[First Name] [Last Name]
Contact Address: [street]
[Country] [City] [State/Province] [Zip Code]
Contact Number: (012)-345-6789
Email Address: [[email protected]]
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Career Objective:
To serve companies and individuals by holding the responsibilities of a Financial Planning Consultant and secure their financial future with my extensive knowledge in taxation, involvements and insurance.
Professional Strengths:
- Possess extensive knowledge of estate planning, investments, risk management, insurance and tax laws
- Expert in debt management, planning liability and statistical modeling
- Possess strong quantitative and analytical skills
- Ability to synthesize and take initiatives
- Possess excellent communication and sales skills
- Skilled in handling multiple clients simultaneously
- Excellent organizational and interpersonal skills
- In-depth knowledge of business development and client service
Technical Proficiencies:
Professional Experience:
Financial Planning Consultant
ABC Network Inc., Westminster, CA
2012 – present
- Assessing clients’ assets, tax status, insurance coverage, liabilities and cash flow
- Developing and supporting sales of different investment products and services of the organization
- Analyzing financial requirements for prospective and existing clients
- Helping individuals to examine their long-term financial status
- Generating business development activities as well as assisting customers
- Planning and preparing various policies as well as financial reports
- Generating methods and procedures for analyzing financial data
- Providing advice and solutions to clients regarding investments, tax, and insurance
- Assisting in audit preparation and project management
Assistant Financial Consultant
Financial Network Co Inc., Westminster, CA
2008 – 2012
- Evaluated financial investments and reports as well as other statements
- Compiled financial documents and statements for auditing and evaluation
- Provided professional advice on investment opportunities
- Prepared financial policies and plans for the organization
- Helped clients in setting up small and medium scale business ventures ranging from 20 to 50 millions in US dollars
- Assisted clients in creating personal budgets and implementing strategies for accumulating capital and saving taxes
- Offered guidance on insurance and retirement planning
- Formulated investment policies for clients
- Performed other administrative tasks as assigned
Education:
Bachelor’s degree in Accounting, St. Joseph Arts and Commerce College, Westminster, CA – 2006
Master’s Degree in Finance, Drive Business School, Westminster, CA – 2008
Reference:
Will be furnished upon request.