The following is a free sample resume for Financial Consultant professional. Use this free resume example and modify it according to your career profile and needs.
General Job description:
A trained Financial Consultant advises companies and individuals concerning financial decisions based on his/her knowledge of current market and stock values.
A Financial consultant is an agile problem solver and strategic innovator, quickly adapting company policies to changes in the market, as well as an effective communicator of complex information in palatable form.
Related/Similar professions are: Financial Planner, E-business Consultant, Financial Advisor, Personal finance adviser.
Resume Example for Financial Consultant
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Full Name
[Street, City, State, Zip] | [Phone] [Email Address]
FINANCIAL CONSULTANT
Professional financial consultant with over seven years’ experience in the field, offering the following financial counseling capabilities:
- Well-trained to help individuals or organizations make wise financial decisions utilizing latest information on market trends and stock values.
- Provide superior analytical/numerical aptitude and analyze/identify trends using key market metrics.
Career Objective – Exceed all firm’s expectations and using experience and skills obtained through working in the field as financial consultant.
ABC Consultancy Inc. San Francisco, CA 2007 – Present
Financial Consultant
Analyzed customers’ needs to counsel regarding new financial solutions and update them concerning possible investment opportunities.
- Studied customers’ financial situations in order to provide the best advice accordingly.
- Communicated effectively with customers in order to offer creative financial solutions to balance the investment and revenues according to customer profile.
- Constantly invested great effort to meet and exceed expectations, maintain relationships and create profitable solutions in order to increase customer satisfaction as well as enlarge the firm’s customer base.
- Developed financial strategies and coordinated processes of promotion, communication and training to increase revenues and profits of firm.
Achievements:
- Successfully increased the company’s revenue by $(X) in under three years.
- Has a proven track record of a constant (X)% return on all portfolios.
- Assisted in the expansion of the company to [list other countries].
- MBA in finance.
- Bachelor’s degree in commerce/business administration.
- Specialized courses in accounting, business administration and finance.
Resume for Finance and Accounting Occupations