Professional Resume Template for
Financial Planner
Elena R. Sterling
Chicago, IL
(312) 555-0142
elena.sterling@email.com
linkedin.com/in/elena-sterling | rightcapital.com/advisor/elena-sterling
Professional Summary
Systems-oriented Financial Planner with 5 years of experience designing comprehensive wealth management plans for mass-affluent clients. Proven track record in retirement income charting, portfolio rebalancing, and tax-loss harvesting to optimize client returns. Managed a personal book of business totaling $138M in Assets Under Management (AUM) while consistently maintaining a 98.2% annual client retention rate. Skilled in leveraging financial planning platforms including eMoney Premier, RightCapital, and CRM databases like Salesforce Financial Services Cloud (FSC) to deliver actionable plans.
Work Experience
Financial Planner — Beacon Wealth Advisers
Chicago, IL | November 2023 – Present
- Constructed and implemented 115 comprehensive financial plans using RightCapital, increasing average new client asset onboarding size by 18% over a 12-month period.
- Executed tax-loss harvesting and model portfolio rebalancing strategies for a client base of 240 households, recovering an estimated $420,000 in tax drag annually.
- Presented estate planning and cash flow management strategies to high-net-worth clients, boosting overall firm Assets Under Management (AUM) by $24.5M in 2025.
- Automated client onboarding workflows in Salesforce Financial Services Cloud (FSC), reducing plan delivery cycle times from 14 business days down to 9 business days.
Financial Planning Associate — Oakwood Wealth Management
Chicago, IL | June 2021 – October 2023
- Built 85 financial models under senior planner supervision, integrating cash flow analysis and social security optimization to improve plan accuracy by 14%.
- Analyzed mutual funds and ETF options using Morningstar Office, redesigning core model portfolios to reduce average client expense ratios by 12 basis points.
- Managed client service inquiries and prepared quarterly performance reports for 180 accounts, improving client survey satisfaction scores from 86% to 95.8%.
- Led 14 educational seminars on 401(k) and retirement readiness for corporate client employees, generating 22 warm client leads and $4.8M in new asset conversions.
Education
Bachelor of Science in Finance
DePaul University · Chicago, IL · 2021
Skills
Retirement planning, Tax-loss harvesting, Estate planning, Cash flow modeling, Risk management, Portfolio rebalancing, Client relationship management, Asset allocation, Salesforce Financial Services Cloud (FSC), RightCapital, eMoney Premier, Morningstar Office, Wealthbox, Microsoft Excel
Projects
High-Net-Worth Estate Planning Initiative
Role: Lead Financial Planner
Tools: eMoney Premier, Salesforce FSC, Morningstar Office
Designed comprehensive estate and trust structures for 18 business owner clients, mitigating potential tax exposure by $3.4M and securing client retention.
Tech Stack Migration Project
Role: Project Lead & Platform Administrator
Tools: RightCapital, Wealthbox CRM, Zapier
Directed the migration of 420 client profiles from legacy software to RightCapital, saving 8 hours of entry time per plan and reducing software licensing costs by 15%.
Certifications
- Certified Financial Planner (CFP) (2023)
- Series 7 - General Securities Representative (2021)
- Series 66 - Uniform Combined State Law Exam (2021)
Additional information
- Memberships: Active member of the Financial Planning Association (FPA) since 2021
- Publications: Co-authored quarterly market outlook newsletter sent to 1,200+ firm clients
- Availability: 3 weeks notice
Job Market Insights
Market data and opportunities for
Financial Planner
Job Market Insights
$78,000
-
$145,000
Avg:
$102,000
Growth Outlook:
The demand for Financial Planners (Personal Financial Advisors) in the United States is projected to grow by 10% from 2024 to 2034, which is much faster than the average for all occupations. This growth is driven by the aging Baby Boomer population transitioning into retirement and requiring sophisticated wealth management, estate planning, and tax strategy guidance. Additionally, the ongoing shift from defined-benefit pensions to self-directed retirement plans will sustain demand. Planners utilizing modern planning platforms and AI-driven CRM tools will be best positioned.
10% growth over 10 years
Key Skills Required
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