Exhibits independent and strategic thought, Requires strong application of CFP® Practice Standards and CWS® principles, beyond having the designations, Expert ability to communicate with and engage employees and ultimately influence employee action with strong verbal and written presentation skills, Demonstrates ownership and coordination of additional internal and external resources to serve as specialist in the areas of comprehensive financial planning, including, but not limited to, equity compensation, fixed income strategies, and retirement and estate planning strategies, Demonstrates a bias for action and a commitment to achieving sustainable results, Expertise in various wealth management topics, including investments, Modern Portfolio Theory, tax management, and financial planning, Ensures the proper risk disciplines are in place to deliver the best outcomes for our employees, Deep and broad understanding of local competitive landscape and can consult with executives on their financial strategy, Ability to proactively recognize life-cycle events for employees and leverages this ability to consolidate and retain assets. Develop existing client relationships to increase total assets, revenues and profitability. Understand and enforce corporate policies and procedures, Analyze and approve expenditures up to $100k, Provide timely and accurate management reporting for the Group Functions Organization. This provides the company with a daily record of the activities undertaken which will be reviewed and discussed with the Managing Director Business Development, monthly, Generate WM sales to meet regional and national fee income objectives through the profitable sale of fee-based and transactional services to emerging high net worth client markets and high net worth clients focusing on existing Domestic bank clients, Financial Consultants serve as the single point of contact for all referrals from the retail and Commercial Bank into Wealth Management. This is vital: The brokerage won’t read your financial advisor resume with care. Act as resource for support staff, answer questions, provide work arounds for obstacles that arise, Identify data anomalies and exceptions as observed in project deliverables (reports, analysis). Financial Consultant Resume Examples. LiveCareer has 10889 Financial Advisor CVs in its database. Helps develop and execute client acquisition plans through one on one client meetings, client referrals and small group seminars. This includes developing rapport and driving a needs based discussion to engage clients in an effort to understand their short and long-term financial needs. Financial Consultant Resume Statements. Excellent interpersonal, written, and verbal communications skills, Monitor groups key performance indicators including: surplus and deficit, and quality metrics to maintain healthy business relationships, Experience analyzing and evaluating provider group structure and characteristics to identify the most effective approaches and strategies, Experience working with assigned groups to improve MLR (Medicare Loss Ratio) – It is known in the US as MER (Medicare expense ratio), Comprehensive knowledge of Microsoft Office programs (Word, PowerPoint, Excel), Minimum 7 years of experience using advanced database application skills (e.g. This includes the development of financial reports to assist management in decision-making and reprioritization of funding, contract/commitment control, and identification of system enhancements to reduce manual efforts, Bachelor’s degree in related discipline (e.g. Recommend and assist with implementation of corrective actions, applying information technology to streamline or improve budget-related issues, Prepare deliverables for client review and processing Funding Packages, Forecast and project program budget/spending requirements, Reconcile financial, accounting, and transaction discrepancies, Formulate budget data and program narratives at the specificity required in OBM-A-11, months in advance of execution, Link budget formulation to the strategic and performance planning processes, Defend program requests and budget formulation decisions before the agency Director, Plan, manage, and control financial resources, Assist with the implementation of management controls and technology improvements to ensure accountability required by A-123 and FMFIA, Knowledge of the entire acquisition lifecycle process and governing laws, regulations, and precedents, Possess knowledge of acquisition processes/activities required to support the evaluation of contract performance against the program baselines, Positions requiring great attention to detail, Audit experience / Quality Assurance of funding packages, Lead the Broker Supplemental Compensation Planning, Projection, and analysis, A minimum of 10 or more years’ experience in finance-related assignments in a public or private company environment, 7+ years of experience applying or providing complex technical knowledge and advice on finance planning and projections, Experience working with commissions or broker data preferred, Technical self-starter with demonstrated experience utilizing data analytics software, Proven track record of building advanced models in Excel, Advanced understanding of relational databases, SQL experience preferred, Ability to clearly communicate financial results into business recommendations, Proven track record of dealing with all levels of management, Very strong oral and written communication / presentation skills, Proven ability to manage large projects across different teams, Strong organizational and follow-up skills, Advanced knowledge building financial planning models, Advanced knowledge of collecting, compiling, and analyzing information and presenting key findings, Working knowledge building Financial planning models, 7+ years demonstrated knowledge of financial management and analysis, accounting standards and practices, Knowledge and experience in financial planning and analysis, Excellent leadership, organization and interpersonal skills, Demonstrated ability to be customer-focused in a large organization, Extensive knowledge and skill in the use of: Excel (basic macros, writing formulas, import/export data, Power Query, Power Pivot, Pivot tables), SAP (system configuration, reporting and data export, Requires a BS/BA in accounting or finance, 5 years budgeting, forecasting and accounting financial reporting experience; or any combination of education and experience, which would provide an equivalent background, Prefer healthcare experience - preferably in Medicare, Expert level experience in Excel is required, Intermediate to expert level in PowerPoint is required, Looking for a candidate who is self directed and motivated with strong analytical background, Bachelors degree in finance, economics, accounting, or related field, 2+ years progressive experience in financial planning and analysis, and analytics, Advanced experience with excel, including pivot tables, vlookups, etc, Financial analysis experience in the Healthcare industry, Healthcare experience with commercial fully insured products, 2-5 years of financial/insurance industry experience preferred, Ability to Identify financial problems or issues, researches solutions, influence outcomes, and implements corrective steps to achieve higher levels of efficiency, Advises management of various financial models and recommendations. Working knowledge of financial products and services, Ability to adjust work hours to meet the needs of clients, Sales-oriented especially in new CIF acquisition and good human interaction skills, Self-confident, ambitious, willing to take challenges, Sales experiences in banking/finance service fields are plus, Able to work under pressure and high efficiency, Series 7 and 66 registrations, or equivalent, Jurisdictional registrations must match that of the advisor(s) supported, 4 years professional administrative experience, including 1 year of experience in the securities industry, Good communication & customer service attitude, Can work under pressure, responsible, aggressive, Familiar with computer key-in & MS-office, Develop tax knowledge by applying technical skills to assigned projects under direct guidance from the Manager/Principal; This individual gains an understanding of the client’s financial, business and family goals, Prepare tax deliverables: multitasking preparation of work papers, input of data to tax return software program, i.e. financial experience in a public or private company environment, 9+ yrs. MBA preferred, 5+ years’ experience in planning or budgeting role preferably working with large amount of data, Microsoft VBA or other Database Language preferred, not required, Excellent financial modeling skills. Understand Schwab's retirement platforms and be able to expertly discuss qualified retirement plans and various retirement accounts. and various file manipulation skills on a PC, Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment, Develop and deepen relationships with existing non-engaged clients and prospects via the telephone. Provides consulting services to investors currently participating in a 401(k) by identifying their financial needs and recommending appropriate financial solutions toward the achievement of their goals. Works closely with I/T on problem resolutions, enhancements, testing and data verification. Actively pursuing Investment, Trust and Private Banking opportunities among existing Canadian Banking customers and external referral sources. Study the different aspects of a clients financial situation to determine a suitable financial solution. Serve as ambassador for the team members and the business lines they represent, Identify and solve for insurance solution needs. Business, Finance, Accounting), Minimum of five years of demonstrated experience in financial reporting, Previous experience using financial/accounting systems, MBA or equivalent work experience within a similar environment, Demonstrated ability to understand and analyze complex business requirements, model and create solutions to meet current requirements as well as create future projections, Demonstrated financial and quantitative analysis skill is highly desired, Past experience working with a complex corporate structure, customer base and operations, Working knowledge of cost allocations, government procurement regulations/compliance, Creative and willing to take initiative on assignments with minimal direction, Provide Operating Cost FP&A support to C&S Health Plans, Bachelor degree in Finance or Accounting or a related field, Expert level of proficiency with MS Excel, Hyperion Essbase/ Smart View and PeopleSoft experience, A Bachelor's degree or equivalent work experience is required, Four or more years of consumer credit experience, Excellent ability to analyze data and interpret credit performance metrics, Strong understanding and working knowledge of database management including analytical software tools, Strong working knowledge of statistical credit modeling methodologies, Strong working knowledge of compliance requirements that relate to credit activity (Ex: ECOA, FCRA, FACTA), Strong self-confidence, good judgment and the proven ability to make sound decisions, Demonstrated ability interface effectively with other departments, Proven ability to handle a fast paced environment and successfully meet established project deadline requirements, Outstanding initiative, communication skills (verbal and written), attention to detail and organization skills, Strong organizational and process management skills, Demonstrated ability to create and work in a team environment, Previous experience managing multiple assignments, with strong attention to detail, Demonstrated critical thinking skills in hyper change environment, Conducts in-depth reviews of clients’ financial circumstances, assets, cash flow, insurance coverage, tax status, liabilities and future financial objectives, Makes appropriate product and investment strategy recommendations in order to maximize client return while being mindful of the client’s risk tolerance. Microsoft Access) required, Minimum 7 years of financial analysis or banking experience required, Comprehensive knowledge of financial analysis principles gained in MBA level coursework or equivalent experience preferred, Extensive experience in the preparation and delivery of management presentations, Excellent knowledge of financial reporting-related systems, Advanced understanding of relational database structures and techniques for leveraging data warehouse information, Strong project planning, coordination, and management skills, Demonstrated competency in strategic thinking and leadership with strong abilities in relationship management, Extremely high level of experiences using Microsoft Excel, Access or equivalent tools, Excellent verbal/written communication skills to interact with all levels of Bank personnel, Ability to build positive relationships both within the Finance Division and throughout the bank, Must be capable of establishing professional expertise through integrity, dedication, and strategic counsel, Represents basic qualifications for the position. Love this resume? Produced detailed financial package for senior management. Effectively influence the decision-making process by taking initiative to communicate appropriate courses of action backed by sound financial analysis, Work closely with functional team members, develop financial metrics for measuring significant project profitability and viability, and provide fact-based meaningful conclusions and recommendations. Manage 400 high net worth households totaling $426.5 million in investments assetsconsisting of equity and fixed income investments. Portfolio Manager, Private Banker, Trust Officer, Wealth Advisor, etc. Financial Advisor Resume Builder Power Words: analytical, data analysis, mathematical, problem solver, creative, experienced, communicative, tactical, strategic planning. Financial Consultants use Financial Planning as a primary diagnostic tool, to present customized solutions tailored to the client’s individual requirements, Deliver financial planning needs assessment across the 4 cornerstones - day-to-day banking, borrowing, investing and protection, through tier 1 (basic) financial plans, Serve as the first point of contact for Wealth Management, meet with referred and new clients to understand their personal goals, financial needs and preferences through the initial financial assessment (tier 1 plan) and, depending on the level of complexity and investible assets, ensure the right level of detailed plan is completed by the appropriate ‘expert’ [either the FC (where permissible under law), the Relationship Manager or Financial Planning Consultant], Promote the ‘Team of Experts' value proposition and provide total wealth solutions through referrals to the appropriate relationship officer(s) (Financial Planner, Private Investment Counsel, SPCG Private Banker, SPCG Trust Officer, Will & Estate Planner, ScotiaMcLeod Wealth Advisor, or Branch FA), Present or facilitate the presentation of the wealth plan to the client and as a result of the plan discussion, co-ordinate a session with the appropriate Team of Experts to address the pertinent areas identified in the plan, Ensure that the appropriate member of the Team of Experts is assigned to the role of Relationship Manager (i.e. As the foundation for the client profiling process, use financial planning principles utilizing MoneyGuide Pro, Build a significant fee-based business. As you can see in our sample resume for Financial Advisor, the candidate Melissa presents a nice balance of her skills and qualifications. Proficient in operational procedures related to member accounts. For more information on what it takes to be a Financial Consultant, check out our complete Financial Consultant Job Description. ), 1-3 years administrative experience is required, preferably in securities trading, operations or sales environment, Prior experience supporting financial advisors preferred, 1-3 years customer service experience is preferred, Strong Computer Skills preferably on a Windows based system, Strong verbal communication skills are required, At least 2 years of sales and customer service experience in a retail environment, Ability to work evenings, holidays and weekends is required (In-store branches are open 7 days / week), Customer service experience is preferred As an industry leader, we are committed to investing in resources that set us apart from our competition. Well trained in gaining the latest information and utilizing it in professional work. Helped with the start up of a new division of SAGE Financial Group in Charleston, SC. Processed services related to brokerage including check requests, account updates, account withdrawals and IRA withdrawals. A Financial consultant is an agile problem solver and strategic innovator, quickly adapting company policies to changes in the market, as well as an effective communicator of complex information in palatable form. When writing your resume, be sure to reference the job description and highlight any skills, awards and certifications that match with the requirements. Responsible for communicating details of retirement plans, after tax investments and insurance products, payment flexibility, investment choices and overall retirement and financial issues to individual, institutions and prospective participants. Your Financial Advisor skills list should strike a balance between your proficiency in a technical and fundamental analysis. Administered the brokerage referral program. Built a loyal customer base by using a consultative sales approach. ), Support client retention ratio at or above the targeted goal, Maintain strong carrier relationships to enhance Willis Towers Watson position in the market place, Understand and articulate to clients the Willis Towers Watson Human Capital Benefits (HCB) Value Proposition and Human Capital Benefits (HCB) Products and Services in order to support new business, Understand clients’ needs and identify products and services to support needs, Comply with internal compliance standards and documentation protocol, Five or more years of analytical work related to insurance and/or employee benefits programs, Proficiency with Microsoft Word, PowerPoint, Must be a graduate of Business Course or any related discipline, Must have at least 8 years of experience in branch operations and sales management preferably gained from a financial institution, FMCG companies, logistics industry or any service companies, Must have strong background in Marketing and Sales operations, Has proven leadership capacities with excellent communication, negotiation and interpersonal skills, Engaging clients in exploratory (Discovery) conversation to gain an understanding of their financial position and needs, Works with clients to find opportunities to expand their engagement with TIAA, Assists clients through account rollovers, investment transactions, money movement, Coordinates with appropriate business partners, Resolves issues for clients; demonstrate strategic thinking when pursuing issue resolution and end objectives, Demonstrates advanced consultative sales skills including consistently matching level of content and varying tactics with participants to clarify understanding during interactions, Accountable for making TIAA-CREF the primary relationship (first call) for customers in need of distinctive advice, products and services related toachieving their long-term financial goals, Bachelor’s degree and a minimum of3-5 years industry experience, Travel required. Provide proactive process improvement recommendations and assist in implementing the accepted solutions, Responsible for documenting and monitoring compliance with internal controls required for certification of accurate financial and accounting reports for the Business Area, Provide direction and instruction in training employees regarding financial issues, use of budgeting and forecasting tools and the budgeting and forecasting process, Leads special projects as assigned. Bachelor’s Degree highly preferred, Healthcare industry - Medical Claims experience, Bilingual English/Spanish. Accompanies retail and commercial business partners to client appointments in order to address investment/retirement plan needs of clients/prospects, Acknowledges and abides by all Capital Bank and Broker/Dealer policies and procedures; ensures all issues related to customer complaints are handled according to all policies and procedures and are resolved timely, Certifications and Licenses: Required: Series 7 and Series 63 and/or 66 licenses and Life Insurance/Health when requested, Bachelor's degree in Finance, Accounting, or a related field, 3+ years of experience with financial and/ or data analysis experience, Proficiency with MS Office Suite (Excel, Word, PowerPoint, Outlook), Advanced Excel skills to perform data analysis & report generation (formulas, calculations, pivot tables, charts, graphs, etc. Go Systems and printing of all applicable filings/returns for review by the Tax Manager or Principal, Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers, BA/ degree in Fin, Econ, Business, Accounting preferred, MBA a plus; CPA, law, or securities desirable, 2 yrs exp w/ , fiduciary tax issues, investments, consulting or compliance in an accounting, financial, (Exp Continued) (EXP Continued): financial & estate planning, philanthropy and/or investment counseling. 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