Financial Planning Consultant Resume

A cleverly drafted financial planning consultant resume will boost your candidacy for the position and help you identified in the crowd of applicants. The resume is an important tool that can offer you success in the job hunting. Remember, there are thousands of candidates competing for the same position. This leaves hardly any time with the hiring managers to invest in reading each application. Therefore, resume writing should not be taken lightly. If you are changing your employer and trying to draft a resume to market your skills as a financial planning consultant, a few moments in reading this sample resume would be of great benefits to you.

Sample Resume

Thomas Andrew
2638 Angie Drive
Westminster, CA 92683
Phone: 714-934-8991
Email: thomas.andrew@anymail.com

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.