The Perfect Financial Consultant Resume Writing Tips

Do you want to apply for a Financial Consultant position to help you get closer to your career goals? Applying for jobs on Seek, LinkedIn, and other job boards can be a time-consuming process, however, to streamline the process, you can ensure your resume writing helps you to stand out from the crowd, and your online profile helps you to get an interview!

If a recruiter or hiring manager are looking for a Financial Consultant, they are searching for specific transferable skills. With less than ten people being interviewed for the job and hundreds of people, just like you, applying, The Perfect Resume team have created Resume Writing Tips to help you stand out from the others.

What do recruiters look for in a Financial Consultant resume or an online profile?

Tailoring your resume to a Financial Consultant position is mandatory today to ensure that your application will pass Applicant Tracking Systems (ATS). In doing so, your resume will be read by the prospective employer. Then, fingers crossed, you will be shortlisted as a potential candidate and be called for not one, but multiple job interviews!

Firstly, before you apply to be a Financial Consultant, you need to be acquainted with what a Financial Consultant does!

Financial Consultants handle the advice to clients on taxes, retirement planning, investments, and insurance decisions to help clients achieve their financial objectives. Financial consultants are either self-employed or work for financial institutions or consulting firms.

Hiring Managers are looking for a knowledgeable Financial Consultant to assist in assessing clients’ financial situations, explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients’ concerns.

To be successful as a Financial Consultant, you should have knowledge of necessary Banking & Financial Services procedures, be open to learning, and have strong communication skills. Ultimately, a high performing Financial Consultant should be able to achieve outstanding analytical and time management abilities and be knowledgeable of financial regulations.

Knowing this, your resume and online profile should include the hard and soft skills that the recruiter or hiring manager is looking for in a candidate.

The Financial Consultant position description template will also contain pivotal information about what the candidate will need to do daily. Such as:

• Developing financial plans to help clients achieve their long-term and short-term financial goals.
• Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
• Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.
• Traveling to clients’ homes and places of business to consult with them.
• Monitoring financial markets and economic conditions.
• Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
• Communicating with accountants, real estate agents, attorneys, and other professionals to verify the information.
• Researching suitable investment opportunities for clients.



You will also have some requirements and personal attributes that you will need to demonstrate in your resume to ensure your potential employer will take your application seriously, such as:

• Bachelor's degree in finance, business management, economics, or related field.

• Should be a Certified Financial Planner (CFP).
• Proven experience in financial consulting.
• Proficiency in all Microsoft Office applications.
• The ability to analyze financial data.
• Excellent problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.


You may also want to do some industry research to find out what other companies want in their Financial Consultants.