financial consultant Resume Examples

You can do it all as a financial consultant. Past job duties vary from preparing financial reports and analysis, advising clients, and helping clients create long-term financial goals to creating tax strategies. You want to work your way up to chief financial officer, which is why you are working on a new financial consultant resume. Your submission must be strong to convince employers they need to meet you ASAP. Does your document have the most essential items recruiters need to see? You need industry key phrases, detailed evidence of past professional accomplishments, and a professional resume design to stand out from the candidate crowd. Without these elements, you may not schedule too many interviews. Newly graduated financial consultants and those with your level of experience all often draw a blank when crafting a great resume. We want to ease your stress and improve your job prospects with our professionally written resume sample and template. Do not forget to use our expert writing tips, too.
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Andrew Smith

287 Custer Street, Hopewell, PA 00000
[email protected]
(000) 000-0000

Professional Summary

Success managing clients across multiple portfolios while leading efforts in reforming investment strategies.
Financial Analyst equipped with the tools and knowledge needed to advance into senior-level roles within innovative, growth-driven companies. 
Good at developing and tracking budget expenses and strong ability to analyze and organize large data sets.  
Deep technical knowledge with proficient use of QuickBooks and Excel programs.
Great Team Player and leadership skills.
Good Communication skills.
High Propensity to undertake research in any field so assigned.
Fast and reliable.
Effective in group work.
Good organization and presentation skills.
Can work well under pressure and can deliver efficiently.
 

Employment history

Financial Consultant, Kirlin and Sons. Alfonsoburgh, Arkansas
Sep. 2017 – Present
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies.
  • Interview prospective clients to obtain data about their financial resources and needs.
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes.
  • Seek out new clients and develop clientele by networking to find new customers .
  • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Contact underwriter and submit forms to obtain binder coverage.
  • Formulate, direct and coordinate marketing activities and policies to promote products and services.
  • Identify, develop, or evaluate marketing strategy, based on knowledge of establishment objectives, market characteristics, and cost and markup factors
Data Analyst, Schmitt, Kuhn and Walker. Lake Jed, Kentucky
Feb. 2016 – Aug. 2016

  • Write and record orders for merchandise or enter orders into computers.
  • Compile, sort and verify the accuracy of data before it is entered.
  • Compare data with source documents, or re-enter data in verification format to detect errors.
  • Locate and correct data entry errors, or report them to supervisors.
  • Maintain logs of activities and completed work.
  • Load machines with required input or output media such as paper, cards, disks, tape or Braille media.

Education

Western New York Institute, North Kenneth, New Jersey
Master of Science, Sustainable Urban Development, Present
Ledner College, Reitabury, California
Bachelor of Arts, Geography Science, Feb. 2018

Skills

Communication and Technology
Experienced
Marketing
Experienced
Financial Consultant
Experienced
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Andrew Smith

287 Custer Street, Hopewell, PA 00000
[email protected]example.com
(000) 000-0000

Professional Summary

Financial Analyst equipped with the tools and knowledge needed to advance into senior-level roles within innovative, growth-driven companies.  Expert at developing and tracking budget expenses and strong ability to analyze and organize large data sets.  Deep technical knowledge with proficient use of  Excel programs. 

Employment history

Financial Consultant, Sauer, Dickinson and Schulist. South Dillonburgh, Utah
Dec. 2019 – Present
  • Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
  • Check to ensure that appropriate changes were made to resolve customers' problems.
  • Helping customers across UK who are in a financial difficulty and assist accordingly to help them clear their existing debt with the bank.
  • Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Financial Analyst, Terry-Buckridge. Miloburgh, Arkansas
Feb. 2018 – Jun. 2018
  • Log and settle interest claims raised by clients over failure to meet the trade obligation.
  • Communicate with most business about delayed trade settlement outcomes and working on fail reduction based on themes and trends.
  • Consolidate reports and share across business on net payable vs receivable claims and working towards cost cutting.
  • Negotiation with clients and counterparts over interest rate and settling claims at considerable rate.

Education

West South Dakota University, Maximofurt, Texas
BBA, Finance, Jul. 2017

Skills

Team Interaction and Lead
Problem solving
MS Office
Project Management
Client/Customer Interaction/Negotiation
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Andrew Smith

287 Custer Street, Hopewell, PA 00000
[email protected]
(000) 000-0000

Professional Summary

Accomplished, consultative and results-driven sales professional with 20+ years of diversified experience in business development and client service in the financial services business.  Proven track record of consistently exceeding goals and building long term relationships with clients. Expert knowledge of investment management, financial planning and client engagement on a professional and personal level.  A thorough understanding of the financial markets and ability to distill down the complexity into conversational terms for effective client communication.  

Employment history

Senior Financial Consultant, Metz-Ryan. Lake Lonny, Georgia
Aug. 2018 – Present
  • Interview clients and prospects to determine asset levels, liabilities, risk tolerance, insurance coverage, tax status and financial objectives in order to prepare a financial plan
  • Conduct quarterly meetings with clients to review financial markets and progress towards their financial goals and plans
  • Develop prospects from current clients, referral leads, marketing events, networking activities and centers of influence (CPA's, Attorney's, Real Estate Agents and Mortgage Brokers)
  • Keep abreast of business and investment trends in order to advise clients on market expectations and prospective opportunities
  • Host financial presentations to groups to attract new clients
  • Continual due diligence on investment products and strategies
  • Monitor and maintain website and social media campaigns
National Director - Business Development, Conn, Wiegand and Stroman. New Camieburgh, Nebraska
Jan. 2014 – Feb. 2014
  • Represented Cetera Advisors broker dealer and hybrid RIA platform to advisors on a national level
  • Member of the multi-firm leadership team.  Managed a national team of recruiters to achieve sales goals through evaluation and coaching around success metrics and best practices
  • Created and implemented marketing programs and events
  • Delivery of sales forecasts and results to executive team of Cetera Financial 
  • Consulting with advisors to uncover deficiencies in their practices. Demonstrate areas where Cetera created synergies, scale and operational efficiencies
  • Analysis of advisory practices, determining pro-forma value to the firm.  Present guidance and detailed action steps demonstrating Cetera's value 
  • Creation and structuring of acquisition and succession plans for advisor practices
  • Partnered with the large recruiting branches to refine their value propositions and recruiting strategy in local markets
Regional Director - Business Development, Turner, Braun and Fadel. Huelsstad, West Virginia
Aug. 2011 – Jun. 2012
  • Represented the traditional broker dealer, Hybrid RIA and RIA platform to the regional advisor community
  • Developed leads through cold calling, wholesaler networking, industry events and conferences
  • Worked with local recruiting branches to support their efforts
  • Consulted with recruits on business formation, growth and implementation of advanced technology platforms
Divisional Sales Director, Herman-Kiehn. Port Rolandoside, Wisconsin
Nov. 2010 – Mar. 2011
  • Established multi-channel distribution of new variable annuity solutions 
  • Consulted with advisors as a specialist in solving retirement income gaps
  • Created portfolios to correspond with client’s risk tolerance level
  • Executed extensive prospecting and creative marketing activities
Regional Vice President, Keeling-Flatley. North Francisco, Connecticut
Aug. 2009 – Sep. 2009
  • Sales of variable annuities, mutual funds and retirement plans in Rocky Mountain region
  • Increased territory business to 17% market share during challenging investment environment
  • Integration of new investment methods using tactical ETF strategists
Regional Vice President, Harber, Lockman and Bechtelar. New Rosario, Washington
Feb. 2008 – Jun. 2008
  • Developed new startup territory in Texas for AXA accumulator series and introduction of new product lineup
Senior Regional Vice President, Swaniawski, Gulgowski and Parker. Leonieside, Wisconsin
Jun. 2004 – Jun. 2006
  • Established successful entry of MetLife into intermediary distribution market
  • Territory consistently achieved $100 million in annual sales
  • Three time “Top Dog” award recipient
  • Developed territory to support three additional wholesaler positions
  • Mentor to the Junior Regional Vice President program.  Successfully trained and placed 3 internals into external positions

Education

Northern New Hampshire Academy, Ezequielchester, Kentucky
BBA, Finance, Mar. 1995

Skills

Series 6, 7, 63 and 65 Licensed
Financial Planning
Retirement Income Planning
Life Insurance
Investment Management
Marketing & Client Acquisition
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Related Resumes & Cover Letters

More Job Descriptions for financial consultant Resumes

1

financial consultant

  • Was the youngest in a team of consultants assembled to support Small and Medium scale Enterprises (SME’s) to overcome barriers to growth and build competitive businesses for 1,000 enterprises on the £4M UK-Aid funded ENGINE project.
  • Install systems of recording costs or other financial and budgetary data and provide advice on such systems, based on examination of current financial records.
  • Maintain sales goals by deepening the branch customer base through proactive sales and service abilities.
  • Handle any problems with customer accounts by effectively managing all risk though the bank’s risk management framework 
2

financial consultant

  • Approach and meet customer.
  • Tailored financial and insurance plan to best suite customer financial status.
  • Market and develop business across various channels and networks.
  • Activities participate in company activities. (e.g. training, meeting and marketing activities.) 
3

financial consultant

  • Achieved Company Incentive Bangkok Trip “Fast Track” within 4 months.
  • Qualified for Agency Incentive Trip to Australia in 2019.
  • Provide personalized insurance/financial solutions to clients.
  • Worked closely with Business Development Managers and Underwriters to resolve issues pertaining to investment and insurance policies (Approval and claims etc.)
  • Possessed proactiveness in boosting investment knowledge for myself and clients.
  • Supported daily client servicing duties.
4

senior financial consultant

  • Interview clients and prospects to determine asset levels, liabilities, risk tolerance, insurance coverage, tax status and financial objectives in order to prepare a financial plan
  • Conduct quarterly meetings with clients to review financial markets and progress towards their financial goals and plans
  • Develop prospects from current clients, referral leads, marketing events, networking activities and centers of influence (CPA’s, Attorney’s, Real Estate Agents and Mortgage Brokers)
  • Keep abreast of business and investment trends in order to advise clients on market expectations and prospective opportunities
  • Host financial presentations to groups to attract new clients
  • Continual due diligence on investment products and strategies
  • Monitor and maintain website and social media campaigns
5

financial consultant

  • Network within communities to find and attract new business
  • Prepare financial or regulatory reports required by laws, regulations, or boards of directors
  • Oversee the flow of cash or financial instruments
  • Review collection reports to determine the status of collections and the amounts of outstanding balances
1 2 3 … 5

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