Financial Consultant Resume

Financial consultant is the advisor of financial products and policies such as mutual and equity funds or direct or indirect advertising or marketing. He is the planner of sales promotional financial strategies. This resume will provide detailed information of financial policies and products. This resume is useful for fresher and non financial candidate applying for the post of financial consultant.

Steven Mills,
23/24 St Way,
Albany, Oregon.
E-mail Id: steven@hotmail.com
Cell: 587631456892347

Career Goal:

To acquire a challenging job position as a financial consultant in the field of finance to use my earlier job experience, skills and knowledge.

Abilities:

  • Brilliant sales and customer focus ability.
  • Excellent negotiation and presentation skills.
  • Communication and interpersonal skills are good.
  • Brilliant language speaking ability including English, French and Japanese.
  • Strong financial policies knowledge.

Computer Skills:

  • Good computer knowledge skills.
  • Capable of handling computer software like Tally 4.2 to 9.0 all versions.
  • Excellent handling of MS-Office and Excel.

Education:

Cascade College, Portland, OR.

  • M.Com (Master of Commerce) with Banking and finance.

2002 to 2005

  • B.Com (Bachelor of Commerce) with Banking and Finance.

1999 to 2002

Additional Qualification:

  • Diploma in Financial Account (DFA)

Work Experience:

NESTO Group of Companies, OR.

Financial Consultant:
2007 to Present

  • Give detail information and ideas for customer financial requirement.
  • Implement market financial valuation and models of product.
  • Handle financial analyst for VPBC (Vice President Business Consulting).
  • Develop customer activity such as client presentation, demos, meeting and writing of financial proposal.
  • Teach financial production knowledge to MBA student and BBA student and other financial category student.
  • Examine financial statements and evaluate financial opportunities.
  • Provide financial advice to customer for investment, funds, securities, shares and more.

Cygnus Information Services, OR.

Assistant Financial Consultant:
2005 to 2007

  • Assisted financial consultant and financial senior officer.
  • Followed financial new product/package and gave details to customers.
  • Provided advises to financial department such as finance manager, administrator, cashier and clerk.
  • Collected current market financial requirement and presented them to financial consultant and seniors for the meeting and conference.
  • Helped financial consultant providing details on customer financial product.
  • Performed additional duties and responsibilities as required.