Financial Consultant

Writing a great financial consultant resume is important because it is one of the first things a potential employer will see when they are considering you for a position. It is your opportunity to make a good first impression and sell yourself as the best candidate for the job.

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If you're looking for inspiration when it comes to drafting your own financial consultant resume, look no further than the samples below. These resumes will help you highlight your experience and qualifications in the most effective way possible, giving you the best chance of landing the financial consultant job you're after.

Resume samples

Nahely Satori

nahely.satori@gmail.com | (498) 163-6353 | 456 Wall Street,

Summary


I am a financial consultant with over 5 years of experience. I have worked with clients from all walks of life, and helped them to save money, invest wisely, and plan for their future. I am passionate about helping people to achieve their financial goals, and I believe that everyone deserves access to quality financial advice. I have a proven track record in providing sound financial advice and achieving results for my clients. I am knowledgeable in a wide range of areas including investment planning, retirement planning, tax strategies, estate planning, and risk management. I pride myself on being able to provide tailored solutions that meet the unique needs of each client. If you are looking for someone who can help you make smart decisions about your money – whether it’s how to best save for retirement or how to grow your wealth – then please get in touch. I would be more than happy discuss your specific situation further and develop a personalized plan that meets your individual needs."

Experience


Financial Consultant at Raymond James, NCApr 2022 - Present

  • Led a team of 3 analysts in providing comprehensive financial analysis for a $2B company, including preparing monthly management reports and variance analyses.
  • Conducted due diligence on 20 potential acquisition targets, resulting in the successful purchase of 2 companies.
  • Prepared pro forma financial statements for 5 new product lines which resulted in increased sales by 15%.
  • Negotiated with banks to secure more favorable loan terms for 4 clients.
  • Developed Excel-based model to forecast cash flow needs for 100+ small businesses, leading to more efficient use of working capital.
  • Presented findings from customer satisfaction survey to executive team, leading to development of new marketing strategy.

Senior Financial Consultant at Wells Fargo, NCJul 2017 - Mar 2022

  • Negotiated and closed $3 million in new business deals.
  • Streamlined processes to save the company $100,000 per year.
  • Led a team of 5 financial analysts to produce accurate monthly reports.
  • Trained 3 new junior consultants on best practices.
  • Presented findings to the board of directors that led to increased investment in XYZ product line by 20%.
  • Wrote white paper on industry trends that was published in leading trade magazine.

Education


Bachelor of Science in Finance at Duke University, NCAug 2012 - May 2017

I've learned how to manage and invest money, how to do financial analysis and forecasting, and how to use financial software.

Skills


  • Financial analysis
  • Financial modeling
  • Excel
  • PowerPoint
  • Word
  • Customer service

Huyen Selland

huyen.selland@gmail.com | (192) 445-2342 | Saint Paul, MN

Summary


I am a Financial Consultant with over 5 years of experience in the industry. I have worked with clients of all sizes and industries, providing them with comprehensive financial advice and guidance. I pride myself on being able to clearly communicate complex financial concepts to my clients, helping them make well-informed decisions about their finances. I am also experienced in creating custom financial plans that are tailored to each client's unique needs and goals.

Experience


Financial Consultant at Wells Fargo, MNMay 2022 - Present

  • Successfully increased client portfolio by 25% through effective networking and marketing.
  • Generated $2 million in new revenue for the company through successful financial consulting.
  • Successfully reduced expenses for a major client by 15%, resulting in an increase in profits.
  • Developed and implemented a new financial planning strategy that resulted in a 10% increase in profits for clients.
  • Created a new system for tracking investments that helped save clients an average of 5% on their investment costs.
  • Successfully negotiated with creditors to lower interest rates and payment amounts for several clients, helping them to stay afloat financially.

Senior Financial Consultant at U.S. Bank, MNSep 2017 - Mar 2022

  • Led a team of 4 financial analysts in providing analysis and recommendations to clients in the retail industry on ways to improve their profitability by an average of 5%.
  • Researched and wrote a white paper on the use of data analytics in improving inventory management for retailers which was well received by clients.
  • Successfully completed over 50 client engagements with satisfaction ratings above 95%.
  • Grew revenue from $1.2M to $4.5M year-over-year during 3 years as Engagement Manager responsible for all aspects of P&L.
  • Led development of new market entry strategy that resulted in successful expansion into 3 new countries.

Education


Bachelor of Science in Finance at University of MinnesotaAug 2012 - May 2017

Some skills I've learned are financial analysis, investment analysis, and portfolio management.

Skills


  • Financial analysis
  • Financial modeling
  • Excel
  • PowerPoint
  • Word
  • Customer service