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Finance consultant resume examples for 2025

Zippi

Build a better finance consultant resume with Zippi, your AI resume builder robot.

Updated March 26, 2025
6 min read
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How to write a finance consultant resume

Craft a resume summary statement

Put a resume summary on the top of your resume to highlight your accomplishments. A resume summary sums up your experience and skills, making it easy for hiring managers to understand your qualifications at a glance. Here are some tips to write a strong, impressive resume summary:

Step 1: Start with your current job title, or the one you aspire to. Are you a passionate manager? A skilled analyst? It's a good starting point.

Step 2: Next put your years of experience in finance consultant-related roles.

Step 3: Now is the time to put your biggest accomplishment or something you are professionally proud of.

Step 4: Read over what you have written. It should be 2-4 sentences. Your goal is to summarize your experience, not recite your resume.

These tips will help you demonstrate why you are the perfect fit for the finance consultant position.

Hi, I'm Zippi, your job search robot. Let me write a first draft of your summary statement.

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List the right project manager skills

Your Skills section is a place to list all relevant skills and abilities. Here is how to make the most of your skills section and make sure you have the right keywords:

  1. You often need to include the exact keywords from the job description in your resume. Look at the job listing and consider which of the listed skills you have experience with, along with related skills.
  2. Include as many relevant hard skills and soft skills as possible from the listing.
  3. Use the most up to date and accurate terms. Don't forget to be specific.
These five steps should give you a strong elevator pitch and land you some finance consultant interviews.

Here are example skills to include in your “Area of Expertise” on a finance consultant resume:

  • Customer Service
  • Financial Services
  • Financial Statements
  • CPA
  • Business Development
  • Wealth Management
  • Retirement Planning
  • Risk Management
  • Client Relationships
  • Financial Solutions
  • Financial Models
  • Financial Analysis
  • Math
  • Financial Data
  • Strong Analytical
  • Client Facing
  • Life Insurance
  • Health Insurance
  • Hire Training
  • SQL
  • Balance Sheet
  • Litigation
  • Asset Allocation
  • Financial Management
  • Client Assets
  • Investment Products
  • Investment Strategies
  • Work Ethic
  • Financial Performance
  • Hyperion

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How to structure your work experience

Your work experience should be structured:

  1. With your most recent roles first, followed by earlier roles in reverse chronological order.
  2. Job title, along with company name and location on the left.
  3. Put the corresponding dates of employment on the left side.
  4. Keep only relevant jobs on your work experience.

How to write finance consultant experience bullet points

Your resume is not a list of responsibilities or a job description. Instead, it is your chance to show your accomplishments and show why you're good at what you do.

  • Use the What, How, and Why format. Answering these questions turns a bland job description into an effective showcase of your abilities.
  • What were your responsibilities or goals?
  • How did you accomplish them?
  • Why were your results important? (How did it impact your company? Can you quantify the results in numbers? )

Here are great bullet points from finance consultant resumes:

Work history example #1

Finance Consultant

Edward D Jones & Co LP

  • Passed FINRA Series 7 and Series 66 Certifications.
  • Managed 192 accounts containing $6.5 million in private wealth portfolio assets.
  • Gained understanding of portfolio diversification (i.e.fixed income, equities).
  • Reviewed and distributed updated portfolios for both existing and new clients.
  • Managed investment dollars, assisted individuals with preservation and growth of portfolios utilizing stocks, bonds and mutual funds.

Work history example #2

Finance Consultant

Morgan Stanley

  • Worked with global counterparts to re-engineer and produce daily files that properly allocated collateral in order to reduce systematic risk.
  • Conducted comprehensive portfolio reviews with MS proprietary Financial Software.
  • Helped locate prospects by cold calling to get them to invest in morgan stanley's personal portfolio account.
  • Focused on equity and derivative growth and hedging strategies.
  • Developed financial accounting and planning reports in Hyperion Essbase.

Work history example #3

Finance Consultant

Primerica

  • Recruited qualified candidates for team building to increase the outreach to middle income families.
  • Led finance functions, determining and implementing clients portfolio's.
  • Obtained the right to sell life insurance through the state of California.
  • Conducted and create complex corporate PowerPoint presentations.
  • Prepared interpretation of historical telecom financial data, financial projections, and results as needed.

Work history example #4

Investment Advisor

Morgan Stanley

  • Secured client business with combined portfolios of $500M by effective business plans and presentation of future profit analysis.
  • Performed portfolio hedging, financial modeling, financial analysis, and risk analysis reports for individual & institutional client portfolios.
  • Employed numerous investment instruments in complex option hedging strategies and trading scenarios, including fixed income and equity securities.
  • Marketed, traded and managed securities, investment portfolios and retirement plans for corporate and executive clients.
  • Worked with portfolio managers on equity portfolios; operated daily on Bloomberg and company research.

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Add an education section to your resume

Here is the best way to format your education section:

  • Display your highest degree first.
  • If you graduated over 5 years ago, put this section at the bottom of your resume. If you lack relevant work experience, the education section should go to the top.
  • If you have a bachelor's or master's degree, do not list your high school education.
  • If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.

Here are some examples of good education entries for resumes:

Bachelor's Degree in business

Arizona State University, Phoenix, AZ

2003 - 2006

Highlight your finance consultant certifications on your resume

If you have any additional certifications, add them to the certification section.

To list, use the full name of the certification and the organization that issued it, along with the date of achievement.

If you have any of these certifications, be sure to include them on your finance consultant resume:

  1. Certified Professional, Life and Health Insurance Program (CPLHI)
  2. Certified Management Accountant (CMA)
  3. Chartered Financial Analyst (CFA)
  4. Certified Financial Planner (CFP)
  5. Certified Resume Specialist: Accounting and Finance (CRS+AF)
  6. Certified Financial Planner (CFP)
  7. Project Management Professional (PMP)
  8. Certified Sales Professional (CSP)
  9. Chartered Financial Consultant (ChFC)
  10. Chartered Global Management Accountant (CGMA)

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