Financial Services Consultant Resume Samples
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Financial Services Consultant Resume Samples
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Guide the recruiter to the conclusion that you are the best candidate for the financial services consultant job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.
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EW
E Wehner
Eladio
Wehner
4126 Kattie Hills
Detroit
MI
+1 (555) 509 7909
4126 Kattie Hills
Detroit
MI
Phone
p
+1 (555) 509 7909
Experience
Experience
Chicago, IL
Financial Services Consultant
Chicago, IL
Lowe-Hettinger
Chicago, IL
Financial Services Consultant
- Understands and follows work rules and procedures
- Collaborating across the organization to deliver world-class service and safeguard business continuity and process improvements
- Providing financial guidance to our participants to help retain and increase assets
- Supporting the financial services consulting team in developing the practices offering in the financial services sectors
- Supporting business development initiatives
- Preparing formal reports and report presentations to Manager/Director review stage
- Responsible for communicating details of TIAA-CREF retirement plans, after tax investments and insurance products, payment flexibility, investment choices and overall retirement and financial issues to individual, institutional and prospective participants
Los Angeles, CA
Financial Services Consultant Banker
Los Angeles, CA
Daniel, Aufderhar and Dooley
Los Angeles, CA
Financial Services Consultant Banker
- Assists the branch in meeting goals by generating new business through in-branch selling, outside calls, telemarketing, and targeted direct mailings
- Participates in selling and cross-selling Bank products. Provides superior customer service
- Performs other duties as assigned
- Complies with all policies/procedures related to the new account process
- Participates in events that demonstrate support for the community and increase business opportunities for the Bank
- Reviews and completes consumer loan applications with the customer
- Interacting with retirement plan participants to provide exceptional customer service and execute transaction and service requests
present
Boston, MA
Senior Financial Services Consultant Dublin
Boston, MA
Stracke, Schowalter and Hessel
present
Boston, MA
Senior Financial Services Consultant Dublin
present
- The successful person will join a strong and vibrant team and be invested in heavily from a professional development perspective by the business
- Development of key business areas as agreed with the leadership team
- Attending regular networking events and presenting at company and client events
- Developing and maintaining an expert knowledge of the financial services space - acting as a point of contact with respect to media and related releases
- Ensuring that the financial services community receives the highest possible level of service
- Contributing to press releases, working in partnership with the key financial services institutions, attending PSL review meetings and a variety of adhoc activity for an important part of this diverse and engaging role
- Working closely with existing and potential contacts so as to intimately understand their respective business and to be prepared for what a relevant assignment arises
Education
Education
Bachelor’s Degree in Integrity
Bachelor’s Degree in Integrity
University of Illinois at Chicago
Bachelor’s Degree in Integrity
Skills
Skills
- Ability to learn and navigate new software quickly
- Solid ability to organize and prioritize work to ensure full completion of the role
- Strong listening skills and the ability to ask probing questions, understand concerns, and overcome objections
- Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
- Proven track record of strong sales techniques and persuasion skills
- Strong Communicator in both French and English
- Solid understanding of financial markets, Investment and insurance products
- Detail orientation
- Ability to build relationships with customers and influence decisions
- Strong interpersonal, written, and oral communication skills
15 Financial Services Consultant resume templates
Read our complete resume writing guides
1
Financial Services Consultant Resume Examples & Samples
- Must be willing and available to work any shift between 6am-8pm Monday-Friday as well as Saturday from 7am-4pm on a rotational basis
- FINRA Series 6 and 63 registrations as well as State Life Insurance licenses can be acquired through our Fast Track Program. Must successfully obtain registrations and licenses in dedicated Fast Track timeframe. *
- Three or more years of financially-related customer contact experience. Financial Services sales experience is a plus
- Ability to be nationally FINRA Registered and State Insurance Licensed by the end of three month training program required
2
Licensed Financial Services Consultant Resume Examples & Samples
- Must be willing and available to work any shift between 8am - 8pm EST Monday-Friday, as well as, Saturday from 9am - 6pm EST on a rotational basis
- State life insurance license preferred or must be obtained
- Bi-Lingual in Spanish is a plus
- Flexibility and the ability to work in a fast-paced, dynamic environment
3
Senior Financial Services Consultant Dublin Resume Examples & Samples
- Developing and maintaining an expert knowledge of the financial services space - acting as a point of contact with respect to media and related releases
- Ensuring that the financial services community receives the highest possible level of service
- Contributing to press releases, working in partnership with the key financial services institutions, attending PSL review meetings and a variety of adhoc activity for an important part of this diverse and engaging role
- A qualified finance professional or someone with business to business sales/recruitment experience, ideally within Financial Services
- Must have strong commercial focus and business acumen
- Excellent communication & presentation skills
- Capable of multi-tasking and working to deadlines
- Ability to maintain and build new relationships
- The successful person will join a strong and vibrant team and be invested in heavily from a professional development perspective by the business
4
Financial Services Consultant Resume Examples & Samples
- Outgoing personality with expertise in developing relationships by prospecting via cold calls and warm leads
- Consultative needs-based selling of Bank products
- Bachelor’s degree preferred but not necessary. We will consider the right experience
- Integrity – this is our #1 core value
- Making outbound sales calls to internal clients and external prospects
- Great communication and presentation skills
5
Financial Services Consultant Banker Resume Examples & Samples
- Provides superior customer service
- Complies with all bank policies/procedures
- High School Diploma or GED Required
- Minimum two years of outside sales experience. BANKING EXPERIENCE NOT REQUIRED
- Needs based consultative sales approach
6
Financial Services Consultant Resume Examples & Samples
- Assists the branch in meeting goals by generating new business through in-branch selling, outside calls, telemarketing and targeted direct mailings
- High school diploma or equivalent combination of training and experience
- One to two years banking or related experience
- Knowledge of bank products/services
- Sales skills
- Detail orientation
- Operate office equipment
7
Financial Services Consultant Resume Examples & Samples
- FINRA 6 and 63 registrations as well as state life insurance licenses can be acquired through our Academy program
- State Life Insurance preferred or must be obtained
- Must be willing and available to work any shift between 8am-8pm Monday-Friday, as well as, Saturday from 9am-6pm on a rotational basis. (Site operations hours vary)
8
Financial Services Consultant Resume Examples & Samples
- Preparing formal reports and report presentations to Manager/Director review stage
- Managing stakeholder expectations on an ongoing basis, both internally and towards clients
- Working onsite with clients implementing programmes of change
- Ensuring assigned projects and tasks meet required deadlines
- Undertaking industry research and thought leadership covering the key market sectors/target clients
- Supporting the financial services consulting team in developing the practices offering in the financial services sectors
- The preparation of proposals for new client work
9
Financial Services Consultant Resume Examples & Samples
- MUST BE A DECEMBER 2015 OR MAY 2016 GRADUATE
- MUST BE ABLE TO START TRAINING ON MAY 31st
- Must be willing and available to work any shift between 6am-8pm Monday-Friday, as well as, Saturday from 7am-4pm on a rotational basis. (Site operations hours vary)
10
Financial Services Consultant Resume Examples & Samples
- Strong Communicator in both French and English
- Solid understanding of financial markets, Investment and insurance products
- Proven track record of strong sales techniques and persuasion skills
- Ability to build relationships with customers and influence decisions
- Self-starter and motivated to achieve and surpass sales objectives
11
Financial Services Consultant Resume Examples & Samples
- Strong interpersonal, written, and oral communication skills
- Strong listening skills and the ability to ask probing questions, understand concerns, and overcome objections
- Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
- Must possess and professional and friendly attitude and be able to quickly develop a rapport with customers over the phone
- Must possess and be able to demonstrate strong influencing and closing skills
- Ability to learn and navigate new software quickly
12
Financial Services Consultant Resume Examples & Samples
- Provide investment and protection guidance to GRS members related to their Wealth and Protection needs, including Voluntary Benefit insurance, savings and retirement income
- Perform risk assessment profile to align GRS members investments with their desired risk tolerance
- Assess GRS members’ needs for life and health insurance and provide recommended protection solutions
- When appropriate introduce GRS members to a Sun Life Advisor to assist with an identified need/want for holistic financial advice
- Keep abreast of product changes, understand new products that come to market or are developed by legislation, understand changes in the industry and be mindful of competitor information
- Contribute to the CSC's ongoing success by providing suggestions and recommendations to help improve our GRS members experience and the products and services offered by sharing insights gained by dealing directly with members
13
Financial Services Consultant Charlotte Resume Examples & Samples
- Series 63 and state life insurance license preferred or must be obtained
- Must be available to work 8AM – 5PM during training. Must be flexible for any shift between 8AM – 8PM Monday-Friday, as well as, Saturday from 9AM – 6PM on a rotational basis after training
- Ability to be FINRA registered and state insurance licensed by the end of three-to-four month training program
14
Financial Services Consultant Resume Examples & Samples
- Active FINRA Series 6 or Series 7 Licensure
- Must be available to work 8AM - 5PM during training. Must be flexible for any shift between 8AM - 8PM Monday-Friday, as well as, Saturday from 9AM - 6PM on a rotational basis after training
- Bi-lingual in Spanish is a plus
15
Financial Services Consultant Resume Examples & Samples
- Executing business analyst and project management activities such as gap analysis, requirements gathering, functional specifications, risk/issue management, project planning etc
- Working Alongside Clients and Building Relationship
- Minimum 2.1 degree or equivalent
- Minimum 5+ years in Financial Services/Change Delivery
- Postgraduate education desirable but not required
16
Financial Services Consultant Resume Examples & Samples
- Arrives to work on time
- Interacts effectively with co-workers
- Understands and follows work rules and procedures
17
Financial Services Consultant Resume Examples & Samples
- Active FINRA Series 6 or Series 7 licensure
- Active FINRA Series 63 licensure or must be obtained
- State Life & Health Insurance preferred or must be obtained
- Bachelor’s Degree or some college with professional designations
18
Financial Services Consultant Resume Examples & Samples
- Oversee all customer loan origination/approval
- Establish all credit-rating criteria
- Determine credit ceilings and the issuance of customer credit
- Monitor the collection of past-due accounts
- Supervise the financial services staff
- Maintain accurate monthly, quarterly and year-end reports
- Coordinate with account representatives to align invoices with budget
19
Dallas Financial Services Consultant Academy Resume Examples & Samples
- Must be available to work 8am – 5pm during training
- Must be willing and available to work any shift between 7am-9pm Monday-Friday, as well as, Saturday from 8am-5pm on a rotational basis
- Must be available to work 8am-5pm during training
20
Financial Services Consultant Resume Examples & Samples
- Provide investment and protection guidance to clients related to their health and financial needs, including insurance, savings and retirement income
- Perform risk assessment profile for wealth clients to align their investments with their desired risk tolerance
- For clients considering retirement, help them review their options and provide clear explanations around the retirement income products. Make recommendations where requested and finalize retirement product selection, including offering retiree health benefits, if appropriate
- When appropriate introduce clients to a Sun Life Advisor to assist with an identified need/want for holistic financial advice
- Contribute to the CSC's ongoing success by providing suggestions and recommendations to help improve our client experience and the products and services offered by sharing insights gained by dealing directly with clients
