What financial planning have you handled in the past?
"Though I've never worked with a client on their financial future, I've taken several classes in financial planning and investing and two years ago, invested one thousand dollars into the stock market. I got a 6% return on my investment, which I reinvested. I intend to be able to retire by age 50 with smart investments."
"I helped over one hundred happy customers at my last position. I have a portfolio of clients that want to stay with me wherever I travel to ensure they get the same kind of attention and care for their financial futures. My biggest client alone made over two million from the advice I gave him and is currently in early retirement at 42. He'll be living comfortably for the rest of his life. He's investing his extra money for his kids' college and futures after college."
Financial planning has to do with the stock market. This could be for a financial analyst position or financial planning position. This means looking at someone's finances, finding out how much they can and will invest, and where they should invest it. It requires an analysis of their age, financial status, and the length of time they want to invest.
This can be used for anything from saving for retirement to someone wanting to make big market money moves with a day trader.
"Last year I worked with an elderly couple to invest some of their retirement into a growth mutual fund for their granddaughter's college fund. At this point in time, it has grown by 12% in one year so with their initial investment of ten thousand dollars, that little girl should be able to be anything she wants and have extra cash to spend or invest in her future."
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