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Contact Number: (012)-345-6789
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Career Objective:
Drawing a thin line between income and expenditure is a must to lead a debt-free life, and that is what many fail to do. As an experienced financial counselor, I would like to help clients plan and manage their finances, chose the best insurance policy, save for retirement, medical, and other personal expenses.
Summary of Skills
- Experience in financial counseling and finance management
- Ability to guide and assist clients in overcoming financial problems
- Comprehensive knowledge of policies and procedures of banks, and financial institutions
- Skilled in assessing personal finances and providing solutions
- Ability to collect credit history, current interest rate, late payment charges, etc.
- Experience in reading loan, insurance, mortgage, and other types of financial documents
- Skilled in assisting clients in developing payment plans and settle dues
Work Experience:
Financial Counselor
Principal Financial Group, Saint Louis, MO
December 2013 – Present
- Meeting clients and collecting information of personal finances
- Reading tax documents, bank statements, credit card statements, and loan documents
- Reviewing all financial documents and determining total debt amount in comparison to income
- Meeting creditors and developing debt payment plans and negotiating on interest rate
- Collecting credit reports and current credit history and determining client’s worth for services
- Working with clients and assisting in forming payment plans to settle bills
- Advising clients in settling delinquent bills first and avoid litigation
Financial Counselor
ABC Finance, Saint Louis, MO
February 2012 – November 2013
- Assisted clients in making retirement plans, choosing insurance policies, and saving for medical expenses
- Educated clients in minimizing the use of credit cards and making cash payment whenever possible
- Developed payment plans for clients and negotiated on interest and late fee with credit card providers
- Providing counseling services for managing shaky finances of clients
- Educated clients in managing their money and avoid financial problems
- Guided clients on how banks charge interest and late fee on credit card dues
- Helped clients in reducing debts and leading a happy and debt-free life
Education:
- Bachelor’s Degree in Finance
National College, Saint Louis, MO
2011
Reference:
On request.
