Kaye/Bassman’s Tim White Quoted in FINS Finance Article, “The Perfect Financial Advisor Resume”

Kaye/Bassman’s Tim White Quoted in FINS Finance Article, “The Perfect Financial Advisor Resume”


Kaye/Bassman’s Tim White Quoted in FINS Finance Article, “The Perfect Financial Advisor Resume

Dallas, Texas, 2/7/2012:

In early summer, before layoffs began sweeping across Wall Street, billboard-sized photos of employees were plastered on the walls, pillars and elevator banks of Credit Suisse Group AG’s offices in the United States and abroad.
The museum-quality prints, depicting workers from administrative assistants to senior executives, were emblazoned with motivational words like “Proactive” and “Partner.” By mid-July, however, the photos disappeared and the Swiss banking giant began laying off 2,000 employees.
Security guards prevented employees from taking cell-phone pictures as the posters were stripped away, according to one employee who was present.
“It sent an entirely wrong message,” said an employee, who was not authorized to speak publicly. “Management literally threw away that kind of money on something so trivial, while planning to cut thousands of jobs.”
A bank spokeswoman declined to comment on the internal campaign or the employee’s comments.
Credit Suisse’s timing illustrates the unanticipated dangers of rampant job-cutting, which tend to run in cycles on Wall Street. Employee morale often plummets at a time when survivors are asked to pick up more responsibility and customer relations can suffer as service and relationships deteriorate.
What’s more, layoffs inartfully constructed can come across to shareholders as Band-Aid solutions that at best temporarily cut expenses and at worst pare away reserves of talented people.
Advertise | AdChoices
“They finished cutting the fat and now they’re into the muscle and bone,” said Tim White, a managing partner who specializes in wealth management at the recruiting firm Kaye/Bassman International in Dallas.

If you’re an experienced financial adviser, an attention-grabbing resume can be what gets you through the door. And while you still need a stellar book of business to actually get that offer letter, a well-written resume will leave a lasting first impression.

Use your resume to address common industry problems right off the bat. For one, show how you’ve successfully dealt with retirement readiness for baby boomer clients or how you’ve marketed your services to investment-weary millennials. Make sure your resume also offers a glimpse of your personality by listing nonwork related interests and activities; financial advisers need to demonstrate that they are a strong fit within the company culture.

Eager to land a new financial adviser role? Here’s how to put together an impressive resume:

Write a Game-Plan Summary

In your resume, “the first thing to do is define what you’re doing to generate revenue,” says Tim White, a managing partner at Dallas-based executive search firm Kaye/Bassman who works with financial advisers. In addition to presenting a quick overview of recent accomplishments and what you’ll bring to the table, be sure to include numbers detailing revenue production and how many assets you have under management, explains White. Including a summary paragraph can help you present key facts and ideas right away in order to get the hiring manager’s attention.

Read the full story.

About Kaye/Bassman
Founded in 1981, Kaye/Bassman has grown to become the largest single-site executive search and recruitment firm in the United States with the simple mission of impacting companies and enhancing careers by providing the finest in professional, executive, technical and scientific search. Kaye/Bassman provides strategic recruiting and executive search solutions in over 20 industry practice areas including construction recruiting, healthcare recruiting, banking executive search, energy recruitment and many more.  Next Level Recruiting Training, a recruiting training organization, Next Level Exchange, a recruiting training best practices information exchange, and Next Level Marketing Communications are also Kaye/Bassman companies.

For additional information or a sample copy, contact:
Darren McDougal
Kaye/Bassman International
(972) 931.5242
(972) 931.9683

Source: http://www.fins.com/Finance/Articles/SBB0001424052970204661604577185091279683330/The-Perfect-Financial-Adviser-Resume

No Comments

Post A Comment