Financial Counseling Resume

Planning payment of your dues, picking up the best insurance policy, saving for retirement, and meeting medical and other personal expenses are best managed if you plan your finances properly. In case you are not sure how to manage them, take a help of financial counselor. A counselor will charge you a nominal fee but the kind of help he or she provides will ensure you a peace of mind and a better life.

Financial counselors are experts in managing personal finances. They help people in debt to seek financial help and schedule payment of dues. A job like this where knowledge of finance management plays a key role in helping clients must have a degree in economics or finance. In addition, knowledge of how the finance institutes, banks, and other types of money-lending centers work is also necessary.

This job application sample has the knowledge and experience any financial counseling firms look for.

Financial Counseling Resume Example


Eugene P. Nicholas
4821 Hawks Nest Lane
Saint Louis, MO 63108
Phone: 314-658-8254
Email: epnicholas@anymail.com

Career Objective:

Drawing a thin line between income and expenditure is a must to lead a debt-free life, and that is what many fail to do. As an experienced financial counselor, I would like to help clients plan and manage their finances, chose the best insurance policy, save for retirement, medical, and other personal expenses.

Summary of Skills

Work Experience:

Financial Counselor
Principal Financial Group, Saint Louis, MO
December 2013 - Present

Financial Counselor
ABC Finance, Saint Louis, MO
February 2012 - November 2013

Education:

Reference:

On request.


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