Financial Consultant Resume Example (Free Guide)

Create an Financial Consultant resume that lands you the interview with our free examples and writing tips. Use and customize our template and land an interview today.

Financial Consultant Resume Example
Average rating: 4.7 (93 votes)
Financial Consultant Resume Example

Welcome to our Financial Consultant Resume Example article. Here, we provide an in-depth look at what a financial consultant resume should include and how to structure it. We'll discuss the key skills and qualifications employers look for in financial consultants and provide you with a useful template to help you get started. With this article, you'll have the information and tools you need to create a compelling resume that stands out from the competition.

We will cover:

  • How to write a resume, no matter your industry or job title.
  • What to put on a resume to stand out.
  • The top skills employers from every industry want to see.
  • How to build a resume fast with our professional Resume Builder.
  • What a resume template is, and why you should use it.
Plus, we will provide expert resume writing tips and professional examples to inspire you.

What does a Financial Consultant do?

A Financial Consultant is a professional who advises clients on how to best manage their finances. They assess a clients’ financial situation, develop strategies to help them reach their goals, and provide advice on investments, insurance, budgeting, retirement planning, and more. Financial Consultants typically have a strong knowledge of the financial markets and regulations to help their clients make the most of their money.

We’re about to begin, but first, here are some other Financial Consultant related resume examples:

What are some responsibilities of a Financial Consultant?

  • Provide financial advice to clients based on individual needs, goals and risk tolerance
  • Monitor and analyze market trends
  • Develop investment strategies and plans
  • Research and recommend investment opportunities
  • Provide information and advice on financial products and services
  • Keep updated with changes in the financial industry
  • Conduct financial reviews to identify areas of improvement
  • Maintain client records and portfolios
  • Help clients make sound financial decisions

Sample Financial Consultant Resume for Inspiration

Personal Details:
Name: John Doe
Phone: 555-555-5555
Location: Chicago, IL

John Doe is an experienced Financial Consultant with over 10 years of experience in the financial services industry. His expertise includes financial analysis, portfolio management, and investment strategies. He has a Bachelor's Degree in Business Administration from the University of Chicago and fluency in both English and Spanish.

Work Experience:

  • Financial Consultant, ABC Financial Services, Chicago, IL (2015-Present)
    • Provide financial advice to individuals, corporations, and government entities
    • Analyze financial data and create investment strategies
    • Conduct portfolio reviews and develop new financial plans
  • Financial Analyst, XYZ Bank, Chicago, IL (2010-2015)
    • Analyzed financial data and created detailed reports
    • Advised clients on investments, budgeting, and risk management
    • Developed new products and services for clients

Bachelor of Business Administration, University of Chicago, Chicago, IL (2006-2010)


  • Financial Analysis
  • Portfolio Management
  • Investment Strategies
  • Risk Management
  • Data Analysis

Certified Financial Planner (CFP)

English, Spanish

Resume tips for Financial Consultant

Creating a perfect, career-launching resume is no easy task. Following general writing rules can help, but it is also smart to get advice tailored to your specific job search. When you’re new to the employment world, you need Financial Consultant resume tips.
We collected the best tips from seasoned Financial Consultant - Check out their advice to not only make your writing process easier but also increase your chances of creating a resume that piques the interest of prospective employers.

  • Highlight any financial consulting experience you have.
  • Include relevant certifications and qualifications.
  • Outline your knowledge of financial principles and processes.
  • List your communication and interpersonal skills.
  • Demonstrate your ability to meet deadlines and stay organized.

Financial Consultant Resume Summary Examples

A financial consultant resume summary or resume objective is important to include in a resume because it provides employers with an overview of your qualifications and experience. It helps employers quickly identify the skills and qualifications you have that would be relevant to the role, making it easier for them to decide if you are a good fit for the job. Additionally, it can give employers a glimpse into your personality and your goals for the position.

For Example:

  • Experienced Financial Consultant with 8+ years of advising and managing clients' financial portfolios. Proven track record of providing sound financial strategies and driving substantial portfolio growth.
  • Financial Consultant with 5+ years of industry experience, specializing in risk management, wealth management and asset allocation. Highly skilled in offering financial advice and creating customized investment plans.
  • Knowledgeable Financial Consultant with a strong background in financial planning and investments. Skilled in providing financial guidance and creating long-term wealth management strategies.
  • Dedicated Financial Consultant with extensive knowledge of the financial markets and capital markets. Proven ability to analyze financial data and create strategic financial plans.
  • Highly analytical Financial Consultant with 7+ years of experience advising clients on investments, asset allocation and risk management. Dedicated to helping clients achieve their financial goals with tailored advice.

Build a Strong Experience Section for Your Financial Consultant Resume

A strong experience section on a financial consultant’s resume is important because it allows employers to quickly assess the candidate’s qualifications and experience. It should include a summary of prior work experience, listing the most relevant positions first. Additionally, the experience section should demonstrate the candidate’s ability to manage and analyze financial data, develop strategies, and provide effective advice to clients. Finally, the experience section should include any relevant certifications and training the candidate may have received. Employers want to see that a financial consultant is knowledgeable and experienced in their field. A strong experience section will help demonstrate this.

For Example:

  • Managed a portfolio of over $10 million for high net worth clients.
  • Frequently provided financial advice to clients on investments, retirement planning, and tax strategies.
  • Developed complex financial models to analyze potential investments.
  • Conducted in-depth research on financial products and services.
  • Created detailed financial plans for clients based on their individual needs and goals.
  • Reviewed and updated client portfolios to ensure maximum return on investments.
  • Identified areas of improvement in clients' financial situations and recommended strategies to increase their wealth.
  • Monitored financial markets and identified areas of risk and opportunity.
  • Developed and conducted financial literacy programs to educate clients on financial topics.
  • Provided clients with a comprehensive understanding of their current financial situation and suggested strategies to attain their desired financial goals.

Financial Consultant resume education example

A financial consultant typically needs a minimum of a bachelor's degree in finance, accounting, economics, or a related field. In addition to a bachelor's degree, many financial consultants also possess additional certifications, such as the Chartered Financial Analyst (CFA) designation or the Certified Financial Planner (CFP) certification.

Here is an example of an experience listing suitable for a Financial Consultant resume:

  • University of Southern California - Bachelor of Science in Finance, June 2020
  • Coursework in Accounting, Economics, Business Law, Financial Management, and Investment Analysis
  • Certified Financial Consultant (CFC) designation, June 2020
  • Professional Certificate in Financial Planning and Risk Management from The American College, June 2020
  • Certified Public Accountant (CPA) certification, July 2020

Financial Consultant Skills for a Resume

It is important to add skills for a Financial Consultant Resume because it helps employers quickly identify whether you have the necessary qualifications and expertise to do the job. Skills that are relevant to financial consulting include financial analysis, budgeting, forecasting, financial modeling, financial reporting, risk management, and project management. Including specific skills on your resume allows you to demonstrate your competency in the field and increase your chances of getting an interview.

Soft Skills:

  1. Problem Solving
  2. Analytical Thinking
  3. Interpersonal Skills
  4. Organizational Skills
  5. Time Management
  6. Attention to Detail
  7. Communication Skills
  8. Teamwork
  9. Leadership
  10. Adaptability
Hard Skills:
  1. Financial Analysis
  2. Investment Strategies
  3. Risk Management
  4. Accounting Principles
  5. Data Analysis
  6. Financial Modeling
  7. Tax Planning
  8. Business Development
  9. Regulatory Compliance
  10. Financial Reporting

Common Mistakes to Avoid When Writing a Financial Consultant Resume

In this competitive job market, employers receive an average of 180 applications for each open position. To process these resumes, companies often rely on automated applicant tracking systems, which can sift through resumes and eliminate the least qualified applicants. If your resume is among the few that make it past these bots, it must still impress the recruiter or hiring manager. With so many applications coming in, recruiters typically give each resume only 5 seconds of their attention before deciding whether to discard it. Considering this, it's best to avoid including any distracting information on your application that could cause it to be thrown away. To help make sure your resume stands out, review the list below of what you should not include on your job application.

  • Not including a cover letter. A cover letter is a great way to explain why you are the best candidate for the job and why you want the position.
  • Using too much jargon. Hiring managers do not want to read a resume full of technical terms that they do not understand.
  • Omitting important details. Make sure to include your contact information, educational background, job history, and any relevant skills and experiences.
  • Using a generic template. Take the time to customize your resume to the job you are applying for. This will show the employer that you are serious about the position.
  • Spelling and grammar errors. Always double-check your resume for typos, spelling mistakes, and grammar errors.
  • Focusing too much on duties. Make sure to include accomplishments and successes to show the employer that you are a great candidate.
  • Including personal information. Avoid including any personal information such as age, marital status, or religious beliefs.

Key takeaways for a Financial Consultant resume

  • Highlight your previous experience in the financial sector
  • Showcase your knowledge of financial markets, investments, and strategies
  • Describe your ability to effectively manage client relationships
  • Demonstrate your understanding of financial regulations and compliance procedures
  • List any relevant certifications, licenses, and qualifications
  • Highlight any awards or recognition you have received
  • Detail your success in meeting and exceeding client goals
  • Describe any additional financial services you offer
  • Include any relevant professional memberships or affiliations
  • Provide examples of how you have identified and solved financial problems

It's time to begin the job search. Make sure you put your best foot forward and land your next job with the help of
Ready to use templates that will help your resume stand out to recruiters
Try Resumaker's professional resume builder now. Start for free!