Wealth Planning Specialist Resume

Candidate Pitch:

SEASONED WEALTH AND ESTATE PLANNING SPECIALIST: Offering 13+ years of experience and advanced knowledge in wealth management, trust administration, and tax planning for high-net-worth individuals, entrepreneurs, and private business owners in a wide variety of industries. PARTNERS WEALTH MANAGEMENT – Naperville, IL PROJECT MANAGER Jun 2011 – Jul 2024 • Enhanced wealth management strategies for high-net-worth clients and ensured personalized, client-focused solutions by driving innovative financial planning initiatives. • Improved client satisfaction and policy performance by optimizing life insurance portfolios such as Personal, COLI, ILITs, SLATs, and Premium Financing, identifying opportunities, case design, managing underwriting, and conducting in-depth policy reviews. • Increased client financial leverage by acting as strategic lending liaison, facilitating SBLOCs, premium financing, mortgages, HELOCs, and business LOCs to support clients' diverse financial needs and goals. • Tailored clients' income protection solutions and financial security through implementation of robust disability insurance coverage. • Maximized clients' retirement savings by integrating life insurance and diligently managing qualified plan strategies such as cash balance plans, and 401(k)s with profit sharing. • Streamlined complex estate processes for clients by performing thorough reviews of estate planning documents, delivering wealth transfer and advanced estate planning strategies, guiding estate plan funding, and creating comprehensive estate planning schematics. • Outperformed client retention and business growth by leading new business acquisition efforts, nurturing existing client relationships, and presenting tailored financial plans using advanced analytic tools and wealth planning software. • Distinguished as an integral member of the Advanced Planning & Strategies Team, producing collateral material, newsletters, and white papers to educate, inform, and motivate clientele. ANN BONFIGLIO, PAGE TWO R.G. SMITH EQUIPMENT CO. – Des Plaines, IL OFFICE MANAGER May 2002 – Jun 2011 • Optimized office efficiency by assisting the President, Vice President, General Manager, and sales staff with administrative support, resulting in streamlined operations and improved workflow. • Spearheaded inventory management and financial tasks including accounts receivable, accounts payable, and collections, leading to drastic reduction in overdue accounts and increased overall financial accuracy. EMERITUS COMMUNICATIONS – Rolling Meadows, IL DEALER SUPPORT COORDINATOR July 2001 – April 2002 • Supported 13 dealer managers and a regional vice president by streamlining contract review, data entry, and pre-sales/post-sales processes, enhancing dealer relations and customer satisfaction. • Improved operational efficiency and communication by creating and editing computer documents, regional newsletters, presentations, and spreadsheets, resulting in more effective order tracking and dealer support. PHEASANT RUN RESORT AND CONVENTION CENTER – St. Charles, IL ADMINISTRATIVE ASSISTANT FOR CONVENTION SERVICES AND SALES | FRONT DESK AGENT | RESERVATION AGENT December 1998 – July 2001 • Revitalized banquet event planning and sales processes by efficiently handling data entry, pre-processing banquet event orders, and verifying sales contracts, ensuring seamless operations for convention services. • Provided cross-departmental support to the Mega Expo Center, Catering Department, and Sales Department, contributing to the overall success of large-scale events. COURSEWORK IN ACCOUNTING | Roosevelt University – Chicago, IL: May 2014 Comprehensive Financial Planning | Estate Planning | Tax Planning | Life Insurance Planning | Strategic Planning | Trust Administration | High-Net-Worth Client Management | Investment Advisory | Client Consultation | Emotional Intelligence | New Business Acquisition | Client Relationship Building | Financial Literacy | Risk Mitigation | Regulatory Compliance | Excellent Decision-Making, Presentation, Analytical, Influencing, Problem-Solving, and Communication Skills ILLINOIS INSURANCE PRODUCER LICENSE, VARIABLE CONTRACTS | Illinois Department of Insurance: Oct 2015 SERIES 66 | Financial Industry Regulatory Authority (FINRA): May 2015 SERIES 7| Financial Industry Regulatory Authority (FINRA): Mar 2015 ILLINOIS INSURANCE PRODUCER LICENSE, HEALTH AND LIFE | Illinois Department of Insurance: Oct 2011