Press "Enter" to skip to content

Certified Financial Consultant - resume example

Not sure what to put on your resume for the Certified Financial Consultant role? We've analyzed the common theme among resumes for this specific position, alongside researching what employers typically expect from those applying.
Illustration: TaskTeller

Jane Doe | Financial Consulting Professional

(123) 456-7890 | ️ |

123 Finance Avenue, Moneyville, NY 12345

Professional Summary

Accomplished financial professional with over 10 years of experience in providing strategic investment advice and financial planning services. Adept at analyzing market trends, managing client portfolios, and developing customized financial strategies to meet individual client needs. Proven track record in helping clients achieve their financial goals with integrity and excellence.

Core Competencies

  • Financial Analysis & Reporting
  • Strategic Investment Planning
  • Portfolio Management
  • Client Relationship Building
  • Regulatory Compliance
  • Risk Assessment & Management
  • Tax Planning & Advice
  • Effective Communication
  • Problem Solving

Professional Experience

Senior Financial Advisor
XYZ Financial Services, Moneyville, NY
June 2015 – Present

  • Manage a portfolio of 50+ high-net-worth clients, providing comprehensive financial planning and investment advice.
  • Developed and implemented tailored financial strategies that resulted in an average client portfolio growth of 15% annually.
  • Conducted thorough risk assessments to align clients’ investment portfolios with their risk tolerance and financial objectives.
  • Led financial seminars and workshops to educate clients on market trends and effective investment strategies.

Financial Consultant
ABC Investments, Moneyville, NY
May 2009 – May 2015

  • Provided in-depth financial analysis and advice to a diverse client base, helping them navigate complex financial decisions.
  • Collaborated with tax advisors and estate planners to offer holistic financial solutions.
  • Successfully retained 98% of client base during market volatility through proactive communication and strategic adjustments.


Master of Business Administration (MBA), Finance
University of Moneyville, Moneyville, NY
Graduated: May 2009

Bachelor of Science in Economics
University of Moneyville, Moneyville, NY
Graduated: May 2007


  • Certified Financial Planner (CFP), 2010
  • Chartered Financial Analyst (CFA), 2012

Professional Development

  • Attended annual National Financial Consulting Conference (2016-2022)
  • Completed Advanced Investment Strategies course, Institute of Financial Consultants, 2018

Professional Affiliations

  • Member, Financial Planning Association (FPA)
  • Member, National Association of Personal Financial Advisors (NAPFA)

Volunteer Experience

  • Financial literacy volunteer, Money Matters Nonprofit, Moneyville, NY (2014 – Present)
  • Treasurer, Local Community Center, Moneyville, NY (2012 – 2014)

Technical Skills

  • Proficient in financial modeling and forecasting software
  • Advanced user of Microsoft Excel, including pivot tables and macros
  • Experience with CRM systems, specifically Salesforce


  • English (Native)
  • Spanish (Professional Proficiency)

As you tailor this example to your own experiences, ensure that each bullet point and skill you include is relevant to the job you’re applying for. Your resume should be a reflection of your professional journey, emphasizing the value you bring to potential employers in the financial consulting space.

How to Make Your Resume ATS-Friendly

ATS (Applicant Tracking System) is a software application that automates the recruitment process for employers. It streamlines sorting, scanning, and ranking job applications by filtering resumes based on predefined keywords, skills, job titles, and other criteria. This assists recruiters in efficiently identifying qualified candidates for open positions.

  • Use simple formatting: ATS systems best read resumes with clear and straightforward formatting. Avoid using headers or footers, tables, images, or graphics, as these can confuse the ATS.
  • Include relevant keywords: Tailor your resume with keywords from the job description. ATS systems scan for these keywords to determine if your skills and experiences match the job requirements.
  • Stick to standard headings: Use common heading titles like “Work Experience,” “Education,” and “Skills” to ensure the ATS can easily find and categorize your information.
  • Choose the correct file type: Submit your resume as a Word document (.doc or .docx) or a plain text file (.txt) for maximum compatibility. Avoid PDFs unless specified.
  • Keep consistent job titles: If your previous job titles are not industry-standard, consider altering them slightly (without misrepresenting your role) to match more familiar titles.
  • Avoid fancy fonts or creative layouts: Stick to traditional fonts like Arial, Calibri, or Times New Roman. Creative designs and fonts might look appealing but can be problematic for ATS parsing.
  • Use full forms and acronyms: If you include technical terms or certifications, use their spelled-out form and acronyms to ensure the ATS recognizes them.
  • Be precise with dates: Format dates clearly and consistently, ideally in a ‘Month YYYY’ format.
  • Proofread for spelling and grammar: Errors can confuse the ATS. Proofread your resume or use a tool to check for accuracy.
  • Test your resume: Before submitting, test it through an ATS resume checker to see how it reads your information.

By following these guidelines, your resume will be better equipped to pass through ATS filters, increasing your chances of landing an interview.

    Leave a Reply

    Your email address will not be published. Required fields are marked *

    Please note that comments undergo review by our team. They will be made public if they contribute constructively to the discussion. You can read more about this in our community guidelines.