Financial Consultant Resume Template

When people look for financial advice, they are looking to talk to finance experts. A financial professional with the right skills can create a successful career through referrals and professional networking. When you include the experience information hiring managers are looking for, then you can use your Financial Consultant resume template to advance your career.

Resume Template for Financial Consultant

Wayne Simmons

Professional Summary

Trustworthy Financial Consultant utilizing a wide array of financial products and knowledge to help customers meet their goals. Strong track record of establishing referral networks, developing a strong reputation among private and commercial clients and going out of the way to help clients achieve their goals. Understands the importance of good financial advice to each client.

Core Qualifications

• Certified Financial Advisor
• Licensed To Sell Securities
• Life & Health Licensed
• Property & Casualty Licensed
• Long-Term Financial Planning
• Problem Solving

Experience

Financial Consultant, March 2010 – May 2015
American Associates – New Cityland, CA

• Responsible for doing initial client consultations and determining programs to help clients reach their goals.
• Remained very active in the community and built up a strong network of professional and personal contacts.
• Developed a resource library for clients that was filled with investment information they could take with them after each appointment.

Finance Associate, June 2001 – March 2010
Ground Financial Advisors – New Cityland, CA

• Responsible for taking incoming calls and welcoming clients as they entered the office.
• Assisted in putting together paperwork packages for investment products.
• Maintained the active client database for all consultants.

Education

2001 Bachelor of Science, Finance
Watch University – New Cityland, CA