Financial Planning Associate Resume Sample

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Arlie Streich
7661 Madisen Center,  Houston, TX
+1 (555) 635 8518

Work Experience


Financial Planning Associate
03/2017 - PRESENT
Chicago, IL
  • Provide technical support for proprietary LPL software products ensuring that service level and customer satisfaction agreements are met. This is primarily done over the phone and via email communications
  • Assist advisors via phone in the calculation of financial planning solutions for their clients; contribute to advisors satisfaction by providing them with timely and responsive services, assistance with implementation and work products
  • Series 7 and 63, 65 or 66 required within 90 days
  • Exposure to financial planning
  • Effectively communicate in person and via the phone, excellent interpersonal and organizational skills
  •  Participate in client meetings and support Senior Planner in capturing client wishes via meeting notes and delivering planning strategies
  •  Continuously monitor clients’ financial situations with detail and accuracy
  • Three years experience in the financial planning/investment advisory industry.
Senior Financial Planning Associate
07/2012 - 10/2016
Detroit, MI
  • Highly proficient in MS Excel Proficient in the MS Office suite
  • Strong understanding of securities and insurance products as well as financial planning process
  • Work independently but also able to function as a contributing team member
  • Strong attention to detail and ability to follow through on projects effectively
  • FINRA Series 7 & 63 licenses; Series 65 or 66 and Life insurance license are desirable
  • Develop and manage the firm’s quarterly and annual financial forecast models
  • Work directly with the business lines to collect the necessary information to develop and update the short and long-term financial forecasts for the firm’s business lines
Financial Planning Associate Vancouver
03/2010 - 05/2012
Houston, TX
  • Highly proficient in the MS Office suite; Especially MS Excel
  • Strong understanding of securities products and wealth management process
  • Strong attention to detail and able to follow through on projects effectively
  • Continuously monitor clients’ financial situations with detail and accuracy
  • Proactively look for ways to reduce the FP’s daily administration, allowing them to focus on sales activities
  • Solid understanding of securities industry regulations, procedures and legal framework
  • French & English Language skills are required (both written and oral)

Education


Texas A&M University
2004 - 2009
Bachelor's Degree in Finance Related Area

Professional Skills


  • Strong technical skills – experience in Microsoft Word, PowerPoint, Excel, Outlook, etc
  • Comprehensive knowledge of the financial planning process with strong analytical skills
  • Knowledge of Bank products and services leading to the ability to make client referrals, as necessary Excellent communication skills, both verbal and written
  • Strong analytical, problem solving, and written/verbal communication skills
  • Strong Understanding of Retirement Planning Pre & Post retirement
  • CFP or PFP designation required – with 3-4 years planning experience provide advice to clients
  • Excellent working knowledge of Excel and Word

How to write Financial Planning Associate Resume

Financial Planning Associate role is responsible for planning, financial, analytical, microsoft, design, finance, securities, training, database, printing.
To write great resume for financial planning associate job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Financial Planning Associate Resume

The section contact information is important in your financial planning associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Financial Planning Associate Resume

The section work experience is an essential part of your financial planning associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial planning associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial planning associate position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Financial Planning Associate resume experience can include:

  • Additional Language skill is an asset (e.g. French, Cantonese, Mandarin)
  • Prioritize tasks in order to meet deadlines in a timely manner
  • Proven analytic ability; (academic achievement or through work history)
  • Understanding of the financial planning process, including investments, asset protection, retirement, esatte planning,and tax planning
  • Screening calls, visitors, in a prompt and courteous manner and determining who to refer matters to; how to redirect inquiries, etc
  • Obtaining client’s financial and/or suitability information

Education on a Financial Planning Associate Resume

Make sure to make education a priority on your financial planning associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial planning associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Financial Planning Associate Resume

When listing skills on your financial planning associate resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical financial planning associate skills:

  • Strong working knowledge of Personal and Corporate tax systems in Quebec
  • Experience working with a large, multi-company organization
  • Divisional Controlling experience
  • Financial planning experience
  • Strong mentorship and an actual career growth path! (former Associate is now being promoted)
  • Proactively identify asset consolidation opportunities (e.g. third party statements)

List of Typical Experience For a Financial Planning Associate Resume

1

Experience For Senior Financial Planning Associate Resume

  • Excellent analytical skills, with a strong attention to detail and accuracy
  • Experienced in Financial Modelling and Financial Planning Tools (Anaplan, Hyperion)
  • Coordinating the schedules, activities and material of multiple participants
  • Working knowledge of CIBC’s organizational structure (in relation to the program’s or unit’s activities and objectives)
  • Drive team performance via use of tools such as: coaching & feedback, results documentation and counseling & mentoring
  • Investigate and resolve issues concerning the Freight processes for the organization
  • Provide support and completion of operational forecasting (BOQ, EOQ, and AOP)
  • Host seasonal FP training and webinars
  • Assist in the overflow of TRAC ticket processing for the Standard Support Level
2

Experience For Financial Planning Associate CL&I Team Lead Resume

  • Provide secondary coverage for FPAs including absenteeism, attrition etc
  • Assist with FP transition support (FP retirement, competitive departures) including outbound client retention calls
  • Understand the client’s overall needs, draft deliverables and identify value-added services that Mariner Wealth Advisors can provide
  • Assist with preparation of client’s tax return
  • Provide thoughtful recommendations to team based on analysis of client’s needs
  • Assist in the preparation and development of financial plans
  • Prepare client correspondences, engagement letters, miscellaneous documents and presentations
  • Manage and maintain client information
  • Proficiency with Microsoft Office, Power Point, Excel and a familiarity with or ability to be trained on NumberCruncher, WealthTec, and/or eMoney
3

Experience For Corp Development & Financial Planning Associate Resume

  • Be an integrated part of the global CFmanagement team
  • Provide financial and operational analytics and reports
  • Assist in the preparation of quarterly presentations
  • Maintain the CF backlog and ensure that those projections are accurate
  • This is a dual role with 50% of the role supporting senior financial planners on the team and the other 50% of the time would be dedicated to being a junior financial planner
  • Work closely with the client advisory team (Bankers, Investment Counselors, and Wealth Planners) to develop integrated solutions for clients
  • Analyze financial plans to provide recommendations to meet client specific goals and objectives
4

Experience For Financial Planning Associate Vancouver Resume

  • Work jointly with Private Bankers and Investment Counselors to take clients and prospective clients through the financial planning process (introduction, data gathering, plan creation, plan delivery, and implementation)
  • Works with Financial Planning Specialists to enter data needed to create financial plans
  • FINRA Series 7, 63 and 65 or 66
  • Assists Financial Advisors with information gathering while providing knowledge of the Financial & Wealth Planning questionnaire, only after attaining required licensing. Provides support to branches regarding the online financial planning platforms, only after attaining required licensing
  • Creates customer case record in appropriate database for compliance, tracking, and reporting purposes
5

Experience For Financial Planning Associate Calgary Resume

  • Serves as back-up on logging financial plans received
  • Works independently to accomplish all activities required to meet plan preparation deadlines
  • Protects the integrity and reputation of the department and the firm
  • Series 7 and Series 63 licensure required within six months of hire
  • Series 65 (or 66 in lieu of 63 and 65) and Life, Health & Long-Term Care Insurance licenses within 12 months of hire
  • All licenses are required for advancement in department
6

Experience For Junior Financial Planning Associate Resume

  • Basic understanding of the securities industry in general and various securities products. General understanding of securities firm back office operations. General understanding of financial planning products and techniques
  • Assembles the completed financial needs analysis cases and all relevant supporting documents for mailing; records case completion information in appropriate database; loads a compiled electronic copy to client folder on Navigator and sends appropriate notification emails
  • Monitors investment analysis requests received by the Advice Center and prepares the appropriate MorningStar investment report as well as the monthly mutual fund reports
  • Performs data entry, analysis, report generation, and other assistance as needed for Advice Center’s virtual financial plans
  • Able to interact and function as a member of a team; equally able to work independently on tasks or projects
  • Able to converse with and professionally converse with Financial Advisors and other personnel concerning financial planning subjects, only after attaining required licensing
  • Communicates well in both written and verbal form; able to organize subject matter and data well and present/explain it clearly so that others understand complex issues. Courteous and efficient telephone skills
  • Generally able to tell when something is wrong or is likely to go wrong
7

Experience For Financial Planning Associate Edmonton Resume

  • Determines causes of errors and decides what to do about it
  • Considers the relative costs and benefits of potential actions and chooses the most appropriate one
  • Combines pieces of information to form general rules or conclusions and applies general rules to specific problems to produce answers that make sense
  • Have a high level of integrity
  • Produce and manage financial presentation materials used in support of the business
  • Coordinate with FP&A Bangalore team on report development and transition
  • Support forecast and budget process through calculation and load of allocations and other adjustments
  • Assist the GM&SC Finance Leader in executing the quarterly planning (BOQ) process and weekly Outlooks/EOQ’s for all departments in Manufacturing Support Overhead cost centers. Utilize business tools to complete necessary work and meet deadlines timely at each BOQ/Outlook session
8

Experience For Financial Planning Associate / CSA Resume

  • Drive profitable growth by providing analysis of results and reporting key metrics while advising the leadership team on risks and opportunities, as well as recommending actions
  • Prepare the monthly reporting: query actual results to produce data for the monthly budget versus actual (BvA) reporting at the Cost Center, VP, and Consolidated level. Flux results versus budget and identify areas for further investigation
  • Assist the GM&SC Finance Leader and utilize business tools to forecast cost for the remaining periods in the current plan (Outlooks)
  • Identify unplanned variances in headcount and non-labor expense categories, keep a strong status of open items, and effectively communicate on a daily basis to peers
  • Work with other team members effectively and build strong relationships across the organization
9

Experience For Financial Planning Associate Resume

  • Provide support in the analysis and provide insights on actual Freight against goals, plans and budgets for Sunpower Energy Services
  • Provide support in the financial analysis and various reports to management to communicate performance and Freight drivers
  • Work closely with teams within the organization, mostly with the Logistics and Accounting team to control and ensure completeness, accuracy and proper treatment of Freight bookings
  • Identify risk and opportunities related to the Sunpower Energy Services Freight transactions
  • Provide support in the monthly and quarterly financial close process and resolution of period issues
10

Experience For Senior Financial Planning Associate Resume

  • Provide analytical support for business decisions and participate / lead special projects and process improvements initiatives
  • Provide daily operational support to the business units/customer operations
  • Proficient in MS Office (Excel spreadsheet, Power Point, MS Word)
  • Adept in business tools like Hyperion and Oracle
  • Team-oriented and win-win attitude
  • Attains and maintains expert-level proficiency in Synovus Asset Navigator (SAN), a configured version of the eMoney Advisor platform. Maintains lists of issues, upgrades and suggestions for functional improvements to SAN. Works with vendor to track status/progress
  • Provides administrative support to the users of Synovus Asset Navigator. Manages user access including provisioning and de-provisioning users, editing of user entitlements, re-setting user credentials, and management of branch office structure

List of Typical Skills For a Financial Planning Associate Resume

1

Skills For Senior Financial Planning Associate Resume

  • Demonstrates strong initiative, and work prioritization skills
  • Continues an on-going professional development plan designed to build experience, skills, and knowledge
  • Experience working in the financial services and/or insurance industry
  • Operational, Financial or Accounting education and/or experience required
  • CFP or PFP designation required - with 3-4 years planning experience provide advice to clients
  • Strong working knowledge of Personal and Corporate tax systems
  • Previous knowledge and work experience in Financial Planning Services
2

Skills For Financial Planning Associate CL&I Team Lead Resume

  • Demonstrate a consistent communication stream with IA Teams
  • CFP® practitioner with 3-5 years of experience in the financial services industry
  • Previous experience in a multi-system, dual-monitor data entry environment
  • Understanding of cash flow planning, investment planning, income tax planning, retirement planning, insurance planning, and estate planning
  • Working knowledge of Insurance strategies for risk and to build wealth
  • Working towards CFP desigination
  • Working knowledge of the NaviPlan software
  • Assisting in the preparation of financial plans for private clients
3

Skills For Corp Development & Financial Planning Associate Resume

  • Willing to enroll and complete the WME through CSI within 18 months of start date
  • Support senior financial planners by preparing, maintaining and evaluating comprehensive financial plans
  • More than 1 yr exposure in Forecasting, Planning and Financial Analysis
  • Responsible for the administrative component of the financial planning process, in addition to inputting plans
  • Provide coaching calls with advisors with major issues identified during the audit process
  • 4 Faciliate training in the SM Branch to promote the benefits of Financial Planning and how it leads to internal and external business opportunites
4

Skills For Financial Planning Associate Vancouver Resume

  • Knowledge of federal guidelines, rules, and standards governing the use of financial planning services
  • Maintain the current forecasting tools in Excel and Adaptive planning
  • Perform data entry utilizing financial planning software such as eMoney and WealthTec
  • Track client engagements and maintain ongoing metrics for the financial planning group
  • Assist with invoicing fee based financial planning engagements
5

Skills For Financial Planning Associate Calgary Resume

  • An advanced understanding of financial modeling and analysis
  • Involved in all aspects of the financial planning business and processes from client meetings to business reporting
  • Provides detailed explanation of completed financial plans to Financial Advisors, only after attaining required licensing
  • Some familiarity with or a foundation in essential planning concepts (estates & trusts, insurance, stock options, taxes, cash flow planning)
  • Responsible for the administrative component of the financial planning process (Update tracking sheet, etc..)
  • Certified Financial Planning (CFP) designation
  • Communicate via email with advisors during the audit process
  • Update tracking sheet daily
6

Skills For Junior Financial Planning Associate Resume

  • Prepare financial plans for Senior Financial Planning Consultants (SFPC) in the HNW Program for clients with 1+ million in investable assets
  • Drive client loyalty (T-NPS) and growth by ensuring client needs are met or exceeded
  • Complete customer profiling updates
  • Knowledge of eMoney platform, or one or more commercially prevalent comprehensive financial planning applications, such as Naviplan or MoneyGuidePro
  • Knowledge of federal income and estate tax systems as they apply to the personal financial planning process
  • Knowledge of investment, personal insurance and other financial products and services and their applications in the financial planning process
  • Provide Program and Department Heads with precise, timely results for grants and operating expenditures
  • Understand, apply and become a specialist with our internal financial planning software
7

Skills For Financial Planning Associate Edmonton Resume

  • Train and coach IA Teams on the financial planning software to build plans for clients
  • CFP, PFP or working towards completion of the designation
  • Coordinate with private banking, wealth management teams and internal resources on client engagements
  • Participate on various special projects related to planning
  • Develop and communicate weekly analysis and reporting around the backlog
  • Assist on special projections such as acquisition pipeline diligence and strategic projections and modeling
8

Skills For Financial Planning Associate / CSA Resume

  • Support, supplement and improve various Committee processes with related analyses and reporting
  • Develop and implement reporting schemes to share with Management
  • Work with a very successful and stable Financial Planning firm in the San Francisco Bay Area
  • Learn from a very intelligent, hardworking and collaborative team!
  • Support global management reporting process, generation and distribution of information
  • Manage and audit full suite of financial reports across multiple reporting platforms
  • Provide project management for reporting and corporate FP&A initiatives
9

Skills For Financial Planning Associate Resume

  • Update and manage Hyperion for changes in standard planning assumptions
  • Ad hoc financial modeling and analysis as needed
  • PFP/CFP or working towards completion of the designation
  • Comfortable conversing professionally via telephone
  • Support Financial Planner marketing strategy with specific tactics
10

Skills For Senior Financial Planning Associate Resume

  • Provide/compile statistics/charting on clients, sales and meetings
  • Professional acumen when communicating with Field and the Financial Services team
  • Prepare financial plans for Senior Financial Planning Consultants (SFPC) for clients with 1+ million in investable assets
  • Attend weekly Team of Experts meeting to review client files and provide input
  • Be registered with the securities commission in the province of Quebec
  • Working closely with other members of the Team of Experts - Estate & Trust Consultants, Taxation Services and Tax Advisory , Private Banking and Insurance– to collaborate on plans to ensure a total financial solution for clients
  • Work with Associates and Assistants from other business lines dedicated to the HNW Program in order to get information about clients required for planning purposes
  • Proactively support the financial planning needs of Scotia Wealth Management advisors in Atlantic Canada by
  • In depth understanding of the comprehensive financial planning process including investments, asset protection, retirement, estate planning and tax issuesExcellent Computer Skills (Word and Excel)

List of Typical Responsibilities For a Financial Planning Associate Resume

1

Responsibilities For Senior Financial Planning Associate Resume

  • Maintains and updates SAN investment assumptions (i.e., capital markets assumptions, asset allocation models, Security Master file) in accordance with established procedures. Participates in cross-platform alignment of investment assumptions and risk profiling methodology
  • Supports users in the practical use of SAN. Fields "how to" questions, supports user training, maintains training resources, assists in resolving connections issues, and assists users in onboarding clients
  • Participates in maintenance of plan log and pipeline report. Gathers, records and analyzes data from Synovus team members to measure the business impact of financial planning and SAN use. Posts content to the Synovus Intranet as requested
  • Effective communication with clients, advisor and team
  • Promoting a professional image of CIBC, and in particular the program or unit, to internal and external customers
2

Responsibilities For Financial Planning Associate CL&I Team Lead Resume

  • Focused attention required when taking notes, typing documents, financial data entry, etc
  • Outbound call support including Mass Affluent leads, CAP Survey calls
  • Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk
  • Assist with inbound FP calls from the Standard Support Level Financial Planners
  • Make seasonal proactive calls to clients for RSP, TFSA and RESP contributions
  • Works with all levels of personnel internal and external to CIBC to arrange appointments, obtain or exchange information, promote the program or unit’s activities and to expedite action on behalf of the manager and/or individual contributors
  • Organizing and prioritizing administrative workload to ensure deadlines are met and diarized items are accomplished. Assessing importance of issues arising that could impact on the unit and/or program and exercising judgment in determining which matters to deal with independently and which to refer to the Manager
3

Responsibilities For Corp Development & Financial Planning Associate Resume

  • Specialized knowledge or skills related to the program’s or unit’s activities and objectives (e.g knowledge of the principal learning and individual learning styles; specific laws, policies and procedures governing employment practices, etc)
  • Organizational and administrative skills (e.g capable of setting and meeting realistic time frames for completing assignments and achieving results; capable of operating independently with minimal direction while keeping the manager informed of potential problems or sensitive issues, etc.)
  • Good interpersonal and communication (verbal and written) skills to interact with a wide range of individuals in situations that require eliciting or sustaining cooperation and participation. Interaction sometimes require tact, diplomacy and discretion
  • Good technical skills in software packages such as Microsoft Word, Powerpoint, Excel, Outlook, etc
  • Service Focus -Provide high quality service by completing all tasks quickly, accurately and effectively
  • Work efficiently, often unsupervised
  • CSC, and CPH required
  • Specialized knowledge or skills related to the programs or unit activities and objectives (e.g. knowledge of the principal learning and individual learning styles; specific laws, policies and procedures governing employment practices, etc
4

Responsibilities For Financial Planning Associate Vancouver Resume

  • Strong interpersonal and communication skills (verbal and written) to interact with a wide range of individuals in situations that require eliciting or sustaining cooperation and participation
  • Proficiency with Microsoft Office, Power Point, Excel and a familiarity with or ability to be trained on NumberCruncher, WealthTec, and eMoney software
  • Advanced knowledge of investment products
  • Advanced knowledge of investment markets and a desire to work towards a career in investment management
  • IFIC or CSC licensed or successful completion within six months of date of hire
5

Responsibilities For Financial Planning Associate Calgary Resume

  • Fluency in additional languages an asset
  • Support FPC in the management of their portfolio by reviewing customer documentation and maintaining compliance with IIROC/MFDA regulation, CIBC bank policies, procedures and guidelines
  • Ensure all accounts on the FPC(s) rep code/ID have a compliant physical file with appropriate documentation as outlined per CFP guidelines
  • Respond appropriately to account related requests/inquiries from branch personnel
  • 2) Perform general administrative tasks
6

Responsibilities For Junior Financial Planning Associate Resume

  • 4 months of Quality Control of NM financial plans required
  • Attention to detail and accuracy with the ability to thrive in a fast-paced environment
  • Work independently and collaboratively, when required
  • Adapt quickly in a continuous improvement environment
  • Maintains confidentiality of clients’ financial information
7

Responsibilities For Financial Planning Associate Edmonton Resume

  • Provide consistent sales support to client requests, act as a point of contact for client problems, and ensure accuracy of documentation with follow-ups, as required
  • Maximize opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams’ annual sales plan
  • Increase sales enablement for Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of credit, investments, and everyday banking solutions
  • Make proactive calls to book appointments on behalf of a Financial Planner
  • Maximizing opportunities to effectively identify and opportunity spot client needs, make referrals, expand profitable client relationships and track and review progress against their team’s annual sales plan
  • Communicate and interact with both clients and partners effectively in person, via email and on the phone to proactively build new opportunities
8

Responsibilities For Financial Planning Associate / CSA Resume

  • · Develop business for Financial Planners through proactive outreach by managing incoming and outgoing calls, booking appointments and handling other customer services activities
  • Collaborate with BMO partners and branch contacts to assist FP’s with referral opportunities, and in acquiring and retaining profitable customer relationships
  • Support advisors with their financial planning engagements
  • Foster an inclusive and positive team environment
  • Collaborate with Program and Department Heads to improve the accuracy of their forecasts
  • Learn application enhancements and communicate business relevance, strategy and benefits
9

Responsibilities For Financial Planning Associate Resume

  • Identifying and communicating issues of complexity to the Senior Financial Planning Associate or the Manager, Financial Planning with a recommended course of action
  • Assist the Investment Services Financial Advisor with marketing efforts, such as following up with referrals, updating contact management system and client events. 20%
  • Support the creation of financial plans, leveraging relevant tools and systems
  • Provide knowledge to customers on investment products and the differences between products
  • Assists in managing and expanded the client relationship with a focus on investment and bank products and services to ensure client achieves all financial goals. 20%
10

Responsibilities For Senior Financial Planning Associate Resume

  • Assists the Investment Services Financial Advisor with marketing efforts, such as following up with referrals, updating contact management system and client events. 10%
  • For portfolio customers with completed financial plan in the past 12 months, transact on
  • Additional contributions to Mutual Fund accounts (e.g. TFSA, RESP)
  • GIC purchases, renewals and redemptions
  • Preliminary analysis of outside investment statements (i.e. use of Morningstar tool)

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