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Professional Financial Consultant Resume Examples & Guide for 2021

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Volen Vulkov Avatar
Volen Vulkov
8 minute read
Updated on 2021-04-21

Is your finance consultant resume specific enough to land you an interview at the company of your dreams?

To answer that, you first need to know what recruiters look for in your resume.

Updating your resume by including the information below will hugely impact your chances of getting hired.

Juanita Hogan



Gabrovo, Bulgaria
Financial Consultant
Reilly Group2018 - Ongoing
Gabrovo, Bulgaria
Reilly Group is an issurance and asset management company that provides pensions, life insurance and financial plaReilly Grouping solutions to corporate and induvidual clients.
Generated 122% of asset growth goal, averaging $11.8M of new revenue from 2010-2015.
Provided support for month end closing, planning and cost control for 3 European sites.
Earned the MAS Capital Market Services license in 2014 (Credential ID: SHW300250468)
Consistently ranked in the top 15 of 85-90 consultants nationwide.
On-boarded and mentored 5 newly-hired Associate Financial Consultants within the company.
Financial Consultant
Stracke2014 - 2018
Gabrovo, Bulgaria
Stracke is a financial services company which provides business
analysis, accounting services and systems services to different clients. I
Managed a portfolio of different clients and exceptionally achieved and
performed the following:
Managed a privet client investment portfolio of $25M assets under management
Achieved the Allianz Rookie Agent award for the month of October 2014
Financial Consultant
Koepp Inc2010 - 2014
Gabrovo, Bulgaria
Koepp Inc is a leading FinTech Company in China, specializing in wealth management for high net worth investors, as well as small business and consumer lending.
I conclude the only unit-linked contract in the area with single premium of 9000 EUR;
Provided support for month end closing, planning and cost control for 3 European sites.
Granted permission to own and run my own franchise within just 13 months of my start date - a company record.
Junior Financial consultant
Lessard2008 - 2010
Gabrovo, Bulgaria
Lessard is an interim agency for Finance & Control, in the fields of business control, accounting & reporting, governance, risk-, project, and change management. I work on project base for our clients.
Established cost controlling and saved 6% of IT costs
Developed operating procedures for a new fabrication company, which is now a small corporation of 50
Advised on new business processes and re implementation under R12.2.4 version of business structures.
Qualified for Achievers in 2016
Top Sales Person for Standard Chartered Managed Funds (2003)
Information TechnologyNanyang Polytechnic
Project Management Professional (PMP)Project Management Institute (PMI)
AdaptabilityAbility to be dynamic and adjust to company and industry changes
EducationConstantly studying the market and applicable financial planning advantages

How to write your Financial Consultant resume experience section

Financial ConsultantEurolife BulgariaInsurance Company
Many professional trainings in Bulgaria and abroad.
Useful knowledge about insurance opportunities, saving and family care.
Working with international companies with years of valuable experience and practice in financial services.

Financial ConsultantAXAFinancial Services
To investigate the needs of clients. Considering their expenditure and analyse how their asset could be allocated to maintain the quality of life. Make up combinations of products which are best fit for every clients, or even their family, to ensure they have a consummate indemnity.
Marketed and sold financial planning services and investment products to individuals and families in the Northern Virginia area.
Managed various R&D teams of specialists and achieved successful results for our clients' high value investments.

Financial ConsultantMerrill LynchGVA offers project management and business consulting services to medium sized construction companies in CIS.
Interviewed prospective clients to learn about their financial needs and coverage.
Promote to the company’s services to potential customers in personal, telephone and in Mailing.
FAST facilitates efficiency, transparency, and stability in financial markets for sustainable SMEs. My work was based in the use of tools, services and project models to help our partners implement their SME finance goals.

Here’s what a recruiter is looking for in a financial consultant resume

  • Academic and professional education - Before you apply for a financial consultant's job, you must have a degree. The most related fields are finance, math, business, or economics.
  • Job certifications - Improving your professional standing requires you to claim specific financial certifications. That will help you stand out from other financial consultants.
  • Professional licenses - Licenses are a must-have for financial consultants. Recruiters want someone who can sell additional products and expand the company's horizons.
  • Business and sales skills - Interpersonal skills are the basis on which you'll thrive in the job. Most of your work is done through direct interactions to advise and convince — whether it's new clients or businesses looking for the best solutions.
  • Work experience - It's rarely the case that a financial consultant is hired straight out of college. Recruiters look for qualified applicants with years of experience — even if you've worked in other related fields such as accounting and investing.

PRO TIPThere are dozens of certifications that you can claim as a financial consultant. But, some are more effective than others. That’s why you mustn’t include every certificate other applicants might have. Try instead to earn and list a few of the difficult ones.

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