Financial Service Consultant Resume Sample

Financial service consultants are experts in various types of investments necessary for companies and individuals to stay protected from unhappy happenings. They use their financial skills in helping their clients plan a better future or after retirement life, or cope with unusual losses in the business. From savings to investment and insurance, these finance experts have the ability to guide anyone who wants to make provisions for his or her family in case of death and be secured from unprecedented events that can wipe away savings and properties in a jiffy. They study and recommend clients to buy and sell financial products to stay covered and secure family and business.

If you are targeting a consulting position in the finance industry, a degree in finance along with relevant work experience are a must. When applying for the job, you have to create a financial service consultant resume that can showcase your expertise, strength, and abilities to handle responsibilities and deliver results. If you're experienced, then you must use 'Career Summary' in the resume to summarize your career in accounting and finance. The summary must demonstrate your strength, and mention the industry you have worked for. The areas of expertise you hold must be displayed in bullet points. The types of responsibilities and duties you hold and executed must be described in the experience section. Other details such as education, certification, license, and technical proficiency required for the job must come thereafter.

Have a look at this financial service consultant resume sample and get insight into the resume writing nuances.

Walter H. Fields
1036 Ash Avenue
Stlouis, MO 63101
Phone: 314-847-3846
Email: whfields@yahoomail.com

Career Summary;

A highly talented and hardcore finance expert with astounding track record in planning finance for startups, mid and large-sized companies. Expertise in reducing business operations cost, enhancing business operations efficiency, generating bottom-line growth, business development, and domestic and international market. Remarkable abilities in providing recommendations and suggestion on investment, marketing, and implementation of technology. Proven track record in planning and implementing financial models as per company's needs, acquisition, and merger. Excellent track record in financial restructuring, and making investment plans. Sound experienced in meeting company goals with strategic financial planning and accounting skills.

Summary of Skills:

Excellent strategic planning, finance, and accounting skills to handle all the responsibilities of finance for companies of different scale
Remarkable experience in financial analysis and consulting for guiding companies in purchasing the right financial products
Ability to analyze financial records and prepare financial statements and suggesting future actions
Skilled in handling the entire mergers and acquisitions process right from the start to finish
Thorough knowledge of cost accounting, profit and loss management, and preparing business forecasts
Strong wealth management, investments, customer service, and financial planning skills
Proficient in financial analysis, upgrading business operations, reducing production cost, and interacting with cross functional teams.
Experienced in initiating plans and techniques necessary for the improvement of business performance
Polished coordination, negotiation, and communication skills with great leadership skills to handle a team of finance executives
Sound knowledge of finance and accounting software and experienced in implementing the same for optimizing business operations
Strong analytical, quantitative, and problem-solving skills

Work Experience:
Financial Service Consultant
Commercia Group of Industries, Stlouis, MO
April 2017-Present

Selling finance and insurance programs to all types of customers and generating additional revenue for the company
Planning and drafting plans for merger and acquisitions, and working with the sales team to sell insurance for new and used vehicles
Developing relationships with cross-functional teams and customers, and streamlining the sales process so that the insurance products reach to the customers fast
Maintaining relationships with debtors and lenders, producing and submitting paperwork for securing, and lending funds
Providing detailed presentations to customers on insurance programs, competitors brands, and making a clear presentation on the benefits the company's products offer
Initiating, developing, and implementing proper guidelines for the finance and sales team to ensure maximum customer satisfaction
Following local, state, and federal laws and policies in processing finance and insurance programs
Ensuring the business operations are conducting in ethical and professional manner, and the company is generating profit every year
Processing and completing paperworks necessary for sales of insurance products, correcting title, and other lien information as well as streamlining claim process

Financial Consultant
Jaguar Trading Company, Stlouis, MO
January 2013-March 2017

Designed and implemented a robust reporting systems that helped in forecasting and enhancing cash flow, and identifying business opportunities in the investment sector
Planned and implemented various insurance programs that help the company in increasing revenue by $3.5M
Motivated the sales team in pushing insurance products, and meeting monthly and annual sales target
Assisted the accounting department in preparing internal budget for the entire functioning departments of the company, and recommended methods in reducing operation costs by 20%
Organized events and programs, and provided education to industries and individuals on investments
Followed business code and ethics, and increased customers for the company by 30% than the previous years
Provided financial guidance to clients as well as executed service requests and transactions
Collaborated with cross-functional teams and other organizations to increase sales and revenue for the company

Chief Financial Officer
Tecron Limited, Stlouis, MO
December 2011-February 2017

Handled financial operations of the company and built a strong sales team that contributed in increasing annual sales by $80M
Participated in several corporate negotiations and streamlined underwriting process to draw a mutual understanding between lenders and investors
Sold investment products to organizations and individuals and exceeded company's expected revenue by 22%
Contributed in planning and development of policies that bridged the gap between customers and the management
Supervised the financial and IT management functions of the company and provided strategic direction
Developed healthy relationships with stakeholders, investors, and internal teams

Education:

Bachelor's Degree in Finance
Eagle University, Stlouis, MO
2010
Diploma in Information Technology
Pioneer IT Institute, Stlouis, MO
2011

Reference:
On request.