Financial Consultant Resume Samples

HIGH QUALITY

The best examples from thousands of real-world resumes

EXPERT APPROVED

Handpicked by resume experts based on rigorous standards

DIVERSE EXAMPLES

Tailored for various backgrounds and experience levels

Financial Consultants help their clients develop customized financial plans and provide guidance on insurance, investments, retirements, and savings. Regular resume samples for Financial Consultants mention duties such as recruiting clients, assessing client financial situation, informing clients on how life changes may affect their financial plans, and selling financial products. Based on our most successful example resumes for the job, an eligible candidate should demonstrate financial and investments expertise, excellent communication and networking skills, sales orientation, computer competencies, and time management. Education requirements include a Bachelor's Degree in finance or a similar field.

Looking for cover letter ideas? See our sample Financial Consultant Cover Letter.

Want personalized resume advice? Get a FREE Resume Review

1

Senior Financial Consultant

Provide financial/business consulting for IT departments and Technology infrastructure. Delivered monthly
performance packages to senior business leaders and prepared detailed budget analyses. Conducted extensive variance
analysis to control costs and improve profitability. Prepared weekly and monthly dashboard reporting of technology
operation metrics with recommendations to senior management. Results:

  • Increased capital expenditures in revenue-generating business units by $3.5M to drive higher sales in 2015
  • TicketMaster mobile ticketing platforms forecasted to increase live events sales by 22% in 2015 as a result of capital expenditure recommendations
  • Maintained a favorable performance variance of $108K under budget for month of October
  • Finalized 2015 Budget Packages to senior management, with a $2M overall budget reduction versus 2014
Candidate Info
3
years in
workforce
5
months
at this job
BS
Business Administration
2

Financial Consultant

  • Created RFPs to develop business relationships with institutional investors while resolving investment performance inquiries
  • Developed high net worth clients and business relationships through cold calling
  • Quantitative analysis of financial investments to minimize risk via portfolio
  • Organized educational and investment seminars, recruited attendees, secured
Candidate Info
2
years in
workforce
2
years
at this job
BA
Economics
3

Senior Financial Consultant

Created and managed $180MM budget for Document Services division. Produced detailed financial package for senior management.

  • Performed budget variance analysis and year-end forecasting for senior management and each business unit within Document Services.
  • Reviewed and updated business unit allocated expenses quarterly.
  • Key member of team assembled to compare cost to continue in-house mail services or to decide whether or not to outsource the mail processing function.
Candidate Info
23
years in
workforce
2
years
at this job
BS
Accounting
4

Financial Consultant

Consults about 30 to 35 customers with information and suggestions for financial products and services to assist with their financial needs and goals.

  • Demonstrate solid knowledge of the financials products and services offered by [company name], including home equity loans, Certificates of Deposits, savings, checking, and other types of accounts, as well as insurance offerings.
  • Customer Road Map Experience Certified
  • S.A.F.E Mortgage Licensing Registered and loan originator qualified
  • Meet all compliance, regulations, and identification guidelines
  • Exceeded monthly quotas by 50% as new sales specialist my first month.
  • Top quality assurance review of 98% my first month on my team (20+ bankers).
  • Built a loyal customer base by using a consultative sales approach.
Candidate Info
3
years in
workforce
1
year
at this job
BS
Public Health
MA
Health Information Technology
5

Financial Consultant/wealth Management

Managed portfolios for over 60 clients both discretionary and nondiscretionary accounts

  • Responsible for the procurement, development and maintenance of investment portfolios of accredited investors
  • Assisted, presented and raised $6 million in capital for Mama Mancini Food Corporation private placement
  • Perform daily research and analysis on current market trends
  • Present investment opportunities and concepts to potential investors
  • Account management for clients to ensure that their investments align with their financial objectives and suitability
Candidate Info
5
years in
workforce
3
years
at this job
BS
Business Administration
6

Sr. Financial Consultant

Generate new-to-firm households through interactions with retirement plan participants.

  • Understand Schwab's retirement platforms and be able to expertly discuss qualified retirement plans and various retirement accounts.
  • Present company retirement plan options to groups of recently terminated employees.
  • Educate participants on various Schwab products and services.
  • Maintain and develop plan participant relationships through regular contact.
  • Work closely with branch consultants to transition new clients into advice offerings.
  • Acquired and retained assets totaling $82mm during 2009, $101mm in 2010, $95mm for 2011 and over $59mm through Q2 2012.
Candidate Info
9
years in
workforce
5
years
at this job
BA
Bachelor of Arts
7

Financial Consultant

  • Increased annual production by 100% in 3 months
  • Actively analyzed clients' financial situations and offered products to improve standard of living
  • Generation of financial analysis reports and financial management proposals including strategy implementation
  • Responsible for managing and training new and existing workforce in areas of work quality, company process and procedures
Candidate Info
7
years in
workforce
7
years
at this job
BA
Business Administration
8

Financial Consultant

  • Provides consulting services to investors currently participating in a 401(k) by identifying their financial needs and recommending appropriate financial solutions toward the achievement of their goals.
  • Sustains inbound and outbound sales goal of more than $4M in new assets on a monthly basis.
  • Attained the #1 ranking for achieving top sales overall and in advice solutions of peer group in 2014 and currently top performer 2015.
Candidate Info
16
years in
workforce
3
years
at this job
BA
Business And Economics
9

Financial Consultant

  • Manage over 450 households with assets totaling over $300 million
  • Advise clients on portfolio allocation and virtually all investment types including equities, fixed income, mutual funds, managed accounts and SMAs
  • Collect customer financial information, analyze needs, identify objectives and make investment recommendations through our financial planning process
  • Required to meet quarterly goals to help grow the business through asset accumulation and product recommendations
  • Promote E*TRADE's products and services by conducting educational seminars to clients and prospects
  • Ranked in top quartile of peers within the firm for 2014 and 2015
Candidate Info
10
years in
workforce
3
years
at this job
BS
International Business And French
10

Sr Financial Consultant/office Manager

Helped with the start up of a new division of SAGE Financial Group in Charleston, SC. Served as the manager of the Sales and Marketing aspects of the business.

  • Worked directly with marketing vendors to find, learn about and negotiate terms of purchasing leads from outside media marketing companies to bring in over the phone leads of people who needed the services we provided.
  • Kept an even flow of Pre Paid Marketing Leads from various vendors, and types, to evaluate and maximize the quality of the lead and how it preformed for our needs.
  • Review submitted daily sales/expense reports and written legal contracts for services from sales force.
  • Participate in calling on prospective consumers with each sales consultant to provide additional sales training/support assistance in closing the sale/saving a case or with clients needing additional services.
  • Worked with clients to help through the tax and accounting process
Candidate Info
21
years in
workforce
1
month
at this job

Free Professional Resume Critique

We have partnered with TopResume to bring you a FREE resume critique service. Upload your resume and within 48 hours TopResume will email you a detailed analysis of what hiring managers and automated systems think of your resume – and how to improve it.

Browse
Upload Resume File