Introduction – Financial Consultant Resume
A financial consultant resume is crucial in demonstrating your skill in the area of financial planning, investment strategy, and advisory. Whether you are writing a finance consultant resume to apply for corporate finance roles, or updating your advisory profile, you have to detail both the technical and soft skills that you possess. Employers are often comparing your profile to a financial consultant job description resume to determine how you measure up against the competencies such as analytical thinking, portfolio management, tax planning, and client relationship management. A solidly organized resume, provides emphasis on your qualifications while, at the same time, allowing you to demonstrate your actual ability to create measurable results within the competitive space that is fast paced and nimble.
Table Of Content
As you write your finance consultant resume, you will want to make sure that you are organized with solid sections such as career summary, core competencies, work experience, certifications, and achievements. Your resume needs to be ATS friendly, succinct, and offer immediate value to whoever the employer is.
Why a Financial Consultant Job Description Resume Matters
In most cases applying for finance positions your financial consultant resume will probably be evaluated against the employers official financial consultant job description resume, which identifies the specific skills, education, credentials and responsibilities that recruiters are seeking. If your finance consultant resume does not represent these keywords and parameters, it may never pass through Applicant Tracking Systems (ATS) or catch a hiring manager’s attention.
Jackline
1234 Elm Street, Any town, ST, (123) 456-7890
QUALIFICATIONS
Fourteen years experience in portfolio management and analysis, all phases of sales and marketing, administrative and operational management involving investments, accounting and finance, and venture capital projects.
- Number one financial consultant in region gathering assets of $150MM in two years
- As management consultant, helped grow annual assets from $100MM to over $1B
EMPLOYMENT
NAME OF CORPORATION, City, ST 07/99 to 03/04
Portfolio Manager / Investment Analyst
- Part of four-member team responsible for managing more than $1B in Large Cap Core assets
- Managed $300MM in balanced portfolios for more than 100 clients
- Lead equity analyst covering technology, basic materials and transportation sectors; lead economic analyst covering monetary policy
- Aided business development staff in the acquisition of new clients, both HNW and institutional
- Prepared quarterly reports on sectors and companies; wrote client newsletter articles
- Skilled presenter for executive briefings with ability to give top line information and also dive deeply into complex investment strategies as the situation requires
- Member of Executive Management Committee, Portfolio Construction Committee, Fixed Income Policy Committee, and Asset & Liability Management Committee
NAME OF LIFE INSURANCE COMPANY, City, ST 02/97 to 10/98
Portfolio Manager
- Team Leader to Financial Planning staff as they develop portfolio strategies, asset allocations and investment policy statements for senior management of existing and prospective corporate clients
NAME OF INSURANCE COMPANY, City, ST 01/93 to 01/97
Management & Technology Consultant
- Actively participated in the establishment of a new Strategic Business Unit to serve the exploding variable annuity marketplace. Result: Grew assets from $100MM annually to over $1B and new accounts from 20 a week to 200 a day
- Developed and analyzed departmental budgets and trained insurance staff for NASD exams
- Applied knowledge of systems and application design to assist technical development team in creation of effective software solutions
FINANCIAL SERVICES COMPANY, City, ST 01/91 to 01/93
Financial Consultant
- Number one consultant in region gathering assets of $150MM in just two years
- Advised corporate clients on interest rates, foreign exchange, derivatives and cash management
- Created and delivered presentations on the “Characteristics and Risks of Short Term Money Market Instruments”
EDUCATION
B.S., Economics (Accounting Minor), University of Anytown, City, ST (1983)
LICENSES AND CERTIFICATIONS
Chartered Financial Analyst (1999)
NASD Series 7, 24, 63, & 65 (All Expired)
PROFESSIONAL AFFILIATIONS
Society of Financial Analysts
County Society of Investment Managers
NASD Board of Arbitration
SYSTEMS PROFICIENCY
VB & VBA application design, development & coding
Bloomberg & FactSet advance macro design & Microsoft Excel integration
Conclusion -Finance Consultant Resume
Creating a useful financial consultant resume means doing more than providing information about previous job positions: it means demonstrating, in a format that matches the financial consultant job description resume, what employers anticipate. By showcasing measurable results, certifications, and robust financial qualifications, your finance consultant resume will shine even in a crowded market. Hiring managers are looking for professionals who understand not only how to maneuver through financial strategies but who can help clients navigate a path to long-term financial success. By using the correct structure, and the right keywords, your resume will grab attention to propel you forward to attaining a finance job you have been dreaming about.
