Financial advisor is person who has to work round the clock and with devotion, to bring the company to a reputable level. They are needed by any financial organization as they are the ones who can reach to the customer mind and understand their investment requirements and suggests them the way or the option which is good for the customer as well as for the financial organization.
Sample Cashier CV Format
511 W Kawailani St
San Francisco 96720
Mobile No: 966-9009
Telephone Number: 935-1777
Career Objective: to achieve a Position as financial advisor in a reputed investment firm, that specializes in the managing skills of handling large corporate assets.
2005- 2008: Worked as a Financial Planner, Remington Financial Services, and San Francisco, CA.
My job was to assist the clients in the financial circumstances where they could make a decision. Other then I had to negotiate with the clients on the policy rates that were suited to them.
I had to make plans and strategies to attract the customers for investing in the various plans of the company. Along with dealing with clients who had invested trusted our services I had to convince the new clients too.
- As Financial Planner
- As Estate Planner (designation)
- As Financial Counselor (designation)
Graduation: From Corpus Christi College in the year 2001 – 2004.
I have been won several competitions related to mathematics at school and university.