financial Planner Resume Examples & Samples

  • Proficiency with Word, Excel, PowerPoint, Outlook, CRM and financial planning software
  • Advanced knowledge of financial planning and investment management terms
  • Strong analytical and planning capabilities
  • Detail-oriented with a high degree of accuracy
  • Strong fact-finding and follow-through skills
  • Ability to apply judgment to problem-solve
  • Excellent interpersonal, organizational, and communication skills
  • Excellent communication and listening skills
  • Ability to work independently and establish priorities
  • Ability to project a professional image of her/himself and the Firm to clients by the way in which she/he conducts himself and the quality of the work produced
  • Client-first attitude
  • Team player, collaborative, able to work with and through others
  • Series 7 (Required)
  • Minimum of 2 years financial planning or investment advisory experience
  • CFP certification is preferred
62

Financial Planner Resume Examples & Samples

  • Serving as the financial planner on assigned high net-worth clients
  • Assisting HKFS in relationship development
  • Working closely with CPAs and financial advisors
  • Reviewing, assessing and making recommendations regarding the client's financial plan
63

Financial Planner Resume Examples & Samples

  • Desire a career in the financial planning profession
  • Must have the CFP® designation and undergrad degree
  • Have strong aptitude for learning new software
  • High proficiency in Microsoft Office Applications: Word, Excel, PowerPoint
  • Experience in MoneyGuidePro and eMoney a plus
64

Financial Planner Resume Examples & Samples

  • Create financial plans using sophisticated planning software
  • Have a strong understanding of financial planning products such as disability insurance policies, long term care insurance policies, the various types of life insurance policies, estate planning trusts and documents, the numerous types of retirement plans and education funding vehicles, and be able to coach participants on using the correct products to suit their needs
  • Using highly effective presentation and personal communication skills, make complex financial planning concepts and reports understandable to participants
  • Responsible for staying current on all ICMA-RC products and services as well as initiatives in the financial services industry
  • Serve as a subject matter expert on financial planning for ICMA-RC, and conduct webinars/seminars for national conferences as needed (i.e., National Save for Retirement Week)
65

Financial Planner & Base Cost Analyst Resume Examples & Samples

  • Participate in the planning cycle, set up budgets with business teams
  • Create planning models for better visibility and accuracy
  • Support Lead FP&A and leadership by establishing insightful analysis, liaise/work together with Finance and Operational leaders
  • Analyze business results, support decision making through meaningful analytics
  • Create value add monthly/quarterly reports/metrics and analyze business performance for key stakeholders
  • Financial partner of the Global Operations team in Europe and key GE businesses
  • Identify process improvement opportunities, support and drive projects/simplification initiatives for the operating and leadership teams
  • Bachelor's degree in Accounting, Finance, or Business Administration and/or financial work experience, preferably in Cost reporting, accounting or planning
  • Strong analytic skills: able to clearly link financial results to operational performance drivers, generate alternatives and drive positive change
  • Advanced communication skills in English both verbal and written
  • Accepting and adhering to high moral, ethical, and personal values in decisions, communications, actions, and when dealing with others
  • Team player: able to work across different teams and contribute to a positive environment
  • SSCHU
66

Financial Planner Resume Examples & Samples

  • Work with NST and relationship team to identify client needs and provide education based on the urgency and prioritization of the client needs
  • Work as a team with the Financial Planning Center in terms of sharing expertise, sharing best practices and participating in National or Regional Planning Initiatives
  • Working with the Financial Planning Center, ensure the proper construction of the appropriate financial plan to meet the client’s goals and objectives
67

Certified Financial Planner Resume Examples & Samples

  • Using highly effective presentation and personal communication skills, conduct retirement
  • Demonstrated sales and negotiation skills
  • Effective presentation skills to large groups and excellent interpersonal and communication
  • Demonstrated ability to build and maintain effective relationships
  • Thorough knowledge of 457, 401, IRA and annuity products
  • FINRA Series 6, 63 licenses (CFP replaces 65) and CFP is required
  • Life Insurance license required
68

Regional Financial Planner Resume Examples & Samples

  • Provide support in all aspects of the financial planning process to Financial Advisors (FAs) in Baird branches across an assigned region. This will primarily involve creating financial plan reports using standard firm tools, but may often include participation in data gathering and/or plan presentation meetings
  • Be able to answer intermediate to advanced-level tax and financial planning questions from clients. For more advanced questions, be able to research solutions and/or work with other department members or professionals to find an answer
  • Maintain a flexible schedule to allow for travel to Baird branches
  • Be able to interpret various planning documents, including account statements, annuity contracts, Social Security benefit estimates, life insurance policy documents, tax returns, etc
  • Provide training on financial planning software for FAs and Client Specialists (CSs) who wish to create plans on their own. Includes explanation of general functionality, point-and-click navigation through the program, and detailed assistance in understanding calculations
  • Help create and deliver written articles and presentations for clients as well as other professionals on a variety of financial planning topics
  • Have an understanding of the products and services offered within a brokerage environment, and be able to work with representatives of those departments. Recognize when to involve other specialists within the firm in a particular situation
69

Senior Financial Planner Resume Examples & Samples

  • Lead or partner in High Net Worth client meetings, as determined by the relationship team to identify client needs and provide education based on the urgency and prioritization of the client needs
  • Work as a team with the Financial Planners in each market as well as the Financial Planning Center in terms of sharing expertise, sharing best practices and participating in National or Regional Planning Initiatives
  • Working with the Financial Planning Center, ensure the proper construction of the appropriate financial plan to meet the client's goals and objectives
  • Develop a specialty in addition to being a planning generalist. Partner with the Relationship Manager to ensure implementation of recommendations by leading the client through the decision making process by explaining the recommendations, the pros and cons, as well as the consequences of not following the advise
  • Lead or partner with team member in overcoming the client's objections to recommendations to allow the Relationship Manager to implement and close the business
  • Work with the Financial Planning Center in developing marketing, education and training initiatives in order to achieve financial planning goals and objectives throughout the assigned territory
  • Provide training to the field on planning topics and techniques
  • Represent field point of view and make recommendations to management and support partners regarding the effectiveness of the financial planning tools, training, marketing strategy, collateral and communications
  • Network in the community and with the center of influences in particular to develop visibility, generate referrals and further business development objectives
  • Maintain current industry knowledge in financial planning trends, strategies and tactics making recommendations to management and support partners regarding service enhancements
  • CFP Designation
  • 5- 7 years financial planning experience
  • 5- 7 years of broad based banking/investment/sales experience
  • 3- 5 years of client management experience and proven client relations orientation
  • In- depth experience with financial planning and investment planning software applications with customized Excel modeling. Excellent written, verbal and presentations skills. Ability to transfer strategy to tactical plans and implement. Self motivated, goal and results driven
  • Strong influencing and team orientation skills. Listens Effectively
  • Expert Client Discovery Skills. Ability to use: Financial Planning Software (Sungard Wealth Planning Station), Adobe Acrobat (Full Version), internet and print media to research planning issues, Microsoft Office products and other computer applications, standard office equipment
70

Senior Financial Planner Resume Examples & Samples

  • Develop a specialty in addition to being a planning generalist
  • Partner with the Relationship Manager to ensure implementation of recommendations by leading the client through the decision making process by explaining the recommendations, the pros and cons, as well as the consequences of not following the advise
  • Maintain broad knowledge of KeyCorp products and services and recommend when appropriate
  • In- depth experience with financial planning and investment planning software applications with customized Excel modeling
71

Regions Lead Financial Planner Analyst Resume Examples & Samples

  • Support Alstom integration and migrations through Alstom/Global Ops FP&A and PMO teams with financial analysis to influence decisions and help delivering on targets
  • Leverage base cost team members to ensure accurate P&L and cost analysis
  • Serve as a finance advisor/subject matter expert, identify process improvement opportunities and support simplification projects/initiatives
  • Successful applicant will be legally eligible to enter into an employment relationship under the laws of Hungary
72

Lead Financial Planner & Base Cost Analyst Resume Examples & Samples

  • Support monthly and quarterly closing and reporting processes, ensuring accuracy of monthly/quarterly financials & timely KPI reporting
  • Analyze performance against targets on a regular basis
  • Drive and own planning processes: use deep cost knowledge to drive accurate short and long term forecasts; connect recent trends with base cost background and deliver solid estimates
  • Participate in projects to facilitate and increase capacity for value-added financial analysis, e.g. process automation to continuously improve tools and outputs
  • Partner with senior business stakeholders to provide financial support for management decision making process
  • Participate in business review meetings & partner with business to drive and achieve cost targets
  • Own headcount reporting processes and people cost related queries
  • Liaise with local accounting& business teams to drive completeness & regular visibility
  • Bachelor’s degree in Accounting, Finance, or Business Administration
  • Extensive financial work experience in Cost reporting, accounting or planning and business support roles is essential
  • Clear thinking / problem solving
73

Financial Planner Resume Examples & Samples

  • Completed University Education in a related field
  • Financial planer certification (PFP, CFP, RFP designations), Additional expertise in tax (CPA) an asset
  • 10 years experience in preparing and delivering financial planning strategies, including High Net Worth Clients
  • Experience in an advisory role
  • Excellent financial mathematical skills
  • Sound knowledge of the investment and wealth management industry
  • Varied expertise (individual tax planning, estate planning, pension plans), an asset
  • Very good knowledge of Microsoft Excel and Word
  • Works well in a team environment
  • Keen sense of client relations (internal and external)
  • Bilingualism (French/English) considered an asset
74

Financial Planner & Analyst Resume Examples & Samples

  • Complete planning schedules as required during the cycles and submit under requirements
  • Monthly P&L, B/S, DOH, DSO review, financial analysis vs. Plan, Upd, Lrp and reporting of variances
  • Prepare or assist in the preparation of review meetings
  • Assist in the continued development and improvement of the local planning systems for expenses
  • Tracking of expenses per cost center and projecting ROY needs
  • Fixed assets tracking
  • Prices management
  • Ensure consistent recording and reporting of all transactions
  • All other / ad hoc analysis and tasks in scope of role
75

Financial Planner Resume Examples & Samples

  • Regularly monitor clients� financial situations with attention to detail and accuracy
  • Prepare financial plans and retirement projections
  • Assist with investment research and computation of returns and benchmarks
  • 3) Must have a client facing mentality and the desire to have their own book of clients
76

Financial Planner Associate, My Advice Resume Examples & Samples

  • Willingness to learn and the desire to become a career Financial Planner
  • Eligible to hold a Practicing Certificate under the appropriate Australian Financial Services Licence
  • Demonstrated sales prospecting skills with a proven track record of achieving sales targets or results
  • Strong networking and client management skills
  • Ability to use initiative and work autonomously in ensuring deadlines are met
  • Product and Technical Financial Planning knowledge – with a sound risk insurance focus
  • Sound communication skills, both written and verbal
  • Must be eligible to hold membership of the Financial Planning Association of Australia
77

Financial Planner, Schwab Private Client Resume Examples & Samples

  • Providing exceptional on-going client support by handling day-to-day service requests via phone and email
  • Assisting clients in navigating and understanding Schwab’s website, proprietary investing tools, portfolio performance data and third-party research
  • Scheduling clients with their dedicated Portfolio Consultant for ongoing consultation regarding risk tolerance, asset allocation, advice strategy and how these factors impact the portfolio and investing goals
  • Collaborating to achieve efficient and effective practice management within a team-based environment
78

Financial Planner Resume Examples & Samples

  • Prepare financial planning reports on behalf of the representative which follow the enterprise advice model
  • Provide support to representatives to successfully deliver the advice model to the clients
  • Advanced knowledge of financial planning concepts
  • Assist in developing guidelines and procedures
  • Answer general financial planning questions from the field representatives
  • CFP or equivalent designations or experience is strongly preferred
79

Advanced Financial Planner Resume Examples & Samples

  • Coach and mentor the representatives on consultative sales approach to financial planning
  • Responsible for mentoring and assisting in the development of the junior planners in the Financial Planning Center
  • Conduct training of the field through conference calls, web based training and travel to live training and conferences
  • Advanced financial product knowledge
80

Financial Planner Resume Examples & Samples

  • Two to four years of business or accounting experience
  • Basic knowledge of financial planning concepts
  • Ability to independently learn complex financial concepts & software programs, experience using Money Guide Pro or Navi Plan a plus
81

Senior Financial Planner & Analyst Resume Examples & Samples

  • Reporting could include but are not limited to
  • Bachelor’s degree in Business, Finance, Accounting, or other related discipline required
  • Minimum 5 years of industrial operations experience
  • Minimum 5 years of experience in planning, marketing, distribution, operations and financial analysis required
  • Must be able to work independently and exert influence on short & long-range goals and objectives
  • Excellent written and verbal communication skills with the ability to communicate to all levels of management, to motivate others and sell ideas
  • Excellent presentation skills required
  • Proficient with Microsoft Excel, Power Point and Word. In Excel, must be proficient with pivot tables, charting, formulas, and be good at working with large data sets
82

Junior Financial Planner Resume Examples & Samples

  • Work closely with our team of Advisors and act as a liaison with various account custodians
  • Assist Advisors in preparation of financial plans, retirement analysis and ad hoc planning requests from clients
  • Involvement in pre-meeting activities and assist in follow-up correspondences
  • Assist in clerical tasks including service requests, account paperwork and various research projects
  • Accurately updating and maintaining client data in the firm’s CRM
  • Helping to analyze new integrations and services that streamline the advisor-client relationship
83

Junior Financial Planner Resume Examples & Samples

  • B.A. or B.S. in Finance or Economics preferred, or relevant
  • 1+ years (ideally 2+) in relevant environment (wealth management/investment management/financial services/wealth operations)
  • Excellent communication skills - written and verbal
  • Experience with MoneyGuide Pro strongly preferred
  • Eager to learn, Friendly, and professional positive attitude
84

Certified Financial Planner Resume Examples & Samples

  • Coordinates with the Relationship Manager to meet client needs, complete planning assignments and support their implementation
  • Develop presentation materials and participate directly in meetings with clients and prospects
  • Assist as required in the implementation of client financial plans
  • Respond to the client inquiries and initiates client contact when appropriate
85

Financial Planner & Analysis Director Resume Examples & Samples

  • Works with Op-Co CFO and Controller to develop and maintain a multi-entity budget and revised forecast models for use in the strategic planning process
  • Supports in-depth analytics of commercial performance and costing activities for the sales force (standard salesman costs), including but not limited to quarterly updates of standard costs, regular ride along with agents and in-depth analysis of commission plans
  • Maintains the monthly forecast and forecast revisions within TK/Cubes and DHR Hyperion instance
  • Analyzes monthly results in preparation for the forecast review, president's letter, and PD/Ops review, including owning CVDs and KPIs
  • Assists CFO and Controller in analysis of potential acquisitions, and resulting preparation of required ROIC models and Whitepaper analysis
  • Has full knowledge of and utilizes those tools collectively known as the Danaher Business System (DBS)
  • Participates in the review and analysis of business processes, as may occur from time to time within the context of DBS
  • Has full knowledge of other Danaher policies and procedures, most notably those found in the Accounting/Finance section of myDanaher.com
  • Manages a team of 4-7 direct reports and helps as an informal coach for FP&A teams in all of Latin America/Canada
  • Coordinates global deliverables via development and update of a global Op-Co calendar and detailed financial task list
  • May be requested to lead Due Diligence activities for Op-Co or other Op-Cos within Danaher Water Quality
  • Supports training and development of DBS projects (Kaizens, PSP, Standard Work and similar)
  • Leads productivity and cost saving initiatives to achieve the expected stretch financial goals of the Op-Co
  • Participates actively in ERP and DWH initiatives and design
  • College degree. Masters in Business Administration preferably with a concentration in Finance or Accounting and/or CPA
  • 8-10 years of work experience and 4-6 years of experience in industrial FP&A related jobs
  • High degree of experience with Microsoft Office
  • Prior experience with industrial water treatment / industrial chemicals preferred
  • Able to design, implement and keep up standard reports for multiple international operations
  • Good understanding of FX treatment
86

Financial Planner Resume Examples & Samples

  • Work jointly with Private Bankers to take clients and prospective clients through the financial planning process (introduction, data gathering, plan creation, plan delivery, and implementation)
  • Collaborate with financial planning analysts to help produce comprehensive financial plans
  • Interact with clients to address their financial planning issues on an ongoing basis
  • Participate as a member of the client advisory team, along with Private Bankers, Investment Counselors, and Trusts & Estates professionals, to develop integrated solutions for clients
  • CFP® practitioner with a minimum of 5-7 years experience creating and presenting comprehensive financial plans
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
  • Experience training financial planning concepts and collaborating with a team of wealth management professions is a plus
  • Working knowledge of cash flow planning, investment planning, income tax planning, retirement planning, insurance planning, and estate planning
  • Experience with Qualified Defined Benefit and Defined Contributions Plans, concentrated stock positions, stock options analysis, and business succession planning for privately held companies is critical
  • FINRA Series 7, 63 and 65 or 66
87

Show Financial Planner Resume Examples & Samples

  • The Primary responsibility is to work closely with the Buyer, Merchandise Planner and Show Execution Planner on all aspects of financial planning for show scripts
  • This includes monitoring all shows and making changes necessary to optimize profitability and sell-through in order to deliver targets
  • Meet with Buyer, Merchandise Planner and Show Execution Planner to review showspread, pricing strategy and vision for the visit
  • Analyze all available information including historical data, GP%, Advance Order plans, etc to create show scripts
  • Meet with Programming Manager to review promotional strategy of show (if applicable)
  • Complete script hand-off to Show Execution Planner (script/show order, length of time, back-up of items, show visions, easy pays, upsells, estimated units, sales expectations, etc)
  • Make all script revisions leading up to the visit involving item additions and cancellations
  • Send scripts to guests for all visits
  • Sign-off on Pre-Show Checklist (confirm inventory, AO’s, Easy Pays, start quantities, scripted guests, feaben and pricing entered, etc) and hand-off to Show Execution Planner
88

Associate Financial Planner Resume Examples & Samples

  • Providing high-level assistance to the Senior Financial Planner (SFP) and team
  • Developing skills toward progressing to Financial Planner yourself
  • Presenting, organizing, reporting, minute-taking, administering and the like
  • Preparing Statements of Advice & Records of Advice for the SFP
  • Building your own client base as you proceed - onboarding and advising as appropriate
  • Supporting the organsations' referral network to maintain inwards business flow
  • Maintaining and strengthening relationships with Clients and Network partners
  • Leading meetings and client discussions as you grow into a Financial Planner
  • Backing up the team in any way you can to ensure the business thrives
89

Financial Planner Assistant Resume Examples & Samples

  • Maintains a “predictable environment” for clients and team members
  • Prepares documents and presentations
  • Schedules client meetings
  • Creates, gathers and organizes collateral for client meetings
  • Answers incoming correspondence via phone and email
  • Provides fee planning, investment & insurance processing support
  • Maintains client records, CRM database and compliance files
  • Handles sensitive, confidential, proprietary information with discretion
  • Types documents, letters and other memoranda
  • Greets and directs visitors and act as the primary resource for internal and external contacts, facilitating a professional image of Lincoln Financial Advisors and The Strategic Private Advisory Group
  • Orders supplies and coordinates routine maintenance and repairs to office equipment
  • Develops working knowledge of any systems as they may be implemented
  • Debriefs with Financial planner(s) following client meetings
  • Assists with completion of fee planning contracts, investment and insurance applications, if properly licensed
  • Ensures all correct forms are in order, and submits package for underwriting using Redtail and Laserapp
  • Works directly with all clients on service questions and changes, handling complex issues and problems with little or no Financial Planner involvement
  • Maintains integrity of client asset record system and vendor lists
  • Interfaces with broker/dealer, brokerage, fund companies, custodians and insurance companies
  • Familiar with CRM tools
  • Completes financial planning input independently, and creates complete programs
  • Tracks fees paid and contracts signed. Follows up with clients on outstanding payments
  • Assists the Financial Planner(s) in maintaining a compliant practice
  • Assists with completion of weekly acknowledgement forms and copies of all correspondence
  • Understands and adheres to policies regarding support from wholesalers, compliance approval for documents, proper use of stationery/business cards, and other required procedures
  • Assists clients and Financial Planner(s) to the extent possible based on licensing and/or registrations
  • Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) & Adobe Acrobat (Standard)
90

Financial Planner Position Available Resume Examples & Samples

  • Prepares and implements Financial Planning recommendations
  • Work closely with members from each business line to best serve the client
  • Organize and manage client meetings
  • Manages internal Client Relationship Management (CRM) software
  • Communicates the financial plan with clients
  • Updates Financial Planning recommendations
  • 3 years’ financial services industry experience
  • Strong attention to detail
91

Associate Financial Planner Resume Examples & Samples

  • Analyze and measure financial results on sales, margin, and receipts to identify opportunity at the vendor, financial class, and department level
  • Attend strategic vendor meetings as needed
  • Develop self – complete ongoing professional development and training. Stay current on management best practices
  • Bachelor’s Degree (Business, Finance, Marketing or equivalent)
92

Motivated Financial Planner Associate Resume Examples & Samples

  • Completion of Advanced Diploma of Financial Planning (ADFP) or equivalent
  • Attain and maintain the 5 Australian Securities and Investments Commission core capabilities for providing advice to customers (Advisory - Generic and Financial Planning, Managed Investments, Superannuation, Risk and Insurance)
  • Fluent in Mandarin and/or Cantonese
93

Financial Planner Melbourne CBD Resume Examples & Samples

  • Build effective relationships with your referral partners, source clients sets and educate them on the financial planning process
  • Completed ADFP
  • Mandarin or Cantonese a major advantage
  • Face to face financial advisory experience a must
94

Associate Financial Planner Resume Examples & Samples

  • Curiosity: Seeks out new experiences and knowledge; Thinks beyond obvious; Asks questions to gain the perspectives of others; Engages team members to examine current practices and encourages creative thinking about how things could be more effective and efficient
  • Develops Talent: Drives performance and engagement through the development and alignment of talent; Demonstrates commitment to invest in self and others; Seeks and provides constructive feedback; Provides challenging assignments and coaches others to enhance learning and performance
  • The Associate Omni Financial Planner is responsible for developing Dept/Vendor long range and seasonal financial plans for sales, margin, and turn to FOB goals and align with merchandise strategy in collaboration with Omni Merchandise Planner and Omni Buyer
  • Partner with Private Brand Product partners to track performance versus plan surfacing issues
  • Create and monitor Daily Sales/Event Plans informing pre-season and in-season forecasts
  • Ability to influence partners across the organization
  • Mentoring of new assistants
  • Develop strategic seasonal and annual sales, margin and turn plans, facilitating innovative solutions and resolution of issues to align with company Business Plan with Omni Buyer and Omni Merchandise Planner
  • Create the Financial Plan and ROF for all metrics, drive resolution and actions
  • Create FOB Daily/Event Sales Plan and in-season adjustments based on marketing/promotional events and business trend. Surface risks and opportunities and provide strategic offsets
  • Identify in-season receipt needs based on forecast and communicate changes to the open to buy purchase needs, moves and/or cancellation
  • Execute and project Vendor Margin Template (VMT) in collaboration with key business partners
  • Present performance and plan to partners with solutions, opportunities and risks
  • Special Projects for FOB and cross FOB
  • Previous financial accountability including financial/ROF planning and strategy
  • Strong understanding of financial performance metrics, ROF process, assortment planning, and business partner relationships
  • Previous financial accountability
  • Strong computer skills Microsoft Word, advanced Excel (formulas, pivot tables, function keys, etc.)
95

Omni Associate Financial Planner Resume Examples & Samples

  • Agility: Embraces change with realistic optimism; Adjusts quickly to situational needs, as well as new roles, teams, paradigms, and environments; Persists through challenges and setbacks caused by change
  • Vision: Gathers and synthesizes information, then transforms into new, value-add possibilities; Articulates compelling directions to others; Takes a solution-based approach to drive results
  • Collaboration: Identifies, initiates, and builds trust-based relationships through candor and honesty; Proactively engages others and facilitates new ways of thinking; Encourages and respects diverse points of view; Shares information in order to drive team success
  • Influence: Asserts own ideas and persuades others in a clear, confident, and composed manner; Tailors message for the audience; Gains support and commitment from others; Motivates and mobilizes people to take action
  • Prepare and execute the Rolling Operating Forecast (ROF) for all financial metrics. Providing solutions, communicating risks and opportunities to key business partners
  • Financial results that maximize sales, inventory, and bottom line profitability
  • Learn and become proficient in relevant Planning systems
  • Develop monthly vendor, financial class, and departmental pre-season plans for sales, markdowns, receipts, markups, gross margin, stock, and all financial metrics by channel and execute in PACE planning system
  • Project in-season operating forecasts through the official monthly ROF process for all financial metrics. Communicate risks and opportunities to sales, stock and margin plans with recommended actions to Omni Buyer and Omni Merchandise Planner
  • Monitor ROF versus plan in partnership with MMG Product, communicating concerns and resolutions
  • Communicate with and attend strategic vendor meetings to support negotiations for pre-season plans and in-season reconciliation
  • Partner with Pricing to ensure markdown plan and ROF are appropriate and address issues
  • Develop self - attend ongoing professional development and training. Stay current on Management best practices and develop leadership, negotiation and presentation skills
  • Mentor, train and develop new Assistants as assigned. Guide Assistant Planner in developing skills to move to next assignment/level
  • Bachelor's Degree (Business, Finance or equivalent)
  • Excellent written and verbal communication skills with the ability to influence
  • Leadership capabilities
  • Ability to translate market and financial data into strategies
96

Financial Planner Associate Resume Examples & Samples

  • Completion of ADFS or equivalent and must be eligible to hold membership of the Financial Planning Association of Australia
  • Attain and maintain the 5 Australian Securities and Investments Commission core competencies for providing advice to customers
  • Demonstrated sales prospecting skills; Strong networking, client management skills, and sound communication skills (both written and verbal); Excellent personal organisation and time management skills
97

Trusted Financial Planner Associate Resume Examples & Samples

  • Eligible to hold membership of the Financial Planning Association of Australia and a Practicing Certificate under the appropriate Australian Financial Services Licence
  • Advanced Diploma of Financial Planning (ADFP) or higher is required and a Bachelors Degree (any discipline)
  • Accredited to distribute Wealth Management approved products (Managed Investments, Superannuation, Risk Insurance and Gearing Products) and with strong Product and Technical Financial Planning knowledge – with a sound risk insurance focus
  • Proven sales prospecting skills with a proven track record of achieving sales targets or results
98

Financial Planner & Analyst Resume Examples & Samples

  • Provide support and analytics as required. Analytics could include but are not limited to sales: price, volume mix, cost: price, volume, usage, capital investment returns and payback, supply chain related analytics, variable, fixed, last increment costs analytics, production or supply chain impact analytics, etc
  • Reporting could include but are not limited to: P&L and Balance Sheet actual performance versus budget and forecasts, standard costing, profitability, scorecards, mill or business KPI’s, trend reporting and analysis on key data
  • Provide support to the strategic business planning process
  • Provide support and lead certain aspects of the budgeting process
  • Assist and support monthly, quarterly, and annual financial forecasts related to revenue, operating costs, freight, and other supply chain costs
  • Bachelors degree in Business, Finance, Accounting, or other related discipline required
  • Minimum 1-3 years of industrial operations experience
  • Minimum 1-3 years of experience in planning, marketing, distribution, operations and financial analysis required
99

Edelman Online Financial Planner Resume Examples & Samples

  • Act as liaison between operations department, compliance, clearing firms and Edelman Online clients
  • Assist clients with GPS, data gathering, and DocuSign processes during the client onboarding process
  • Support and answer client technical questions and concerns including Edelman Online (Client Portal), TDA Advisor Client and Orion
  • Assist with all client transactions, troubleshoot and resolve issues expeditiously
  • Review and process new client information, maintain current client data, verify all client account functions, and ensure client satisfaction
  • Promote cross- department collaboration
  • Deliver exceptional client service and experiences
  • Advise client on basic financial planning and investment needs
  • Provide Annual Reviews for client per guidelines
  • Further develop relationships and offer clients an opportunity to meet with a local financial planner when appropriate
  • Adhere to firm and industry rules and regulations
  • Act as an organizational leader while perpetuating firm culture in all areas
100

Senior Financial Planner & Analyst Resume Examples & Samples

  • Responsible for several critical activities including Sales Analysis, Product Margin Analysis, Pricing Analysis, including Rebates and Consumer Promotions reviews
  • Assist leadership in development of the annual AOP and quarterly forecast
  • Supports the development of Monthly Customer P & Ls
  • Partners with the senior leadership team to build a climate that energizes the team and drives accountability and demonstrated personal commitment to Customer Satisfaction
  • Travel requirements - less than 10%
  • Minimum 5 years’ progressive Financial Planning and Analysis experience
  • MBA or CPA
  • Experience in Manufacturing and Fortune 500 environment
  • Broad background in all aspects of financial planning and analysis
  • Proficiency with Microsoft suite and SAP
  • Highest standards of accuracy and precision as well as highly organized
  • Ability to work well in a dynamic and complex environment and on cross functional teams in a highly matrixed environment
101

Assistant Financial Planner Resume Examples & Samples

  • Bachelor’s Degree (Business, Finance or equivalent)
  • Proficient in math concepts and analysis
  • Self-motivated and demonstrates initiative
  • Strong computer skills – Microsoft Word, advanced Excel (formulas, pivot tables, function keys, etc.)
102

Regions Lead Financial Planner & Analyst Resume Examples & Samples

  • Partner with Regional Executives to drive sustainable growth in the sites of Global Operations and support execution of strategy
  • Drive net cost maximization by partnering with HQ Billing team and ensure cost liquidation of incoming new migrations
  • Lead the planning processes for annual plan and quarterly plans, provide timely and accurately closing
  • Drive cost out initiatives and standardized financial review rhythm
  • Lead reviews with leadership and provide recommendations to support cost and project objectives
  • Relevant financial / forecasting experience is a must
  • Demonstrated strong analytical and forecasting skills
  • Accuracy and timeliness reporting to stakeholders