Job Summary: 

• Delivering FFG’s structured financial planning process as the client’s lead financial advisor
• Utilized financial planning software to assist in the creation and maintenance of financial plans for clients
• Documenting and analyzing overall asset class allocations of client portfolios and comparing them to target allocations
• Evaluating investment options with respect to the client’s investment objectives
• Assisting in the collection of data from clients, including assets, liabilities, insurance policies, income sources, expenses, estate documents, and tax returns
• Assisting in the creation of personal financial statements
• Researching financial planning issues and contacting outside experts
• Analyze relevant financial information such as total annual income, debt obligations, monthly expenses not related to debt, current investment holdings, savings account balances, tax liabilities, insurance plans, etc.
• Discuss investment strategies, estate planning considerations, protection planning through insurance, and retirement accumulation and distribution tactics
• Financial planning and investment advisor services
• Research and present investment strategies, suitable products and services

Skills on Resume: 

• Planning Software (Hard Skills)
• Investment Evaluation (Hard Skills)
• Portfolio Analysis (Hard Skills)
• Client Interaction (Soft Skills)
• Data Gathering (Soft Skills)
• Statement Preparation (Hard Skills)
• Estate Review (Hard Skills)
• Strategy Presentation (Soft Skills)

Job Summary:

• Developing and providing financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Customizing financial plans for each client based on potential life changes and changing financial needs
• Preparing for client meetings with a comprehensive review of all aspects of the client's written plan and investments
• Tracking and monitoring communications in the client file, including strategies and financial advice given
• Assisting clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Reporting and retirement analysis projections
• Completing investment and casing design analysis suited for specific client needs
• Building customized financial plans
• Develop and execute retirement planning
• Implement risk management and tax planning strategies

Skills on Resume: 

• Financial Advising (Hard Skills)
• Plan Customization (Hard Skills)
• Client Review (Soft Skills)
• Communication Tracking (Soft Skills)
• Recommendation Implementation (Hard Skills)
• Retirement Projections (Hard Skills)
• Investment Analysis (Hard Skills)
• Risk Management (Hard Skills)

Job Summary: 

• Plan, develop and prepare a quantified analysis of key drivers for practice plan financial and clinical operating performance
• Collect, interpret, and communicate key findings to lead audiences through timely, clear, polished, and engaging reports
• Prepare practice plan, clinical volume projections and patient revenue budget, related monitoring
• Tracking of performance compared to the prior year, budget, baseline, and other evolving targets
• Plan and produce provider compensation and productivity benchmarking reports and complex analyses
• Prepare programmatic service-specific financial analyses and forecasts
• Independently perform complex and specialized assignments and collaborate with the team to meet group-shared targets for value-added analytical reports
• Review analyses for accuracy, fluency, and reasonableness, and validate and assess assumptions
• Act as liaison with revenue cycle staff and business unit financial staff to ensure the highest possible quality product
• Assist in developing, implementing, and managing financial systems and multiple tools used for analysis and reporting

Skills on Resume: 

• Quantified Analysis (Hard Skills)
• Data Interpretation (Hard Skills)
• Revenue Forecasting (Hard Skills)
• Performance Tracking (Hard Skills)
• Compensation Benchmarking (Hard Skills)
• Service Forecasting (Hard Skills)
• Report Validation (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Provide professional advice and solutions based on customer needs and features
• Follow up on customer questions and needs and solve customer questions
• Contact existing and potential customers to showcase the products and services
• Learn more about the products and services related to financial products, real estate, auctions, franchises, stock market
• Communicate with customers and understand their requirements and needs
• Provides fair promotion opportunities and leads the sales team
• Discuss personal finance topics such as debt management, savings objectives and strategies, and personal and family budgeting with financial professionals and clients
• Help the customers coordinate estate planning
• Prepare financial policy and procedure documentation
• Examine and suggest financial opportunities (e.g., insurance plans, investments)
• Plan and implement the most efficient methods for data retrieval, organization of data for reports, and analysis of results to root cause

Skills on Resume: 

• Customer Solutions (Soft Skills)
• Client Follow-up (Soft Skills)
• Product Promotion (Soft Skills)
• Financial Knowledge (Hard Skills)
• Needs Assessment (Soft Skills)
• Team Leadership (Soft Skills)
• Estate Planning (Hard Skills)
• Data Analysis (Hard Skills)

Job Summary: 

• Prepares HART’s annual operating and capital budgets, including a six-year capital plan, by the requirements of the City and County of Honolulu (City) and the HART Board of Directors
• Analyze and estimate sources of funding, expenditures, and encumbrances in the preparation of the annual budget
• Uses this information to assist in evaluating debt financing requirements
• Prepares reports and analyses related to the budget
• Prepares analyses and responses to inquiries from the HART Board, City Council, the Federal Transit Administration, and other agencies
• Prepares and updates financial forecasting models
• Assists in the development and management of an annual financial plan
• Analyze trends and variances of funding and expenditures
• Develop sound plans and budgets for clients
• Help clients implement their plans
• Prepare sound financial plans that are customized to the client's changing needs to ensure clients meet their goals

Skills on Resume: 

• Budget Preparation (Hard Skills)
• Funding Analysis (Hard Skills)
• Debt Evaluation (Hard Skills)
• Report Writing (Hard Skills)
• Forecast Modeling (Hard Skills)
• Trend Analysis (Hard Skills)
• Client Planning (Soft Skills)
• Plan Implementation (Soft Skills)

Job Summary: 

• Advises HART managers on budget and financial matters
• Assists in the review and development of internal control policies and procedures
• Monitors encumbrance information in the financial system(s) to verify accuracy and conformance to budget
• Confirms that accurate balances are maintained in the accounting system
• Assists in the preparation of the month or period-end reconciliations
• Assists with the analysis of accounting data and the preparation of schedules for the audit of the annual financial statements
• Participates in internal and external reporting and audit requirements
• Analyzes grant requirements and prepares applications, as applicable, for grant opportunities
• Work with a financial professional on a consultative basis, create financial plans on behalf of the financial professional, and present plans to the clients 
• Maintain updated knowledge of regulations, practices, and financial products

Skills on Resume: 

• Budget Advising (Soft Skills)
• Internal Controls (Hard Skills)
• System Monitoring (Hard Skills)
• Account Reconciliation (Hard Skills)
• Audit Support (Hard Skills)
• Grant Analysis (Hard Skills)
• Plan Presentation (Soft Skills)
• Regulation Knowledge (Hard Skills)

Job Summary: 

• Establishes or updates grant-related financial plans and policies
• Evaluate the status of grants to confirm that funds are properly controlled and accounted for
• Prepares and submits grant budget revisions
• Completes the required annual Certification and Assurances for submittal to FTA
• Coordinates and oversees the FTA Triennial Review on behalf of HART
• Prepares and submits the required National Transit Database (NTD) reporting
• Prepares grant drawdown requests and prepares/submits the required financial reporting to grantees
• Completes required procedures related to grant compliance, including the Single Audit Act (A-133) and the federal Improper Payments Elimination and Recovery Act (IPERA)
• Establishes grant and accounting procedures to monitor the status of grants
• Works with Contracts and Legal staff to confirm that federally funded contracts and related documents meet grantor and federal requirements
• Closes out completed grants

Skills on Resume:

• Grant Planning (Hard Skills)
• Fund Control (Hard Skills)
• Budget Revisions (Hard Skills)
• FTA Compliance (Hard Skills)
• Review Coordination (Soft Skills)
• NTD Reporting (Hard Skills)
• Grant Monitoring (Hard Skills)
• Contract Review (Hard Skills)

Job Summary: 

• Develop and write comprehensive financial plans in the areas of retirement planning, protection planning, cash flow and debt management, investment strategies, college planning, tax planning, estate and business planning
• Create detailed action plans for clients to be able to follow to reach their financial goals
• Communicate with clients to obtain financial data
• Participate in client meetings with advisors
• Help manage workflow between the planner and the financial planning director
• Track the financial planning process and prepare correspondence
• Train advisors/advisors’ assistants on financial planning software usage and functionality
• Help the financial planning director train, supervise, and develop financial planning and support staff
• Provide the following from various software - Morningstar reports, Forefield and Backroom Technician education pieces and calculators, Social Security Timing reports
• Conduct and facilitate training at firm-wide meetings and events to create awareness and excitement surrounding the ARC and its services
• Support the department with any other initiatives as determined by the Financial Planning Director

Skills on Resume:

• Financial Planning (Hard Skills)
• Client Communication (Soft Skills)
• Data Collection (Hard Skills)
• Workflow Management (Soft Skills)
• Process Tracking (Hard Skills)
• Software Training (Soft Skills)
• Report Generation (Hard Skills)
• Team Support (Soft Skills)

Job Summary:

• Assist lead advisors in developing cash flow and planning, and forecasting reports
• Create and manage the client's annual review process
• Assist with investment research and individual client recommendations
• Work towards enhancing a company department and its sales and business development skills
• Assisting other departments with different job duties to ensure the team effort is executed successfully
• Develop cash-flow and tax reporting for client long-term planning recommendations
• Facilitate the annual client review process and develop annual review documents
• Assist with investment research and develop client recommendations when appropriate
• Call on prospective clients to gather information and set up meetings for the Financial Advisors
• Assist in setting up and organizing client events
• Help to maintain the relationships database and keep it up to date
• Manage and develop creative methods of outreach with a budget
• Work towards providing an upward career path to becoming a Service Advisor, up to a Financial Advisor

Skills on Resume:

• Cash Flow Reporting (Hard Skills)
• Client Reviews (Soft Skills)
• Investment Research (Hard Skills)
• Team Collaboration (Soft Skills)
• Tax Reporting (Hard Skills)
• Prospect Outreach (Soft Skills)
• Event Coordination (Soft Skills)
• CRM Management (Hard Skills)

Job Summary:

• Develops financial plans for clients and recommends products and services that support the long-term planning needs and goals of the client
• Writing financial plans for clients
• Gathering information, conducting research, and preparing materials such as cash flow statements, tax projections, and various analyses - asset allocation, insurance planning, retirement planning, education funding, and estate planning
• Works in a team environment to manage the financial planning process from discovery through plan delivery 
• Maintaining communication with clients and team members to coordinate the process
• Manages meetings with clients and presents comprehensive financial plans to meet the client's needs
• Participate in and/or lead financial planning seminars
• Provide coaching and counsel on financial planning strategies throughout the company
• Attains and maintains expert-level proficiency in Synovus Asset Navigator (SAN), a configured version of the eMoney Advisor platform
• Educates team members on the financial planning process and assists in their training as they build proficiency in the financial planning and personal financial management platform

Skills on Resume:

• Financial Planning (Hard Skills)
• Plan Writing (Hard Skills)
• Data Gathering (Hard Skills)
• Team Coordination (Soft Skills)
• Client Communication (Soft Skills)
• Plan Presentation (Soft Skills)
• Seminar Leadership (Soft Skills)
• Platform Training (Hard Skills)

Job Summary: 

• Maintains a current knowledge base of trends, guidelines, rules, and standards of practice governing the use of financial products and services
• Continue an ongoing professional development plan designed to build experience, skills, and knowledge
• Lead the day-to-day activities of the assigned team
• Provides leadership, direction and growth opportunities to members of the department
• Performing those responsibilities by the Company's policies and applicable laws
• Interviewing, hiring, planning, assigning or directing work, appraising performance, disciplining team members and resolving problems
• Works with the Human Resources Department to resolve more complex team member-related issues
• Observing all policies, procedures, laws, regulations and risk limits specific to their role
• Raise and report known or suspected violations to the appropriate Company authority in a timely fashion
• Assist in lead tracking and data entry
• Weekly consistent outreach to generate new business channels and opportunities

Skills on Resume:

• Regulation Knowledge (Hard Skills)
• Professional Development (Soft Skills)
• Team Leadership (Soft Skills)
• Performance Management (Soft Skills)
• Policy Compliance (Hard Skills)
• HR Collaboration (Soft Skills)
• Lead Tracking (Hard Skills)
• Business Outreach (Soft Skills)

Job Summary:

• Embody The Shobe Financial Group Philosophy for Planning and Investment Services
• Proficient in scheduling/ confirming meetings with clients, including collecting of data in advance
• Prepare financial plans/reviews and ongoing relationships
• Make investment allocation recommendations based on client's Risk Tolerance
• Communicated with clients and addressed most administrative issues while overseeing all follow-up
• Assist in a business development area
• Customize financial plans according to the client's financial needs, stability, and security
• Help clients implement their plans and carry out transactions
• Promote and assist the suitable financial plans and services
• Find and approach prospective clients
• Maintain updated knowledge of regulations, practices, and financial products

Skills on Resume:

• Client Scheduling (Soft Skills)
• Plan Preparation (Hard Skills)
• Risk Assessment (Hard Skills)
• Client Communication (Soft Skills)
• Business Development (Soft Skills)
• Plan Customization (Hard Skills)
• Plan Implementation (Hard Skills)
• Regulation Knowledge (Hard Skills)

Job Summary:

• Working with clients coast to coast to analyze their needs, answer questions, provide personalized advice, and help guide them to achieve their financial goals
• Educating, guiding, and providing useful Canadian resources to clients
• Delivering exceptional customer service through expertise, responsive service, and support
• Staying knowledgeable about emerging issues, evolving regulations, and industry codes of conduct
• Building and maintaining excellent client relationships
• Raising matters as appropriate to team members while maintaining confidentiality and accuracy
• Contributing to business development activities and process improvement opportunities to protect the interests of the organization
• Building customized financial plans through money and/or MoneyGuidePro software
• Manage one of across advisor offices
• Collection of client financial data, reporting, and retirement analysis projections
• Complete investment and case design analysis suited for a specific client
• Conduct face-to-face / VC reviews with ongoing clients

Skills on Resume:

• Client Analysis (Soft Skills)
• Financial Education (Soft Skills)
• Customer Service (Soft Skills)
• Regulation Awareness (Hard Skills)
• Relationship Building (Soft Skills)
• Data Collection (Hard Skills)
• Plan Building (Hard Skills)
• Case Analysis (Hard Skills)

Job Summary:

• Gather and analyze information from clients 
• Compile review meeting materials and make recommendations on estate planning, insurance needs, investments, retirement, personal and business liabilities (mortgages, loans, line of credit, etc.), education, risk management, and financial independence calculations
• Write customized financial plans, business consulting, and tax planning reviews
• Examine and understand various business documents such as Profit and Loss Statements, Buy/Sell Agreements, Balance Sheets and Cash Flow Statements to gain a full understanding of client circumstances
• Compile customized plans and provide sophisticated recommendations
• Undertake research both independently and with the Lead Advisors to provide solutions to the financial and business issues and opportunities the entrepreneur clients present on a daily
• Liaise with the client’s professional partners (legal, insurance, and tax professionals, to name a few) to grasp the full breadth of the client's situation for planning needs
• Have a genuine interest in making a positive impact on the lives of others and generally live on the edge with a ready-for-anything attitude
• Follow processes and think outside the box to provide innovative solutions for entrepreneurial clients
• Come to the table with a solution to the problem rather than just illuminating the issue
• Act as an external representative of the company, offering knowledge to various media outlets, interview opportunities and educational articles

Skills on Resume:

• Client Analysis (Hard Skills)
• Plan Writing (Hard Skills)
• Business Review (Hard Skills)
• Document Analysis (Hard Skills)
• Plan Customization (Hard Skills)
• Solution Research (Hard Skills)
• Partner Liaison (Soft Skills)
• Creative Problem-Solving (Soft Skills)

Job Summary:

• Build relationships and work directly with the commercial teams to deliver considered category/platform-neutral Commercial Budgets
• Drive Commercial focuses on delivering the Budget and beyond
• Providing analysis and strategic support to optimize Sales, Margin and Inventory efficiency
• Routinely communicate strategy and performance analysis to Senior Management and recommend actions
• Support the Category Merchandisers to do deep dive analysis, planning and forecasting to provide an informed and holistic view of the business
• Involves substantial business, merchandise and operational knowledge to combine information from across QVC to both challenge and support the strategic goals of the organization
• Conduct personal consultations (prep, meeting and follow-up) with higher balance prospects/customers on topics such as investments, retirement and taxes
• Guide customers on how to use the tools and strategies in a way that best applies to their personal situation
• Deliver an above-and-beyond customer experience through multiple channels, including phone, email, and screen share
• Troubleshoot customer issues and concerns, investigating why they happened, and communicating with multiple teams to find rapid resolutions
• Share the voice of the customers with the broader company, offering insights to all areas of the business to help build a better product and improve company processes 

Skills on Resume:

• Forecast Planning (Hard Skills)
• Sales Analysis (Hard Skills)
• Strategy Communication (Soft Skills)
• Performance Optimization (Hard Skills)
• Business Insight (Hard Skills)
• Client Consultation (Soft Skills)
• Issue Resolution (Soft Skills)
• Customer Insights (Soft Skills)

Job Summary: 

• Ongoing service and review - delivery of an ongoing client service package
• Building effective relationships with the referral partners and source clients and educating them on the financial planning process
• Servicing, retaining, and providing ongoing advice to clients
• Developing relationships with referral partners and prospecting new opportunities through strong business development expertise
• Leading, nurturing, mentoring, and building lasting relationships with clients will lend to success within the culture of high-performance
• Sourcing new opportunities across the referral network and continually looking for any value-added service able to offer to potential new clients
• Undertaking quality consultative conversations with clients to understand their needs and provide holistic advice
• Acting involvement in the business development
• Assisting clients with complex decisions around the best way to protect and grow their wealth and structure their investments
• Strict adherence to Risk, Compliance, and Advice processes and protocols
• Establish and maintain effective relationships with members

Skills on Resume:

• Client Servicing (Soft Skills)
• Referral Networking (Soft Skills)
• Business Development (Soft Skills)
• Client Mentoring (Soft Skills)
• Opportunity Sourcing (Soft Skills)
• Consultative Advice (Soft Skills)
• Wealth Structuring (Hard Skills)
• Compliance Adherence (Hard Skills)

Job Summary: 

• Lead, teach and convert prospects into clients
• Teach/facilitate group education to colleges and businesses
• Bring in new prospective clients, and follow up with prospective clients
• Maximize relationships, creating referrals, and referral partnerships
• Schedule appointments with prospects, clients, and other advisors
• Meet with current clients 1-2 times per year to review plans and make adjustments 
• Enter and update client information in the database, complete administrative paperwork to fulfill client needs
• Learn and follow the fee planning process, strategies, and philosophies, and learn from and share with other firm advisors
• Network and build strong referral partnerships with 3rd parties
• Supports both employed and self-employed models
• Meet and exceed targets through the deployment of business and tactical planning

Skills on Resume:

• Client Conversion (Soft Skills)
• Group Education (Soft Skills)
• Prospect Follow-up (Soft Skills)
• Referral Building (Soft Skills)
• Appointment Scheduling (Soft Skills)
• Plan Reviews (Hard Skills)
• Database Management (Hard Skills)
• Business Networking (Soft Skills)

Job Summary: 

• Translate the national strategy into a CSC action plan in collaboration with the other management team members
• Contribute to a unique a rewarding experience for all IKEA customers in Belgium and Luxembourg
• Inspire, motivate, and engage the team fully in reaching goals and generating an outstanding customer experience while respecting financial targets
• Keep a full overview of the profit and loss (P&L) for CSC and understand how different actions impact the lines in the P&L
• Identify solutions and ideas to make the CSC quicker, leaner and simpler based on the performance analysis and the knowledge of different working processes
• Contribute to the Workforce Management process by translating capacity needs into budget requirements and following up on those
• Guarantee the achievement of targets for maintenance, safety and security, including data privacy
• Ensure that the unit works ethically and in compliance with internal regulations and legislation, including consumer protection, risk, environment, health and safety
• Explain goals, set expectations, provide clear direction and give open and honest feedback, also in the case of poor performance
• Empower managers by delegating responsibility to help them grow and develop, according to their ability and experience
• Develop and deliver modular financial plans to assist members in achieving their financial goals

Skills on Resume:

• Action Planning (Hard Skills)
• Team Leadership (Soft Skills)
• P&L Oversight (Hard Skills)
• Process Improvement (Hard Skills)
• Workforce Budgeting (Hard Skills)
• Compliance Management (Hard Skills)
• Performance Coaching (Soft Skills)
• Financial Planning (Hard Skills)