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Financial Consultant

Financial Consultant Resume

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How to Write a Resume for Financial Consultant Job: Best Tips

Make your job profile well-structured to attract the attention of potential employers. They prefer informative resumes that are easy to read, so start by providing your document with a clear structure. Also, consider the following points to stand out.

Although the first part of your document is a summary ...

Resume summary or career objective

Although the first part of your document is a summary describing your primary qualifications, our recommendation is to write this section last. It will be much easier for you to list your most remarkable skills and achievements after you’ve already composed your work history and reviewed your past duties, qualifications and abilities.

Your document is supposed to present you as an excellent ...


Your document is supposed to present you as an excellent specialist with good qualifications. Refer to the financial consultant job description to know which skills the employer values the most and include them in your draft. List not only perfect professional skills but also your strong personality traits, as impressive relationship-building abilities are essential for financial advisors.

There’s no need to describe your educational institution with beautiful ...


There’s no need to describe your educational institution with beautiful words. Simply indicate where and when you studied and what degree you obtained. Furthermore, mention any course certificates, if applicable.

Provide a comprehensive list of your former employers but don’t ...

Work history

Provide a comprehensive list of your former employers but don’t put too much focus on the irrelevant or outdated ones. You should only highlight the jobs that helped you become a great financial consultant. Even if you are an entry-level finance advisor, it would be better to omit such job titles as a waiter or a flower shop assistant.

Now, check out three simple writing tips for your position particularly:

Put in some information about yourself.
The devil's in the details, so pay particular attention to the font size. We suggest that you keep it between 10-12 points so that it fits into the preferred 1 page. Recruiters will also appreciate it if you select an appropriate font, such as Arial, Helvetica, or Verdana. These simple steps will make an enormous difference as your profile will look clean and easy to read due to the modern design.
Choose the design of your cover letter.
Use effective subheadings to highlight important sections in your document. Try to keep them simple. Delete the complicated ones wherever possible and replace them with more straightforward alternatives. For instance, it would be better to write “Education” instead of “Accreditations.” Such an approach will help you to enhance the readability of your profile by both recruiters and Applicant Tracking Systems.
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Be consistent with your writing style. In other words, double-check whether all of your subheadings are written in bold or italics. Additionally, you can highlight your most crucial skills for the financial consultant resume with color. However, make sure you adhere to the standards that your prospective employer is looking for and don’t overuse any of those.

Professional financial consultant resume example

To simplify your task, we decided to demonstrate how the above tips can be applied to one financial consultant resume sample. Do you think it will be a challenge to create one for yourself? Not with our online builder! Complete a small questionnaire and you’ll get your perfectly structured unique copy.

Nolan Rivera Financial Consultant 91 Liberty Street e: n.rivera@email.com t: ...



Financial Consultant

91 Liberty Street

e: [email protected]

t: 8102-001-542


  • 2010/08 - 2014/08 Bachelor’s degree, Business Economics

    Kansas State University - Kansas City, Kansas


A qualified financial consultant with 3+ years of experience in helping customers navigate their financial path.

Current professional goal: Supply clients with the appropriate investment products and provide them with quality financial services.


  • Proficiency in MS Excel and MS Office product suite
  • Great people skills
  • PeopleSoft experience
  • Proactive team player
  • Strong organizational and presentation skills
  • Excellent wealth management skills

Work History

Financial Consultant

Webster Bank, Kansas City, Kansas / 2018/07 - 2019/10

  • Assist clients with information and support to change their lifestyles and diets according to their current mental and physical states
  • Designed efficient solutions to enhance retirement plans and client service
  • Developed annual objectives regarding finance and asset management
  • Aligned business plan with cross-referral processes, marketing, and partnership
  • Coordinated customer base activities related to the sales increase
  • Ensured smooth communication with investors
Financial Advisor

TAXA Advisors, Kansas City, Kansas / 2016/05 - 2018/07

  • Introduced capital investment strategies and controlled finance
  • Developed investment strategies and monitored investment-based sales
  • Delivered annual review including the reports on budget, expenses, and other finance-related issues
  • Ensured expenditure control and analysis
  • Was responsible for offering investment products to the company’s clients

This example is not commercial and has a demonstrative function only. If you need unique Resume please proceed to our editor.

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What is The Difference Between Resume and CV?

Can’t decide whether a CV or resume for a financial consultant will help you get a job? Let's compare! Although both CV and resume have a generic goal to present the qualifications and experience of the candidate, these documents differ in structure and length:


A CV does not have length limitations.

A CV is a detailed review not only of your whole work experience, but also of academic history, including scholarships, research, and publications.

The CV text remains general to all job applications.


The standard for a resume is one page.

A resume implies a brief summary of work experience, duties from previous jobs, and skills.

The content of the resume should be changed for each vacancy, to meet its employment characteristics and requirements.

A resume is a shortcut presenting all your related experience on one page. Therefore, this document is more preferable by recruiters because it helps to identify the right person from the number of candidates faster.

Financial Consultant Resume Template

Text formatting can be tedious, especially when you have a ton of other tasks to do. We’ve come up with a creative layout generator to help you quickly get an attractive resume. Our service provides quick access to pre-ready templates that are easy to customize.

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Main benefits of creating your resume for Financial Consultant in our builder

You do not have to wrestle with the structure of the resume. Just complete the questionnaire, and all the information will be arranged in the necessary sequence.

You can choose any of the proposed templates for your text. Each of them meets the format and design requirements for a resume.

You can easily edit the document for each new vacancy, adapting the work history, goal, and skills to the individual requirements of each employer.

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Our customers’ feedback

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Frequently Asked Questions

  1. What should I put on my resume if I’m a financial consultant with no experience?
    Specify educational institutions and degrees you have received and mention certificates related to graphic design. Write about the student or volunteer projects you participated in as a graphic designer and describe your responsibilities. Beginners should put this information right after the resume summary. In our builder, we have templates for different resume structures, so you can choose the design that suits your particular case.
  2. What are 5 soft skills for the Financial Consultant resume?
    Soft skills are equally important, and your recruiter may take them into account when evaluating your CV or resume for a graphic designer position. We recommend you mention your communication, conflict resolution, time management, collaboration, and emotional Intelligence.
  3. What is the best resume format for a financial consultant position?
    There are two main resume formats: functional and chronological. The first one focuses on skills and accomplishments, while the second describes your work history in chronological order. Which one to choose depends on your background.
  4. Should I include my email in my resume?
    Yes, you should add any relevant contact information. However, make sure your email address looks professional.

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Other great resumes from this industry

What if you’ve overlooked an awesome opportunity to get hired by a well-known company? Here are some additional employment options for you to review. Consider these alternatives, and you might find a job you’ll like!