Financial Consultant Resume 2

A sample financial consultant resume is given along with this article. Mr. Richard Anderson is the respective candidate applying for the post. Here is the resume sample for applying for the post of financial consultant. The following sample can provide you the relevant idea that you need for preparing a sample financial consultant resume.

Richard Anderson
1234, West 67 Street,
Carlisle, MA 01741,
(123)-456 7890.

Academic Background

  • Achieved Bachelor of Arts Degree in Economics with specialization Business Management from the Iona College, Iona, NY, in the year 1992.

Computer Programming Skills

  • Knowing Office Package: Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint and Microsoft Outlook Express.
  • Knowing Operating Systems: Windows9X, Windows2000, Windows ME, Windows XP and Windows Vista.
  • Knowing IBM PC, Lotus 1-2-3, MS-Dos, WordStar, JERSEYPRO and Lotus Macros.

Other Skills

Effectively completed CAD Financial Advisor Sales Education and achieved Advanced Training Diploma Program certificates from Princeton, NJ.

Professional Background

Since 2004 working as a Financial Consultant in the Consumer Markets of CAD FINANCIAL Advisors, Princeton, NJ and is responsible for the following:

  • Generate $10 million client base with the help of aggressive and consistent prospecting campaign.
  • Successfully set up portfolios including inventory, bonds, mutual funds and insurance products for an exceeding 250 clientele.
  • Formulated and applied financial policies, plans and operations through account organization and development.

From 2000-2003 worked as a Sales Associate and efficiently handled the following operations:

  • Directly got involved with the company’s top financers, high profile net value individuals for future business associations.
  • Procured $25,000 as commissions for the best producer all the way through new account openings.
  • Scrutinized on hand portfolios, supporting in advancement of accounts.

From 1995-1999 worked as a Customer Account Representative and efficiently handled the following duties and responsibilities:

  • Organized, supervised and maintained more than 25,000 accounts in the areas of business settlement and commercialization, NASD policies and rules, and customer inquiries.
  • Recommended upper management authorities about the performance of subordinates.
  • Acted as connection between sales strength and New York operations.



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