Financial Consultant CV Template

A financial consultant is a licensed professional who gives financial advice and recommendations to individuals, organizations, and companies regarding the management of their funds.  They are experts in economics and financial analysis and are constantly up-to-date with trends in the global market.

Financial Consultant CV Template

Ian King

Bell Street, Dundee, DD3 1HG

Phone:  123-4567-8901


I want to be a part of a growing company where my skills can be enriched and I can gain experience handling different kinds of financial cases.  I believe that I possess the qualities important to become a valuable employee.

Summary of Qualification

  • Five years of professional experience as a financial consultant.
  • Exceptional skill in dealing with different kinds of clients.
  • Sound understanding of principles and relevant matters regarding insurance, taxation, and financing accounts.
  • Possess an analytical mind and with good problem-solving skills.

Career Experience/Job History

2005 – Present:  Financial Consultant, One Company

  • Give financial advice to clients based on their particular goals and objectives.
  • Find out and evaluate the financial condition of the clients and determine their financial needs.
  • Give advice to clients regarding the management of their assets and liabilities.
  • Give recommendations to clients on financial strategies to be able to accomplish plans and projects within their target timeframe.
  • Talk to clients and discuss with them most enticing real estate investments available in the market and help them choose the most suitable based on their financial condition.


2001 – 2004:  Master of Science in Business Administration, Dundee University

1997 – 2001:  Bachelor of Science in Financial Accounting, Dundee University

Passed the certification and licensure exams.

Professional reference will be furnished upon request.

Category: Accounting CV Templates

Leave a Reply