Financial Consultant Resume Samples, Templates and Guide for 2020

Volen Vulkov Avatar
Volen Vulkov
8 minute read
Updated on 2020-01-09

An Financial Consultant resume has to go beyond the basic certifications employers expect. You need to demonstrate that you can have an impact in your roles and are a good culture fit. This means carefully studying the job and the company offering it before crafting a resume that fits it perfectly.

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
2007 - Ongoing
Project Management Professional (PMP)Project Management Institute (PMI)
2003 - 2007
AdaptabilityAbility to be dynamic and adjust to company and industry changes
EducationConstantly studying the market and applicable financial planning advantages

Of course every resume might vary based on the person or the job. It’s important to determine where your strengths are and what information you want to get across to the reader first.

Financial Consultant Resume Talent Examples

Ability to be dynamic and adjust to company and industry changes

Financial Consultant Resume Skill Examples

Industry Expertise

Financial Consultant Resume Achievement Examples

Most Proud Of
Successful Launch
Prepared, organized, and managed CRM application rollout for 21 sales companies globally in a short window, creating funnel transparency and accurate sales forecasting.

Check out ourresume skills page for more actionable tips.

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