financial consultant resume example with 6+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Sales Consultant, highly-organized, hard working Consultive Salesperson, I specialize in uncovering my client's problematic points of their credit to deliver a customized solution. Experience in prospecting, qualifying and on-boarding mid-market accounts. Demonstrated ability in performing extensive research and leveraging analysis to improve organizational efficiencies. Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

  • Funding education
  • Mutual funds understanding
  • Reliable and trustworthy
  • Multitasking
  • Organizational skills
  • People skills
  • Data management
  • Managing wealth
  • Quality assurance controls
  • Account reviews
  • Invoicing experience
  • Accounts receivable expertise
  • Debt management
  • Vendor account monitoring
Financial Consultant, 03/XXX9 - Current
Santander Bank Kingston, MA,
  • Assess client financials and develop financial strategies by guiding client to establish financial goals.
  • Provide financial management information by preparing financial analyses and reports across web-based platform.
  • Top 18% in Total Deals in Q3 XXX9 $2.7 million in sales across 4 months Team Lead Trainer for In House IT Sales Platform.
  • Analyzed client financial statements to address pain points.
  • Supported client with financial analysis, budget management and operational cost control.
  • Worked with Administration in promote staff compliance with financial industry regulations.
  • Assisted clients with planning for and funding retirements using mutual funds and other strategies.
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Took advantage of gaps in market and reached out to potential new clients.
  • Advised clients on targeted business strategies and corporate financing.
  • Conducted due diligence and valuation activities to support informed business decisions.
  • Counseled clients on profitable strategies to support informed decision-making on investments, financing and partner sourcing.
Sales Consultant Representative, 07/XXX7 - 03/XXX9
Elsupermarkets Corona, CA,
  • Consistently exceeded in partnering C-Level Aenior Executives with Staple's "Back 2 Back" platform.
  • Researched and analyzed sales opportunities with customers.
  • Proactively engaged with entire sale cycle in delivering comprehensive & customized business solutions to mid-market accounts.
  • Maintained account margins of +20.
  • Contacted new and existing customers to outline benefits of products.
  • Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
  • Fostered relationships with customers to expand customer base and retain business.
Bookkeeper, 09/XXX6 - 07/XXX7
Charter Spectrum Lake Mary, FL,
  • BHR Design and Remodeling Utilized QuickBooks and Excel to manage support functions including reporting and process optimization for BHR Design.
  • Worked closely with owner to consistently identify revenue growth opportunities.
  • Cut CAD Drawing Labor Costs by over 110% Reduced Phone and Data expenses by 60.
  • Reviewed purchase documents and company receipts for reconciliation with statements.
  • Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
  • Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
Billing Customer Service Representative, 04/XXX5 - 08/XXX6
Bio Reference Laboratories City, STATE,
  • Provided customer service for billing and insurance claims departments as the GeneDx Department email corespondent.
  • Efficiently processed emails and fulfilled research inquiries.
  • Oversaw daily collections and accounts receivable activities, developing robust strategies to maximize collections and reduce aged accounts.
  • Took billing calls, questions and concerns from patients and third party carriers.
  • Processed refund requests and reconciled deposit and patient collections.
  • Identified discrepancies and carrier issues regarding billing and reimbursements.
  • Prepared billing statements for patients, ensuring correct diagnostic coding.
  • Added modifiers, coded narrative diagnosis and verified diagnoses.
Education and Training
Bachelor of Science: Finance & Philosophy , Expected in 05/XXX4
West Virginia University - Morgantown, WV,
Status -
Websites, Portfolios, Profiles
Additional Information

Kappa Alpha Psi Fraternity Member XXX3-Present

  • Led sales team to achieve Salesman of the Year, earning recognition from upper management and financial reward.

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Resume Overview

School Attended

  • West Virginia University

Job Titles Held:

  • Financial Consultant
  • Sales Consultant Representative
  • Bookkeeper
  • Billing Customer Service Representative


  • Bachelor of Science

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