financial consultant resume example with 11 years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

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. Strategic [Job Title] with high-level financial acumen and in-depth knowledge of portfolio management. Works with clients to assess risk tolerance and strategize individualized wealth management plans. Meticulous investment professional with expertise in client education. Meticulous [Job Title] with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. Commendable history of helping clients reach financial goals.

  • Investment Advice
  • Certified Financial Planner
  • Certified Management Accountant
  • Analytical Thinking
  • Microsoft Excel
  • Attention to Detail
  • Market Trends Monitoring
  • Verbal and Written Communication
  • Service Oriented
  • Client Interviews
  • Cash Management Strategies
  • Income Projections
  • Account Performance Reviews
  • Financials Analysis
  • Financial Goal Planning
  • Client Recruiting and Retention
  • Critical Thinking
  • Investment Opportunity Identification
  • Financial Plan Development
  • Trend Analysis
  • Risk Assessment
  • Quantitative Analysis
  • Customer Expectations Management
  • Project Management
  • Cash Flow Projections
  • Influential and Persuasive
  • Client Engagement
  • Cost savings and Expense Control
  • Customer Complaint Resolution
  • Proposals and Presentations
  • Honest and Ethical
  • Client Needs Assessment
  • Financial Forecasting
  • Investment Guidance
  • Regulatory Requirements Adherence
  • Client Confidentiality
  • Budget Administration
  • Monthly Financial Statements
  • Customer Referrals
  • Investment Analysis
  • Financial Aid Counseling
  • Cash Flow Management
  • Honest and Dependable
  • Financial Budgeting
  • Portfolio Analysis
  • Service-Oriented
  • Financial Document Summaries
  • Portfolio Management
05/2016 to Current Financial Consultant Chick-Fil-A | Gretna, LA,
  • Met with clients to facilitate budget management and financial guidance.
  • Reviewed capital projects for financial soundness and compliance with internal policies.
  • Supported client with financial analysis, budget management and operational cost control.
  • Worked with [Job title] to promote staff compliance with financial industry regulations.
  • Partnered with [Type] and [Type] departments to advise high net worth customers regarding [Action] and [Action].
  • Verified compliance and financial feasibility of [Number] capital projects.
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Conducted market research and made recommendations concerning products and services best suited for customer goals and risk tolerance.
  • Developed and expanded financial planning relationships with customers through loyal and dedicated service.
  • Promoted business to increase customer base and grow revenue.
  • Implemented diverse wealth management options to meet client objectives.
  • Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
  • Took advantage of gaps in market and reached out to potential new clients.
  • Counseled clients on profitable strategies to support informed decision-making on investments, financing and partner sourcing.
  • Advised clients on targeted business strategies and corporate financing.
  • Advised customers on financial investment options and capital expenditures.
  • Drove annuity sales to over $[Amount] by initiating effective sales techniques.
08/2012 to 04/2016 Financial Consultant Chick-Fil-A | Henrico, VA,
  • Met with clients to facilitate budget management and financial guidance.
  • Supported client with financial analysis, budget management and operational cost control.
  • Collaborated with operations manager on staff compliance with financial and banking regulations.
04/2008 to 10/2008 Sales Representative Mondelez International, Inc. | Moline, IL,
  • Contacted new and existing customers to outline benefits of products.
  • Monitored customer order process and addressed customer issues.
  • Fostered relationships with customers to expand customer base and retain business.
  • Identified customer needs to deliver relevant product solutions and promotions and meet target budgets.
  • Improved overall customer purchasing experiences to promote steady revenue.
  • Answered product questions with up-to-date knowledge of sales and promotions.
  • Demonstrated product features to align with customer needs.
  • Created and implemented store displays, promoting sales and growth.
  • Presented products and services to prospective and existing customers to meet client needs.
  • Adhered to company initiatives and achieved established goals.
  • Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
  • Developed key customer relationships to increase sales.
  • Created successful strategies to develop and expand customer sales.
  • Drove substantial sales through suggestive selling and by promoting add-on purchases.
  • Collected payments and provided accurate change.
  • Engaged positively with each customer, providing professional and polite support for sales and service needs.
  • Answered customer questions and responded quickly to problems and complaints in person, on phone and by email.
  • Pursued and generated customer leads as well as engaged in follow up activities to gain new client accounts.
  • Answered customer questions, shared product knowledge and researched pricing and availability.
  • Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
  • Interacted with customers to understand particular needs and identify products and services best suited to helping in achieving goals.
  • Helped customers find specific products, answered questions and offered product advice.
  • Stayed up to date on company products and services to support sales objectives.
  • Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
  • Conferred with customers to understand needs, recommend products and solve after-sale issues.
  • Suggested products and services to match customers' stated needs and preferences.
  • Listened to customers to understand needs and refer to optimal services.
  • Answered customers' questions and addressed problems and complaints in person and via phone.
  • Trained new team members in cash register operation, stock procedures and customer services.
  • Continuously met sales goals via strategic prospecting.
  • Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
  • Helped customers to determine reasonable budget for products and services, highlighting utility of products and convenience and economy of use.
  • Sold various products by explaining unique features and educating customers on proper application or usage.
  • Built and maintained relationships with peers and upper management to drive team success.
  • Greeted incoming customers and provided expert sales and service to drive revenue.
  • Planned and organized strategic daily work schedule to maximize time and maintain frequent connections with customers.
  • Communicated effectively with clientele to maintain customer satisfaction and loyalty.
  • Collaborated with other sales team members to share selling strategies and gain new insights.
  • Educated customers on product features and technical details to highlight benefits.
  • Demonstrated products in effort to show potential buyers benefits and advantages and encourage purchases.
  • Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
  • Retained clients and obtained referrals by promptly resolving customer complaints, providing value and promoting quality.
  • Maintained current store, product and promotional knowledge to drive consistent sales.
  • Resolved tension with customers complaining about products, services or store personnel, answering product questions and providing instructions for complaints.
  • Gained customer base by identifying needs to deliver relevant product solutions that achieve client needs.
  • Cultivated productive relationships with existing customers through exceptional follow-up after sales.
  • Engaged customers to understand product and service needs, providing demonstrations and using persuasive techniques to build product value.
  • Handled credit and debit card payment processing to complete purchasing experience.
  • Processed ACH, debit and credit card transactions for clients.
  • Retained product, service and company policy knowledge to serve as resource for both coworkers and customers.
  • Followed up with customer to identify and resolve service, account or technical issues and maintain satisfaction.
  • Processed payments and maintained accurate drawers to meet financial targets.
  • Attended trade shows, job fairs and [Type] training, maintaining current knowledge of available products.
  • Trained and supported new sales representatives.
  • Increased revenue by skillfully upselling and closing customer sales and driving product benefits around client needs.
  • Stayed up to date on inventories, supplies and customer orders.
  • Met with store managers to discuss product needs, accomplish sales goals and facilitate sales growth.
  • Replaced and adjusted signs to reflect different products and promotional prices.
  • Managed order process for new and existing customers.
  • Assisted in training of new hires on organizational procedures, policies and sales techniques.
  • Organized and loaded product shipments and boxes.
Education and Training
Expected in 05/2007 High School Diploma | Belaire High School, Baton Rouge, LA GPA:
Expected in | Criminal Justice Southern University And A & M College, Baton Rouge, LA GPA:
  • [Area of expertise] License - [Year]

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Belaire High School
  • Southern University And A & M College

Job Titles Held:

  • Financial Consultant
  • Financial Consultant
  • Sales Representative


  • High School Diploma
  • Some College (No Degree)

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: