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Altruista - Financial Plan Coordinator Resume Example

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Daniel Thomas
XXXX XXXXXXXXX XXXX, Sugar Land, TX 77479
Ph: XXXXXXXXXXXX
XXXXXXXXXXXXXXXX
Professional Summary
TBD
Skills
  • Texas Insurance License - General Lines Agent
  • Series 7
  • Series 66
  • CFP� Candidate – November 2015
  • Experience with: eMoney Advisor, iRebal�, Morningstar� Advisor Workstation℠, Redtail CRM & Imaging, Microsoft Word, Microsoft Excel
Experience
Financial Plan Coordinator Jan 2014Jun 2015 Altruista, LLC Houston, TX
  • Served as the primary point of contact to guide new clients through a multi-step financial planning process
  • Gathered, managed and analyzed client data in an industry-leading financial planning software
  • Analyzed all aspects of planning needs for clients including: cash flow, asset allocation, wealth accumulation, retirement income, estate, tax, college savings, and risk management
  • Prepared preliminary recommendations and client deliverables for senior advisor review
  • Maintained proprietary asset allocation models in a robust rebalancing software
  • Monitored client's asset allocation 
  • Ensured implementation of client recommendations, and coordinated with outside tax and legal advisors when needed
  • Coordinated and managed key internal strategic projects including:
  • Transitioned the firm's advisory business from a broker dealer's corporate RIA to an independent RIA registered with the state of Texas
  • Completed due diligence on multiple account custodians, and selected a new custodian for all advisory accounts

Administrative Coordinator May 2012Jan 2014 Altruista, LLC Houston, TX
  • Prepared and processed all paperwork necessary to open new client investment accounts, insurance policies, and annuity contracts
  • Coordinated implementation of new accounts with clients and outside advisors
  • Processed incoming client service requests for existing accounts and contracts
  • Maintained client files and CRM records
  • Maintained Principal Wealth Advisor's calendar - planned and coordinated internal and external meetings with staff, clients, and clients' outside advisors
  • Coordinated and managed key internal strategic projects
Business Development Coordinator Aug 2011May 2012 The K Corporation Houston, TX
  • Prepared and processed all paperwork necessary to open new client investment accounts, insurance policies, annuity contracts, corporate retirement plans, and group health insurance policies
  • Coordinated implementation of new accounts with clients and outside advisors
  • Processed incoming client service requests for existing accounts, contracts and group plans
  • Assisted advisors with meeting preparation, including preparing new and in-force policy illustrations and creating client deliverables
  • Assisted senior advisors at participant educational meetings for corporate retirement plans
Education
CFP� Graduate Certificate Program May 2015 Susanne M. Glasscock School of Continuing Studies - Rice University Houston, TX
Bachelor of Arts: Sociology May 2011 Louisiana Tech University Ruston, LA
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Resume Details

This is a real resume for a Financial Plan Coordinator in Sugar Land, Texas with experience working for such companies as Altruista, Llc, The K Corporation. This is one of the hundreds of Financial Plan Coordinator resumes available on our site for free. Use these resumes as templates to get help creating the best Financial Plan Coordinator resume.

Previous Companies:

  • Altruista
  • LLC
  • The K Corporation

Previous Job Positions:

  • Financial Plan Coordinator
  • Administrative Coordinator
  • Business Development Coordinator

Schools:

  • Susanne M. Glasscock School of Continuing Studies - Rice University
  • Louisiana Tech University

Level of Education:

  • CFP� Graduate Certificate Program
  • Bachelor of Arts

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