Finance Consultant Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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Career Objective:


Looking for a financial consultant position with “Apple Bank,” to persuade and convince customers for investing in bank’s products and help grow their money as well as of the establishment.

Summary of Skills:

  • Strong financial modeling and money management experience
  • Knowledge of all the investment options for individuals and organizations
  • Ability to device plan and help people managing and disbursing their debt
  • Skilled in assessing value of properties and fetching deserving price
  • Skilled in collecting, analyzing, and interpreting financial data
  • Ability to develop strategies for maximizing cash flow and improving business policies

Work Experience:

Financial Consultant
ABC Financial Consultant, Chicago, IL
October 2014 – Present

  • Conducting assessments of individuals and businesses finance and setting out priorities for managing debts
  • Opening and closing deals with customers for finance consulting services
  • Discussing financial goals with clients and preparing plans to meet their goals
  • Calculating client’s assets, liabilities, insurance coverage, cash flow, etc. and creating investment strategies
  • Obtaining and reviewing financial information from clients and answering their questions
  • Keeping close watch on evolving trends in financial market and utilizing positive factors

Financial Consultant
Rolling Hills Financial Consultancy, Chicago, IL
February 2013 – September 2014


  • Prepared financial models and analyzed budget variance for clients
  • Identified key financial issues and projecting forecast for businesses
  • Documented processes and results and supported ongoing projects
  • Recommended in buying properties to clients and planning when to sell
  • Provided advices to clients on tax saving and insurance decisions
  • Helped clients in buying and selling stocks and bonds

Education:

  • Bachelor’s Degree in Finance Management
    ABC University, Chicago, IL
    2012

Reference:

On request.