CV / English / Estate Planning Consultant
Contact Information:
- Phone: +1 (555) 123-4567
- Email: [email protected]
- Address: 342 Magnolia Avenue, Springfield, IL, 62704
Profile Summary
Dedicated Estate Planning Consultant with over 8 years of experience in providing comprehensive estate planning services to a wide range of clients. Expert in developing tailored strategies that ensure clients' assets are protected and passed on according to their wishes. Strong background in tax laws, trusts, wills, and estate administration.
Core Competencies
- Estate Planning & Consulting
- Wealth Management
- Tax Planning Strategies
- Trusts and Wills Creation
- Client Needs Assessment
- Estate Tax Regulations
- Succession Planning
- Risk Management
Technologies & Certifications
- Certified Financial Planner (CFP)
- Estate and Trust Administration Software: WealthTec, Trusts & Estates Plus
- Advanced Certificate in Estate Planning
- Proficient in Microsoft Office Suite
Professional Experience
Senior Estate Planning Consultant — Wealth Management Co., Chicago, IL
April 2017 – Present - Led a team of consultants, delivering comprehensive estate planning solutions to high net worth individuals. - Developed strategies that minimized clients' tax liabilities and ensured asset protection. - Conducted seminars and workshops on estate planning.
Estate Planning Specialist — Secure Future Consultancies, Chicago, IL
June 2015 – March 2017 - Provided tailored estate planning services, including drafting of wills and trusts. - Assisted in the development of estate plans that aligned with clients' long-term goals. - Worked closely with clients to ensure their understanding of various estate planning tools.
Education & Training
Master's Degree in Financial Planning — University of Chicago, Chicago, IL Graduated: May 2015
Bachelor of Science in Finance — Illinois State University, Normal, IL Graduated: May 2013
Referees
James Smith Senior Partner, Wealth Management Co. Email: [email protected] Phone: +1 (555) 654-3210
Laura Johnson Director, Secure Future Consultancies Email: [email protected] Phone: +1 (555) 789-0123