Altruista - Financial Plan Coordinator Resume Example

Customize this Resume

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 2014 －Jun 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 2012 －Jan 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 2011 －May 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

Love this resume? Customize this Resume

Administrative Coordinator Business Development Coordinator Coordinator

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:
                                        CFPï¿½ Graduate Certificate Program
Bachelor of Arts

                                

Similar Resumes