Financial Planning Consultant Resume

[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:

  • Familiar with major operating systems and the Internet
  • In-depth knowledge of Windows XP, Excel, PowerPoint, Word, QuickBooks, Tally and Vista

    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.

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