Some Incongruences We See On Resumes That Wealth Management Candidates Need to Fix

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.