Investment Consultant Resume Samples

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Investment Consultants provide advice to a variety of clients and help them make informed investment decisions. Essential job duties in the field are identifying client needs, developing investment strategies, establishing long-term goals, maintaining a close relationship with clients, seeking for prospective clients, promoting their services, and writing annual performance reports. A successful resume sample for Investment Consultant should focus on skills like investment expertise, consulting abilities, creativity, problem solving, strong communication and interpersonal skills, networking, and computer competences. Employers choose resumes displaying a degree in a business or financial field.

For more information on what it takes to be a Investment Consultant, check out our complete Investment Consultant Job Description.

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1

Investment Consultant

  • Provided investment and retirement solutions through needs-based selling
  • Ranked in top 5% in both Advice Channels in the company for 2007
  • Three-time President's Club Recipient
  • Earned Merger Award by the Central District VP for the Central Region
Candidate Info
10
years in
workforce
3
years
at this job
BA
Finance
2

Investment Consultant

  • Developed and maintained individual client relationships to drive value to each customer. This was accomplished through a needs-based approach.
  • Met client investment objectives, analyzed, and evaluated portfolios by recommending investment solutions aligned with clients’ risk tolerance, time frame, and financial situation.
  • Re-allocated clients’ portfolios to become efficient by aligning the expected return with the appropriate level of risk.
  • Provided retirement income planning advice and cash flow analysis. Offered investment solutions to improve individual performance and efficiency, focusing on mutual funds, common stock, ETFs, and fixed income.
  • Worked with high net worth clients in a strategic capacity, providing education in asset allocation and understanding each client’s unique financial objectives.
Candidate Info
9
years in
workforce
11
months
at this job
BS
Business Administration
MA
Finance
3

Principal & Director of Client Consulting - East Market, Senior Investment Consultant

  • Serve as the lead and/or co-lead consultant on E&F, retirement plan and financial intermediary (FI) clients
  • Developed policy for, monitored and managed a $1.6B customized balanced fund (fund of funds)
  • Assist in the leadership of the business development strategy for the FI segment and local office
  • Perform quantitative and qualitative due diligence reviews of investment managers
  • Currently conducting research on health savings accounts and big data within asset management
Candidate Info
12
years in
workforce
4
years
at this job
BS
Finance
MS
Information Technology
MA
Finance
4

Senior Investment Consultant

  • Spearhead the investment consulting program with oversight of retirement plan fund allocation, focusing on monitoring plan assets and recommending fund changes
  • Create diversified plan line up, providing quarterly capital markets commentary and performing ongoing manager due diligence across asset classes (global equities and bonds and target date funds)
  • Client interaction, presenting recommendations to retirement plan investment committees
  • A major contributor to retaining 85% of client base of over 50 clients and ~$1B in assets
  • Complete due diligence on mutual fund returns, investment team, philosophy and process to make recommendations to replace over $3M to alternative funds
  • Play a senior role in recommending and communicating with investment committees
Candidate Info
18
years in
workforce
1
year
at this job
BA
Finance
MA
Business Administration
5

Investment Consultant

  • Consulted with wealth managers in the greater Washington DC area for a French investment firm with over $900 Billion in assets under management.
  • Distributed best in class investment products under the Natixis name from asset managers including Oakmark Funds, Loomis Sayles, and The Alpha Simplex Group.
  • Strategized with senior business partner as well as other specific sales resources across the firm and our affiliates to tailor our service model to each client.
  • Travelled to the greater DC area every other month to conduct in person meetings.
  • Utilized business intelligence software from Tableau and CRM solutions from Salesforce to enhance our teams' sales process.
Candidate Info
5
years in
workforce
2
years
at this job
BS
Finance
6

Investment Consultant Intern

  • Introduced new financial services to the clients
  • Illustrated how to operate the trading software to the clients
  • Gathered corporate financial reports from public traded company and extract data from the reports
  • Assisted investment consultants to analyze firm-level data and categorize research reports
Candidate Info
10
months in
workforce
5
months
at this job
BS
Economics
MS
Economics
MA
International Economics
7

Investment Consultant Intern

  • Assisted the investment team in reviewing client's investment offerings
  • Produced due diligence reporting through Morningstar Direct
  • Attended client meetings/investment reviews of plan sponsors
  • Performed two investor presentations on individual equities to the wealth management division
  • Gained a better understanding of various retirement plans
  • Aided in the process of producing proprietary white papers and newsletters
Candidate Info
1
month in
workforce
1
month
at this job
BBA
Finance
8

Senior Institutional Investment Consultant

  • Worked directly with retirement plan committees, supporting them in their fiduciary roles by consulting on plan investments, fund performance results, drivers of results, investment policy statement development/maintenance, and criteria for fund manager screening/monitoring/selection/removal
  • Provided relevant market and economic overviews, regulatory updates, industry best practices, and legal environment for fiduciaries
  • Assigned to over 75 corporate relationships with over $4Billion in retirement plan assets
  • Challenging communication role required great flexibility in addressing multiple levels of investment sophistication at the committee level, as well as diverse personalities within the committees.
  • Worked within a client team, providing integrated client support with Client Service Managers, Relationship Managers, Education Consultants, and ERISA Consultants
  • Frequently worked in tandem with a wide range of other investment advisory firms to support clients while fostering excellent consultant relations with an important source of new business opportunities
Candidate Info
29
years in
workforce
4
years
at this job
BS
Education
MA
Investment Management & Financial Analysis
9

Investment Consultant

Provide Client Services in a branch setting by placing trades, opening new accounts, providing stock quotes and news to clients.

  • Present Branch Seminars to clients on various investment and system products.
  • Educate clients on Asset Allocation and the impact the market has on investing.
  • Utilize Sales Key Methods to increase branch assets by an average of $1 million a quarter.
  • Assist clients in making informed decisions to meet their long-term financial goals.
Candidate Info
24
years in
workforce
7
years
at this job
BA
Finance / Banking
MA
Master of Arts
10

Investment Consultant

  • Maintained participant relationships by delivering personalized service and responded to policy-related questions.
  • Engaged in dialogue and guided participants in making informed investment decisions.
  • Educated customers on the advantages of participation in a retirement plan.
Candidate Info
15
years in
workforce
1
year
at this job
BA
Political Science
MA
Project Management

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