Investment Consultant Resume Example & Writing Guide

Investment Consultant Resume Example
Get an Investment Consultant resume writing guide and a sample resume example to create the perfect resume and land your dream job in the investment industry!
star star star star star
952 people used this template, 35 people have rated it.

Investment Consultant Resume Sample


Results-driven investment consultant with extensive experience in analyzing market trends and designing tailored investment solutions for clients. Possess a proven track record of delivering exceptional investment returns while maintaining a strong focus on risk management strategies. Seeking to leverage skills and expertise to help clients achieve their financial goals.

Professional Experience:

ABC Investment Company, San Francisco, CA

Investment Consultant | 2015 - Present

  • Developed investment strategies in consultation with clients to help them achieve their financial objectives
  • Conducted market research and analysis to identify investment opportunities, and provided recommendations to clients on potential investments
  • Demonstrated strong understanding of financial markets and investment products, and communicated complex financial concepts to clients in easy-to-understand terms.
  • Advised clients on a wide range of investment options including equities, fixed income securities, mutual funds, and alternative investments such as hedge funds and private equity
  • Built and maintained strong relationships with clients, and provided ongoing support and guidance to ensure their financial goals were met

XYZ Investment Firm, Los Angeles, CA

Investment Analyst | 2013 - 2015

  • Assisted senior investment consultants with market research and analysis, and provided recommendations on investment opportunities to clients.
  • Conducted due diligence on potential investment options, including financial analysis, competitive landscape analysis, and risk assessment.
  • Monitored portfolio performance and provided regular reports, highlighting performance, risk, and asset allocation.
  • Leveraged proprietary software tools for portfolio analysis and reporting, and provided ad-hoc analysis as needed.
  • Developed strong relationships with clients and worked collaboratively with investment consultants to deliver exceptional service.


  • Bachelor of Science in Finance, University of California, Berkeley
  • Chartered Financial Analyst (CFA) Level 2 Candidate


  • Strong understanding of financial markets and investment products
  • Excellent analytical and quantitative skills
  • Effective communication and interpersonal skills
  • Ability to manage multiple tasks and priorities simultaneously
  • Proficient in Microsoft Excel and financial analysis software

Expert Tip

Keep It Concise

Recruiters spend an average of 6 seconds reviewing an individual resume. Keep yours concise and to the point. Aim for one to two pages maximum for most jobs.

Investment Consultant Resume Writing Guide


As an Investment Consultant, your job entails helping clients make smart investment decisions that can lead to maximum returns. To become successful in this field, you must have solid educational qualifications, relevant experience, and excellent communication skills.

Resume Objective

Your resume objective should provide a brief insight into your skills and qualifications to demonstrate why you are a strong candidate for the job. It should highlight your skillset and accomplishments to impress the hiring manager.

  • Start with a strong statement that describes your career goals.
  • Mention your relevant skills and achievements to demonstrate your capabilities.
  • State how you and the company can mutually benefit from your employment.

Education and Certifications

Your educational qualifications are a crucial aspect of your Investment Consultant resume. A strong educational background is essential for employers seeking skilled and experienced professionals. Your education and certifications must be explicitly mentioned to show that you have the necessary credentials for the job.

  • List your relevant degrees in chronological order. Start with the most recent one.
  • Mention any awards or recognition you received during your academic tenure.
  • In a separate section, list any certifications, licenses, or training programs you have completed.

Relevant Experience

Experience is a critical aspect of any job application. In this section, showcase your relevant experience in the field of investment consulting. Highlight your achievements and contributions in previous roles to showcase your value proposition.

  • Start with your most recent job experience and list previous jobs in reverse chronological order.
  • Mention your job title, employer name, and location of employment.
  • Briefly describe your responsibilities and duties in each role, followed by your achievements and contributions.
  • Showcase your value proposition by providing data and figures wherever possible.


As an Investment Consultant, you need to have a vast array of technical and interpersonal skills. This section is where you should list your skills and competencies that are desired in the field.

  • List skills such as financial modeling, investment analysis, risk management, and portfolio management.
  • Include interpersonal skills like strong communication skills, customer service skills, and analytical thinking abilities.
  • Showcase any additional foreign language skills that you possess and are relevant to the job position.
  • Provide any relevant software or technology skills, like trading systems or analytical tools that you are comfortable working with.


Writing an Investment Consultant resume takes a considerable amount of effort and time. By following these guidelines, you can create a compelling resume that highlights your skills and qualifications, making you the ideal candidate for the job. Ensure that your resume is concise, easy to read, and accurately represents you as a professional.

Common Resume Writing Mistake

Typos and Grammatical Errors

These types of errors indicate a lack of attention to detail and might give an impression of carelessness. Always proofread your resume multiple times and consider having someone else review it as well.

Build your resume online

Create resume online now to take the first step towards career success

CVBLADE developed by hiring professionals. With our resume builder, applying for your dream job is easy and fast.

Create Resume