Financial Consultant Resume

Financial Consultants are trained and licensed financial analysts or advisors who provide expert investment related advice to individuals or organizations. The minimum technical qualification is a bachelor's degree in accounting, finance, business or related field. What is more important is a proven track record in providing correct investment advice to clients. This requires thorough understanding of the market and investment opportunities and an ability to predict market trends. The candidate in this resume is an economics graduate with specialization in business with good experience as financial consultant and customer service personnel. He has relevant certifications and proficient with computer. 

Joel Marshall
109 Bun Drive,
Princeton, NJ 08540
Telephone No: 609-924-4645
Email id: joel_marshall@hotmail.com

Academic Background

• Achieved Bachelor of Arts Degree in Economics with specialization Business Management from the Iona College, Iona, NY, in the year 1992.

Computer Programming Skills

• Knowing Office Package: Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint and Microsoft Outlook Express.
• Knowing Operating Systems: Windows9X, Windows2000, Windows ME, Windows XP and Windows Vista.
• Knowing IBM PC, Lotus 1-2-3, MS-Dos, WordStar, JERSEYPRO and Lotus Macros.

Other Skills

Effectively completed CAD Financial Advisor Sales Education and achieved Advanced Training Diploma Program certificates from Princeton, NJ.

Professional Background

Since 2004 working as a Financial Consultant in the Consumer Markets of CAD FINANCIAL Advisors, Princeton, NJ and is responsible for the following:

• Generate $10 million client base with the help of aggressive and consistent prospecting campaign.
• Successfully set up portfolios including inventory, bonds, mutual funds and insurance products for an exceeding 250 clientele.
• Formulated and applied financial policies, plans and operations through account organization and development.

From 2000-2003 worked as a Sales Associate and efficiently handled the following operations:

• Directly got involved with the company's top financers, high profile net value individuals for future business associations.
• Procured $25,000 as commissions for the best producer all the way through new account openings.
• Scrutinized on hand portfolios, supporting in advancement of accounts.

From 1995-1999 worked as a Customer Account Representative and efficiently handled the following duties and responsibilities:

• Organized, supervised and maintained more than 25,000 accounts in the areas of business settlement and commercialization, NASD policies and rules, and customer inquiries.
• Recommended upper management authorities about the performance of subordinates.
• Acted as connection between sales strength and New York operations.