Below are some incongruencies we see on resumes that wealth management candidates need to fix ⬇
Eddy Ricci, Jr., CFP ®, CEPA ®:
-“Successful at client attraction and business development”: but no mention of numbers, achievements or measurable results.
-“Passion for planning” or “Planning Expert”: has been in the industry for a decade and resume has no mention of designations, courses passed or even associations.
Michael P. Connaughton, CFP®, CLU®, ChFC®:
-“Operations Specialist”: but failure to highlight specifics around how they supported a wealth management business. i.e. trading, account paperwork, money movement, etc.
-“Process Improvements”: but not speaking to real examples of how they worked to improve the client onboarding process and client service model.
Below are some incongruencies we see on resumes that wealth management candidates need to fix ⬇
Eddy Ricci, Jr., CFP ®, CEPA ®:
-“Successful at client attraction and business development”: but no mention of numbers, achievements or measurable results.
-“Passion for planning” or “Planning Expert”: has been in the industry for a decade and resume has no mention of designations, courses passed or even associations.
Michael P. Connaughton, CFP®, CLU®, ChFC®:
-“Operations Specialist”: but failure to highlight specifics around how they supported a wealth management business. i.e. trading, account paperwork, money movement, etc.
-“Process Improvements”: but not speaking to real examples of how they worked to improve the client onboarding process and client service model.