AMY SMITH
123 Main Street • Atlanta, Georgia • 30339
Home: (555) 555-1234, Cell: (555) 555-1235
asmith@sample~resume.com
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Objective: Seek the Position of Financial Planner
SUMMARY: Highly creative, self-propelled, and efficient Financial Planner with great experience giving first class service in all areas of financial planning and wealth management.
Summary of Qualifications
More than six years experience.
Exceptional familiarity with legal restrictions and laws concerning retirement plans, tax shelters, insurance, and trusts.
Great skill at working with numbers and budgets.
Profound ability to understand complicated financial and legal documents.
Immensely articulate and persuasive.
Remarkable ability to build a clientele.
Professional Experience
Standard Bank Inc., Minneapolis 2002 - Present
Financial Planner
Develop and implement financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
Interview client to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Analyze client's financial status, develop financial plan based on analysis of data, and discuss financial options with client.
Prepare and submit documents to implement plan selected by client.
Maintain contact with client to revise plan based on modified needs of client or changes in investment market.
Refer client to other establishments to obtain services outlined in financial plan.
Standard Bank Inc., Minneapolis 2000 - 2002
Trainee Financial Adviser
Identified and cultivated prospective clients.
Helped clients to determine their financial and investment goals.
Recommended financial solutions to suit a variety of investment objectives and risk levels.
Educated and gave advice to clients on investments.
Education And Professional Training
Certified Financial Planner
Bachelor's Degree in Finance University of Minneapolis (2000)
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