Salaried Financial Advisor 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 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.