Financial Consultant Resume Sample Template
Financial consultant resumes showcase qualifications like financial planning expertise, investment advisory skills and client management abilities. This sample financial consultant resume utilizes industry keywords, clear section headings, concise bullet points and measurable achievements to display value to potential employers. Key sections include a resume summary, skills, work experience, education and certifications. Download this professional template as a starting point to building an effective personal financial advisor resume today.
Olive Salinas
123 Oak Street, Minneapolis, MN 55403
Phone: 612-123-4567
Email: osalinas@email.com
Professional Summary
A dedicated and customer-focused financial consultant with over 7 years of experience developing comprehensive financial plans and providing wealth management advisory services to high-net-worth individuals. Equipped with in-depth knowledge of retirement planning, investment strategies, risk management solutions and regulatory compliance standards.
Skills
- Financial planning
- Investment advisory
- Retirement planning
- Risk assessment
- Customer service
Work Experience
Financial Consultant
Morgan Stanley Wealth Management, Minneapolis, MN Jan 2015 – Present
- Meet high-net-worth prospective and existing clients to collect financial data and determine goals, risk tolerance and time horizons.
- Analyze client information to create holistic financial plans including cash flow, tax planning, estate planning, insurance and investment elements.
- Recommend suitable wealth growth and management products and services in alignment with needs and objectives.
- Oversee $28M in assets under management for 75 clients.
- Consistently maintain over 95% client retention rate.
Associate Financial Consultant
Northwestern Mutual, Minneapolis, MN, Jun 2011 – Dec 2014
Education
Bachelor of Science in Finance
University of Minnesota – Twin Cities, Minneapolis, MN
Certification
- Certified Financial Planner (CFP)
- Licensed by FINRA Series 7 & 66