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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
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
Negotiation
Risk Management
Technical
Strategic Thinking
Database Management
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
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.
6
financial consultant
- Open bank accounts (e.g., checking and savings accounts, credit cards, loans, etc.). for current and new customers; oversee transactions and close accounts when necessary.
- Assess the client’s overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information.
- Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs.
- Examine, evaluate, or process loan applications, and coordinate the approval or rejection.
- Uncover the need for special services such as investment/ wealth management to make the adequate referral.
7
financial consultant
- Helping customers across UK who are in a financial difficulty and assist accordingly to help them clear their existing debt with the bank.
- Marketing, to find and pursue potential investors for foreign exchange investment.
- Consultation and services in foreign exchange trading.
- Conducting market analysis and assist in intraday trading for clients.
8
financial consultant
- Direct involvement in the sale process;
- Accumulation of in-depth knowledge regarding stock market investments;
- Analyze stock charts in order to interpret the behavior of financial assets;
- Identifying customer needs, creating solutions for those needs and ensuring a smooth sales process.
9
financial consultant
- Prospected and maintained a $1.5 million book of business from scratch
- Organized and executed semi-annual client reviews to ensure customer satisfaction and inquire about new opportunites
- Ranked 2nd in Northern California/Hawaii branch in 2019 for new RBG applications (achieved all available bonuses)
- Successfully completed Branch Leadership Development School for top advisors in their developing years (1 of 2 first year advisors invited)
- Collaborated with managers, peers, and new advisors to help organize meetings and improve overall success of the branch
10
financial consultant/stand in front office manager
- Loan processing
- Collections process,
- Revived sales, Existing sales, Assist Daily Report,
- Complete NLR process as per company policy and follow SOP,
- Assist branch manager With Final demands letters, to keep client approved, declined and pending applications,
- Assist Branch Manager with hand-over process Filings.
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.
Nate Long 888 Mountainview Drive, Long Point, IL 61333
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
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
Showcase your most significant accomplishments and qualifications with this cover
letter.
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Build your Resume in 15 minutes
Give yourself the best chance of standing out from the
competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.