Wealth Planner Cover Letter

I submit this application to express my sincere interest in the wealth planner position.

Previously, I was responsible for a high level of quality service to clients by understanding their investment objectives, tolerance for risk, financial situation, and investment potential and by promptly responding to their needs.*.

Please consider my qualifications and experience:

• Specialized asset protection and legal knowledge preferred
• Family business consulting and planning experience preferred
• Proven and progressive experience in financial and estate planning, ideally with high net worth clients
• CFP, CPA, JD, MBA preferred
• Educational background, knowledge/Interest of financial analysis, tax, business succession, estate planning and wealth transfer planning practices and techniques
• Experience with and/or knowledge of behavioral economics and family psychology
• Proven track record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)
• Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance

I would like to submit my application for the wealth planner opening. Please accept this letter and the attached resume.

Previously, I was responsible for concise and timely commentary on the dynamics of the investment markets for the retail client base.

My experience is an excellent fit for the list of requirements in this job:

• Identify client issues, then design and implement strategies to address income tax, estate planning, retirement, asset protection, and other planning needs for high net worth clients
• Primary contact for client service while providing immediate solutions or coordinating with other departments to ensure that clients' requests are met
• Work directly with the clients outside advisors, such as attorneys, CPAs, and insurance brokers in order to implement wealth planning strategies
• Oversee and participate in aspects of custodial account opening, titling of assets and beneficiary designations, tax efficiency of money movement, and to proactively planning issues on behalf of clients
• Conduct research on client specific solutions and prepare a memorandum for the client outlining the issue and potential solutions
• Extensive experience with the execution & presentation of financial plans
• Experience using MoneyGuide Pro, and/or other financial planning platforms
• Experience with conducting training seminars

Please consider me for the wealth planner opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for across markets support to the SM team and first level control and oversight of the investment business.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals
• Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately managed accounts)
• Tech savvy, embraces and integrates technology to run a planning practice
• Excellent team member and leadership skills
• Able to manage to a budget and negotiate with vendors
• Capable of handling difficult or demanding personalities
• Positive attitude, team player and able to work without too much guidance
• Knowledge of the Latin America region

In response to your job posting for wealth planner, I am including this letter and my resume for your review.

Previously, I was responsible for a differentiated suite of financial analysis and advise to meet the investment needs and objectives of this group of sophisticated clients.

Please consider my experience and qualifications for this position:

• Self-motivated, excellent interpersonal skills, acumen to independently learn complex financial concepts and software programs designed to illustrate financial concepts to clients in a clear and concise manner
• CFP®, CPA, JD, MBA, or other relevant designations are highly desirable
• Proficiency in Microsoft Excel, Word, PowerPoint & SharePoint sites
• Willingness to learn, adapt and have a positive and professional attitude at all times
• Skilled at handling difficult personalities and able to liaise with senior management on a regular basis
• Experience drafting or reviewing estate, business and other planning documents, including executive compensation plans
• Strong detail orientation and highly self-motivated
• Present directly to prospects and clients to discuss various wealth planning topics

I am excited to be applying for the position of wealth planner. Please accept this letter and the attached resume as my interest in this position.

Previously, I was responsible for support and coordinate the phase-in of new products and phase-out of obsolete, in order to monitor and minimize excess inventory investment.

Please consider my experience and qualifications for this position:

• Possessing commercial judgement and overall understanding of Financial Services Industry, particularly the business impact of the regulatory environment
• Prior working experience in the Banking / Broker industry is an advantage
• Possessing commercial judgement and an overall understanding of the Financial Services Industry, particularly the business impact of the regulatory environment
• Strong knowledge of specialized financial planning disciplines including taxation, cash flow analysis, planning for retirement, asset allocation and basics of estate planning and wealth transfer
• Industry accreditation (CSC, CFP, PFP, Insurance license, other) would be an asset
• Knowledge of the Canadian Wealth Management industry, financial instruments and markets, and current regulatory environments
• Knowledge of the Canadian Wealth Management operational environments including systems and processes would be beneficial
• Knowledge of multiple front and back office systems and processes is desirable, including fluency and familiarity with client relationship management and tracking software