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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Phone: (xxx-xxx-xxxx

Cell: (xxx-xxx-xxxx

abc@xyz.com

 

Seasoned Financial Planner with 15+ years of industry experience eager to support a dynamic firm through exceptional client relations expertise and proficiency in optimizing fiscal performance and profitability.

 

Qualifications Snapshot

 

         Considerable skills in client needs assessments, decision-making, risk management, problem solving, process/procedure improvements, client education, and ensuring regulatory compliance.

         Substantial project management acumen and proven success in streamlining departmental workflow to enhance financial performance, competitive positioning, and revenue opportunities.

         Adept at performing complex financial analysis to support short-term and long-range strategic plans.  

         Able to develop and use various analytical tools, software and approaches to optimize the investment process, and leverage historical performance data to make prudent decisions.

 

Professional Experience

 

Capital Planning Advisory Group, Inc., Yardley, Pennsylvania, 2005 to Present

Director of Financial Planning & Assistant Portfolio Manager

  • Spearhead financial planning for $150M RIA firm and serve as lead advisor to 70+ client families.

         Coordinate collaborative efforts between external client relationships such as lawyers, accountants, and bankers.

  • Effectively enhanced firm value by introducing corporate trustee services, Donor Advised Funds, and collateralized lending to client services for inter-generational planning and investment management coordination.

         Achieved listing for firm in three money manager databases.

  • Simultaneously increased firm revenue and lowered client expenses via asset-based pricing.

         Migrated client base from buy and hold mutual funds to all-ETF portfolios and led advanced tactical trading activities.

 

Heritage Financial Systems, Inc., Exton, Pennsylvania, 2004 to 2005

Director of Financial Planning

  • Directed financial planning activities for new clients, devised insurance and estate planning case designs, and built investment allocation models worth $18M.
  • Directed Due Diligence Committee efforts involving stock selection and investment providers, and served as point of contact for all new prospects, generated leads, and existing client base.
  • Demonstrated exemplary organizational skills toward performing and coordinating trading, stock research, data transmissions, and vendor sourcing.
  • Directed, motivated, and mentored top-performing staff.
  • Slashed sub-account trade execution time in half by improving investment provider communications.
  • Enhanced stability and performance by adding foreign investment options to investment models.
  • Innovatively centralized database to merge client data with investment and tax information.

 

Continued

 

 

Yyyyyy x. yyyyyy C Page 2 of 2

 

Merrill Lynch, Blue Bell, Pennsylvania, 2003 to 2004

Financial Advisor

  • Initiated, nurtured and secured new client relationships, adeptly providing investment services, financial advice, cash flow management, life insurance policies, and estate planning.
  • Networked throughout community and promoted services through direct mail, special events, cold calling, and facilitating seminars and workshops.
  • Proactively supported branch brokers in leveraging various financial planning techniques and approaches.

 

The Vanguard Group, Malvern, Pennsylvania, 1998 to 2003

Financial Planner         (2000 to 2003)

  • Applied sharp financial savvy and leadership attributes toward explaining and presenting over 400 limited-engagement financial plans to clients nationwide representing $500M+ in investment assets.
  • Provided asset allocation investment advice in a tax-efficient, diversified, and risk reduced manner while effectively addressing retirement, estate, and education planning needs.
  • Trained and mentored new financial planners in investment planning and client service techniques.

 

Project Manager           (1998 to 2000)

  • Led comprehensive divisional budget re-forecasting process for 70+ business units.
  • Directed facilities planning for 4,000+ employees located in 11 buildings across three states and boasting more than 15% annual growth rate,
  • Heightened productivity by creating and introducing Total Compensation Worksheets and automating electronic reporting system for 11,000+ personnel reviews.
  • Elevated NASD licensing pass rates by 15% through standardizing training efforts.

 

Prior Background:

 

Financial Analyst, Advanta Corporation, Spring House, PA

Strategic Management Consultant, Purchasing Group, Inc., Jenkintown, PA

Senior Reports Analyst, The Federal Reserve Bank of Philadelphia, Philadelphia, PA

 

Education

 

MBA in Finance, Temple University, Philadelphia, Pennsylvania

Bachelor of Science in Economics and Finance (Double Major), Villanova University, Villanova, PA

 

Designations  & Licensure

 

Certified Financial Planner (CFP)                                    Series 66 Registered Investment Advisor

Life, Health, Variable Annuity (PA and NJ states)                        Chartered Life Underwriter (CLU)

Certified College Planning Specialist (CCPS)

 

Computer Skills/Software

 

Microsoft Office Suite Goldmine NaviPlan Extended Lumens Financial Plan Professional Morningstar Principia Pro ValueLine InvesTools


 

Affiliations

 

Board Member and member of Pro-Bono Steering Committee C Philadelphia Financial Planning Association

 

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Phone: (xxx-xxx-xxxx

Cell: (xxx-xxx-xxxx

abc@xyz.com

 

 

 

 

 

 

 

Date

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity in a financial planning capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

As indicated in my resume, I bring to you impressive academic and industry credentials, advanced skills in financial planning and portfolio management, and an exemplary blend of talents in conducting needs analysis, performing financial modeling, and supporting crucial business analysis and decision-making processes. To complement these qualifications, I offer outstanding critical thinking, communication, prioritization and forecasting expertise.

 

As a proactive contributor to your organization, you will find me to be a self-motivated professional committed to supporting you in achieving your objectives through conscientiousness, versatility, and polished analytical skills. I am confident that I could be a valuable asset to your company, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy

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