Financial Planner Resume Sample Three

999 Any CityAny Town FL 60188 (999) 999-9999 email@hotmail.com

Swartz-Paving

ACCOUNT EXECUTIVE

Dynamic accounting candidate with a strong background in financial planning, taxation, customer focused sales initiatives and satisfaction. Experience in leading and motivating students and teams, and presenting for various sized audiences. Proficient in Microsoft Office Suite, Tax Cut, Tax Act and Peach Tree accounting software. Ability to work independently or in a team environment. Fluently read, write and speak the Albanian language.

CORE COMPETENCIES

  • Auditing
  • Taxation
  • Bookkeeping
  • Foreign Transactions
  • Consolidation
  • Project Management
  • Database Management
  • Problem Solving
  • Communication and Presentation
  • Interpersonal

EXPERIENCE

Financial Planner 03/2010-Present
ABC Company-Any Town, FL

  • Meeting with prospects to ascertain their financial needs.
  • Helping prospects identify and achieve their financial goals.
  • Providing clients with a comprehensive financial plan on a fee basis that takes into account their cash flow, net worth, investments, and retirement projections.
  • Working with clients to develop solutions to financial problems.
  • Providing ongoing service to make sure clients achieve financial objectives.
  • Sold over 105 insurance policies, 13 Disability to 143 clients in 38 months
  • Sold 27 annuities to 22 clients
  • $2,500,500 under management, $13,500.00 in fees obtained
  • Have brought over 110 new clients to organization

Financial Planner 11/2009 – 02/2010
DEF Corporation- Any City, FL

  • Meeting with prospects to ascertain their financial needs.
  • Helping prospects identify and achieve their financial goals.
  • Providing clients with a comprehensive financial plan on a fee basis that takes into account their cash flow, net worth, investments, and retirement projections.
  • Working with clients to develop solutions to financial problems.
  • Providing ongoing service to make sure clients achieve financial objectives.
  • Sold over 105 insurance policies, 13 Disability to 143 clients in 38 months
  • Sold 27 annuities to 22 clients
  • $2,500,500 under management, $13,500.00 in fees obtained
  • Have brought over 110 new clients to organization

Financial Planner 08/2006 – Present
XYZ Limited- Any Town, FL

  • Provides prospective students and current students with the types of financial assistance available at the College.
  • Assists students with filling out forms to apply for assistance.
  • Conducts Entrance and Exit Interviews.
  • Maintains accurate student records.
  • Reconciles the students’ accounts.
  • Participates in student orientation.
  • Acts as Campus liaison with the Administrative Service Center.
  • Mandatory attendance at training sessions and meetings.
  • Other administrative duties (copying, filing, answering telephones, etc.) as assigned.

EDUCATION

  • Bachelor of Science in Business Administration – Concentration in Accounting 02/2010
  • Florida State University – FL GPA 3.0/4.0

PROFESSIONAL AFFILIATIONS

Sigma Beta Delta National Honor Society- Active Member
Dean’s Consoler- Active Member

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