[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 work as a salaried financial advisor in a reputed agency and help working people manage their salary in a wise manner for meeting regular expenses, emergency, and retirement needs.
Summary of Skills:
- Excellent finance management and counseling skills
- Experience of assessing income and expenses of salaried people and planning financial goals
- Knowledge of insurance regulations related to health, vehicle, and assets
- Adept in written and verbal communication and present ideas precisely
- Ability to draft financial plans and implement them in effectively
Work Experience:
Salaried Financial Advisor
Gwyneth Financial Consultancy, Atlanta, GA
October 2014 – Present
- Handling client’s inquiries and helping them manage their finances efficiently
- Examining financial statements of salaried individuals and computing difference between income and expenses
- Calculating the percentage of savings, expenses and investments against income
- Suggesting individuals on improving their income sources and improving spending habits
- Preparing and explaining finer details of finance plans to clients
- Performing functions related to financial forecasting and budgeting
Salaried Financial Advisor
Peterson Financial Planner, Atlanta, GA
April 2012 – September 2014
- Interacted with clients and provided them information about the financial planning
- Explained the complex financial content in easy to understand language
- Made recommendations on purchasing shares, bonds, stocks or mutual funds
- Advised clients on allocating their funds as savings, investments and for expenses
- Made suggestions on drafting the retirement plans
Education:
-
Bachelor’s Degree in Finance
ABC University, Atlanta, GA
2011
Reference:
On request.