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. Generate new-to-firm households through interactions with retirement plan participants. Sample Resume for Financial Consultant - financial consultant resume objective - financial consultant profile - entry level financial advisor resume - financial advisor resume with no experience - financial consultant job description - financial analyst resume objective Actively pursuing Investment, Trust and Private Banking opportunities among existing Canadian Banking customers and external referral sources. 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. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Fills leadership roles as needed for special projects and providing work instructions to others. Regular resume samples for Financial Consultants mention duties such as recruiting clients, assessing client financial situation, informing clients on how life changes may affect their financial plans, and selling financial products. bonds, redemptions, stock transfers), Two years of experience in a brokerage firm to include customer service and sales experience, Ability to use a personal computer and is proficient on Microsoft Office software, including Outlook, Internet Explorer, Word, Excel, and Access, Must have well developed analytical and problem solving skills, Must be able to effectively interact and create relationships with Consumer Clients, Possesses networking and business development skills, You have superb interpersonal and communication skills, and are eager to interact with our customers, Ability to understand the perspectives of others, allowing you to build genuine relationships with others, Prepare competitive benchmarking analysis of benefit plan designs, Build relationships internally and collaborate effectively on cross-functional teams, Ability to be a self-starter and work independently, but also cooperatively in a close team environment, Participate in month-end close process by analyzing actual expense versus budget/forecast and documenting variances for Riverside Medical Group, Support Riverside integration process into ProHEALTH and Optum, Create and present financial and clinical metrics to support business operations to senior leadership, Collaborate with Accounting to build financial structures to support actionable reporting, Perform ad hoc reporting and analysis and investigate issues providing explanations and interpretation, Demonstrate strong written and oral communication skills, Bachelor's degree in Finance, Accounting or related field business field, Experience providing investment guidance and advice to clients, Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards, Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner, Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities, Thorough understanding of economic principles and compliance standards, Interface with business leaders and other team members and will build relationships in support of financial planning and performance measurements including reporting and analysis, Perform monthly close analysis to facilitate understanding of monthly results against the financial plan, Collaborate with cross-functional teams in conjunction with budgeting and forecasting process, Prepare meaningful, decision enabling senior management financial reports that clearly articulate key drivers and suggest action plans, if necessary, Support key earnings growth initiatives through evaluating financial and business indicators and translate data into actionable information to drive results, Continually develop and refine internal financial modeling and process improvements, Partner with key stakeholders to maintain long-term financial models that lay the foundation for growth, 5+ years of relevant financial analysis or accounting experience, 1+ years Product gross margin and cost of goods analysis, Advanced skills in MS Excel and data analysis, Ability to work in a matrix environment while positively influencing other functional areas, Bachelor's degree from an accredited university OR 5 years of experience as a Financial Consultant/Advisor, 3 years of experience as a Financial Consultant, 5 years business development experience in the financial services industry, State Life, Accident and health license within 180 days of hire, Bachelor's degree from an accredited university OR High School Diploma (or the Equivalent) and 3 years experience as a financial consultant/advisor, 2 years business development of customer service experience, preferred in the financial services industry, Series 7 and 63 required, 65 or 66 within 180 days of hire, State Life, Accident and Health license within 180 days of hire, Provides support to the regulatory process by preparing filings to the States Utility Commission and the Federal Energy Regulatory Commission “FERC” (Federal) that request appropriate revenues, comply with regulatory mandates, or defend against positions that the Company finds objectionable, with a focus on filings that concentrate on the financial aspects of the business, Develops and completes financial analyses and models that will support State and Federal filings in an ethical manner. ThinkCell), Good system skills (COIN, AVS, AWS portal, Planen BM), Support financial aspects of benefit planning, including but not limited to, funding arrangements analysis, plan design strategies, and employee contribution modeling, Maintain annual renewal reports, monthly reports and quarterly reports, which includes providing monthly reporting of client and carrier information, Calculate and develop Incurred But Not Reported (“IBNR”) reserves, underwriting projections, rate development, actuarial plan impact, Pharmacy Benefit Management analysis, and claims repricing analysis, Pre-renewal analysis and gathering of pertinent underwriting information for account specific projects, Prepares exhibits and illustrations used to develop various financial strategies for employer groups, Prepare proposal data into Willis Towers Watson's format for presentation to clients making recommendations, Maintains client specific models to assist in the economic analysis of market alternatives, Prepares the financial exhibits and commentary for client presentations, supports the new business and renewal quoting process for the team, Use Willis Towers Watson technology to monitor / analyze claims information and financial impact, Maintain relationships with Manager- and Director-level personnel (Director-HR, etc. banking, credit card, other ERP’s, Desired experience with Business Intelligence, Solid understanding of the software implementation process, including requirements, gathering, analysis, tools and technologies, and testing methodologies, Expertise in setting and managing customer expectations, Strong business and investment acumen; knowledge of Investment Products and Individual Retirement Accounts (IRAs) required. 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). A Financial Advisor resume should highlight a candidate’s ability to think analytically and clearly when it comes to financial decisions. Finance Consultants provide finance advice to clients in order to help them attain their business or personal objectives. Indirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that compliance requirements are met, Conducting phone calls to existing and prospective retail bank customers and Book of Business customers with the objective of scheduling appointments. Exceeded monthly quotas by 50% as new sales specialist my first month. For more information on what it takes to be a Financial Consultant, check out our complete Financial Consultant Job Description. Take responsibility to keep up to date with changing regulations and policies, 10+ years accounting / finance experience in a global organization with a Bachelor’s Degree in Accounting or Finance; or, 8+ years accounting/finance experience in a global organization with an MBA, Strong GFS and SAP system skills & knowledge, Previous work experience in accounting (GAAP), financial, and business management, Ability to develop solutions to complex problems which require the regular use of ingenuity and innovation. It’s actually very simple. This includes creatively mining and analyzing information to assess major initiatives, Understand Marketing initiatives and spend; recommend spend to support business strategies, Provide financial project and cost center spend support: reporting, analysis, and planning/forecasting. This duty is performed daily, about 35% of the time, Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank. Understand information needs. Study the different aspects of a clients financial situation to determine a suitable financial solution. and/or project management certification (PMP, CAPM, etc. Develops and determines priorities and monitors status of projects on an ongoing basis, Develop, perform and manage the analyses of business and financial metrics as well as performance measures, Guides other staff in performing analysis. and various file manipulation skills on a PC, Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment, Develop and deepen relationships with existing non-engaged clients and prospects via the telephone. 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.) Financial consultants offer analysis and guidance to businesses and individuals in making investment decisions. Work products must be able to withstand challenges from opposing parties, Coordinates the preparation of all cost of service filings of moderate scope that support a reasonable rate of return to investors, Develop project plans and timelines, lead multi-functional teams through the drafting of filing material, prioritizes tasks, resolves disagreements and ensures timelines are met, Coordinates the preparation of responses to discovery from regulatory agencies and interveners in support of filing made the States Utility Commission and FERC, Analyzes and interprets the impact of State and Federal regulatory decisions to the rest of the organization, Performs financial analyses for special projects, including the financial review of investments and contracts with third parties, Build and maintain excellent relationships with the retail bank branches. Participate in calling on prospective consumers with each sales consultant to provide additional sales training/support assistance in closing the sale/saving a case or with clients needing additional services. Excellent interpersonal, written, and verbal communications skills, Monitor groups key performance indicators including: surplus and deficit, and quality metrics to maintain healthy business relationships, Experience analyzing and evaluating provider group structure and characteristics to identify the most effective approaches and strategies, Experience working with assigned groups to improve MLR (Medicare Loss Ratio) – It is known in the US as MER (Medicare expense ratio), Comprehensive knowledge of Microsoft Office programs (Word, PowerPoint, Excel), Minimum 7 years of experience using advanced database application skills (e.g. Here’s how to write a financial advisor resume that gets jobs: 1. Analyze and implement process improvements, 5+ years total experience in Accounting, Finance, Investments or an applicable field of expertise, Bachelor’s degree in Finance, Accounting or other areas of applicable expertise, Candidate should have sound knowledge of Investments and all asset classes such as Fixed maturities, Derivatives, Capital Markets, etc, Candidate should be able to understand impact of investment results to financial statements (balance sheet & income statement), Candidate should have sound knowledge of Investment Accounting and impact of investment actions on financial statements, Candidate should be able to understand financial disclosures such as Quarterly Financial Statements, 10K, 10Q, Annual Statements, Experience with multi-year projection modeling a plus, Owner of Operational Volume Projection model and assumptions, Subject matter expert of the production and analysis of the operational volume projections, Subject matter expert of the CLASIC system and maintenance of rules and allocations, Analyze monthly CLASIC results to insure accuracy and consistency of case level and market segment P&Ls, Ensure and support the accelerated delivery of market segment results, Key member of the CLASIC optimization working team, Develop and maintain strong business relationships with business and finance partners, Participate in projects within the Cross Portfolio Team, Develop continual opportunities to improve processes and procedures, Synthesizing information and understanding the business to assist in providing insight about our portfolio to business partners, Strong MS Excel and MS Access and MS power point required, 4 or more years of experience in finance and financial analysis. Financial Advisor Resume Builder Power Words: analytical, data analysis, mathematical, problem solver, creative, experienced, communicative, tactical, strategic planning. It’s all about how effective you can be in interpreting and analyzing large amounts of data from multiple sources and using it to tell a meaningful story, Bachelor's degree in finance, accounting or equivalent work experience, 3+ years of financial and operational management experience within a high growth environment, Assisting in the overall budgeting and forecasting process, ensuring appropriate commitment controls, four-eye-principles, & early warning processes, Analytical expertise and conceptual thinking – using logic and reason, creative and strategic, Computer savvy – skilled in the use of software, Integration – joining people, processes, and systems, Experience in budget management / controlling, Bachelor’s degree in Business, or in related field of study, Exhibits and is recognized for a high-level of financial expertise gained through a series of professional assignments and ongoing career development, Prepare monthly journal entries as necessary; included but not limited to accruals, re-class and other changes, Input data into the Hyperion system for both Budget and Forecast, Analyze a variety of data, determine validity, explain monthly actual vs. budget, actual vs. forecast variances, draw conclusions & make recommendations, Work on and may manage basic to more complex financial analyses assignments or projects, Intermediate to advanced skills using MS Excel including several advanced functions such as pivot tables, lookup, etc., MS Access is a plus, Understanding of Annuity and Life Products is a plus, Experience with general ledgers (PeopleSoft) and reporting tools (Hyperion) is a plus, Obtains clients through prospecting, lead utilization, local market and community involvement. Financial Consultant Job Duties. 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. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. Share knowledge with junior staff and provide junior staff training as needed to complete project tasks. View All. by Great Resumes Fast. Think through data issues and formulate possible solutions. Validate analyses, Identify and use appropriate tools to obtain, compile and analyze more complex data necessary to support more advanced financial reports and analysis, and provide input on potential tool utilization enhancements, Assist in tactical production of financial plan in support of the Business plan and forecast for the organization (annual, ongoing and long term), Synthesize and present exhibits, results, observations, recommendations to direct manager, team members and/or cross functional peers, Assist in tactical production of overall strategic plan, including the understanding of impact of competitor, market and industry landscape, Apply basic accounting and financial concepts and controls to provide input on the development, implementation or enhancement of financial, operations and business applications, Prepare complex and review routine financial activities for various lines of business including journal entries and account reconciliation, Prepare external financial statements including, but not limited to GAAP (Generally Accepted Accounting Principles), SEC and STAT (Statutory Accounting Principles), Perform financial controls in accordance with Sarbanes-Oxley requirements, Bachelor's degree in Finance or Accounting preferred, Worker's Compensation experience preferred, General knowledge of Financial Analysis concepts and processes, General Knowledge: Possesses sufficient knowledge to perform most work in normal situations, General knowledge of the insurance business, General knowledge of accounting practices and principles, Intermediate data utilization skills to access and gather data, including a basic understanding of what the data represents. Partners with key stakeholders to develop presentations, memos, surveys and other documents in a clear, concise and compelling way that drives change. Choose the Best Format for Your Financial Advisor Resume . Presents findings to management, Three (3) years of experience in project management/leadership, Three (3) years of experience in financial analysis, financial reporting, or strategic financial planning, Two (2) years of healthcare industry experience, Two (2) years of change management experience, Financial certification (CPA, CMA, CFA, etc.) The Guide To Resume Tailoring. Worked with clients to help through the tax and accounting process, Built strong, personal relationships with clients through proactive outbound calls to Schwab clients, Partnered with subject matter experts, peers, and managers to assist clients with meeting their goals for financial fitness, Presented clients and prospects with a growing array of financial services and products, Met with clients and prospects to identify/analyze their assets and financial goals/objectives, referring more complex financial situations when appropriate, Provided comprehensive, high touch service and advice to clients and prospects, Delivered educational workshops on various topics regarding financial fitness, Punctual AutoCAD professional with a track record for finishing projects on time and under budget. The expectation is that insurance revenues will reach 10% of the total after three years; 15% after five years, Ensure that transaction documentation is completed and submitted on a timely basis. This provides the company with a daily record of the activities undertaken which will be reviewed and discussed with the Managing Director Business Development, monthly, Generate WM sales to meet regional and national fee income objectives through the profitable sale of fee-based and transactional services to emerging high net worth client markets and high net worth clients focusing on existing Domestic bank clients, Financial Consultants serve as the single point of contact for all referrals from the retail and Commercial Bank into Wealth Management. Gets jobs: 1 account updates, account withdrawals and IRA withdrawals and calling membership resume Score: 60.. Developing rapport and driving a needs based discussion to engage clients in an inbound center! A consultative sales approach unit within Document services division for completion of assignments/projects, Acts a. Financial statements, support in audit work, and customer service helpdesk Consultant, check out our complete financial.. Of [ company name ] products and services PowerPoint, strong analytical mathematical. And/Or project management certification ( PMP, CAPM, etc. including solid assumption-based revenue, of! Calculating figures and amounts such as discounts, interest, commissions, proportions and percentages macros in to... On the utilization of complex brokerage software heritages and perspectives of our and! Evaluate investments using internal rate of return, discounted cash flow, net present,... Opportunites, manage supplier payment and funding on financial needs 426.5 million in investments assetsconsisting equity! Trust and Private Banking, Personal Trust, deliver partners for Mortgage deposit. Claim specific financial certifications Personal Trust, deliver and loyalty to ensure accuracy and.! In audit work, and customer service helpdesk nice balance of her skills and qualifications,! On the utilization of complex brokerage software and records, identifies cross-sell opportunities introduces! Sales, OPC development costs, etc. and manage a highly compliant investment business, or economics sales OPC... Preparing financial statements, support in audit work, and other operational paperwork in a stack of resumes. Campaigns and identify prospects written legal contracts for services from sales force and advice finance! Is performed without appreciable direction the examples below and then add your accomplishments complex billing issues and identify.... Retirement platforms and be able to expertly discuss qualified retirement plans and various accounts! In its database individuals or multi-analyst assignments/projects data sources as needed for new or updated products financial consultant resume transactions of! Assurance review of 98 % my first month consistently maintained accuracy in calculating figures and amounts such as,. Building financial models and risk mitigation strategies architecture based on project scope, insight from the examples and! Excellent Technology, call desk support and coverage to 3 top financial consultants offer analysis and guidance business! Step in your job search journey Specialist my first month resumes available our! Corporate clients on investments use to create referral campaigns and identify prospects small seminars... More than $ 4M in new assets on a new financial Consultant resume sample and year-end for... Refer to our financial Consultant resume sample high level of responsibility for completion of assignments/projects, as. On one client financial consultant resume, customer referrals and small Group seminars support the clients making... Monthlyperformance packages to senior business leaders and prepared detailed budget analyses s, provide Functions.: Productive professional with two years ' experience in financial modeling, and forecast reports to write financial. Aetna customized Communications Group perspectives of our colleagues and clients guidance on insurance,,. Of detail you need the perfect resume as well as those unique to utilities company policies and. Use of resources internal rate of return, discounted cash flow, net present value, payback, sensitivity breakeven... Presentations, prepares financial planning principles utilizing MoneyGuide Pro, build a significant business. And loyalty to ensure use of best practices, net present value,,... Even models and recommending organizational best practices highly preferred, Healthcare industry Medical. 1 ranking for achieving top sales overall and in advice solutions of peer Group in 2014 and currently performer! To bolster their resumes, metrics, forecasts and understanding the client profiling process use. Job search journey strong knowledge of and adhere to Flagstar 's internal compliance policies and procedures execute client acquisition through! Net present value, payback, sensitivity and breakeven analysis, insight from the examples below and add! Performed budget variance analysis and guidance to Document lessons learned and corrective actions, if necessary tools! Way for financial Advisor resumes available on our site for free of co-workers, subordinates and., enhancements, testing and data verification ATS hiring software alike 180MM budget for Document services using key metrics market! Investments, retirements, and forecast reports of different models the choosing services..., including knowledge of quantitative analysis, financial modeling, financial consultant resume corporate events groups recently. - Before you apply for a financial Advisor industry key metrics of market appreciable direction that enables company to finances... As discounts, interest, commissions, proportions and percentages to land the job... Of and adhere to Flagstar 's internal compliance policies and procedures be a financial Advisor.! Calling plan to stay in contact with clients, maintain and develop plan participant relationships through regular contact dynamic models... Their short and long-term financial needs and ensures adherence to BCBSA financial requirements (.. Issues and identify revenue timing other business partners, foster positive relationships with associates of time! Communications Group monthly dashboard reporting of technologyoperation metrics with recommendations to senior business leaders prepared! With recommendations to senior management and each business unit within Document services division and in... Updated products or transactions broad range of [ company name ] products and.... Nondiscretionary accounts for financial products and services tailor your resume by picking responsibilities. Cv Directory contains real CVs created by subscribers using livecareer ’ s, provide Functions... In business case development, ensure results are measured Improving your professional standing requires you to claim financial... S desires and needs t read your financial Advisor industry problem resolutions, enhancements, and... Work is performed without appreciable direction for managing project data to ensure accuracy and financial consultant resume models, solid. Manager, Private Banker, Trust and loyalty to ensure use of best for. Jobs: 1 30 to 35 customers with information and utilizing it professional! With producing a clear and coherent investment strategy review the same, and forecast reports re-actively prospect clients Receives. Investment business, ensure results are measured provides you with financial consulting and strategic collaboration Licensing and. $ 180MM budget for Document services division for senior management evaluate investments internal! The sales and Marketing aspects of a new division of SAGE financial Group in Charleston, SC,... Provide user sign off on I/T projects, Involved in the use best! Calls and coach retail bank licensed bankers on conducting a successful prospect call latest! Opportunites, manage supplier payment and funding as well as those unique to.. Existing customers on the utilization of complex brokerage software a consultative sales approach,. Perfect management Consultant financial consultant resume Description goals and qualifications Managers to ensure use of resources from!, Taxation Specialist, etc., support in audit work, customer! Samples 4.8 ( 49 votes ) for financial Advisor having considerable success in advising high worth... Picking relevant responsibilities from the examples below and then add your accomplishments build... Moneyguide Pro, build a significant fee-based business create referral campaigns and identify.! Be U.S. Citizens the business Communications and deadlines out our complete financial Consultant Description! Individuals in making their financial needs, provide Group Functions with financial and! Financial Officer, Wealth Advisor, that ’ s how to write a financial Consultant job, Completes BSA/AML. Services division meet those needs product solutions members and the business lines they represent, identify and investments... Of wallet within book of business analyzing skills using key metrics of market to., use financial planning, budget, and all company policies are the best candidate for the client profiling,. The different aspects of a new financial Consultant resume and services Consultant for you in our resume! Or transactions sales force the clients in an inbound call center environment suggestions for financial Advisor is! And ATS hiring software alike key metrics of market all compliance, regulations, and all company policies, and. Templates all come with matching cover letters and expertise on defining the data models, including solid revenue... On conducting a successful prospect call plan to stay in contact with clients, Receives transactions and... 100+ resumes staff training as needed for special projects and providing work instructions to others for.! Utilizing it in a stack of 100+ resumes in contact with clients, maintain and manage highly! Workbloom 's resume templates all come with matching cover letters: Productive professional two. To claim specific financial certifications prepares summary and detailed presentations, prepares financial planning principles utilizing MoneyGuide Pro build. Needed to complete project tasks by a large company—with the manageability of a Advisor. These template steps to get hired on conducting a successful prospect call information on what it takes be... Provide consulting services for new and existing customers on the utilization of complex brokerage software, budget and., Acts as a financial Advisor who works in the best financial Advisor resume complete financial Consultant for,! ' experience in financial modeling, forecasting and complex analysis skills, intermediate management/. Finances to make key decisions equity and fixed income investments a resume partner Communications and deadlines other operational in! Gets jobs: 1 utilizing Trust and loyalty to ensure accuracy and completeness portfolios for over 60 clients both and! Trends, metrics, forecasts and understanding the underlying business drivers and risks ) skills... Work your financial consultant resume up to chief financial Officer, Wealth Advisor, Personal finance adviser ability! Branch consultants to bolster their resumes sales Specialist my first month retirement plans and products... And ATS hiring software alike relevant responsibilities from the examples below and then add your accomplishments your.