Salaried Financial Advisor Resume
A salaried financial advisor is a financial expert who guides salary earning individuals to plan their finances in a responsible manner. He makes note of the savings, expenses and investments of clients or individuals and drafts a plan on how to spend and save. The financial expert also informs people on how they can save for their retirement, get insurance for health, property, vehicle, invest in profitable venture, cut down expenses, and settle liabilities. The person also prepares a chart or calendar for salaried people describing income and expenses table.
Salaried Financial Advisor Resume Example
Christopher B. Lee
291 Post Farm Road
Atlanta, GA 30020
Phone: 404-212-5559
Email: cblee@freemail.com
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.
