ADVISORY CONSULTANT RESUME EXAMPLE

Published: Nov 18, 2024 – The Advisory Consultant manages project workstreams, including solution design, activity planning, delivery, and knowledge capture, ensuring the successful implementation of initiatives within the program. This position analyzes complex problems from an information and technology perspective to design and implement solutions that deliver measurable benefits and value. The consultant ensures effective stakeholder collaboration, timely delivery of resources, risk mitigation, and comprehensive change management to support organizational improvements and project success.

Tips for Advisory Consultant Skills and Responsibilities on a Resume

1. Advisory Consultant, BrightPath Solutions, Denver, CO

Job Summary: 

  • Undertake tax research, analyzing and interpreting tax legislation
  • Draft advice for clients about various Australian taxation issues
  • Assistance with the structuring of businesses and investments
  • Tax advisory for companies and individuals
  • Assist with taxation compliance for complex taxpayers and groups
  • Report to the Tax Director or Manager
  • Liaise and negotiate with the ATO on behalf of clients
  • Review of tax returns for Trusts, Companies, Partnership and Individuals
  • Provide practical taxation advice, meeting business needs


Skills on Resume: 

  • Tax Research (Hard Skills)
  • Tax Advice Drafting (Hard Skills)
  • Business Structuring (Hard Skills)
  • Tax Compliance (Hard Skills)
  • ATO Negotiation (Soft Skills)
  • Tax Return Review (Hard Skills)
  • Communication (Soft Skills)
  • Problem-Solving (Soft Skills)

2. Internal Advisory Consultant, Synergy Consulting Group, Austin, TX

Job Summary: 

  • Provide investment consultation and advice to Financial Advisors as they navigate the Advisory Platform in search of the most appropriate options for their clients, and for their business model.
  • Provide timely and accurate responses to FAs and Private Client Assistants (PCAs), using attained and continually enhanced knowledge base
  • Research and communicate appropriate investment recommendations utilizing a wide variety of investment vehicles.
  • Prepare customized investment proposals and client presentations for Financial Advisors
  • Review, maintain, and update Advisory Consulting’s intranet site on the Exchange with timely vendor and industry-related materials and resources. 
  • Identify topics/themes of interest to Financial Advisors and assist in the creation of whitepapers/resources to be posted online for FA use.
  • Interact with Janney’s ‘Strategic Partner’ firms, such as Separate Account Managers and Mutual Fund providers
  • Request service and product support, learn product features and resolve all FA/client and service-related issues.
  • Facilitate operational, service, and account-level issues using appropriate communication and technology tools.
  • Speak on firm sales calls and Webex sessions to highlight specific themes as part of a rotating schedule.


Skills on Resume: 

  • Investment Consultation (Hard Skills)
  • Knowledge Base Utilization (Hard Skills)
  • Investment Research (Hard Skills)
  • Proposal and Presentation Preparation (Hard Skills)
  • Intranet Management (Hard Skills)
  • Content Creation (Soft Skills)
  • Partner Firm Interaction (Soft Skills)
  • Issue Resolution (Soft Skills)

3. Renewables Advisory Consultant, Pinnacle Strategy Partners, Orlando, FL

Job Summary: 

  • Deliver consultancy and due diligence technical work and projects of both single and mixed technology.
  • Support with technical analysis and knowledge.
  • Work closely as part of the team to deliver due diligence projects
  • Review documentation relating to wind conditions, turbine suitability, operational performance, ground conditions, consents/planning, contracts, technical-economic factors, and the allocation of risk to relevant parties.
  • Work with guidance from other consultants, and contribute to opportunities and proposals.
  • Support the continuous improvement of the business through the development of tools and processes as well as business development.
  • Share information and professional knowledge with colleagues.
  • Cares for the customer and seeks to provide solutions that improve their business.
  • Undertake periodic site visits and inspections.


Skills on Resume: 

  • Consultancy and Due Diligence (Hard Skills)
  • Technical Analysis (Hard Skills)
  • Team Collaboration (Soft Skills)
  • Documentation Review (Hard Skills)
  • Proposal Contribution (Soft Skills)
  • Process Improvement (Soft Skills)
  • Knowledge Sharing (Soft Skills)
  • Site Inspections (Hard Skills)

4. Cloud Strategy Advisory Consultant, Horizon Business Advisors, Charlotte, NC

Job Summary: 

  • Analyse Complex application landscapes, and enterprise architecture, anticipate potential problems and future trends, and assess potential dispositions, Impacts, and risks.
  • Define end-to-end Enterprise and Cloud-based Architecture catering to client needs and requirements with key specialization in Infrastructure sizing and data center migrations to the cloud.
  • Do the sizing and solutions for large ERP transformations (SAP lift and shift and SAP to S4 Hana) from an infrastructure point of view
  • Have a Go-Getter attitude in terms of driving the cloud transformation deals by becoming a POC to Sectors/Verticals at IBM
  • Develop and implement cloud architecture solutions based on AWS, Azure, GCP, or IBM Cloud when assigned to work on delivery projects.
  • Do the IaaS environment estimation and any of the cloud platforms in a data center migration or a multi-cloud migration scenario
  • Manage third-party vendors and IBM delivery teams to ensure adherence to the cloud/infrastructure solutions
  • Lead teams for a Bid, Influence client architects, and IT personnel
  • Guide other architects working in the team. 
  • Adapt communications and approaches to conclude technical scope discussions with various Partners, resulting In Common Agreements.


Skills on Resume: 

  • Application Landscape Analysis (Hard Skills)
  • Enterprise and Cloud Architecture (Hard Skills)
  • ERP Transformation Sizing (Hard Skills)
  • Cloud Transformation Leadership (Soft Skills)
  • Cloud Solution Development (Hard Skills)
  • IaaS Estimation (Hard Skills)
  • Vendor and Team Management (Soft Skills)
  • Technical Communication (Soft Skills)

5. Strategic Advisory Consultant, Insightful Strategies Inc., Minneapolis, MN

Job Summary: 

  • Manage project workstreams, from solution design and activity planning to successful delivery and knowledge capture, including leading on distinct initiatives within the program
  • Tackle complex problems from an information and technology perspective as part of a wider consulting engagement, design and implement solutions that can demonstrate benefits and value delivered
  • Manage relationships with key internal stakeholders to identify opportunities for improved efficiencies and collaboration within projects and ensure commercial viability and customer satisfaction
  • Plan and assigned project work to ensure timely delivery and effective utilization of resources
  • Facilitate working groups to develop requirements and drive change using interviews, document analysis, requirements workshops, business process descriptions, business analysis
  • Analyze current data, systems, and process standards and metrics to provide solutions for improvements
  • Ensure key risks and issues are identified, documented, mitigated, and communicated to the appropriate stakeholders on time
  • Provide input, document requirements, and support the design and delivery of training programs related to the changes and impacts of initiatives
  • Take responsibility for conducting change impact assessments


Skills on Resume: 

  • Project Management (Hard Skills)
  • Solution Design and Implementation (Hard Skills)
  • Stakeholder Relationship Management (Soft Skills)
  • Resource Planning (Hard Skills)
  • Business Analysis (Hard Skills)
  • Data and Process Improvement (Hard Skills)
  • Risk and Issue Management (Soft Skills)
  • Change Impact Assessment (Hard Skills)

6. Private Equity Advisory Consultant, Elevate Consulting Services, Seattle, WA

Job Summary: 

  • Develop trusted client relationships with the investor community and strategically think about tackling complex strategy and research efforts
  • Manage projects from start to finish and ensure top quality level of service and deliverable
  • Contributing to the product strategy and innovation, including cooperation with cross-functional Business Units (BUs) within the business
  • Support the development of project proposals and assist in the review of ongoing client deliverables
  • Support all aspects of project development with a focus on sourcing consultants/executives and helping develop proposals
  • Work closely with clients to help scope and structure their most pressing needs
  • Collaborate with Managers/Senior Managers on the team on review of PowerPoint deliverables, secondary research, market sizing models, survey questionnaires, Excel survey analysis, etc
  • Troubleshoot complex engagement structures with the Finance and Legal team while adhering to contracting best practices
  • Engage with independent consultants and senior executives to make sure we deploy the best resources possible for clients
  • Work with Business Development and Client Solutions teams to ensure full internal collaboration on projects
  • Build lasting relationships with clients and experts


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Project Management (Hard Skills)
  • Product Strategy (Hard Skills)
  • Proposal Development (Hard Skills)
  • Scoping and Structuring Client Needs (Soft Skills)
  • Cross-Functional Collaboration (Soft Skills)
  • Troubleshooting Engagement Structures (Soft Skills)
  • Team Collaboration (Soft Skills)

7. Principal Advisory Consultant, Nexus Business Advisors, Phoenix, AZ

Job Summary: 

  • Develop and maintain relationships with strategic customers to ensure continued satisfaction and reference availability
  • Engage in thorough value and needs assessment interviews with customer C-level executives down to agent/front Line level leveraging an objective consultative approach
  • Understand drivers of profitability, loss, and capital requirements along with KPIs and gaps within the customer operations. 
  • Help develop benchmarks in key areas of measurement and share results by industry, allowing customers to better understand the company's impact
  • Manage and interpret customer needs and requirements through astute questioning skills to understand, anticipate, and match customer gaps and capabilities to the company’s solution
  • Consult and plan with client directors to address the specific needs of the customer and present a highly differentiated value proposition
  • Draw upon a combination of problem-solving, quantitative analysis, and product knowledge to substantiate the recommended program approach to influence customers
  • Develop new strategies to improve the applicability of company solutions and enhance the customer experience, engagement, and outcome
  • Seamless collaboration with the Client Directors, Business intelligence analysts (Insights), Solution Consulting, and Customer Success Managers, fostering an integrated team approach
  • Establish and maintain strong relationships and professional reputations within the market and throughout the sales cycle
  • Expertly guide large and small scale Business Consulting and Strategic Service customer engagements and deliver best practice consulting focused on emotional intelligence change management programs
  • Create measurable value and leverage customers' investment in company technology thereby improving Customers' ROI as well as profit for the company
  • Stay up to date with Industry standards and emotional intelligence processes to produce collateral, whitepapers, etc. that help promote the company’s capabilities to continuously improve customer outcomes
  • Develop and deliver presentations consisting of strategic recommendations for business impact
  • Independently perform financial analysis, benefits/impact analysis, and create ROI/IRR models for customers throughout the customer lifecycle


Skills on Resume: 

  • Customer Relationship Management (Soft Skills)
  • Consultative Sales (Soft Skills)
  • Profitability and KPI Analysis (Hard Skills)
  • Benchmark Development (Hard Skills)
  • Needs Assessment (Soft Skills)
  • Strategic Planning (Hard Skills)
  • Problem-solving and Product Knowledge (Hard Skills)
  • Emotional Intelligence (Soft Skills)