FINANCIAL PLANNING CONSULTANT RESUME EXAMPLE
Published: Apr 8, 2025 - The Financial Planning Consultant develops strong client relationships by delivering customized financial strategies aligned with each client’s goals, career stage, and evolving needs. This role involves providing tailored recommendations on investments, insurance, and wealth management based on comprehensive financial assessments. The consultant ensures long-term client success through collaboration, effective communication, and a commitment to continuous professional growth.

Tips for Financial Planning Consultant Skills and Responsibilities on a Resume
1. Financial Planning Consultant, Four Quadrants Advisory, Carmel, IN
Job Summary:
- Take a lead in utilizing, synthesizing and integrating data to form insights that guide results and strategies
- Help senior decision makers understand the landscape we work in and identify additional financial value-adding opportunities
- Provide state-of-the-art analytics and innovative insights, resource allocation models and financial modelling tools
- Develop periodic financial reviews for cross-divisional teams
- Collaborate with cross-divisional teams to identify KPIs and other measures to facilitate standardization and drive cost improvements
- Develop and facilitate the Business Case development, prioritization, and resource allocation for cross-divisional projects
- Actively drive solutions to enable cross-divisional teams to deliver savings and standardization to the organization
- Develop recommendations to management for corrective actions and follow through on agreed actions
- Create visualizations to aid in understanding data
- Ensure fast support of urgent needs
- Ensure that technological advances are integrated within Dia Finance organizations
- Constantly streamlining and/or upgrading processes
Skills on Resume:
- Data Analysis (Hard Skills)
- Financial Modeling (Hard Skills)
- Strategic Thinking (Soft Skills)
- Cross-Functional Collaboration (Soft Skills)
- KPI Development (Hard Skills)
- Business Case (Hard Skills)
- Process Improvement (Hard Skills)
- Decision Support (Soft Skills)
2. Financial Planning Consultant, Hess Financial, Harrisonburg, VA
Job Summary:
- Facilitate order booking, forecasting for revenue, gross margin and OCF, checking project invoices
- Coordinate cash application with shared services
- Submit a bank draft for discounting or endorsement
- Complete various reporting packages, performing periodic stock count
- Support the project manager in coordinating and preparing monthly project reviews
- Review project income statement and relevant balance sheet items, including backlog, SIE/BIE, WIP, work due, provision, etc.
- Provide input to the project manager on claim management, back-charges and insurance cases
- Assist the project manager in adherence to corporate governance, integrity, assurance, internal control, group charter, country-specific finance directives and instructions
- Provide professional financial and investment analysis
- Identify customer needs and provide professional advice to the client
- Conduct administrative and customer services support, including after-sales service
- Build up team spirit and motivate team members
Skills on Resume:
- Order Management (Hard Skills)
- Cash Coordination (Hard Skills)
- Project Support (Soft Skills)
- Financial Analysis (Hard Skills)
- Report Preparation (Hard Skills)
- Customer Service (Soft Skills)
- Team Motivation (Soft Skills)
- Governance Compliance (Hard Skills)
3. Financial Planning Consultant, Brooklyn Fi, Brooklyn, NY
Job Summary:
- Work with one of the largest, established, independently-owned financial advisory firms
- Complete a series of financial regulations papers to upgrade yourself
- Work with reputable brands in the financial industry
- Walk with clients at various stages of life
- Build relationships and networks
- Personal mentor to guide and help you achieve success
- Managed customers' financial well-being according to their life objectives
- Introduce a range of financial service products, including insurance and investment to potential customers
- Provide sound financial advice and solutions to increase the quality of the customer portfolio
- Perform the entire financial planning process and after-sales servicing
- Maintain a good rapport/relationship with customers to ensure effective liaison, coordination and efficiency of operation
Skills on Resume:
- Financial Advising (Hard Skills)
- Client Engagement (Soft Skills)
- Regulatory Knowledge (Hard Skills)
- Relationship Building (Soft Skills)
- Mentorship Support (Soft Skills)
- Product Introduction (Hard Skills)
- Portfolio Growth (Hard Skills)
- After-Sales Service (Soft Skills)
4. Financial Planning Consultant, Shield Guard Financial, Austin, TX
Job Summary:
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Work directly with clients to compile financial profiles
- Provide sound financial advice based on each person’s financial status, income, financial goals, and other factors contributing to wealth management
- Embrace the role of a structured yet coachable team player
- Open to continued education and training from other team members
- Establish and help clients achieve their financial goals
- Determine the current financial situation, identify shortfalls, and foster Client-Agent relationships
- Customise insurance financial solutions according to client needs
- Establish and maintain effective working relationships at all levels of the organization with clients
Skills on Resume:
- Client Acquisition (Soft Skills)
- Financial Planning (Hard Skills)
- Investment Strategy (Hard Skills)
- Profile Analysis (Hard Skills)
- Wealth Management (Hard Skills)
- Team Collaboration (Soft Skills)
- Insurance Solutions (Hard Skills)
- Relationship Building (Soft Skills)