Wealth Planning Resume Sample

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

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

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

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.

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