Planner Resume Sample [+Skills]

Financial Advisor / Planner Resume Sample [+Skills] Sample Financial Advisor Resume TemplateJack Bealjack.q.beal@gmail.com708-408-7131LinkedIn.com/in/jack-q-bealTwitter.com/jackqbealProfessional SummaryHigh-performing financial advisor with 6+ years of experience. Highly skilled in client education, financial planning, and analysis. Seeking position at Resnick Sheckley Financial Services. At Fairchild Livingston, raised client satisfaction score from 85% to 99% through using automation to free up more time to spend with clients. Maintained client returns 4% higher than team average.Work ExperienceFinancial AdvisorFairchild LivingstonNov 2014March 2019Executed trades, managed internal systems, and wrote financial plans for 150+ clients with over $200M under management.Maintained client returns 4% higher than team average.Increased client satisfaction scores from 85% to 99% through using time-saving automation tools to spend 8 hours more per week with clients.Increased AUM by 25% in 18 months.Used UAFRS data from Valens Research to ide ntify undervalued investments. Raised individual investor client performance by 35%.Financial AdvisorMelcher AdvisorsNov 2013Nov 2014Developed and presented financial planning and investment seminars for clients and prospects. Increased client satisfaction 50% and grew client base 28%.Created standardized reports that resulted in a better understanding of real-time performance. This allowed the firm to raise client returns 15%.Mentored 3 financial advisors who had been marked for termination. They became 3 of the firms top 5 performers.Education20092013 Northwestern UniversityBachelor of Science in BusinessPresident, MarketWatch student organization. Grew membership by 200%.Conducted senior project to build imaginary hedge fund. Based on stock picking, would have grown $50,000 into $100,000 in one year.SkillsHard skills:Client education, generating reports, equity analysis, salesSoft skills:Interpersonal skills, communication, collaboration, analytical skillsActivitiesVolunteer fina ncial planner for Arthur Zissner Charitable Trust, $3.5M AUM.Row in a competitive rowing shell 3x per week for fitness and self-care.Writing just a financial advisor resume or something more? See our other guides:Accounting Resume Sample GuideBank Teller Resume Sample GuideBookkeeper Resume Sample GuideBusiness Analyst Resume Sample GuideFinancial Analyst Resume Sample GuideAccounts Payable/Receivable Resume Sample GuideInvestment Banking Resume Sample GuideFinance ResumePersonal Banker Resume Sample GuideBusiness Resume Sample GuideConsultant Resume Sample GuideLeasing Agent Resume: Sample GuideLeasing Consultant Resume: Sample GuideResume Examples for Every CareerWant to save time and have your resume ready in 5 minutes? Try our resume builder. Its fast and easy to use. Plus, youll get ready-made content to add with one click. See 20+ resume templates and create your resume here.Sample Financial Advisor ResumeSee more templates and create your resume here.One of our us ers, Nikos, had this to say:[I used] a nice template I found on Zety. My resume is now one page long, not three. With the same stuff.Create your resume nowHeres how to write a financial advisor resume that gets jobs:1. Choose the Best Format for Your Financial Advisor ResumeA shoddy financial advisor resume makes you look shoddy.For a financial advisor, thats the death knell.So use these template steps to get your ducks in a row:Pick a respected resume format. For financial advisor jobs, the chronological resume layout works best. It puts your latest greatest front and center.Put a nice big resume heading at the top and populate it with your name and a pro job title (Financial Advisor).You need white space or your resume will look like a stock ticker. Use readable resume fonts to save the hiring manager from eye strain.Finally, do you need a Word or PDF file resume? PDFs are more stableunless the job ad says no PDFs.Pro Tip: How long should your resume be for financial advisor jobs ? If youve got so many stunning moments you cant fit them all in one page, use two or more.2. Write a Financial Advisor Resume Objective or Resume SummaryYou need them to notice you.So, write a financial advisor resume job profile with a difference:Fund it with your juiciest accomplishments.Got 2+ years of financial advisor experience? Use a well-written resume summary. Thats a few sentences, a couple of skills and achievement-based proof.Got less than 2 years of experience? Use an appealing resume objective. Youll center on your skills, but still add a transferable win or two from another job.For instance? If you had a sales job, show you raised sales 25%. Thats a skill that works in financial advisor jobs too.Pro Tip: Dont jump right into writing your financial skills resume profile with both feet. Write your other sections first. Then come back and summarize them in your profile.3. Write a Valuable Financial Advisor Job Description for Your ResumeHow can you prove youre perfect f or the job?Well, what is a financial advisor?Its someone who advises, creates financial plans, and provides financial services to clients.SoShow youve done that. Not by saying, I did XYZ but by saying, I raised X metric by Y%.Thats what your financial advisor resume work history section must do.Cite your last job at the top. Use a job title thats professional (Financial Advisor).List the firms name and the dates you started/stopped.Include a few bullet points (35 is best).In those bullets, write a mix of duties and achievements. Remember, not just, handled report generation, but, slashed reporting errors 55%.Customize your resume accomplishments to the FPA job youre applying to.Use numbers. Dollars, percents, hours, and numbers of clients or trainees make the story real.Employ resume power or action words to get the employers pulse rate up.Pro Tip: Put 5 bullets in your most recent job, then 4 in the next and 3 in the next. Taper off your bullets to put the focus on your newest fina ncial advisor job.4. Write a Strong Financial Advisor Resume Education SectionYou know this:A great resume for financial advisors needs a strong education section.ButYou need to make it sell.Prove your financial advisor skills with key educational achievements:List your school name, degree, and years attended.Want to show leadership? Talk about the student group you led.Need to show passion for investing? List a student portfolio project you completed.You can also talk up sports teams, academic honors, and even kudos from professors.Leave your GPA out of it unless it scorched the sky or you just graduated.Pro Tip: In an entry-level resume for financial advisor positions, you can divide your education into projects and roles to use more real estate. Just make sure to focus on financial accomplishments.5. Prove Your Financial Advisor SkillsUse this financial advisor resume skills list in your resume:Financial Advisor Resume SkillsHard Skills:Client educationGenerating financial report sSalesEquity analysisFinancial planningFinancial plan analysisInvestingResearchMS ExcelPreparing and giving presentationsSoft Skills:People skillsAccountabilityConfidenceDependabilityHonestyListeningCommunication (verbal written)Detail orientedTime planningOrganizationHey, wait!Dont drop all those professional skills in a resume for financial advisor jobs.Target just a few shown in the job ad. Use both hard skills and soft skills.Pro Tip: Do you lack financial advisor experience? Career changers and entry-level candidates should focus on skills that transfer. That just means showing achievements from other jobs.When making a resume in our builder, drag drop bullet points, skills, and auto-fill the boring stuff. Spell check? Check. Start building your resume here.Create my resume nowWhen youre done, Zetys resume builder will score your resume and tell you exactly how to make it better.6. Add Other Sections to Your Financial Advisor ResumeWheres your passion?You need to show it stre tches to your life outside of work.To do that, add a couple other sections to your financial advisor resume.Load them with more accomplishments. You can add:Financial advisor certificationsVolunteering workConferencesMedia mentionsPublicationsActivitiesSportsHobbies and side interestsAwards honorsKudosLanguages you speakDont overdo it, but definitely add at least a few non-work accomplishments that show your financial skills are worthy.How to list certifications on a resume: Put your CFP right near your name, and in a special Certifications section under education. You can work it into each job title too.Pro Tip: Volunteer work looks great on a financial planner resume. Just make sure you link it to the job skills by showing how you helped in a big way.7. Attach a Cover Letter to Your Financial Advisor ResumeNobody reads financial advisor cover letters.Actually they do.You must write a cover letter because most hiring managers love them. But dont waste yours.Instead:Break ground wi th the 3-paragraph covering letter format.Start your job application letter strong, by showing your biggest win or other eye-opening fact.Say something nice about the company.End your cover letter with an offer. Like, Id be happy to explain how I raised AUM by 22%.Pro Tip: Set a calendar reminder to follow up on your submission and financial advisor resume. If you dont remind the busy hiring manager, your chance at getting hired will crash.Thats it!Thats how to write a resume for financial advisor positions.Still confused about how to write a financial skills resume? Not sure what financial advisor duties to talk about? Give us a shout in the comments. Wed love to talk!

How to Future Proof Your Career (And Your Health)

How to Future Proof Your Career (And Your Health) While it’s easy to become comfortable in your brand new career, whether that’s straight out of university or a mid-life change of direction, the future is never certain. When working the nine to five, it’s easy to get caught up in the rat race and forget about your well-being and personal progression. Sure, you’ve had a few promotions here and there, but overall, you’re still working with blinders on, for the same company, doing the same job. That’s why with our handy tips you’ll future proof your career and yourself, just in case the unexpected happens â€" or if you just fancy a career change even. Do Something That You Love We all know how exciting the first few months of a new job are. You wake up all bright eyed and bushy tailed at 7:30, without fail. Heading into the office all smiles, you turn on your computer and get straight to work without any motivation at all. You even stay late to impress the boss â€" this is your dream job after all. Then suddenly, it hits you one day, out of the blue â€" you’re waking up later and later; wishing the elevator lasted just a few seconds longer; hitting the coffee machine as soon as you walk through the door. You’ve lost all motivation. This wasn’t the job you expected. When this happens, it spills into your personal life â€" hobbies, friends and family all take a back-seat as you’re too exhausted to do anything. By staying motivated in your career, you’ll have the energy to stay healthy, stay connected and stay true to yourself. No job, regardless of pay, is worth more than that. Never Stop Learning â€" Make Time for New Things There are two things you should consider when working your way through life â€" professional development and personal development. By personal development, we mean choosing life-experiences over working around the clock. Experience new cultures, take on new hobbies, do things that make you smile. Without taking the time to understand yourself, you restrict personal growth. You should always stay ahead of the game in the world of business. In today’s climate, a standard qualification is never often enough, and so to truly remain one step ahead a Bachelor’s or Master’s degree is often wise â€" especially in either technology or social media as these are two key growth markets. Gunning for a top position at Google? An online data science degree from the likes of Merrimack College will bode you well, especially as it allows you to work from home while balancing your career or family. You might be able to convince your employer to pay â€" which works out well for both parties. Enjoy life as it comes While we all have our routines, sometimes you’ve just got to roll with the punches. Random party invite? Take it. A meal with friends out of the blue. Go. That assignment can wait. Don’t live and die by your schedule, because one day, you may realize that the people who once invited you out, don’t anymore. While our careers are so important, so are our friends. Be spontaneous â€" sometimes it can be fun.

Are You a Lame Career Seeker - Personal Branding Blog - Stand Out In Your Career

Are You a Lame Career Seeker - Personal Branding Blog - Stand Out In Your Career I spoke recently to a group of approximately 40 job seekers who were  alumni of a well respected and nationally ranked major university. They interacted well, asked questions, and seemed genuinely interested in the topic. I volunteered my time free of charge and made several offers of help to this audience. That’s the good news. Now for the bad news: The majority of the audience was composed of lame job seekers. I can’t say that I was surprised, having volunteered at similar venues for several years and seen many similar groups. But, it is always a little bit of a letdown. Before I go any further and before you become indignant and stop reading, let me explain what I mean by the adjective “lame”. One of the definitions for “lame” in dictionary.com is “impaired or disabled through defect or injury” Lack of Initiative Can Hurt Your Search These job seekers, as well as many of those  I have met and conversed with by phone, fit this definition perfectly. They didn’t know what they were doing and were making things up as they went. And, they lacked initiative. Ignorance plus a lack of initiative is an impairing/disabling combination for those who are  unemployed or unhappy in their current line of work. Let me explain a little further. While you and I  may debate what people are thinking and what their motives are, there is much less room for debate about observable  behaviors. Here are behaviors that I observed from the recent alumni audience: I offered them a helpful “How to prepare for a job interview” document and asked them to  email me if they wanted  a free copy. Only two of the 40 attendees emailed me to request the document the next day. I selected three people in the audience to receive a free coaching session. Of the three, I only heard from one of them in the first few days after the session. I brought copies of my detailed job search book and made them  aware it was available then are there. Only one person came forward at the end of the event, checked it out, and bought a copy. Take a Hard Look in the Mirror If you are an active job or career seeker, for your own benefit I ask you to take a hard look in the mirror and consider if you are failing to take advantage of resources that are readily available to you (there are many!), failing to follow up in a timely manner, and failing to invest even microscopic $$ and time to make things better. Like it or not, many people you encounter along your career seeking journey (not just me) will be observing your behaviors and judging your  behaviors. If you are failing to do these things, they are likely to notice and this will reflect negatively on their opinions. Positive actions will enhance your personal brand and negative actions will tend to damage  your personal brand. You deserve the best career life has to offer. But, only if you genuinely pursue it. Don’t impair your career results or disable your future. Wake up and smell the coffee! Something better is ready and waiting for you. Best wishes for your success in the new year.

How to Hire the Best Tech Professionals in the UK

How to Hire the Best Tech Professionals in the UK The tech industry is an ever expanding sector and with this growth comes the demand and competition for skilled tech professionals. When hiring for your tech company, its essential that you  make sure that the individual has the correct skill set and is fully qualified to excel within your business. After-all, dont ever underestimate the power of a star employee, as the right person could have the potential to influence the success and growth of your company.   However, as the number of tech jobs is on the rise, the number of professionals with the correct skill-set can’t keep up with the demand, creating a great deal of competition for tech companies to nab the top talent.   Here are a few tips courtesy of nudj that will help your company conquer  the competition to hire and retain the best tech employees available. The influence that the tech talent shortage has on employers 42% of tech companies find it difficult to keep hold of their best employees. 45% of employers think that the skills shortage is the biggest issue when hiring and retaining staff. 77% of these companies would grow if they had access to candidate with the correct skill-set. Is the talent shortage a real problem? Nearly half of tech professionals receive at least one message from a recruiter per month; however 87% respond to less than 10% of the messages that they receive. This suggests that the candidates exist, but are not seeking new roles. How are tech professionals hired? The top source of hire, is through referrals and 86% of tech professionals say they would accept a job through a friend, as they trust their judgement more than a recruiter. The second most popular source for hiring tech employees was through recruiters and in third spot online. What do tech professionals look for in a role? 86% of professionals seek a role where these is the opportunity for career development. 60% look for a great company reputation, so building an effective employer brand for your tech organisation is essential for attracting the top talent. Find out more below.

How Long Should You Take to Write Your CV and Resume?

How Long Should You Take to Write Your CV and Resume?One of the most common questions people ask when looking to improve their CV and resume writing is how long should you take to write? The truth is that it all depends on the length of your document. Writing an impressive document usually means writing one that has been formatted correctly and that contains all the information the prospective employer needs. You may want to consider this in the following article as it will give you a better understanding of the amount of time it takes to write your own CV and resume.When considering the length of time for your CV and resume, you will first need to consider what your main objective is. What sort of job do you want to apply for? If you have just graduated from college and you are applying for a job that is located in a different country than the one you are living in, it will take a while longer to produce a good document. It is not unusual for potential employers to take about a year or two to make the decision about whether or not they are going to hire someone.If you are applying for a job that is located in the same country as the one you are currently living in, it will probably be quicker to produce a document that has been formatted and filled out properly. This is because you will have more time to get to know the company and the position you are applying for. However, if you are applying for a job overseas, you may want to prepare a resume that is formatted and carefully finished in order to catch the attention of the employer.Once you have identified what your specific goals are, you can start thinking about how long it will take to write your document. It is actually fairly easy to determine this based on the document that you have already created. If you are still working on the document, you may want to look at the information that you have written previously and see if you need to add any more information. This will also help you figure out what ex actly you want to include in your new document.You should take into consideration the amount of time you have available for employment when considering how long you will need to write your CV and resume. You do not want to write an extremely busy document and then forget about it until it is time to submit it to an employer. For instance, you might know that you want to submit it to a company the next day. If you send it over the weekend, you may find yourself having to wait until Monday before you can submit it. This is something that you should avoid.Another thing to consider is how much time you have to devote to writing. You will need to be able to focus on the task at hand. You may be required to work a few hours each day during the writing process and you should be able to do this in order to complete your document. Just because you have a few spare hours to spend each day does not mean that you can stop yourself from getting the job done.Another important factor is the amount of time you have allotted for writing. You need to understand that a CV and resume that is filled out properly can take between one and five hours to complete. If you are on deadline for a job application, you should be able to spend the majority of that time on the writing process.Finally, the amount of time you spend on writing is an important factor. Do not use this as an excuse for not doing your best. If you have ample time to write, do not let this be an excuse for not writing well.

Make Your LinkedIn Profile Media Rich

Make Your LinkedIn Profile Media Rich Your LinkedIn profile is more than just a boring online resume (or one big blob of text). Isnt time you start treating it like an online portfolio? Learn how to make your LinkedIn profile media rich! Company websites and commercials contain customer testimonials, product demonstrations, and visual proof of their products. You can too! It just takes a little creativity- ok maybe more than just a little, but you can do it! Your challenge is to think like a marketer! Think about ways you can use video, presentations and images to convey your message. What Media Can You Add? LinkedIn says it officially supports images, video, audio, presentations and documents by certain providers listed here. Go to your profile and click on the blue pen to edit. You can use a link to a webpage or uploaded file- both work! Where can you embed media in your  profile?   They can be part of your summary, incorporated into each position listed in your experience section, and in your education section. What to Showcase What differentiates you from the hundreds and thousands of other people who have the same job title as you? Think about the things you did that made you feel proud. Or think about what you can show to prove you know how to do your job. Is there a picture of you receiving an award? Have you given a presentation or spoken at a conference? Have you written articles? What would you want someone to find if they were searching for you on the web? These are the images, articles and content you can create and publish yourself online. Think of your LinkedIn profile as a brag book and please, begin collecting screenshots and links today. I’ve Got Nothing If you don’t have anything, create it! You can create a PowerPoint highlighting your accomplishments and publish it to SlideShare. This is fairly simple to do. The most difficult part is figuring out what you will put into your PowerPoint presentation. Search around SlideShare and get ideas from other people who have created online resumes or personal profiles. If you are interested in creating something a bit jazzier than PowerPoint, you may want to test Prezi.com. Here are some presentation ideas Ive gathered. Grab These Ideas Letters of recommendation:  You have probably received letters of recommendation or testimonials from past customers. Why not create a presentation featuring these quotes? Just be sure to ask permission to use the quotes or testimonials from the people who have written them. And by the way, this is a great opportunity to  re-establish your connection  with these people. Work samples: You may have created reports, work instructions, workflow diagrams and other content as an output of projects you worked on. While you may not be able to use the actual documents, you could create a mock-up to share. Upload your work samples under the job in your experience section. Video:  Everyone may not be comfortable in front of a camera, but the video doesnt have to be your face. It could be a how to video. For example, you could create a video on how to create pivot tables, or how to create project plans, or how to organize your email. Use screencasting tools to record your demonstration and upload it to YouTube. Just remember to keep it short.  Most ads run under three minutes. Other video ideas  might include showcasing photos or images. Animoto.com can turn these into a 30-second video and publish it to the Web for free. Hannah Morgan aka Career Sherpa Be Creative. The resume is not the only way to demonstrate what youve done. Today, there are many more options to publish content and create a robust, interactive representation of who you are. LinkedIn has become the go-to source for employers seeking new talent. Make sure they find more than just a boring profile.

Why You Might Want to Consider a Call Centre Job

Why You Might Want to Consider a Call Centre Job 7 Flares 7 Flares Guest Post from Mark Watson.  Mark Watson offers career advice at Jobs Today, the leading recruitment brand in many of the towns and cities across the UK, covering over 300 locations from as far north as the Western Isles of Scotland right down to the south coast of England. They are one of the leading and most trusted brands in online recruitment, offering advice and support on how you can enhance your career prospects. You can visit them now at  www.jobstoday.co.uk Call centre jobs can be ideal for anyone who needs flexibility in their working hours, or for people who may need to come and go from time to time, if they have other commitments. They can also be a starting point for people to try and move into superior or management roles. The great thing about call centre jobs is that you don’t necessarily need to have any specific experience or qualifications in order apply for them.   Above all else, employers will be looking for someone with a positive attitude, a bright bubbly personality and the ability to talk to people on the phone. So if you’re thinking about applying for a job in a call centre, don’t worry if you’ve never done this type of work before. Most call centre jobs will involve shift work, as these days many call centres open for business at around 7am and some stay open as late as 11pm. So, if you have other things going on in your life it might be possible to combine the two. For example, lots of actors work in call centres in the evening so that they’re free for auditions or rehearsals during the day. This type of work also suits students who have classes and seminars during the day and need to fit work around their studies. Apart from an ability to chat to people on the phone and stay upbeat, call centre workers need to have a lot of patience. Dealing with the general public can be tough, and it can be even tougher dealing with them over the phone when you don’t have the luxury of being able to sort things out face to face. If you work in a call centre that deals with a lot of complaints, then you may have to deal with people who are frustrated and fed up from time to time. However, it’s important to remember not to take things personally. Whatever the customer is complaining about has nothing to do with you and it’s all just part of the job. Lots of training will be provided to help you deal with the occasional tricky situation, and you’ll find that most of the time, as long as people know the issue is being dealt with they will be more than reasonable. All in all, there are lots of benefits to working in a call centre, so if you enjoy talking to people and need flexibility in your work then this could be the ideal job for  you.