最实用的金融投资顾问的简历Financial Consultant Resume Sample

?Well-trained to help individuals or organizations make wise financial decisions utilizing latest information on market trends and stock values.

?Provide superior analytical/numerical aptitude and analyze/identify trends using key market metrics.

Career Objective–Exceed all firm’s expectations and using experience and skills obtained through working in the field as financial consultant.

Professional Experience

ABC Consultancy Inc. San Francisco, CA 2007 –

Present

Financial Consultant

Analyzed customers’ needs to counsel regarding new financial solutio ns and update them concerning possible investment opportunities.

?Studied customers’ financial situations in order to provide the best advice accordingly.

?Communicated effectively with customers in order to offer creative financial solutions to balance the investment and revenues according to customer profile.

?Constantly invested great effort to meet and exceed expectations, maintain relationships and create profitable solutions in order to increase customer

satisfaction as well as enlarge the firm’s custome r base.

?Developed financial strategies and coordinated processes of promotion, communication and training to increase revenues and profits of firm.

Achievements:

?Successfully increased the company’s revenue by $(X) in under three years.

?Has a proven track record of a constant (X)% return on all portfolios.

?Assisted in the expansion of the company to [list other countries].

Education & Qualifications

?MBA in finance.

?Bachelor’s degree in commerce/business administration.

?Specialized courses in accounting, business administration and finance.