Wealth Planning Resume Sample

4.6
10 votes
Federico Schamberger
599 Geovanni Landing,  Phoenix, AZ
+1 (555) 983 5227

Work Experience


Head of Wealth Planning
11/2015 - PRESENT
Detroit, MI
  • Works with assigned Wealth Management partners to deliver sophisticated financial, estate and tax planning advisory services for TIAA-CREF’s highest net worth and most influential clients
  • Understands and has knowledge of competitors’ offerings
  • Ability and experience in understanding a client’s financial situation and personal circumstances, while providing thoughtful, appropriate advice for client’s situation aimed at securing the client’s confidence and financial services business
  • Works with assigned Wealth Management partners to deliver sophisticated financial, estate and tax planning advisory services for TIAA’s highest net worth and most influential clients
  • Understands features and benefits of TIAA’s products and investment strategies
  • Extremely high importance placed on this individual’s ability to quickly gain the trust and confidence of our clients as a ‘first-call’ resource for estate and financial planning matters
  • Meet with financial advisors and their current and prospective clients to discuss tax planning opportunities
  • Present tax plans prepared by our centralized Wealth Planning Group for high net worth clients and work with their client's existing professionals on timely implementation
Wealth Planning Ops Analyst
11/2009 - 07/2015
Houston, TX
  • Prepare memos relating to specific tax planning questions raised by clients, financial advisors and other corporate team members
  • Train and educate financial advisors and corporate staff on tax planning matters
  • Review draft legal documents for high net worth client plans and collaborate with legal and accounting counsel regarding same
  • Develop and present presentations for advisors, clients and prospects on various relevant tax planning topics
  • Meet with financial advisor's centers of influence (professional legal and accounting firms) to demonstrate and promote the benefits of our collaborative wealth planning process
  • Prepare articles/reference materials on a variety of wealth planning topics as well as technical content for business development material on an occasional basis
  • Meet with financial advisors and their current and prospective clients to discuss tax and estate planning opportunities
  • Present tax and estate plans prepared by our centralized Wealth Planning Group for high net worth clients and work with their client's existing professionals on timely implementation
  • Meet with financial advisors and their current and prospective clients to discuss tax and estate planning strategies
Private Wealth Planning Analyst
06/2007 - 07/2009
Boston, MA
  • Present tax and estate plans prepared by our centralized Wealth Planning Group for high net worth clients and work with their client’s existing professionals on timely implementation
  • Prepare memos relating to specific tax and estate planning questions raised by clients, financial advisors and other corporate team members
  • Train and educate financial advisors and corporate staff on tax and estate planning matters
  • Review draft legal documents related to planning and collaborate with legal and accounting counsel regarding same
  • Develop and present seminars for advisors, clients and prospective clients on various relevant tax planning topics
  • Meet with financial advisor’s centers of influence (professional legal and accounting firms) to demonstrate and promote the benefits of our collaborative wealth planning process
  • Respond to enquiries from financial advisors and corporate staff on wealth planning matters
  • Works with assigned Wealth Management partners and/or clients to deliver sophisticated financial, estate and tax planning advisory services for TIAA-CREF’s highest net worth and most influential clients in a manner that is consistent with the Wealth Planning Specialists processes

Education


Schiller International University
2002 - 2006
Master's Degree in Financial Planning

Professional Skills


  • Excellent planning, organization skills and an eye for detail
  • Uses negotiation and influencing skills to remove barriers
  • Deep understanding of the role of Investment and Wealth Planning process
  • Awareness of legislation affecting the Bank including Data Protection Act, Financial Services Act and confidentiality regulations
  • Solid understanding of the Wealth Management client discovery and investment proposal processes
  • Is not inhibited by organizational boundaries and is comfortable engaging stakeholders at all levels
  • Superior knowledge of Financial Planning Software (i.e. Naviplan, FP Solutions, PlanPlus)

How to write Wealth Planning Resume

Wealth Planning role is responsible for software, training, tax, negotiation, organization, analytical, word, planning, accounting, benefits.
To write great resume for wealth planning job, your resume must include:

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

Contact Information For Wealth Planning Resume

The section contact information is important in your wealth planning 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 Wealth Planning Resume

The section work experience is an essential part of your wealth planning 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 wealth planning responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular wealth planning position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Wealth Planning resume experience can include:

  • Extremely high importance placed on this individual’s ability to quickly gain the trust and confidence of our clients as a “first-call” resource for estate and financial planning matters
  • Proven ability to effectively communicate complex issues, articulate options, and proactively provide actionable solutions and offer opinions
  • Functional/professional experience
  • Ensure all products are processed in line with advisors and customer’s instructions within necessary timescales and in line with documented procedures – ensure that all actions are clearly documented to provide a robust audit trail
  • Maintain awareness of SLA’s and continually adhere to current practices and procedures
  • Sees opportunity where others see challenges

Education on a Wealth Planning Resume

Make sure to make education a priority on your wealth planning resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your wealth planning 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 Wealth Planning Resume

When listing skills on your wealth planning 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 wealth planning skills:

  • Strong business background with sound experience in the financial services industry, particularly in Wealth
  • Proficient in use of internal computer systems including Intranet, E-mail, Customer System, and any other platform applications
  • Conducts financial, estate and income tax analysis, assessment and presentations to high net worth clients and to other internal Wealth Management/Trust areas
  • Understands a client’s financial situation and personal circumstances, while providing thoughtful, appropriate advice for the client’s situation aimed at securing the client’s confidence and financial services business
  • Understands features and benefits of TIAA-CREF’s products and investment strategies
  • Stays current on existing and changing regulations and legislative rulings governing product offerings and legal and tax implications of investment decisions and strategies

List of Typical Skills For a Wealth Planning Resume

1

Skills For Head of Wealth Planning Resume

  • Strong project oversight and delivery abilities (agile experience is an asset). Demonstrated experience involving identifying business requirements, coordinating partner activities, establishing and adhering to budgets and timelines
  • Superior knowledge of Investment Proposal software solutions (i.e. Croesus, Morningstar, Eikon, Envestnet, etc.)
  • Proficiency of Word, Excel, Visio, Project, and PowerPoint

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