Financial Consultants assist in different tasks such as the development of financial models from thorough evaluation, generation of debt service schedules and presentation of proposals and materials to name a few.  They are involved in investment management and use different strategies according to specific market characteristics.  Financial Consultants are tasked to manage projects in consistency with company profitability and ensure its overall success.

Financial Consultant Resume Template


Brigitte Jennings

897 Aveilon St.

San Diego, 7893

Phone: (212) 210-2100



Hard working and dependable individual seeking for a job as Bookkeeper

Summary of Qualification

  • Excellent analytical and logical skills necessary for client need compliance
  • Excellent interpersonal and communication skills and with the ability to deliver appropriate investments and financial services
  • Exceptional in processing data and managing records of individual clients
  • Highly knowledgeable in giving out investment recommendations such as diversified mix of stocks, fixed-income investments, bonds and mutual funds
  • Very independent and can carry out tasks confidently

Career Experience/Job History

2008 – 2011: Financial Consultant, RMN Financial Services

  • Created and developed short and long term financial strategies accordingly with the client’s financial status
  • Identified possible financial investment plans that are appropriate for the client’s desired goals and future plans
  • Coordinated with investment and insurance companies for the application and execution of financial investments
  • Advised clients on cross-functional lines in investments and minimizing the levels of risk
  • Prepared and processed documents together with the clients

2004-2008: Account Executive, Honey Rocks Apparel

  • Supervised in the daily trading activity of the different apparel sections
  • Ensured that all trades and business transactions are on schedule and inventories were accomplished daily
  • Handled regular client meetings and solicited feedback and suggestions for improvement in services


2000-2004: Bachelor of Arts in Finance, University of San Diego


Professional reference will be furnished upon request.


Consultant Resume