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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Related Resumes & Cover Letters

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
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