Wealth Planning Cover Letter

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

In the previous role, I was responsible for interface between Strategy and Regulation Team to support PR planning process and provide asset class expertise shaping longer term asset investment choices.

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

• Exceptional relationship management, sales and service orientation
• Exceptional presentation and communications skills - both written and verbal
• SME on Naviplan (other planning software) and Planning topics/strategies is mandatory
• Strong communication skills (verbal and written) in order to work with all levels of the organization, being able to represent the senior leader internally and externally
• Strong strategic, analytical, judgment and problem solving skills to analyze data and develop compelling solutions and/or recommendations
• Superior oral and written presentation skills
• Advanced Access or relational database skills
• Strong Excel skills (pivot tables, vlookups, sumif)

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

In the previous role, I was responsible for support to WAS PLanners, including responding to WAS field planner technical tax, estate and business succession planning queries and providing advanced financial planning application training.

Please consider my experience and qualifications for this position:

• Demonstrated passion for leading teams who strive to deepen client relationships and who provide tailored investment and retirement solutions
• Seasoned finance professional in a FP&A leadership capacity
• Possess strong commercial judgement, professional maturity and results orientation
• Excellent communication - influencing, analytical and decision-making skills
• Strong business partnering experience - significant experience of working with senior management team – collaborate, influence and challenge senior stakeholders
• Expert influence skills
• CPA/CA/CGA/CMA considered an asset
• In-Depth Tax Course considered an asset

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

In my previous role, I was responsible for solutions - Work with Investment Advisors, clients and prospects to analyze and identify insurance needs using appropriate products, planning methods and tools, engaging the Investment Advisor according to mutual preferences (and as advised by the Estate Planning Specialist).

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

• Have full oversight over financially planning process, follows governance structure, accountable for making sure risks are being mitigate
• Participate in overall strategy direction and implementing
• Significant local experience and expertise in financial planning and life insurance
• Proficient in programming or statistical tools including SAS, SQL and VBA
• Experienced in analyzing and interpreting business and financial data
• Strong project oversight and delivery abilities (agile experience is an asset)
• Demonstrated strength influencing at all levels and building effective relationships in order to work collaboratively across internal and field functions
• Experience in survey creation, L&D tracking and measurements, and evaluation methodologies including Kirkpatrick model

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

In my previous role, I was responsible for advanced case support for financial representatives as they engage clients in the financial security planning process including:.

Please consider my qualifications and experience:

• Demonstrated experience with finance, operations and technology
• Proven experience in building excel-based calculators and models to inform decision-making, incorporating VBA, macros, add-ins to enhance user experience and functionality
• Experience in building or managing applications (internal, web-based and/or mobile-based) calculators and models with an eye towards seamless user experience
• Knowledge of and keen interest in investment portfolio allocation, wealth planning and estate planning
• Strong written and verbal communication skills with impeccable attention to detail
• Strong experience in Wealth Goal based Planning
• Strong leadership abilities (make decisions quickly and take ownership of the process)
• Experience in financial and retirement planning

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

Previously, I was responsible for specialized advisory services to ABSA Wealth Clients and Private Banker/Wealth Managers or other stakeholders on Legal, tax and other complex financial planning matters that fall within the ambit of the Financial Planning Institute (FPI).

Please consider my experience and qualifications for this position:

• Employs advanced knowledge as a generalist or specialist of financial analysis, investestments, tax and estate planning practices, principles, applications and methods
• Previous experience performing media interviews is an asset
• Working knowledge of Company products, pricing and marketing philosophies and objectives and a broad background in the operations of the Companies
• Champion the vision and strategy with management, sales force, members, and industry leaders to ensure products are in line with marketing strategies and data services
• Develop the strategic product roadmap that guides the longer-term evolution of our Enterprise Advice & Planning business and provides products necessary to meet our future growth aspirations and commitments
• Identify new features of existing products new product lines based upon customer needs, market dynamics and core competencies
• Collaborate with Channels to drive utilization of tools, delivering an enterprise-wide profile of solution aligned to member needs
• Provide broad thought leadership concerning the strategy for growth of the Planning business and follow-through with product implementation