Financial Consultant Resume
This is a free Financial Consultant Resume example that covers objectives and tips to gets you the best job. This professional resume template with action words will help you in writing perfect CV for the desired Financial Consultant Job.
Financial Consultant Job Description
- Guides and comments on financial analysis, evaluation, and report generation activities of current and proposed financial plans in a manner designed to protect assets, meet reporting requirements, provide timely, meaningful reporting of operations, and effectively plan for and audit the financial needs of the firm.
- Get typically reports from Financial Top Officer and Financial Analysis Manager about this position. Protects company assets through development and implementation of sound accounting policies and procedures.
- Provides suggestions for sound and timely managerial decisions and controls through provision of analyzed and evaluated financial operational data.
- Advises about provisions adequate capital to meet current and future needs through development of an economical capital structure.
- Minimizes tax liabilities through consultation in planning, researching, executing, and defending all Federal, State, local and foreign taxes applicable to the corporation.
Sample Financial Consultant Resume Template
Contact information
In this section you have to include your Name, current home address, Mobile telephone number, Landline telephone number and your personal email address which is currently used.
- Full name
- Present and permanent addresses
- Telephone numbers
- Email address
Professional or career objective
Your objective is the one that clearly underlines your aims and aspirations in that profession. For example a Consultant will have to write an objective which is concise and precisely speaks about his role that he wants to play in the Organization.
Sample Objective for Financial Consultant
To obtain a position with a financial firm or group of people that are well informed of all the financial platforms available to maximize their talents and revenues for all-in the team to create a win-win situation.
Career Achievements
If you have any major Career Achievements or any Appreciation then this is the section where they should be listed. For Example a Financial Consultant can add his/her career achievements like,
- Ranked in Top 10 for sales of global mutual funds in Asia Region. [Siaram's Financing Chennai ]
- Ranked in Top 10 for sales of hedge funds in Asia Region. [Siaram's Financing Chennai ]
- Achieved profitable P & L as proprietary equity trader for 7 consecutive years; traded in excess of 50,000 shares per day. [ELECTRONIC TRADING GROUP.]
- Successfully traded futures, commodities, forex, equities, and options for each of these markets on a discretionary basis for qualified clients as a financial consultant. [Siaram's Financing Chennai ]
- Produced $250,000 per year consistently, as a financial consultant. [Siaram's Financing Chennai ]
Experience:
Previous work experience plays an important role while applying for a Job and hence it should be well presented in the resume. Most of the questions during your resume will be related to the previous job that you had and hence you should be well prepared for it. You should begin with putting the name of the organization that you worked for, the duration of your work and the post or the designation at which you were working. After this, you can effectively place points in a bulleted format that talk about the responsibilities and the achievements that you may have achieved during your stay at the previous organization. The work experience of an experienced Financial Consultant applying for a job would look like,
Financial Consultant
Siaram’s Financing Chennai 2005-Present
- Responsible for soliciting and selling financial products and services to clients, both individual and corporate.
- Advised on retirement planning and analysis, as well as the structure, analysis, and asset allocation of corporate pension and 401K plans.
- Ranked in Top 10 for sales of global mutual funds in Asian Region.
- Ranked in Top 10 for sales of hedge funds in Asian Region.
- Successfully traded futures, commodities, forex, equities, and options for each of these markets on a discretionary basis for qualified clients as a financial consultant.
- Performed detailed portfolio analysis of individual stocks, bonds, mutual funds, and short-term money market instruments.
- Produced $250,000 per year consistently, as a financial consultant.
PERSONAL TRAINER
Good Luck Entp. Hyderabad 2004-2005
- Initiated self-employment to coincide with personal priority of caring for elderly parents.
- Developed client base for personal training business. Utilized power lifting expertise, passion for fitness, and people skills.
- Design personal fitness programs tailored to each client and their health / fitness goals.
- Educate clients on nutrition, positive thinking, and holistic well-being.
- Sell clients and potential clients on, investment, in health / fitness and ongoing commitment to it.
Equity Trader
ELECTRONIC TRADING GROUP Chennai 2001-2004
- Primarily engaged in momentum day trading on a proprietary basis of large positions in both BSE and NSE stocks.
- Achieved profitable P & L as proprietary equity trader for 7 consecutive years; traded in excess of 50,000 shares per day.
- Established, monitored, and profitably liquidated multi-million dollar positions in risk arbitrage of stock merger situations.
- Exercised options to hedge identified stock positions.
- Profitable in all market environments? Rising, falling, and flat.
- Increased P&L annually over the previous year.
Territory Sales Manager
H.R.GRACE & CO. Koyambtoor
- Charged with developing new business as well as maintaining existing business in the sales of roofing and related construction products to industrial and commercial customers.
- Solicited new construction jobs and customers in the states of Ohio and Kentucky.
- Developed rapport with contractors and oversaw construction projects to ensure completion was on time and within budget.
- Exceeded multi-million annual sales quotas by 20%.
Education and Certification:
The academic details need to be mentioned in a tabulated format with respect to the degrees or the courses that the candidate would have undertaken in the past. The latest degree or course comes first followed by the last completed course and hence forth going backwards. For example a Financial Consultant who has completed post graduation or graduation course is applying for a Job or to a company or an organization then his/her details would be like,
- M. A. (Psychology and Philosophy)
Madurai University, Chennai 1995
- B Sc. (Computer Science)
Madurai University, Chennai 1993
- 1 year training for stock market transactions
Annamalai Financial Training Institute 2001
Honors
If you have won any competitions national or international then they could also be highlighted here. For example a Financial Consultant could lay stress on any exams that he may have given or any seminars or conferences attended. If you are a part of any honorary society or any nonprofit organization then that could also be added here.
The honors and the activities section of a Financial Consultant would look like,
- Attended Sales Training Programs with Smith Barney at New Delhi as Siaram’s financing representitative.
- Member of Equity Trading Consulting Society, India from 2005.
- Called for speech on Equity Trading Training Program in seminar by Business Today.
References:
The References are generally required so that your present employer can gauge you through the eyes of the people who you were associated with or have worked for. So your teachers or college professors’ details could be placed here. Or your past employer who you would have worked under can also be used as a reference. Ensure that the people whose names you enter know you well and do inform them that you are placing their names as reference because many companies call to confirm. For example the references section of a Financial Consultant could also look like,
Mr. Ram Nathan Go swami
Sr. Manager
Someya Consultancy
ramanathan@iiijjkk.com
Salary Range of a Project The average salary received is approximately Rs. 30000 per month. This works out to an annual pay package of 3 Lakhs to 3.50 Lakhs per annum CTC.
- The salary from an American perspective works out to be $20,000 per Month.
Note: This salary may be variable and it may change from organization to organization.
Frequently asked Financial Consultant Interview Question
- What experience do you have?
- What are your qualifications?
- What services do you offer?
- What is your approach to financial planning?
- Will you be the only person working with me?
- How will I pay for your services?
- How much do you typically charge?
- Could anyone besides me benefit from your recommendations?
- Have you ever been publicly disciplined for any unlawful or unethical actions in your professional career?
- Can I have it in writing?
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