How to Write a Finance Consultant Resume (With a Template)

Updated 3 April 2023

A finance consultant, also known as a financial adviser, provides expert knowledge and advice to clients to help them achieve their financial goals. They have an extensive amount of industry knowledge and technical understanding of financial products and processes. Understanding how to write a resume for this finance position can allow you to impress hiring managers and engage them with your employment suitability. In this article, we discuss a detailed guide on how to write a finance consultant resume, list some finance skills you might include on your resume, share a resume template and provide a resume example.

Please note that none of the companies, institutions or organisations mentioned in this article are affiliated with Indeed.

How to write a finance consultant resume

Below, you can explore some steps on how to write a finance consultant resume:

1. Review the job listing

Before you write your resume, it's usually helpful to consider the employment requirements of the vacant role, which you can identify by reviewing the job listing. The job listing typically outlines the skills, qualifications and experience required to be a successful candidate. Identifying these requirements can allow you to tailor your resume to the specific hiring organisation, helping you prove your suitability for the financial consultant position. For example, a hiring financial institute may request candidates to possess extensive experience in the financial industry. You can then create a resume that prioritises displaying your experience as a financial adviser.

Related: What Does a Finance Consultant Do? (Skills and Salary)

Find finance consultant jobs

2. Summarise your employability

At the start of your resume, following your contact details, you can write a professional summary, which summarises your employment attributes in two or three sentences. If hiring managers have a substantial number of job applications to view, they may evaluate your candidacy based on your professional summary, so you can ensure your summary includes your most impressive credentials. For a finance consultant, these credentials might be your work experience and qualification, though these can vary depending on the hiring organisation. Below, you can find some example professional summaries for finance consultants with different credentials:

  • A recent graduate from Rogers University with a Master of Commerce (Financial Planning), applying for the role of Finance Consultant with FHL Financial Services. Has several years of experience as a financial planner and junior financial adviser, hoping to gain employment with the expert financial team at FHL.

  • An experienced financial planner with a Bachelor of Business (Financial Planning), applying for the role of Finance Consultant with FHL Financial Services. Has extensive practical capabilities for developing financial strategies, setting goals and tailoring plans for unique clients.

  • A highly experienced and qualified financial adviser with over 10 years of experience in the financial industry, applying for the role of Finance Consultant with FHL Financial Services. Excited about the opportunity to contribute experience, expertise and advanced technical capabilities to the team at FHL.

Related: How to Start A Resume (Plus Importance and Example)

3. Discuss previous employment duties

When outlining your practical competence for a finance consultancy role, hiring managers may want to assess your work experience. You can showcase your experience in your work experience section, outlining your employer, your job title, dates of employment and prior work responsibilities. Discussing specific examples of duties you've conducted in previous employment positions can help you prove your technical and practical competence as a finance consultant.

Related: Top 12 Finance Careers (With Salaries and Typical Roles)

4. List your skills

Hiring managers typically want to review your technical and soft skills, as they reflect your ability to operate effectively as a financial consultant. For example, if one of your technical skills is your knowledge of financial products, it suggests you can operate as a versatile consultant, as you can advise clients with substantially different needs. Your soft skills typically serve as supportive skills that allow you to perform technical duties effectively. For example, your attention to detail can enhance your analytical processes for assessing investment opportunities. Below, you can find some finance skills that may be suitable for your resume:

  • leadership

  • communication

  • awareness

  • attention to detail

  • strategic thinking

  • problem-solving

  • critical thinking

  • risk analysis

  • risk management

  • currency trading

  • stock trading

  • bonds trading

  • data management.

Related: What Is the Importance of Soft Skills? (7 Key Reasons)

5. Outline a qualification

Qualification is usually necessary for many financial roles. As a financial consultant, your qualification can reinforce your technical understanding of financial processes, providing reassurance to clients that they're receiving professional advice. If you have a qualification, consider listing it on your resume, as it can prove your technical skills, reflect your interpersonal qualities and outline your dedication to your career.

Related: What Is a Consultant Resume? Plus Consultant Resume Examples

Finance consultant skills for your resume

Here, you can review varying skills that a finance consultant might possess, which you can include on your resume to showcase your suitability:

  • Relationship management: As a financial consultant, you provide services to many clients, so maintaining strong relationships with these clients can maintain and improve your client base. Your ability to manage and foster relationships can ensure you build trust with your clients, encouraging them to consider your advice.

  • Communication: Clients who request your services often have minimal experience and understanding of financial products and processes. Your communication skills can help you explain complex terminology and procedures in a way they can understand and visualise.

  • Analytical thinking: Your ability to analyse statistics, data and trends might be one of your most crucial skills to possess, as many of your duties involve analysing markets and financial products to determine which ones can benefit clients. If you have strong analytical capabilities, you can usually identify relationships between data sets, leading to enhanced decision-making processes that benefit your clients.

  • Financial knowledge: Your technical understanding of the financial industry is usually a fundamental skill that many financial careers require. To advise clients on profitable or secure investment opportunities, you typically require an understanding of financial products and markets to interpret and identify those opportunities.


  • How to Become a Financial Advisor (With FAQs)

  • How to Present Analytical Skills on a Resume With an Example

Resume template for a finance consultant

Here, you can review a resume template for a finance consultant:

[First name] [Last name], [Degree or certification, if applicable]
[Phone number] | [Email address] | [City], [State or Territory]

Professional Summary

[Two to three sentences highlighting years of experience, relevant skills, education or certifications and achievements as a professional.]

(For the most recent role, list 5 experience items. For previous roles, list 3.)


[Job Title] | [Employment dates]
[Company Name] | [City], [State or Territory]

  • (Strong verb) + what you did (more detail) + reason, outcome or quantified results

  • [Job duty]

  • [Job duty]

  • [Job duty]

  • [Job duty]

[Job Title] | [Employment dates]
[Company Name] | [City], [State or Territory]

  • (Strong verb) + what you did (more detail) + reason, outcome or quantified results

  • [Job duty]

  • [Job duty]


[Category]: [Skill] | [Skill] | [Skill] | [Skill] | [Skill] | [Skill]

[Category]: [Skill] | [Skill] | [Skill] | [Skill] | [Skill] | [Skill]


[Degree and major], [Name of school or university]


[Certification name], [Host organisation] – [Year completed or expiration date]

Related: How to Write a Finance Resume (With a Template and Example)

Resume example for a finance consultant

The following resume example is for a finance consultant candidate with several years of experience in the financial industry and varying credentials:

Rod Miller, Master of Commerce (Financial Planning)
555-555-5555 | | Perth, WA

Professional Summary

A highly qualified and motivated individual with a Master of Commerce (Financial Planning), applying for the role of Finance Consultant with DMC Financial Consultancy Services. Has experience operating in various financial teams as a financial planner, assisting clients to achieve their financial goals. Excited about the opportunity to gain employment with a prestigious company and expert team.


Financial Advisor | Jan 2021–Jan 2023 Walters Finances | Perth, WA

  • Communicated with many clients in unique financial circumstances to evaluate their goals and financial aspirations

  • Reviewed clients' financial needs and goals to determine effective financial strategies that may help them achieve their goals

  • Advised clients about varying financial products to ensure they understood the potential options available to them

  • Monitored client investment accounts to ensure financial strategies operated as intended and were profitable

  • Researched market trends to evaluate potential investment opportunities for clients

Financial Planner | Jan 2020–Jan 2021
Myers Financial Solutions | Perth, WA

  • Reviewed clients' financial circumstances to develop budget strategies to help them save money

  • Evaluated market changes to forecast potential financial performance and opportunities

  • Explained the processes and procedures involved in several financial products to ensure clients understood their investment actions


Technical skills: Financial planning | Data management | Software applications | Risk assessment | Risk management | Financial products | Securities trading | Financial forecasting

Soft Skills: Awareness | Attention to detail | Management | Organisation | Time management | Communication | Critical thinking | Problem-solving | Strategic thinking | Research | Analysis


Master of Commerce (Financial Planning) | West State University


Securities Trading: Advanced Online Course, Finance Specialists – 2019
Strategic Development and Management, Finance Training Group – 2019
Client Relationships: Advanced Management Course, Management Specialists – 2019

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