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Financial Planner Resume Samples
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0-5 years of experience
- Created a selling culture that exceeded company goals of sales and profit in multiple stores, from (14%) to 125%.
- Managed staff in excess of 400, inventory in excess of $11 million and sales of $83 million.
- Reduced shrink from 3.5% to 1.1% adding more than $1 million in operating profit.
- Conceived merchandise plan for new store resulting in sales plan attainment of 125%.
- Conducted job fairs and interviews in excess of 2000 for grand opening of new store and existing stores.
- Championed multiple community events, successfully highlighting Home Depot’s core values in giving back to the community and diversity.
0-5 years of experience
Facilitated Fortune 500 company executives with investment decisions and asset allocation
- Pioneered several excel tracking systems to increase team efficiency and operations
- Consolidated clients’ financial data and created performance reports for each client meeting
- Executed client’s money movements such as account funding, wires, transfer, and journals
- Prepared taxes for high net worth clients from year 2009 to 2010
0-5 years of experience
Worked with students and parents to determine their eligibility for awarding of financial aid.
- Managed a team of financial planning employees (5-25); planned, assigned, and directed work in a call center environment.
- Processing of Title IV Student Financial Aid and ensuring FA compliance with federal regulations.
- Reconciled and prepared all requested financial aid tracking and metric reports accurately and on time.
- Reviewed current and past due student accounts, to identify those outstanding balances in order to make collection calls, which would resolve past due student balances.
0-5 years of experience
Ranked 4 out of 32 FAs for total production in Southern Florida 2012.
- Sold over $25MM in Tax Free Bonds in last 4 months of 2012.
- Marketed and conducted bi-weekly financial planning/investment presentations at local restaurant in groups of 12.
- Provided Estate and Financial plans to high net worth individuals and families.
- Recommended investment products through Pro Equities including mutual funds, stocks, tax-free bonds, and fee based managed portfolios.
- Strong client relationship and presentation skills.
- Successful record networking and organizing quarterly educational meetings for Attorneys/CPAs and other centers of influence in the community.
0-5 years of experience
Supported four Financial Advisors in the development of financial plans for clients.
- Assisted the Financial Advisors in meeting with clients to obtain data and verify their financial goals.
- Using Excel spreadsheets, SunGard, Money Guide Pro, Profiles, or eMoney financial planning software, developed a comprehensive financial plan consistent with the client’s goals.
- Collaborated with the Financial Advisors to provide strategies pertinent to each client’s need.
- Built a data base including the various characteristics of variable annuities.
- Researched alternative financial planning software to replace the SunGard software.
0-5 years of experience
- Conducted preliminary interview with prospective students to determine their financial aid eligibility and analyze their financial aid needs.
- Assisted students with completing all Title IV financial aid requirements in order to be completely packaged by the targeted start date.
- Monitored the status of all pending student loan documents in order to maintain an accurate account of each student’s financial aid package.
- Completed periodic training in order to effectively explain the different types of Federal/State grant and loan programs to inquiring students.
- Maintained a minimum 95% rate of accuracy which ensured timely submission of financial aid packages.
0-5 years of experience
Analyzed high-net worth client portfolios for risk imbalances and presented new short-term and long-term asset management solutions.
- Developed financial and evaluation models to evaluate stock holdings in clients portfolios.
- Conducted comprehensive portfolio reviews to re-evaluate objectives and forecast projected portfolio performance using Excel spreadsheet.
- Provided financial support and analysis to operations and marketing departments for strategic business decisions and cost savings initiatives.
- Organized and prepared retirement seminar presentations to educated prospects.
0-5 years of experience
Responsible for prospecting to new business, with a special emphasis in Financial Services
- Managed all [company name] Bank accounts and was responsible for marketing for vehicle loans, mortgages, and other bank products
- Assisted existing customers, managed insurance accounts, managed customer service
- Acquired the following Arkansas State Insurance licenses: Property and Casualty, Business, Surplus Lines, Life, and Health
- Maintained knowledge of all insurance and bank products as well as any company-mandated changes or updates
6-10 years of experience
Analyzed clients financial goals and objectives in order to build and manage their portfolio
- Provided guidance to clients regarding the advantages and disadvantages of investment products
- Researched mutual funds, stocks, private placements, and insurance products for clients
- Assisted in the creation of financial plans, investment decisions
- Communicated directly with clients regarding investment/financial planning decisions, quarterly review scheduling
- Managed the Operations for the office including processing all transactions, documenting information and maintaining CRM
- Assisted in forecasting and business development
0-5 years of experience
- FINRA Series 6 & 63 Licenses. Arizona Insurance License.
- Developed portfolio strategies, asset allocations and investment reviews.
- Advised clients on interest rates, hedging strategies and cash management.
- Analyzed client financials and developed working strategies.
- Managed over $12 million in assets.
- Analyzed and interpreted monthly trends and variances within portfolios.
- Created and presented ROI, cash flow, IRR & internal expense reports.
0-5 years of experience
- Educated students/parents on Title IV funding and alternative funding options
- Finalize each student’s commitment to change their lives by securing the funds to finance their education
- Created and rolled out VC’S first Interactive FAFSA Webinar
- Oversaw the FAFSA Webinar project and team; including promoting, revising, scheduling and tracking
- Developed training materials for new hires and interviewed potential candidates for employment
0-5 years of experience
- Validated daily trades for 150 clients.
- Confirmed daily transactions and market price changes through proprietary software.
- Assisted in initial and yearly client reviews by creating balance sheets, cash flows, insurance summaries, and client correspondence.
- Organized and delivered sensitive client documents such as wills and banking documents.
- Prepared trading materials for firm wide withdrawal from two separate funds.
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Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
