5 Amazing financial consultant Resume Examples (Updated 2023) + Skills & Job Descriptions

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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financial consultant: Resume Samples & Writing Guide

Professional Summary

Highly experienced Financial Consultant with a proven track record of providing effective and tailored financial advice to clients. Skilled in delivering strategic solutions to complex financial challenges.

Employment history

Lead Financial Consultant, The Boston Consulting Group Boston, Massachusetts

November 2012 – Present

Monitor and review clients' portfolios to ensure performance
Educate clients on financial management and investment strategies
Research and recommend appropriate financial products and services

Associate Financial Consultant, A.T. Kearney San Francisco, California

November 2011 – October 2012

Analyze financial data to identify potential areas of improvement
Develop and maintain relationships with clients
Develop financial strategies to address clients' specific goals

Entry Level Financial Consultant, A.T. Kearney San Francisco, California

November 2010 – October 2011

Develop financial strategies to address clients' specific goals
Collaborate with other professionals to provide comprehensive financial advice
Advise clients on financial planning strategies and investment options

Education

Stanford University, Stanford, California

Doctor of Philosophy in Business Administration, September, 2010

Stanford University, Stanford, California

Bachelor of Arts in Management Consulting, September, 2006

Skills

Planning

Quality Assurance

Teamwork

Negotiation

Project Management

Risk Management

Innovation

Visualization

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Employment history

Lead Financial Consultant, A.T. Kearney San Francisco, California

October 2019 – Present

Create financial plans and recommend investment products to meet clients' needs
Provide tax planning and estate planning services
Prepare financial statements and reports for clients

Financial Consultant, PwC Los Angeles, California

April 2018 – September 2019

Create financial plans and recommend investment products to meet clients' needs
Collaborate with other professionals to provide comprehensive financial advice
Prepare financial statements and reports for clients

Entry Level Financial Consultant, PwC Los Angeles, California

October 2017 – March 2018

Monitor and review clients' portfolios to ensure performance
Collaborate with other professionals to provide comprehensive financial advice
Research and recommend appropriate financial products and services

Education

University of California, Berkeley, California

Master of Science in Business Administration, August, 2017

University of California, Berkeley, California

Bachelor of Arts in Business Analysis, August, 2013

Skills

Written Communication

Flexibility

Supervisory

Emotional Intelligence

Database Management

Reporting

Quality Assurance

Visualization

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Employment history

Senior Financial Consultant, KPMG Dallas, Texas

March 2023 – Present

Keep abreast of changes in the financial markets and regulations
Develop financial models to assess the feasibility of various investments
Prepare financial statements and reports for clients

Associate Financial Consultant, A.T. Kearney San Francisco, California

March 2022 – February 2023

Keep abreast of changes in the financial markets and regulations
Develop financial strategies to address clients' specific goals
Analyze financial data to identify potential areas of improvement

Jr. Financial Consultant, McKinsey & Company New York, New York

March 2021 – February 2022

Develop financial strategies to address clients' specific goals
Advise clients on financial planning strategies and investment options
Create financial plans and recommend investment products to meet clients' needs

Education

Harvard University, Cambridge, Massachusetts

Bachelor of Arts in Project Management, January, 2021

Skills

Accounting

Time Management

Negotiation

Risk Management

Technical

Strategic Thinking

Database Management

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Employment history

Jr. Financial Consultant, KPMG Dallas, Texas

October 2021 – July 2022

Prepare financial statements and reports for clients
Educate clients on financial management and investment strategies
Monitor and review clients' portfolios to ensure performance

Education

Northwestern University, Evanston, Illinois

Master of Arts in Business Analysis, August, 2021

Northwestern University, Evanston, Illinois

Bachelor of Science in Business Analysis, August, 2017

Skills

Problem Solving

Analytical

Collaboration

Critical Thinking

Innovation

Strategic Thinking

Database Management

Project Management

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Professional Summary

Experienced Financial Consultant with a proven track record of delivering successful solutions to clients in the consulting field. Proven ability to drive successful outcomes through strategic analysis, financial modelling and stakeholder management.

Employment history

Senior Financial Consultant, PwC Los Angeles, California

February 2014 – Present

Provide tax planning and estate planning services
Develop financial models to assess the feasibility of various investments
Prepare financial statements and reports for clients

Financial Consultant, A.T. Kearney San Francisco, California

September 2012 – January 2014

Educate clients on financial management and investment strategies
Analyze financial data to identify potential areas of improvement
Develop financial models to assess the feasibility of various investments

Junior Financial Consultant, Capgemini Houston, Texas

February 2012 – August 2012

Advise clients on financial planning strategies and investment options
Prepare detailed reports and presentations for clients
Develop and maintain relationships with clients

Education

Stanford University, Stanford, California

Certified Quality Management Professional, January, 2012

Skills

Mentoring

Project Management

Technical

Leadership

Data Analysis

Business Acumen

Documentation

Accounting

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financial consultant Job Descriptions; Explained

If you're applying for an financial consultant position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.

When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

financial consultant

Meet personally with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals. Help clients with financial planning decisions for retirement, education, day-to-day expenses and investments. Assist clients to assess how life changes such as marriage, job change or the birth of a child will affect the client’s financial plan.
Responsibilities – Attend and assist at corporate wellness days – Attend and assist at corporate financial wellbeing days – Attend and assist corporate member education sessions – Assist with campaigns, themed campaigns, projects and initiatives as required – To effectively manage leads from various interventions and provide feedback – As required, to assist with worksite marketing and financial awareness – Assist in segmented Corporate accounts with brand marketing and financial planning needs – Develop and implement strategies with Senior Consultant to create and manage business opportunities arising within assigned and segmented Corporate accounts – Manage and strengthen relationships with key personnel in assigned and segmented Corporate accounts – Assist clients with financial planning advice and solutions aligned to the 6 step financial planning process including – Make a written recommendation based on a client’s responses to the risk profile questionnaire and subsequent discussions – Provide the client with information on the performance of the various investment portfolios available; – Educate the clients with regards to basic investment principles, i.e.
Risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc.
Resolve client concerns, queries and/or complaints – Source new business by means of referrals.

financial consultant

Preparation of Financial models for the expansion of business through franchising in domestic and international markets.
Preparation of area layout of any specific client for various locations.
Calculation of Payback Period, ROI, Initial Set-up Cost, Franchise Fee, Royalty, etc. for the brands of various industries.
Calculation of projected revenue for 5/7 years of the contract.
Defined different expansion strategies for brands of various industries.
Presentation of data in a formula-driven spreadsheet that is prepared from scratch.

financial consultant

To establish a new business pipeline through marketing,lead generation and tracking
Meet monthly sales targets in terms of lending and other products
Meet collections and arrears targets on lending products
Offer Financial education to clients on credit and effective money management
Adhere to internal,regulatory and legislative governances to ensure quality business and mitigate risk
Cross-selling and Upselling products offered to different line of business

financial consultant

Customized Financial plans and provide guidance on insurance, investments, retirements and savings.
Selling Financial products.
Organized educational and investment seminars, recruited attendees.
Determine the prices at which securities should be syndicated and offered to the public.

1 … 3 4 5

financial consultant Job Skills

For an financial consultant position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.

Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

Data Analysis
Project Management
Database Management
Financial Management
Quality Assurance
Risk Management
Business Acumen
Process Improvement
Accounting
Visualization
Reporting
Troubleshooting
Technical
Computer Literacy
Strategic Thinking
Innovation
Documentation
Social Media
Presentation
Written Communication

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.

Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

Communication
Interpersonal
Leadership
Time Management
Problem Solving
Decision Making
Critical Thinking
Creativity
Adaptability
Teamwork
Organization
Planning
Public Speaking
Negotiation
Conflict Resolution
Research
Analytical
Attention to Detail
Self-Motivation
Stress Management
Collaboration
Coaching
Mentoring
Listening
Networking
Strategic Thinking
Negotiation
Emotional Intelligence
Adaptability
Flexibility
Reliability
Professionalism
Computer Literacy
Technical
Data Analysis
Project Management
Customer Service
Presentation
Written Communication
Social Media
Troubleshooting
Quality Assurance
Collaboration
Supervisory
Risk Management
Database Management
Training
Innovation
Documentation
Accounting
Financial Management
Visualization
Reporting
Business Acumen
Process Improvement
Documentation
Relationship Management.

How to Improve Your financial consultant Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Employment history

Chief Financial Consultant, A.T. Kearney San Francisco, California

November 2013 – May 2022

Research and recommend appropriate financial products and services
Prepare financial statements and reports for clients
Advise clients on financial planning strategies and investment options

Financial Consultant, A.T. Kearney San Francisco, California

November 2012 – October 2013

Research and recommend appropriate financial products and services
Analyze financial data to identify potential areas of improvement
Prepare detailed reports and presentations for clients

Jr. Financial Consultant, KPMG Dallas, Texas

December 2011 – November 2012

Provide tax planning and estate planning services
Educate clients on financial management and investment strategies
Develop financial strategies to address clients' specific goals

Education

Northwestern University, Evanston, Illinois

Bachelor of Arts in Project Management, October, 2011

Skills

Reporting

Analytical

Leadership

Visualization

Technical

Visualization

Accounting

Innovation

Provide your Contact Information and Address Year Gaps

Always explain any gaps in your work history to your advantage.

Key Insights

Employers want to know what you've accomplished, so make sure to explain any gaps using a professional summary.
Adding extra details and context to explain why you have a gap in your work history shows employers you are a good fit for the position.

How to Optimize Your financial consultant Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

Employment history

Chief Financial Consultant, Accenture Chicago, Illinois

July 2021 – Present

Develp and mantain relatioships with cliets.
Provide tax plannin and estat plannin servises.
Devellop financail modles to assesss the feasability of varrious investiments.

Associate Financial Consultant, The Boston Consulting Group Boston, Massachusetts

February 2020 – June 2021

Create finanical plans and recomend investment producs to meet clients needs.
Mointor annd reviw clients' portfollios too ensurre performence.
Staay currennt on industry trendss annd regullations.

Entry Level Financial Consultant, Accenture Chicago, Illinois

August 2018 – January 2020

Education

Columbia University, New York, New York

Master of Arts in Management Consulting, June, 2018

Columbia University, New York, New York

Bachelor of Arts in Business Analysis, June, 2014

Skills

Collaboration

Adaptability

Interpersonal

Business Acumen

Risk Management

Documentation

Strategic Thinking

Innovation

Include Job Descriptions and Avoid Bad Grammar

Avoid sending a wrong first impression by proofreading your resume.

Key Insights

Spelling and typos are the most common mistakes recruiters see in resumes and by simply avoiding them you can move ahead on the hiring process.
Before submitting your resume, double check to avoid typos.

financial consultant Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an financial consultant position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.

Lead Financial Consultant
KPMG
Dallas, Texas

Greetings KPMG Recruitment Team

I am writing to express my interest in the Lead Financial Consultant position at KPMG. As a Financial Consultant with 13 years of experience in Consulting myself, I believe I have the necessary skills and expertise to excel in this role.

As someone who has always been driven by a desire to solve complex problems and make a difference in the world, I have pursued opportunities to learn and grow throughout my life. My experience in this field has equipped me with valuable skills such as Planning and Quality Assurance that have planted in me a great work ethic. I am excited to apply these skills and my enthusiasm for Consulting to the role and contribute to your organization's success.

I am elated about the opportunity to join a team that shares my passion for this field, and values collaboration and innovation. I am confident that together we can overcome whatever tests and challenges are put on our way.

With gratitude,
Barry Green
681-061-0853
[email protected]

Barry Green

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