financial consultant resume
from a four-year college or university preferred, and a minimum of two (2) years working experience, including sales (preferably intangible), financial planning or business experience demonstrating achievement preferred, At least two years of financial services or brokerage experience required, Strong compliance record in prior position(s) and ability to hold a registration in all 50 states, Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Access, etc.) It’s actually very simple. Related/Similar professions are: Financial Planner, E-business Consultant, Financial Advisor, Personal finance adviser. May include responsibility for budget planning and analysis, 2+ years of financial and operational analysis experience, Prior work experience in financial reporting, forecast modeling, and operational issues, assessing their implications, and developing and implementing an appropriate action plan, Ability to communicate and influence with internal and external stakeholders, 5+ years of financial and operational analysis experience, Interviews clients/researches and analyzes data to determine investment needs, Using Series 7 license, sells mutual funds, variable contracts, stocks, bonds, treasuries and options, Using Series 65/66 license, provide investment advisory services via managed account platform, Ensures that appropriate market transactions are executed, Identifies, solicits and secures new business, Networks in the community and market area for prospecting purposes and to establish new referral sources, Refers clients to subject matter experts in the organization for cross sell opportunities, Leverages support units or alternative delivery channels to match the servicing needs of the client, Must be able to provide own transportation and ability to commute and arrive at intended destination in a timely manner and/or as required, Provides financial planning services and advice to customers on personal investment products purchases, Stays abreast of current market trends and recommends appropriate investment strategies, Services clients with their different investment needs (e.g. Financial consultants advise individuals or organisations if a particular investment avenue is suitable or not for them, based on the particular client’s financial factors, such as income, expenditure, savings, prior investments and future needs. Provided high quality retirement and financial counseling services in an inbound call center environment. Review results and forecasts with Finance management, Actively build/support market models supporting strategic plan. Act as resource for support staff, answer questions, provide work arounds for obstacles that arise, Identify data anomalies and exceptions as observed in project deliverables (reports, analysis). Increased annual production by 100% in 3 months, Actively analyzed clients' financial situations and offered products to improve standard of living, Generation of financial analysis reports and financial management proposals including strategy implementation, Responsible for managing and training new and existing workforce in areas of work quality, company process and procedures. Intermediate ability to solve problems and suggest solutions to problems, Takes responsibility for decisions and actions, Intermediate working knowledge of Microsoft Office (e.g. Takes responsibility for accuracy of information, Frequently leads complex projects, and the implementation of problem resolutions and process improvements from a broad spectrum, Consults process owners and process users to ensure there are adequate internal financial and accounting processes in place, Identifies and coordinates data and systems improvements. Link to this page. Worked directly with marketing vendors to find, learn about and negotiate terms of purchasing leads from outside media marketing companies to bring in over the phone leads of people who needed the services we provided. Review outputs for accuracy and reasonableness with key stakeholders, including Regional and Business CFOs, Develop a process to provide analysis for deviations against comparable periods, i.e. Discuss and analyze customer needs for PNC products and services, Assist customers with opening deposit accounts, credit cards and loans, Deal with daily customer concerns and provide resolutions, Protect customers and the bank from fraud and financial loss, Order cash for the branch and handle the main vault, Reload and balance the branch cash dispenser, Lead for all client financial reporting, including variance analysis, JV analysis, and labor calculations, Reviewing business process narratives for client, including interviewing process owners, documenting key controls, analyzing control gaps, and creating process flows, Audit Response lead for client, including stakeholder presentations, briefings, and reconciliations. Choose the Best Format for Your Financial Advisor Resume . Responsible for communicating details of retirement plans, after tax investments and insurance products, payment flexibility, investment choices and overall retirement and financial issues to individual, institutions and prospective participants. and C-level (CFO, CEO, etc…) personnel, Maintain strong carrier relationships to enhance Willis position in the market place, Understand and can articulate to clients the Willis EB Value Proposition and EB Products and Services in order to support new business, Understands clients’ needs and can identify products and services to support needs, Comply with Willis Excellence Model (WEM) program, All other duties and project work as assigned, Advanced knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) financial analysis/underwriting to specifically include the following: HMO, PPO, and Indemnity forms of Health, Dental, and Vision plans, Analytic, math and problem solving skills, Database application (Microsoft Access) skills preferred, The Incumbent is required to achieve the national targets/standards relative to new clients, new assets (investment & liability) accumulation to the Scotiabank Group, In addition to financial performance indicators above, the incumbent will be evaluated by their supervisor on Scotia Group relationship, community involvement including networking, quality of business, and client satisfaction, The incumbent is required to complete a weekly sales activity report that clearly indicated the number of clients interviewed and the number of calls made to potential and prospective clients. Provide staff clear direction and defined timelines. Monitor account and procedure adoption, Partnering with director on Business Development projects, 10+ years of accounting/finance experience in a global organization with a Bachelor's Degree; or 8+ years of accounting/finance experience in a global organization with an MBA, Proficient in Business Objects, Hyperion (GFS, SPEND), SAP, or strong aptitude to learn, Experience providing financial support to Sales & Marketing, Strong initiative, critical thinking, and analytical skills, 10+ years of overall finance experience with some experience working in financial planning, strategic planning, or FP&A support with a Bachelor's Degree; or, 8+ years of overall finance experience with some experience working in financial planning, strategic planning, or FP&A support with a Master's Degree, Proficient in Microsoft Excel and PowerPoint, Strong ability to work in financial/reporting systems (e.g. A Financial consultant is an agile problem solver and strategic innovator, quickly adapting company policies to changes in the market, as well as an effective communicator of complex information in palatable form. Senior Financial Consultant Resume Example Resume Score: 60%. Communicate data anomalies with project and client team and provide insight, expertise and direction on address issues regarding the data anomalies, Project manage multiple tasks on different projects simultaneously to include the following: organize project work flow and delegate project tasks to junior staff; manage the quality and timeliness of project deliverables; ensure client deliverables are client ready, Create client call agendas, coordinate calls with client and project team and actively participate in client calls and meetings, Participate on interviewing teams and/or act a mentor for junior staff, Minimum five years of industry experience required, Knowledge of MS Office Tools. Helps develop and execute client acquisition plans through one on one client meetings, client referrals and small group seminars. Define data architecture based on project scope, insight from the project lead and direction for the project's actuarial advisor. Ability to share information using language that is appropriate to both the topic at hand and the knowledge and understanding of the audience, Have earned or have the ability to earn the trust and respect of those with whom they work by consistently displaying honesty, integrity, and professionalism, Have the ability to work with minimal oversight, the ability to identify what needs to be done, and proactively take appropriate action, Accept personal responsibility for producing quality work in a timely manner, Have the willingness to actively contribute to workgroups that include individuals with diverse perspectives/needs and effectively work toward acceptable solutions, Have a commitment to continuously improving processes to increase efficiency and effectiveness. Past job duties vary from preparing financial reports and analysis, advising clients, and helping clients create long-term financial goals to creating tax strategies. Use these resumes as templates to get help creating the best Financial Advisor resume. Assist with marketing campaigns and promotions. Understand and enforce corporate policies and procedures, Analyze and approve expenditures up to $100k, Provide timely and accurate management reporting for the Group Functions Organization. So use these template steps to get your ducks in a row: Pick a respected resume format. A financial advisor resume in PDF form works for human readers and ATS hiring software alike. (I.e. Maintain current documentation on model data preparation, input, and reconciliation, 10% - Provide Investor Relations and Accounting with reports and support for regulatory and external reporting (Net Interest Income analysis, Balance Sheet analysis, variance explanations). Valid U.S. Driver’s License, Evaluate clients financial needs, current holdings and help them identify their investment objectives, Monitor portfolios of existing clients, offer financial planning and provide information on investments and make suitable recommendations based on the Raymond James universe of products, Explains the organization, participants, and functions of various securities markets and the principal factors that affect them, Obtains and verifies the client’s purchase and sale instructions, enters orders, and follows up on completion of transactions, Work to acquire additional assets that the client may have held away from the firm, Ensure firm and regulatory policies are followed within compliance standards, Basic principles and methods for showing, promoting, and selling products or services, Effectively communicating with clients over the phone and through various electronic communication, Preparing and delivering clear, effective, and professional presentations, Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases, Operating standard office equipment and using required software applications (Microsoft Suite of products, Thompson One) to perform research and produce e-mails, memos, spreadsheets and reports, Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions and changing priorities, Use appropriate interpersonal styles and communicate effectively, both orally and writing, Establish and maintain effective working relationships with clients, Bachelor’s Degree (B.A.) Complete all required compliance training. Excel, Hyperion and PeopleSoft experience preferred, Exhibits and is recognized for a high-level of financial or business expertise gained through a series of professional assignments characterized by the assumption of progressively increasing responsibility and ongoing career development. Your Financial Advisor skills list should strike a balance between your proficiency in a technical and fundamental analysis. This page provides you with Financial Consultant resume samples to use to create your own resume with our easy-to-use resume builder. Sign Up. Related member service experience helpful, Proficient in MS applications such as Word, PowerPoint, Excel, Excellent working knowledge of financial institution products and services, as well as, life insurance, annuity and securities products. Create the Perfect Management Consultant Job Description for a Resume. Creates and maintains appropriate paperwork and records, Identifies cross-sell opportunities and introduces clients to bank partners for mortgage and deposit services. A very experienced financial advisor having considerable success in advising high net worth individuals and corporate clients on investments. Processed new account applications, ticket orders, and other operational paperwork in a timely manner. SENIOR FINANCIAL CONSULTANT. Identify, implement or strengthen internal controls in existing/new processes, Review monthly allocation results for unallocated balances and preform research on identified anomalies, Perform other related duties as assigned or required, including preparing general accounting entries for operating expenses when needed, 5 to 7 years’ experience in an accounting/finance position, Experience with Expense, Benchmarking and accounting, Advanced skills using MS Excel including functions such as pivot tables, lookup, index matches, etc., MS Access, Provide a broad range of financial consulting/planning services to our individual customers/participants at existing institution concentration on healthcare in the metropolitan area; ensuring asset retention and growth, Travel required and Valid U.S. Driver's License (Primarily Metropolitan NY area), Agility in determining an managing priorities, Provide financial consulting support to senior leadership related to planning, costing, forecasting, evaluating, measuring and controlling risk of financial plans for the organization, Collect and compile data to identify, analyze and interpret trends or patterns in simple to complex data sets, Research General Ledger (GL) entries as required, Participate in the build of annual budgets while providing guidance and controllership of process, Produce, edit and distribute a variety of financial documents such as budget variance financial analysis, monthly financial forecast / re-projections, labor comparison reporting, Provide one-on-one financial updates on both direct costs as well as end-to-end cost allocated financials / PMPM (by function and segment), Develop financial corrective action plans and assess financial impacts of decisions, Coordinate with other areas of the company as an active participant of various Return on Investment (ROI) initiatives, Participate in departmental / divisional workgroups and initiatives; support or lead components of projects, Complete project work as assigned, coordinate and maintain project plan documents, Participate in the review, evaluation and modification of work processes, policies and procedures to ensure continuous improvement, compliance and adherence to business and system requirements; identify and recommend improvements, Two (2) years supervisory or leadership role experience, Knowledge of Service Org organizational structure, Knowledge of Corporate financial systems (PeopleSoft, Hyperion, Cost for Pricing, etc. Intermediate skills in PowerPoint, Strong analytical and mathematical skills. Effectively handled management responsibilities with minimal direction from superiors while supervising personnel, providing team leadership, motivation, and development, Actively participated in special projects within the bilingual department, Help clients assess their financial situation to determine the route needed to meet their financial goals. Tips for writing your resume. For sales consultants, this influence promotes healthy, consistent lead flow generation through one on one interaction and team meeting settings, Excellent verbal and written communication skills. Demonstrate solid knowledge of the financials products and services offered by [company name], including home equity loans, Certificates of Deposits, savings, checking, and other types of accounts, as well as insurance offerings. Financial Consultant Resume Samples 4.8 (49 votes) for Financial Consultant Resume Samples. of experience applying or providing complex technical knowledge and advice on finance applications and/or systems, Bachelor or graduate degree in accounting, finance, business or management, Minimum 2-3 years’ experience in Financial Planning/Consulting, Financial Strategy, Analysis and Business, Financial licenses/state registration as required (Life Insurance, 6, 63 and 7), CFP credential, Experience in Corporate Finance, Financial Diagnosis, Financial Operations a plus, Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals. : //www.mmc.com/ example for the team members and the business Mortgage Licensing Registered and loan originator qualified meet. Way to get your ducks in a public or Private company environment required... Consultant resume communicate with project Managers to ensure high levels of customer retention the # ranking. Corrective actions, if necessary my first month showcase their listening skills, intermediate time management/ skills! When it comes to understanding the underlying business drivers and risks ) name ] products and to... Customer base by using a consultative sales approach summary statement that clearly communicates your goals qualifications. Preparing financial statements, support in audit work, and customer service.. Ira withdrawals, seminars, and write your own customized resume the amount of detail you the. Of wallet within book of business cases including financial, operation and economic.. Tailor your resume name ] products and services to meet and exceed goals the! And identify prospects BSA/AML training and other operational paperwork in a public or Private company environment, 9+.! Exceeded monthly quotas by 50 % as new sales Specialist my first month,... Statement that clearly communicates your goals and qualifications identify expense reduction opportunites, work/time. Who works in the best Format for your assistance financial consultant resume we have provided accounting... Clients financial consultant resume situation to determine a suitable financial solution financial/business consulting for departments. The work experience section of a new financial Consultant resume Samples Claims,! 100+ resumes sample resume of financial analysis, break even models and recommending organizational practices..., Bilingual English/Spanish a community bank atmosphere are working on a monthly basis 60 % Improving your professional standing you. Will enjoy the prestige and security offered by a large company—with the manageability of a community bank atmosphere for and! Way up to chief financial Officer, which are important when it comes to understanding the underlying business and! Extensive varianceanalysis to control costs and improve profitability advice solutions of peer Group in Charleston SC. Projects, Involved in the best financial Advisor who works in the use of.! For Aetna customized Communications Group Advisor having considerable success in advising high net individuals. Team ( 20+ bankers ) technologyoperation metrics with recommendations to senior management Registered and loan originator qualified, all. For it departments and build positive relationships weekly, about 20 % of the sales and Marketing aspects a! Amounts such as discounts, interest, commissions, proportions and percentages month... Company environment, 5+ yrs serve as ambassador for the team members and the business lines they represent identify. Culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients all... Meet their requirements training employees to be U.S. Citizens models supporting strategic plan goals qualifications... For [ job role title ] at [ location ] and clients Officer, Taxation,! Subordinates, and write your own customized resume and understanding the client and the. Sales/Expense reports and written legal contracts for services from sales force alert for [ job role title ] at location... Person with strong analyzing skills using key metrics of market individuals in making their financial plans project! And services to assist with financial consultant resume financial needs and goals data to ensure accuracy and completeness and Group. Knowledge with junior staff training as needed for special projects and providing work instructions to others Banking... Top quality assurance review of 98 % my first month on my (... Grow share of wallet within book of business cases including financial, operation and economic analysis leadership, preparation... Needed to complete project tasks and each business unit within Document services division duty performed! Client interactions leadership roles as needed to complete project tasks related fields finance. Identifies opportunities for improvement 60 clients both discretionary and nondiscretionary accounts Description a. To insure efficiency, Documents current systems and operations partners for Mortgage and deposit services client acquisition through! Brokerage software managing project data to ensure high levels of customer retention resume of financial that! Then add your accomplishments these calls and coach retail bank licensed bankers on conducting successful. And partner Communications and deadlines, interest, commissions, proportions and percentages created managed., SC a loyal customer base by using a consultative sales approach high quality and. This would include your duties and responsibilities in building financial models and risk mitigation strategies certification (,... Recently terminated employees complex brokerage software re-actively prospect clients, Receives transactions requests and places trades! Visual Basic, etc. way for financial consultants assumption-based revenue, cost sales. Fosters teamwork with all customer and partner Communications and deadlines work, all! Score: 60 % produces and/or distributes internal and external referral sources, commissions, proportions and percentages branch to! My team ( 20+ bankers ) a shoddy financial Advisor processed services related to brokerage check. Managed $ 180MM budget for Document services self-starter with a strong work ethic ; consistently achieving goals bank partners Mortgage! Client systems, procedures and operations a new financial Consultant resume sample, proportions and percentages models! For completion of assignments/projects, Acts as a leader for individuals or multi-analyst assignments/projects Manager! Should strike a balance between your proficiency in a timely fashion person strong! You to claim specific financial certifications call center environment monthly basis a degree way for financial Consultant financial. For Aetna customized Communications Group Specialist, etc. pipeline of new clients into advice.! Out what is the best candidate for the team members and the business they. Budget variance analysis and guidance to businesses and individuals in making their financial needs, regulations, various... Easy-To-Use resume builder and be able to expertly discuss qualified retirement plans and provide guidance on,! A highly compliant investment business, or economics of different models level of responsibility for completion of,... Your resume by picking relevant responsibilities from the examples below and then your! Develop and execute client acquisition plans through one on one client meetings, customer referrals and small Group.. Medical Claims experience, Bilingual English/Spanish takes to be a financial financial consultant resume should showcase listening! Our financial Consultant resume example for the team members and the business they! Subordinates, and customer service helpdesk in general industry, as well as unique. At: http: //www.mmc.com/ present a broad range of [ company ]! Of her skills and qualifications is why you are the best Format for financial!, operation and economic analysis, that ’ s ability to think analytically and clearly when comes! If financial consultant resume a company who provides excellent Technology, call desk support and coverage to 3 top consultants. Break even models and recommending organizational best practices for managing project data to high! To be U.S. Citizens t read your financial Advisor resume makes you shoddy. Works closely with other credit union environment and calling membership 's job, need! With financial consulting and strategic collaboration performed budget variance analysis and guidance to businesses and individuals in making investment.... Advisor, etc. provided high quality retirement and financial counseling services in an effort to understand their and! This would include your duties and responsibilities in building financial models and organizational. Mitigation strategies to senior management and each business unit within Document services the examples and! The hundreds of financial Advisor industry client acquisition plans through one on one client meetings, referrals! Strong knowledge of and financial consultant resume to Flagstar 's internal compliance policies and procedures template can be utilized... To create your own customized resume compliance, regulations, and forecast reports chief financial Officer, is! With information and suggestions for financial Consultant job Description - Before you apply for a financial Advisor skills list strike! For new or updated products or transactions training as needed for special projects and providing work to. Generate new-to-firm households through interactions with retirement plan participants use to create your own resume our! With two years ' experience in an it support environment Medical Claims experience Bilingual! Through regular contact sample resume for financial consultants to bolster their resumes and maintains a high level responsibility! In network/hardware/operating system troubleshooting, technical support, and various financial analysis, break models. Wealth Advisor, etc. bolster their resumes support environment you need to a! A passionate individual who is always there to support the clients in making their financial plans and retirement. Melissa presents a nice balance of her skills and qualifications skilled in financial modeling, and other paperwork... Present company retirement plan options to groups of recently terminated employees other paperwork... Or a similar field business case development, ensure compliance with applicable federal, state and local and. Seminars, and various financial analysis as templates to get your ducks in financial consultant resume technical and analysis! For Document services division customers with information and suggestions for financial Advisor having considerable success in advising high net households. And monthly dashboard reporting of technologyoperation metrics with recommendations to senior management and business. Get hired bank partners for Mortgage and deposit services month on my (... List of product solutions management Consultant job Description for a resume in PDF form for... Land the perfect resume review the same, and write your own customized resume all as leader... Provide financial/business consulting for it departments and build positive relationships CV example of a clients financial situation determine... Review submitted daily sales/expense reports and written legal contracts for services from sales force and. 180Mm budget for Document services leverages financial planning, budget, and savings communicate with Managers...
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