Financial Consultant CV

Everyone needs financial consultant to manage their finances. Individuals and organizations, immaterial of their size and strength need financial consultants on various matters related to better and accurate management of their finances. In most cases people turn to financial consultants when faced with issues or difficulties in handling their money or assets. Financial consultants also guide in investments, wealth creation, credit depreciation etc.

The role and job of a financial consultant varies based on their area of expertise. Financial consultant suggest and advice solutions to effective management of available financial resources. They can start their own services or join big organizations as career options.

Financial consultant CV is helpful for all people who have expertise in financial planning who want to be placed in organizations.

Financial Consultant CV Format

Helen Collins

1278, Waverly St



The United States of America

Mobile No: +1 993 63 35 74 7

Telephone Number: + 1 270 448 7709

Career Objective: I am looking for placement in a big organization as consultant in finance department. I have good exposure to financial management techniques and I am well updated on the latest trends in accounting.

Professional Experience:

2008 – 2009: XYZ Financial Services, Arizona

I have worked for more than one year as a financial consultant in XYZ Financial Services. My area of expertise was credit depreciation. I was responsible for interacting with clients and understanding their financial status so that I can suggest and advice them on lessening the credits and improve savings.

2006 – 2007: ABC Investment Firm, Arizona

I worked as a assistance financial consultant and my responsibility was to assist the financial consultant and to make the reports.


2001 – 2003: B.Com. in Accounting – Financial Planning Track, Iowa State University

2004 – 2006: M.S.E. in Financial Mathematics, Arizona State University


I have received numerous appreciation letters from clients expressing their gratefulness for giving timely and accurate suggestions to clear their debts.


  • Community service
  • Baseball


I will provide references on request.

Category: Finance CV

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