Financial Counselor Resume Sample

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CONTACT INFORMATION
  • Mr Joshua Butler
  • 398, Kingsway,
  • Las Vegas, Nevada, 20198,
  • United States
  • (555)-555-0127
  • example+joshua.butler@1001sampleresumes.com
WORKING EXPERIENCE
  • Bullca
  • Las Vegas, Nevada
  • September 2016 - September 2019
  • Financial Counselor
    • Contacted clients periodically to determine any changes in their financial status.
    • Prepared or interpreted for clients information such as investment performance reports, financial document summaries, or income projections.
    • Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
    • Sold financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
    • Guided clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.

  • Aston Group
  • Las Vegas, Nevada
  • March 2013 - September 2016
  • Financial Advisor
    • Explained and documented for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.
    • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
    • Built and maintained client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
    • Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
    • Researched and investigated available investment opportunities to determine whether they fit into financial plans.

  • Bullca
  • Las Vegas, Nevada
  • March 2009 - March 2013
  • Financial Planner
    • Contacted clients periodically to determine any changes in their financial status.
    • Devised debt liquidation plans that include payoff priorities and timelines.
    • Prepared or interpreted for clients information such as investment performance reports, financial document summaries, or income projections.
    • Guided clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
    • Met with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.

EDUCATIONAL QUALIFICATION
  • Bachelor's Degree
  • Finance
  • Yeshiva University
  • Las Vegas, Nevada
  • November 2004 - November 2008
KEY SKILLS

  • Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
  • Managing one's own time and the time of others.
  • Adjusting actions in relation to others' actions.
  • Motivating, developing, and directing people as they work, identifying the best people for the job.
  • Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.

QUALIFICATIONS

  • Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
  • The ability to listen to and understand information and ideas presented through spoken words and sentences.
  • The ability to add, subtract, multiply, or divide quickly and correctly.
  • The ability to apply general rules to specific problems to produce answers that make sense.


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