Top Finance Advisor Skills

Below we've compiled a list of the most important skills for a Finance Advisor. We ranked the top skills based on the percentage of Finance Advisor resumes they appeared on. For example, 22.3% of Finance Advisor resumes contained Financial Advisor as a skill. Let's find out what skills a Finance Advisor actually needs in order to be successful in the workplace.

The six most common skills found on Finance Advisor resumes in 2020. Read below to see the full list.

1. Financial Advisor

high Demand
Here's how Financial Advisor is used in Finance Advisor jobs:
  • Participated in Financial Advisory education program
  • Designed financial advisory templates which consolidated financial data and net worth summaries in a client-ready format.
  • Provided full-service financial advisory and financial planning services to over 200 individual and business clients.
  • Provided financial advisory services to individuals and institutional investors, as well as small companies.
  • Develop financial advisory relationships with those seeking counsel for every aspect of their financial life.
  • Provided financial advisory services/products to small corporate entities and high net worth individuals.
  • Generated institutional and corporate services new business leads for financial advisory team.
  • Provided financial advisory services to high net-worth individuals and businesses.
  • Provided financial advisory services to consumers and small businesses.
  • Developed financial advisory practice via telemarketing and referrals.
  • Opened and managed independent financial advisory firm.
  • Developed financial advisory relationships with banking clients.
  • Provided financial advisory services to retail investors.
  • Established a financial advisory practice with $45 million in assets under management which consisted of over 200 distinct client relationships.
  • Work directly with Branch Staff helping train and motivate them to aid in the growth of my financial advisory business.
  • Provided banking, discount brokerage, and financial advisory services to the mass affluent in a bank retail environment.
  • Included in a talent lift-out executed by Raymond James & Associates in an effort to deepen Financial Advisory Practice.
  • Co-Managed large financial advisory practice which included assets under management of approximately $80M and over 500 clients.
  • Joined the firm on the Financial Advisory Associate Training Program & built personal book to $7MM.
  • Conducted financial advisory workshops and seminars to Chambers of Commerce, local businesses and private investors.

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2. Asset Allocation

high Demand
Here's how Asset Allocation is used in Finance Advisor jobs:
  • Discussed relevant investment planning strategies and product information with clients and delivered financial analysis for asset allocations of high net-worth clients.
  • Create and deliver customized investment programs using fee-based account management derived from wide-ranging financial planning disciplines and professional asset allocation platforms.
  • Provided value to business owners and high-net worth individuals through management consulting with focus on operations and asset allocation of finances
  • Prepared, delivered and managed multiple portfolios while utilizing current market trends in order to determine the appropriate asset allocation.
  • Collaborated with analysts and associates on various teams to structure and ensure accuracy of investment review and asset allocation.
  • Provided personal investment and wealth management services to individuals with comprehensive investment planning * Developed custom asset allocation strategies.
  • Performed asset allocation analysis of client (business and individual) portfolios and recommended appropriate financial and insurance products.
  • Implemented monthly seminars at two local University's focusing on retirement planning, financial planning and asset allocation strategies.
  • Developed and monitored customized asset allocation models for a concentrated group of high net worth families and individuals.
  • Analyzed financial portfolio and identified personal risk tolerance levels to achieve client s goals using asset allocation strategies.
  • Analyze the entire range of investment opportunities and decisions, including broad-based asset allocation and client-specific security selections.
  • Reviewed client goals to recommend suitable asset allocation strategies and selected appropriate investment vehicles for their individual needs.
  • Prepared asset allocation and mutual fund models and presentations for clients and seminars using proprietary software programs.
  • Used Asset Allocation methodology and Portfolio Management processes to provide a complete complement of Wealth Management services.
  • Advise clients with complex investment relationships on asset allocation and portfolio construction for strategic and tactical decisions.
  • Focus on filling and conducting seminars regarding financial planning, proper asset allocation and private wealth management.
  • Conducted expert financial planning process including client profiling, asset allocation and development of investment policy statements.
  • Developed investment/asset allocation models, and proposed strategies to capitalize on market, risk and insurance opportunities.
  • Managed multiple portfolios with diligent attention and continual analysis of economic trends to determine appropriate asset allocation.
  • Advised private individual and small institutional clients on investment policy, strategic asset allocation and wealth management.

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3. Investment Strategies

high Demand
Here's how Investment Strategies is used in Finance Advisor jobs:
  • Participated in performing hedging, financial modeling, financial analysis, and risk-tolerance assessments to advise high-net-worth clients on investment strategies.
  • Developed investment strategies designed to achieve specific portfolio yield objectives of individual and institutional investors with emphasis on optimum tax advantages.
  • Performed hedging, financial analysis, and risk-tolerance assessment to advise high-net-worth clients on best-option investment strategies to accomplish objectives.
  • Managed client accounts: conducted portfolio analysis, updated asset allocations, and implemented strategic and tactical investment strategies.
  • Developed new client relationships, assessed risk tolerance and recommended investment strategies while maintaining and growing current customer accounts.
  • Provided comprehensive financial analysis for clients and developed investment strategies based on individual risk tolerance and financial goals.
  • Implemented investment strategies for accumulation of wealth, tax efficiency, and distribution of sustainable retirement income.
  • Conducted one-on-one sales presentations educating clients in investment strategies, developing a retirement plan increasing financial security.
  • Completed risk analysis simulations for each individual recommendation to better assist clients in designing unique investment strategies.
  • Help clients in identifying financial goals, implemented individualize investment strategies and monitored each personalized investment plan.
  • Conducted periodic seminars to educate and present different investment strategies and/or products to current and prospective clients.
  • Provided consultative guidance to clients for investment strategies and insurance products in alignment with identified risk parameters.
  • Assisted 5 senior advanced planners in developing financial analyses and investment strategies for high net-worth individuals.
  • Performed fundamental analysis for investment strategies utilizing individual stocks and mutual funds for individual financial plans.
  • Developed and implemented insurance coverage, financial, and investment strategies by applying acquired financial principles.
  • Analyzed, designed and implemented comprehensive investment strategies for corporate executives, business owners and retirees.
  • Provided effective, individualized investment strategies and instruments for investors based on retirement and financial goals.
  • Work with high net worth individuals in developing long-term financial plans and implementing comprehensive investment strategies.
  • Gathered and analyzed financial data to develop and implement many effective investment strategies for clients.
  • Designed and employed comprehensive asset-liability risk models for use in analysis of investment strategies.

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4. Financial Products

high Demand
Here's how Financial Products is used in Finance Advisor jobs:
  • Developed investment plans with detailed and structured strategies to meet and exceed goals using developed models and recommended financial products.
  • Assisted individuals in achieving their financial retirement goals by advising on financial products and services to non-profit organizations.
  • Conducted educational seminars to expand awareness and understanding of a wide range of market conditions and financial products.
  • Acquired and serviced clients in an atmosphere of fee-based financial planning with proprietary and non-proprietary financial products.
  • Worked specifically in retirement planning for employees of Non-Profit organizations and provided other financial products to them.
  • Supervised and mentored licensed bankers while educating them about different financial products to assist their sales.
  • Specialized in serving growing Senior market as financial planner offering insurance protection and financial products.
  • Trained in financial planning and the implementation of both non-proprietary and proprietary financial products.
  • Consulted with clients on financial products / services relative to increasing individual financial portfolios.
  • Recruited new clients and developed relationships to analyze customer needs for financial products.
  • Leveraged specialists to provide interdisciplinary expertise on financial products and the capital markets.
  • Conducted risk analyses of various financial products integrating individual client s financial requirements.
  • Researched numerous financial products to determine suitability for each client and prospect.
  • Contributed to development of effective marketing of company services and financial products.
  • Educated clients to make informed decisions on risk-appropriate financial products and solutions
  • Advised clients regarding advantages and disadvantages of different financial products.
  • Managed customer portfolio, serviced relationships and cross-sold financial products.
  • Recommended investment solutions and advise client about different financial products.
  • Promoted company s financial products through presentations and demonstrations.
  • Analyzed customers requirements for all financial products and services.

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5. Client Relationships

high Demand
Here's how Client Relationships is used in Finance Advisor jobs:
  • Documented financial transactions by entering account information and recommends financial actions by analyzing accounting options thus, developing deeper client relationships.
  • Conducted seminars and appreciation events to successfully converted prospects to new clients/customers as well as to deepen existing client relationships.
  • Leveraged rich industry experience and product knowledge that contributed to establishing credible client relationships and exceeding mutual funds sales goals.
  • Managed client relationships by offering advice, making portfolio and other recommendations and gauging client suitability and tolerance for risk.
  • Cultivated and maintained strong client relationships by marketing tailored solutions over the phone, door-to-door, and conducting face-to-face presentations.
  • Developed and deepened client relationships resulting in incremental sales revenue, retained assets and growth via consolidation and referrals.
  • Deliver informational sales presentations to potential clients and assist throughout completion of application process while strengthening client relationships.
  • Demonstrated sales and relationship skills by delivering presentations to targeted prospects and acquiring and maintaining strong client relationships.
  • Managed client relationships with an emphasis on regular communication, timely inquiry response and periodic portfolio updates.
  • Established and maintained loyal client relationships and provided expertise in investment opportunities resulting in mutually profitable outcomes.
  • Utilize comprehensive profiling techniques to identify client goals and investment personalities, while also deepening client relationships.
  • Negotiated difficult client relationships and developed new business opportunities within those relationships resulting in 300% growth.
  • Maximized the depth and profitability of client relationships through discovery of product and service cross-sell opportunities.
  • Cultivated and managed new client relationships with individuals, families, religious institutions and business owners.
  • Elevated existing client relationships and preserved their investment objectives by re-assessing objectives and projected portfolio performance.
  • Cultivated and managed new and existing client relationships of high-net-worth individuals and their related businesses.
  • Maintained and marketed to existing client relationships while working extensively with various internal departments.
  • Developed and strengthened client relationships through quarterly reviews to achieve client satisfaction and loyalty.
  • Developed and maintained client relationships through proactive consultative reviews, performance reporting and service.
  • Developed individual and business client relationships using prospecting, calling, and referral methods.

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6. Comprehensive Financial Plans

high Demand
Here's how Comprehensive Financial Plans is used in Finance Advisor jobs:
  • Organized Investment Planning seminars, utilized integrated planning and investment management services with the creation of a comprehensive financial plans.
  • Produced custom portfolio models, created comprehensive financial plans and analysis, and presented investment recommendations to high net worth individuals
  • Structured comprehensive financial plans including portfolio diversification, estate planning techniques and insurance coverage to manage risk and maximize returns.
  • Developed and implemented comprehensive financial plans for clients encompassing retirement, insurance, estate, and investment components.
  • Developed and implemented comprehensive financial plans incorporating insurance, income planning, and asset allocation strategies.
  • Prepared and presented both group and individual marketing presentations and comprehensive financial plans to attract clients.
  • Developed, designed and produced investment statements, comprehensive financial plans and results oriented reports.
  • Worked with clients to develop comprehensive financial plans and implement proposed investment strategies and recommendations.
  • Developed comprehensive financial plans for high-net-worth individuals and businesses in accordance with their risk-return goals.
  • Gathered prospect financial data and developed comprehensive financial plans using Financial Goal Analysis tool.
  • Conducted personal money management interviews to assess financial needs and develop comprehensive financial plans.
  • Generated leads, developed relationships, acquired clients by selling comprehensive financial plans.
  • Developed and responsible for customized comprehensive financial plans for individuals and small businesses.
  • Developed comprehensive financial plans and recommended financial solutions tailored specifically for every client.
  • Prepared, analyzed and implemented comprehensive financial plans, investment and insurance solutions.
  • Developed comprehensive financial plans and propose recommendations to properly meet the clients goals
  • Designed and implemented comprehensive financial plans for individual investors and small businesses.
  • Developed customized comprehensive financial plans to address clients' outlined goals.
  • Developed comprehensive financial plans with investment portfolio recommendations for personal clients.
  • Develop retirement and comprehensive financial plans and provide 401K statement reviews.

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7. New Clients

high Demand
Here's how New Clients is used in Finance Advisor jobs:
  • Identified and researched qualified prospects, initiated contact and secured new clients by personal interviews and financial planning and investment presentations.
  • Developed and executed targeted marketing strategies to originate new business and get new clients.
  • Generated new clients while establishing trust and a personalized investment solutions.
  • Created and executed community outreach programs to develop new clients
  • Worked closely with Senior FA to maintain relationships with all retail and institutional clients and helped with prospecting of new clients.
  • Started and maintained a financial planning practice receiving the highest award for number of new clients acquired during the first year.
  • Prospect for new clients using various marketing tools, including outgoing calls, seminars, direct mail, newsletters and referrals.
  • Developed client relationships and secured new clients, increasing investment portfolio by $20 million in assets during the first year.
  • Acquire new clients through a variety of marketing campaigns including cold calling, networking, seminars, mass mailings and referrals.
  • Build and maintain well informed client bases and professional relationships, keeping current client plans up-to-date and continuously recruiting new clients.
  • Acquired 300+ new clients during my tenure and maintained impeccable client relationships resulting in a continuous flow of incoming leads.
  • Implemented aggressive client building program; identified potential new customers and introduced novel approaches to retain and solicit new clients.
  • Build and maintained client bases, keeping existing client's plans up-to-date and recruiting new clients on a continuous basis.
  • Prospected daily for new clients through phoning, attending networking events, and establishing referral partners in the local community.
  • Tasked to bring new clients/money to Merrill Edge through inbound calls of existing ML 401K participants and proactive outbound campaigns.
  • Build and developing numerous positive relationships with clients while adding a successful number of new clients to the books.
  • Generate new clients using personal, face-to-face approach that builds trust and emphasize personal service to the individual investor.
  • Recruited to join a small team to be the prospecting lead in bringing new clients and building new relationships.
  • Acquire new clients and get referrals from existing clients to make sure my book of business grew year over year
  • Orchestrated an effective system of client sourcing and identified new clients through cold calling, networking, and seminars.

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8. Financial Goals

high Demand
Here's how Financial Goals is used in Finance Advisor jobs:
  • Conduct financial needs analysis and portfolio reviews with clients to regularly evaluate investment's performance toward achieving documented long-term financial goals.
  • Provide business and individual clients with investment and protection planning to facilitate the successful achievement of projected financial goals.
  • Worked with both individual and institutional clients to identify requirements, analyze customer information, and define financial goals.
  • Reviewed and analyzed investment portfolios, identified financial goals and objectives, provided appropriate investment advice and asset allocation.
  • Provided personal finance counseling to help customers identify personal financial goals and develop a plan to achieve objectives.
  • Established client relationships based on developing strategies to their financial goals using financial planning and wealth management.
  • Initiated and coordinated communications processes and discovery meetings with clients to determine financial goals and objectives.
  • Helped clients establish and achieve financial goals through comprehensive financial planning and investment selection.
  • Develop financial analyses for clients determining probability of success towards their financial goals.
  • Implemented numerous investment & insurance products tailored specifically to client's financial goals.
  • Developed and cultivated client relationships by developing tailored strategies to achieve financial goals.
  • Delivered personalized investment solutions designed to help clients meet long-term financial goals.
  • Recommended strategic asset allocations closely aligned with the customer's financial goals.
  • Addressed financial goals and problems through carefully selected financial and insurance products.
  • Provide customized solutions for clients to achieve their established and changing financial goals
  • Assisted clients in articulating their financial goals and developed achievable strategies.
  • Conducted needs analysis and provided recommendations to meet client financial goals.
  • Developed comprehensive individual financial plans to help clients reach their financial goals
  • Consult with individuals to determine financial goals and investment objectives.
  • Provided thoughtful, comprehensive financial planning; through relationship building, with a focus on helping clients reach their financial goals.

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9. Life Insurance

high Demand
Here's how Life Insurance is used in Finance Advisor jobs:
  • Offered life insurance to individuals within an assigned territory using consultative sales techniques Identified prospective customers using established lead methodologies.
  • Participated in selective financial training program focused on investments, life insurance, and target marketing
  • Illustrated life insurance/financial scenarios for clients using Penn Mutual Illustrator and Financial Profiles software.
  • Leverage market knowledge to develop comprehensive investment plans, including life insurance.
  • Organized marketing programs to target corporate executives for life insurance policies.
  • Managed life insurance and personal investment needs for individuals and corporations.
  • Reviewed income protection/life insurance options for individuals and families.
  • Provided multiple life insurance policies fit within lifestyle/ budget.
  • Customized term life insurance for individuals/families.
  • Presented Life insurance and variable product solutions
  • Conducted sales presentations assisting potential clients in regard to 529 plans, mutual funds, stocks, and life insurance options.
  • Explained to clients how to leverage the cash value of their life insurance and recapture interest typically lost to financial institutions.
  • Educated and sold Life Insurance, Disability, Long-Term Care, Mutual Funds, stocks, and other products to clients.
  • Obtained NASD Series 7, 66 and Insurance licenses went through extensive training on Mutual Funds, Annuities and Life Insurance.
  • Educated clients on and sold: Life Insurance, Annuities, Long-Term Care, Disability, Mutual Funds, & 529 Plans
  • Developed and maintained personal financial plans using stocks, bonds, mutual funds, life insurance to achieve client investment goals.
  • Qualified and placed clients in various products including health and life insurance, annuities, and other investment and retirement vehicles.
  • Led the development of financial/retirement plans for clients, including the 401K, IRAs, life insurance, and long-term care.
  • Practice focused on business markets in the BOLI (Bank Owned Life Insurance) COLI (Corp Owned Life Insurance).
  • Promoted the sales of life insurance, health insurance and disability income insurance protection for needy individuals, groups and families.

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10. Retirement Planning

high Demand
Here's how Retirement Planning is used in Finance Advisor jobs:
  • Achieved Chartered Retirement Planning Counselor designation
  • Participated in benefit fairs and retirement seminars to give potential and existing clients basic knowledge of retirement planning and investing.
  • Conducted educational seminars/workshops on financial planning topics such as retirement planning, estate planning, and evaluation of severance options.
  • Selected to participate in the Retirement Planning Specialist executive program at the University of Pennsylvania Wharton School of Business.
  • Delivered one on one and classroom style presentations to professors in higher education teaching financial and retirement planning.
  • Worked with clients to identify investment opportunities, insurance\retirement planning, and to meet overall financial goals.
  • Provided in-depth consultation and retirement planning to properly align investment objectives to personal retirement goals and dreams.
  • Conducted investment seminars at local communities to educate individual investors on retirement planning and overall investment.
  • Worked with several clients to develop solutions focusing on retirement planning, education funding and insurance.
  • Researched, formulated, and presented analysis and recommendations in all areas of retirement planning.
  • Provided financial planning strategies and retirement planning services including portfolio analysis and risk analysis.
  • Calculated various financial formulas in order to determine insurance needs and retirement planning needs.
  • Present no-cost community seminars on a variety of retirement planning and insurance topics.
  • Rendered advice to individuals and small businesses on retirement planning and cash alternatives.
  • Conducted education seminars on investing, retirement planning, and wealth preservation.
  • Conducted detailed retirement planning analysis for high-net worth individuals and families.
  • Synthesized financial analysis with tax efficient vehicles to provide focused retirement planning
  • Provided investment strategy, retirement planning, and portfolio analysis and guidance
  • Designed, developed and conducted prospective client seminars on retirement planning.
  • Coordinated with educational administrators and presented retirement planning seminars for employees.

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11. Estate Planning

high Demand
Here's how Estate Planning is used in Finance Advisor jobs:
  • Provided comprehensive Financial Services to customers regarding tax strategies; investments, insurance and education, retirement and estate planning.
  • Presented seminars in Managed Money, Estate Planning, Defined Contribution, Defined Benefit, Fiduciary Responsibility and Financial Planning
  • Marketed services with multiple radio interviews on Financial/Estate Planning in combination with overall view of economy and equities markets.
  • Company focus in privately held businesses with an emphasis on succession planning, estate planning and tax allocation/diversification.
  • Assessed clients' financial situation by gathering information regarding investments and estate planning; evaluating risk tolerance.
  • Profiled and advised clients on personal financial management; including insurance and estate planning.
  • Developed financial plans for retirement, wealth accumulation/preservation and estate planning for HNW clients.
  • Crafted and distributed financial and forecasting reports for senior partners for estate planning presentations.
  • Completed educational programs related to estate planning, retirement funding and tax related strategies.
  • Managed finances, provided life insurance and estate planning for personally developed client base
  • Worked on retirement analysis, portfolio analysis, estate planning and education planning.
  • Assisted individuals with retirement planning, college education savings and estate planning.
  • Organized estate planning, woman's investing and professional money management seminars.
  • Developed and presented a regularly scheduled open house Estate Planning Seminar.
  • Delivered seminars and events interfacing with estate planning attorneys and accountants.
  • Drafted and implemented various charitable planning and estate planning documents.
  • Provided education on insurance for retirement savings and estate planning.
  • Provided financial advisory services specializing in retirement and estate planning.
  • Delegated complex Estate Planning procedures and Asset Distribution Strategies.
  • Engaged extensively in retirement, insurance and estate planning.

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12. Customer Service

high Demand
Here's how Customer Service is used in Finance Advisor jobs:
  • Tasked to cross-sell additional financial product offerings to existing clients with an emphasis on customer retention and providing exceptional customer service.
  • Provided quality customer service while working in a high-volume customer focused environment and offering products that enhance our customers experience.
  • Delivered collection training and coaching to low performing advisers throughout division to enhance customer service skills and problem solving abilities.
  • Managed the service initiatives of a global technology firm directly managing the Customer Service and Technical Service departments.
  • Collaborated with Customer Service and Enrollment Specialists to facilitate outstanding service and communication to prospective students.
  • Provided detailed customer service to primarily small business card members and occasionally consumer card members.
  • Supported internal and external recruiting processes and provided customer service to internal and external clients.
  • Managed local branch office with emphasis on excellent customer service and developing relationships of trust.
  • Delivered superior ongoing customer service deepening relationships, while exploring opportunities for cross market products.
  • Managed multiple customers from both inbound and outbound marketing channels while delivering premium customer service.
  • Provide exceptional customer service by responding to all inbound customer calls and written correspondences.
  • Deliver exceptional customer service while responding to daily customer inquiries and identifying new needs.
  • Provided superior customer service and strategic guidance on investments, retirement and estate planning.
  • Provide excellent customer service by educating students on financial options that are available.
  • Provided exceptional customer service to students while maintaining a professional and enthusiastic attitude.
  • Focus on delivering an excellent student experience by providing exceptional customer service.
  • Deliver on time-sensitive reports, while providing exceptional customer service to students.
  • Designed and implemented marketing programs for client acquisition and customer service management.
  • Updated personal information at customers request and provided outstanding customer service skills.
  • Received Customer Service Merit Award for outstanding recordings of positive customer feedback.

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13. Financial Statements

high Demand
Here's how Financial Statements is used in Finance Advisor jobs:
  • Increased revenue through analysis of financial statements, development of proposals, and delivery of formal presentations to prospective merchants.
  • Managed team re-engineering and re-pricing its $700 billion investment portfolio to facilitate restatement of company's financial statements.
  • Designed holistic financial strategies aimed at individual clients by examining financial statements and portfolios, partnering with specialist team.
  • Analyzed financial statements of individual companies and proprietary mutual funds for due diligence and suitability purposes.
  • Analyzed financial statements and pertinent information to determine suitability and risk tolerance of prospective clients.
  • Compiled regulatory filings (statutory financial statements) in compliance with industry and governmental standards.
  • Provided financial planning analysis, analyze financial statements, and generate financial investment reports.
  • Partnered with Financial Managers to create and present financial statements and financial performance reports.
  • Analyze financial statements to support decisions and suggestions regarding deposit and lending products.
  • Analyzed financial statements on public companies, especially focusing on fixed income ideas.
  • Prepared quarterly and yearly financial statements and management reports along with yearly forecast.
  • Analyzed financial statements and other pertinent information to determine situations of prospective clients.
  • Analyzed financial statements and information to determine suitable investment options for prospective clients.
  • Developed the annual project financial statements which were audited by external auditors.
  • Analyzed financial statements and recommended financial strategies to ensure achievement of objectives.
  • Examine financial statements, evaluate financial opportunities and provide solid financial advice.
  • Prepared quarterly, annual and other financial statements for governing regulatory entities.
  • Evaluated company financial statements to identify potential debt and equity investments.
  • Performed accounting for office, generated financial statements and recorded transactions.
  • Analyzed financial statements for business clients regarding their credit applications.

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14. Health Care

high Demand
Here's how Health Care is used in Finance Advisor jobs:
  • Developed and refined operating procedures for Community Based Health Care Organization's finance support.
  • Trained Community Based Health Care Organization personnel on proper processing procedures using My UnitPay.
  • Research, compile, and prepare reports, correspondence, or other information required by management or health care agencies.
  • Developed an Association Health Care Plan for the Harrisburg Builders Exchange providing group health insurance for members of the association.
  • Build customized financial plans including retirement, estate, investments and long-term health care for institutions and individuals.
  • Conducted monthly seminars related to Market Updates, Estate Planning, Social Security and Health Care.
  • Provide analysis of customer's needs and establish a plan for health care and financial goals.
  • Serviced group retirement plans in the Health Care industry, K-12, and Higher Education.
  • Work directly with life and health/accident insurance professionals including long term health care policies.
  • Developed and led the investment banking activity of a major health care company.
  • Target market and specialization in health care professionals, divorcees and business owners.
  • Marketed estate planning strategies, health care and group business insurance.
  • Marketed long term health care, disability and health insurance.
  • Advise clients on Health Care Investment/Banking accounts.
  • Specialized in health care benefits.
  • Maintain a team of professionals: accountants,attorneys, health care providers, guardians etc.
  • Advised families about their health care options providing best financial solutions
  • Maintain ClientConnect data base.. Work extensively with health care carriers to enroll groups with 2-50 employees..

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15. Wealth Management

average Demand
Here's how Wealth Management is used in Finance Advisor jobs:
  • Worked closely with professionals within the UBS Regional Wealth Management Division to deliver a unique client experience for high-net-worth individual investors.
  • Provide comprehensive investment planning and wealth management strategies to individual clients; prepare personal investment plans and implement with financial.
  • Utilized proprietary Wealth Management Process to perform Monte Carlo simulations, financial modeling and research analysis for client presentations.
  • Managed the implementation and monitoring of plans that included risk management, wealth accumulation and wealth management.
  • Served as partner in wealth management group specializing in emerging venture capital wealth management and syndicate/investment banking.
  • Created portfolio and wealth management plans for individuals and businesses through research and careful money management planning.
  • Developed personal plans to include retirement, business analysis, estate distribution, and wealth management solutions.
  • Prepared various Wealth Management Reports for clients utilizing system tools to maximize efficiency and growth potential.
  • Represented Morgan Stanley's Wealth Management division to identify, develop and close new business opportunities.
  • Cultivated relationships with business leaders and centers of influence to expand trust and wealth management opportunities.
  • Practiced goals based wealth management and incorporated specific goals into financial planning software for client presentation.
  • Team leader accountable for providing comprehensive wealth management services and solutions for individuals and businesses.
  • Established successful wealth management practice through combination of new business development and account management efforts.
  • Developed private wealth management and small business owner succession plan and risk management strategies.
  • Conducted seminars and presentations to educate investors on proper investing strategies and wealth management.
  • Provided comprehensive financial and wealth management services for individuals, families and small businesses.
  • Conducted appropriate client acquisition and marketing activities to support comprehensive wealth management practice.
  • Provide wealth management advisory services to a self generated portfolio of private investors.
  • Practiced consultative planning based wealth management to best assess most appropriate client solutions.
  • Program focused on wealth management funds, portfolio management and customer relationship building.

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16. High NET

average Demand
Here's how High NET is used in Finance Advisor jobs:
  • Established skills for successful operation of book of business by systematically cold calling prospective high net worth individuals.
  • Managed several million dollars for high net worth individuals and various institutions using diverse investment portfolios.
  • Gained valuable brokerage and alternative investment expertise and presented investment opportunities to high net worth clientele.
  • Collaborated with external money managers to market separately managed accounts to high net worth investors.
  • Initiated monthly seminars and a regional marketing program catering to high net worth individual investors.
  • Developed intricate solutions to manage and exceed financial expectations for high net worth individuals.
  • Developed and managed investor base consisting of institutions and high net worth individuals.
  • Prepared and presented formal proposals to corporate officers and high net-worth individuals.
  • Conducted financial and legal research and analysis for high net-worth individuals.
  • Assisted and developed strategies for high network individuals and corporations.
  • Developed a strategic marketing plan targeting high net worth individuals.
  • Conducted strategic financial plans for high net-worth individuals.
  • Developed account relationships with high net worth individuals.
  • Managed all aspects of a portfolio comprised of 400 high net-worth households and exceeding $250 Million in assets under management.
  • Provide high net worth individuals, small business owners and families with advisory services in retirement, business and estate planning.
  • Develop relationships with high net worth clients to find solutions for needs including wealth accumulation, retirement, and estate concerns.
  • Focused on developing impact investing strategies for high net worth individuals, family offices, foundations, endowments and institutional investors.
  • Attributed to that I had the ability to sell stocks, bonds, and mutual funds to high net worth individuals.
  • Provide financial planning services in a team-based environment, advising affluent and high net worth individuals, families, and businesses.
  • Acquired, developed, and deepened relationships with high net worth clients and small business owners to meet client financial goals.

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17. Financial Services

average Demand
Here's how Financial Services is used in Finance Advisor jobs:
  • Selected as spokesperson for company-sponsored events and as host presenter in seminars focused on multiple topics within the financial services industry
  • Well experienced: Pragmatic management professional with experience contributing to advanced financial services performance through alignment of resources.
  • Offer appropriate financial services and products based upon client needs and within parameters established by Prudential Financial Services.
  • Assisted customers with financial services ranging from loan modifications to debt consolidations, mortgages and credit restorations.
  • Provided professional comprehensive financial services including asset and liability protection, wealth management, and retirement programs.
  • Developed and implemented financial services marketing strategies to a specific target market in a highly competitive environment.
  • Operated an independent financial services practice offering investment products to individuals and small business owners.
  • Provided comprehensive financial services information for high level customers including UN diplomats, etc.
  • Marketed financial services and offered investment advice specifically designed to meet client needs.
  • Developed high quality content for individuals seeking information about financial services and investments.
  • Learned successful investment and money managing techniques from an independent financial services broker.
  • Marketed and implemented comprehensive fee-based financial services to individuals integrating non-proprietary products.
  • Provided independent diversified financial services to professionals, business owners and corporate executives
  • Provided specialized financial services to ultra-high net worth individuals and small businesses.
  • Provide quarterly educational seminars on financial services for members and prospects.
  • Provide individual and business clients with investment advisory and financial services.
  • Create and teach informational seminars on retirement and other financial services.
  • Developed new business opportunities across a range of financial services.
  • Developed own financial services practice, specializing in retirement planning.
  • Provided comprehensive financial services and investment advice to clients.

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18. Financial Needs

average Demand
Here's how Financial Needs is used in Finance Advisor jobs:
  • Provided estate planning and financial needs analysis to individuals with an emphasis on the complete utilization of their existing corporate benefits.
  • Analyzed clients' financial needs and developed appropriate financial plans utilizing various finance-, cash management-, and insurance-based methods.
  • Assess customer needs including integral asset allocation and making recommendations to meet their financial needs.
  • Developed financial plans using proprietary planning program and recommended solutions tailored to client financial needs.
  • Provided investment advice/strategy to individuals and businesses using financial needs analysis and recommended appropriate products/services.
  • Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs
  • Provided tailored, strategic consulting advice to clients by comprehensively understanding their financial needs.
  • Evaluated financial needs during discovery meetings with clients and potential clients offering detailed solutions.
  • Perform financial needs analysis of potential clients to determine strategic investment and portfolio components.
  • Experienced account forecasting, financial needs analysis, investor relations and market research.
  • Collaborated to identify financial needs and objectives; recommended investment products and services.
  • Sourced prospective clients, assessed financial needs and delivered highly customized financial solutions.
  • Diagnosed client financial needs and recommended appropriate financial and asset allocation solutions.
  • Conduct Financial Needs Analysis with clients to recommend appropriate Wealth Management solutions.
  • Conducted financial needs analysis while maintaining a customer-focused financial advising strategy.
  • Analyzed client financial needs through extensive assessment of individual investment profiles.
  • Determined financial needs of customers and recommended appropriate credit solutions.
  • Assisted individuals in identifying their distinct financial needs and objectives.
  • Conducted financial needs analysis through a deep discovery process.
  • Conducted financial needs analysis for prospective clients.

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19. Risk Tolerance

average Demand
Here's how Risk Tolerance is used in Finance Advisor jobs:
  • Developed client/prospect profiles, including risk tolerance, and provided recommendations based on resources offered internally and by third-party companies.
  • Customized investment portfolios based on evaluation of the clients' expected return, capital liquidity requirement and risk tolerance.
  • Utilized proprietary planning software to prepare asset allocation proposals based upon prospect s risk tolerance and time horizon.
  • Conducted comprehensive portfolio reviews to re-asses risk tolerance and asset allocation objectives and returns and re-balance strategies accordingly.
  • Designed, implemented and actively managed custom portfolios based on individual time horizons, and risk tolerances.
  • Developed intricate spreadsheets to model different optimal portfolios utilizing the efficient frontier given client's risk tolerance.
  • Analyzed mutual fund asset classes and developed diversified portfolio based on client investment objectives and risk tolerance.
  • Conducted comprehensive analysis to build financial plans and recommendations based on customer objectives and risk tolerance.
  • Helped diversify for clients' retirement using different asset allocation mixes and risk tolerance analysis.
  • Created pivot table to accurately assess investor risk tolerance to the most appropriate investment considerations.
  • Recommended appropriate investment and life insurance solutions based on risk tolerance and time horizon.
  • Calculated tactical strategies for asset allocation based on individual needs and risk tolerance.
  • Profiled prospective and existing clients to determine risk tolerances and asset allocation models.
  • Monitored investment accounts, generated financial reports, and evaluated risk tolerance.
  • Assessed risk tolerance with regard to individual and institutional investment portfolios.
  • Analyzed financial information obtained from clients to determine risk tolerance level.
  • Assisted Individuals with recommended investment decisions based on risk tolerance.
  • Qualified in assessing risk tolerance and product suitability for investors.
  • Determine investment objectives and risk tolerance.
  • Educated clients on the different risks involved in the different forms of investments and design plans to complement their risk tolerance.

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20. Financial Objectives

average Demand
Here's how Financial Objectives is used in Finance Advisor jobs:
  • Evaluated client requirements related to long-term financial objectives and progress toward retirement, college-funding, or additional savings.
  • Advised clients in achievement of their financial objectives by providing financial planning and investment advisory services.
  • Developed and nurtured relationships with clients through dynamic interaction and understanding of their specific financial objectives.
  • Provide personalized strategies to educate clientele to achieve lifetime financial objectives, through detailed financial analysis.
  • Conducted asset reviews and formulated specific financial objectives for a variety of professional and personal clients.
  • Provided analysis of client's current financial situation compared to financial objectives and developed strategies.
  • Researched and investigated available investment opportunities to determine whether they fit with clients financial objectives.
  • Skilled in account management and launching new projects in collaboration with sales and financial objectives
  • Performed comprehensive financial analysis and provided detailed financial plans specific to individual financial objectives.
  • Counseled patients regarding their financial objectives and goals while providing excellence in Customer Service.
  • Determined the suitability of various investment products to achieve clients' individual financial objectives.
  • Researched securities information and presented clients with investment options to achieve their financial objectives.
  • Assisted clients in achieving their financial objectives by developing relationships through financial planning.
  • Developed financial plans and asset allocations models based on my clients financial objectives.
  • Solicited new clients and effectively assisted them in securing their personal financial objectives.
  • Analyze financial information and develop strategies for assisting clients with their financial objectives.
  • Set investment and insurance strategies, customizing solutions to meet targeted financial objectives.
  • Determined client financial objectives to develop and implement a personalized investment strategy.
  • Analyzed client financial information, determining and packaging strategies for financial objectives.
  • Developed customized financial plans for clients to achieve their financial objectives.

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21. Insurance Products

average Demand
Here's how Insurance Products is used in Finance Advisor jobs:
  • Recommended investment and insurance products to individuals and businesses according to their financial objectives and reviewed and adjusted portfolios as needed.
  • Interviewed prospective and current clients to evaluate appropriateness of investment or life insurance products.
  • Organized and conducted seminars to educate customers and prospects on investment and insurance products.
  • Utilized financial services and insurance products to formulate effective financial planning strategies for clients.
  • Helped individual clients implement financial plans using investments and insurance products.
  • Advised individuals in financial planning, including investments and insurance products.
  • Analyzed portfolios of clients and recommended investment and insurance products.
  • Verify suitability of moving securities assets into fixed insurance products.
  • Educated clients about available insurance products and other investment options.
  • Reviewed and recommended insurance products designed to protect client assets.
  • Solicited securities and insurance products to captive customer base.
  • Customized various types of insurance products to individual customers.
  • Prepared computer illustrations for annuities and life insurance products.
  • Prepare applications for insurance products and investment accounts.
  • Provide comprehensive insurance products for individuals and businesses.
  • Retailed various security-based investment and insurance products.
  • Gained extensive knowledge of mutual funds, variable annuities, fixed annuities, wrap accounts, life insurance products and more.
  • Promoted financial products such as annuities, IRA/Roth funds, Life and Health Insurance products, Final Expense Insurance, etc.
  • Specialized in all facets of financial planning as well as sales of annuities, mutual funds, mortgages and insurance products.
  • Ensured customers were on track to achieve all financial goals through proper planning and implementation using various investment and insurance products.

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22. Business Development

average Demand
Here's how Business Development is used in Finance Advisor jobs:
  • Developed successful prospecting, business development and seminar/workshop system for new client acquisition as well as referral and client retention programs.
  • Identified and self-generated investment opportunities in order to drive assets under management, delivered seminars to prospects for business development purposes.
  • Marketed and sold appropriate investment products to meet clients needs/Prepared and delivered presentations /seminars to clients for business development purposes.
  • Roll out strategic implementation to multiple individual and group investors, penetrating accounts through referrals, prospecting and business development.
  • Strengthened business development, sales, personnel recruitment training, customer relationship management, accounting, and financial reporting.
  • Presented marketing and education material during business development meetings with individual clients and business groups of 10+ professionals.
  • Developed and executed business development strategies in order to identify target markets and continuously prospect for new customers.
  • Developed pipeline of 200 high-net-worth prospective clients by mining RM system and relentlessly executing proven business development process.
  • Involved in various elements of business development and finance, including engaging partners and assisting company strategy.
  • Implemented business development efforts using seminars, joining charitable organizations and becoming increasingly active in the community.
  • Engage business development knowledge to effectively source prospects and employ client acquisition and client relationship techniques.
  • Team based business development via branch training sessions, lobby management/client engagement and outbound calling sessions.
  • Initiated Certified Financial Planner training program for investment executive sales team for new business development opportunities.
  • Developed targeted financial program delivered to five chapters of national organizations resulting in new business development.
  • Engaged in business development at nationwide broker/dealer successfully cultivating prospects and developing a base of clients.
  • Participated in business development and client acquisition; exceeded every quarterly goal for client growth.
  • Devised and executed business development strategies to attract and retain business and individual client accounts.
  • Worked with business development and marketing department managers to understand and implement customer relationship strategies.
  • Spearheaded business development and expanding client base in order to consolidate and enhance portfolio performance.
  • Develop relationship with space, telecommunication and satellite corporations for investments and business development opportunities.

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23. Financial Aid

average Demand
Here's how Financial Aid is used in Finance Advisor jobs:
  • Conduct financial aid interviews that included counseling students on available funding and assisted in the completion of applications with required documentation.
  • Educate and assist prospective and/or current students regarding policies and requirements for selected finance options, including federal student financial aid.
  • Performed financial aid funds eligibility analysis and award federal, state and institutional aid according to federal and state regulations.
  • Contacted students regarding corrections and incomplete financial aid documents while maintained and scheduled students in the financial aid calendar.
  • Assisted financial services managers by conducting team meetings and presenting departmental updates and information pertaining to Financial Aid processes.
  • Process, award and complete future student financial aid eligibility in accordance to federal, state and institutional regulations.
  • Monitor student accounts for disbursements and reapplication while advising students on status of financial aid funds and eligibility.
  • Determined Title IV eligibility through an approved needs analysis Financial Aid software system for students requesting Financial Aid.
  • Processed financial aid applications, conduct verification of all applicant materials with supporting documentation for accuracy.
  • Verified accuracy of student and family reported information as a basis for approval of financial aid.
  • Answer question and educate prospective and current students about financial aid eligibility and the processing requirement.
  • Counseled students about financial aid eligibility, application procedures, money management and financial planning.
  • Evaluated and calculated student financial aid packages and collected the necessary documents to complete processing.
  • Engage in detailed conversation for extensive periods of time educating and translating financial aid terminology.
  • Served as a Financial Aid Administrator for all purposes specified within federal and state regulations/guidelines.
  • Evaluate and recommend Internal financial aid educational materials associated with the Lincoln Learning Center.
  • Developed institutional financial aid policies and procedures to positively impact quality of service provided.
  • Processed financial aid paperwork, transactions and adjustments for students attending the university.
  • Assisted international students with documentation for enrollment in the Federal Financial Aid program.
  • Ensured accurate completion of financial aid forms and collected necessary documentation for packaging.

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24. Variable Annuities

average Demand
Here's how Variable Annuities is used in Finance Advisor jobs:
  • Determined suitability of fixed and variable annuities.
  • Experience with stock, bonds, fixed and variable annuities, mutual funds, UIT's, insurance and other securities.
  • Educate and sell client products including Life Insurance, Variable Annuities, Long Term Care, Mutual Funds and 529 Plans.
  • Market and sell financial products such as fixed annuities, variable annuities and mutual funds to existing and new clients.
  • Licensed in the following areas: Series 7 and Series 66 Life, Accident, and Health Insurance Variable Annuities.
  • Sell various investment products including Private Placements, REIT's, Variable Annuities, Stocks, Bonds and Mutual Funds.
  • Facilitated sales of investment/managed products along with universal, whole and term life insurance, and fixed and variable annuities.
  • Developed investment portfolios of stocks, bonds, mutual funds, fixed and variable annuities, and exchange traded funds.
  • Placed variable annuities and refinanced mortgages by managing the support activities of an expert, product specialist team.
  • Show and sell equities, fixed income instruments, mutual funds, variable annuities and life insurance.
  • Managed budgeting, insurance options, variable annuities, stocks, bonds, estate planning and taxation.
  • Received Series 6, 63 and Michigan Life, Accident, Health and Variable Annuities Licensing.
  • Market financial service products - stocks, bonds, mutual funds, variable annuities, etc.
  • Fostered the sales of over $10 million in fixed and variable annuities the first year.
  • Maintained Series 7 license as well as licenses for Life, Health, and Variable Annuities.
  • Created illustrations for disability, life and long-term care insurance and for fixed and variable annuities.
  • State of Michigan Life Insurance license, fully licensed for LTC, fixed and variable annuities.
  • Registered Representative Series 7, 63, 65, Variable Annuities, Life & Health Insurance.
  • Passed the difficult variable annuities questions and exams for the state and federal insurance exams.
  • Marketed mutual funds, ETF's, variable annuities, wrap-fee platforms, and individual securities

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25. Financial Strategies

average Demand
Here's how Financial Strategies is used in Finance Advisor jobs:
  • Cultivated relationships through high level of individualized client service in developing financial strategies to meet their short and long-term monetary goals.
  • Designed and executed financial strategies according to client needs including portfolio management, wealth accumulation, preservation, and wealth transition.
  • Registered Representative accountable for prospecting clients, preparing financial plans, creation and implementation of financial strategies, and advisory services
  • Developed financial strategies for corporations and high-net worth individuals to mitigate systematic and non-systematic risk during a worldwide economic downturn.
  • Planned, developed, implemented and evaluated comprehensive financial strategies, money management and emergency service for deploying service members.
  • Developed and executed short and long-term financial strategies, customized to exceed client needs in profit driving, customer-focused environment.
  • Developed and executed customized short- and long-term solutions-based financial strategies to meet client needs in profit-driven, customer-focused environments.
  • Developed and executed short and long term financial strategies customized to meet specific financial needs for individuals and businesses.
  • Cultivated relationships with affluent families and business owners and assisted them with developing financial strategies and plans.
  • Work with individuals and families on implementation of comprehensive financial strategies for current needs and retirement.
  • Formulated goals and objectives based on investment experience and risk tolerance to implement proper financial strategies.
  • Consulted clients on variety of financial strategies and selected optimum product according to individual requirements.
  • Conducted research and investigated available investment opportunities; to enhance asset allocation and financial strategies.
  • Analyze financial information and conduct risk analyses in order to design custom tailored financial strategies.
  • Examined market conditions affecting clients' current and future financial strategies and implemented recommendations.
  • Provided investment, savings and liability management solutions to maintain and enhance financial strategies.
  • Provided sophisticated financial strategies and solutions to individuals, families and businesses.
  • Conducted presentation seminars on personal financial strategies to public service sector employees.
  • Developed and communicated appropriate financial strategies based on individual member needs.
  • Lead collaborative efforts with external professionals to implement recommended financial strategies.

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26. Financial Advice

average Demand
Here's how Financial Advice is used in Finance Advisor jobs:
  • Provided fiduciary financial advice through implementation of diversification, globalization, and asset allocation specific to each individual client's needs.
  • Provided Professional financial advice to clients and enhanced client relationships with ability to effectively communicate clearly my investment management process.
  • Provided quality financial advice and counsel to individual investors delivered through one-on-one consultative relationships at these prestigious financial services companies.
  • Earned a reputation for providing expert financial advice and superior customer service that continues to result in relationship building.
  • Motivated investment professional, providing objective financial advice and building trusted client relationships while driving business development results.
  • Provided financial advice and life management skills to students and co- workers towards development using defined project methodologies.
  • Provided financial advice about insurance and investment products for business owner s retirement and succession planning needs.
  • Provided financial advice, customized strategies, and recommended investments to help individuals meet personal financial goals.
  • Established and maintained relationships with individuals and business customers, and provided financial advice and plans.
  • Utilized significant financial acumen to provide financial advice concerning portfolios, allocations, and asset management.
  • Opened up conversations; referred to multiple other departments from financial advice to insurance with exceptional results
  • Provided professional financial advice on financial planning and investment management to individuals and small business managers.
  • Provided financial advice and counseling to retail customers by providing suitable investment options and information.
  • Provided financial advice on wealth accumulation and risk management to individuals and business entities.
  • Generated revenues by providing financial advice to retail clientele about securities and annuities.
  • Improved the client's opportunity in obtaining financial independence by providing effective financial advice
  • Conducted financial fitness seminars with prospective and existing customers providing sound financial advice.
  • Create portfolios for individuals or families seeking personalized solutions and/or financial advice.
  • Provided financial advice to individuals and restructured portfolios containing concentrated investment positions.
  • Provided expert financial advice for retirement planning as a licensed insurance agent.

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27. Insurance Companies

average Demand
Here's how Insurance Companies is used in Finance Advisor jobs:
  • Work effectively with outside insurance companies, Doctors and patients in reviewing and processing paperwork to ensure timely and maximum reimbursement.
  • Market financial planning services through partnerships with appointed insurance companies, traditional investment and alternative investment partners.
  • Verify insurance/coverage, notify insurance companies of patient services and provide required documentation for bill approvals.
  • Call insurance companies when payment is denied to obtain necessary information and determine re-billings.
  • Verified and obtained authorization for inpatient and outpatient services from insurance companies.
  • Represented various insurance companies and two different broker dealers.
  • Work effectively with outside insurance companies and physician offices.
  • Managed claims, EOB's, filing of claims, and worked with insurance companies for payments, benefits, etc.
  • Networked with various investment and insurance companies on a weekly basis to speak about different investment vehicles and coverage.
  • Developed great working relationships with many Sales Representatives of different Mutual Fund Families and Life Insurance Companies.
  • Represent over 120 investment, health and life insurance companies providing financial solutions and protection to customers.
  • Developed strong knowledge of competing investment and insurance companies, used to create sales and marketing strategies.
  • Analyzed 6 major insurance companies products and customize them according to customers circumstance and preference.
  • Worked and trained with one of the top life insurance companies in the world.
  • Support both parties; individuals and insurance companies with customer support and requests.
  • Certified for Medicare Advantage and supplement product sales by several insurance companies.
  • Worked close with insurance companies on claims that needed to be paid.
  • Serve as liaison between clients and insurance companies to resolve accounts.
  • Manage different type's software billing programs and billed insurance companies.
  • Negotiated with clients, fund & insurance companies to reconcile issues.

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28. Risk Management

average Demand
Here's how Risk Management is used in Finance Advisor jobs:
  • Developed and analyzed risk management/insurance proposals/illustrations.
  • Analyzed, developed, implemented and monitored financial contracts and plans, encompassing both risk management and investment products solutions.
  • Maintained daily positions and calculated margin requirements and buying power according to firm risk management guidelines and industry regulations.
  • Advised clients on asset accumulation and risk management strategies aimed at achieving financial stability and ensured strong compliance protocol.
  • Top Producer - Highly motivated and accomplished financial sales professional with expertise in retirement risk management and planning.
  • Created hundreds of customized retirement plans for clients focusing on asset allocation strategies and risk management.
  • Utilized proprietary analysis tools to create proposals that include comprehensive recommendations for wealth and risk management.
  • Educated prospective clients on various topics including asset allocation and risk management to increase participation.
  • Developed customized financial plans addressing cash flow, risk management, investments and retirement income.
  • Developed detailed investment analysis and risk management recommendations in addition to coordinating trust advisory services.
  • Advised the Board on additional matters related to regulatory compliance and enterprise risk management.
  • Provided customized financial plans while adhering to risk management disciplines and high-grade service models.
  • Developed Customized Financial Analysis focused on Investments, Risk Management and Estate Planning.
  • Review investment portfolio and risk management posture to provide advice and implement strategy.
  • Introduced risk management strategies utilizing commodity futures and interest rate swaps.
  • Implement risk management strategies to mitigate investment risk through asset allocation.
  • Manage growth of commercial credits including underwriting and risk management agendas.
  • Designed and implemented risk management strategies for medical and dental practices.
  • Coordinate with Risk Management to insure patient satisfaction and safety.
  • Provide corporate clients with risk management and capital accumulation guidance.

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29. Client Portfolios

average Demand
Here's how Client Portfolios is used in Finance Advisor jobs:
  • Formulated asset allocation strategies and developed proprietary investment models for client portfolios based off a detailed financial analysis and risk assessment.
  • Maintained new and existing client portfolios and provided value-added strategic advice to satisfy client needs based upon their individual investment objectives.
  • Utilized proprietary software to develop models, illustrating comparisons between various money managers and the risks/returns within client portfolios.
  • Involved financial analysis and creation of strategic opportunities for client portfolios as well as maintenance of long-term customer relationships.
  • Manage client portfolios in accordance with goals-based wealth management and client heuristics, including risk tolerance and investment personality.
  • Provide investment recommendations to ensure client portfolios are correctly allocated based on information provided in the financial review conversation.
  • Managed client portfolios using fact-finding interviews regarding confidential information about the client's financial position to determine investment recommendations.
  • Lead Presenter - Conducted asset management and retirement planning seminars highlighting consultative investment approach to developing client portfolios.
  • Cultivated product partner relationships to gain insight on product features and suitability for specific client portfolios.
  • Customize client portfolios using broad diversification and asset allocation strategies with focus on downside risk protection.
  • Reviewed client portfolios to ensure proper asset allocation strategies and offered ideas to enhance/protect wealth.
  • Designed and developed an automated financial analysis and reporting system, to monitor client portfolios.
  • Used strategic business acumen to enhance relationships and develop tailored solutions to client portfolios.
  • Leverage technology to provide clear analysis of client portfolios and unambiguous validation for recommendations.
  • Managed client portfolios for both businesses and individuals while maintaining profitability for my clients.
  • Used fundamental and technical analysis to make proper strategic asset allocations for client portfolios.
  • Provided financial consultation and resolutions for debts and investment strategies for client portfolios.
  • Conducted detailed portfolio analysis and investment research to identify recommendations for client portfolios.
  • Reviewed investment objectives, risk tolerance and investment horizon for individual client portfolios.
  • Managed client portfolios and provided investment recommendations that best suited their financial needs.

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30. Finra

low Demand
Here's how Finra is used in Finance Advisor jobs:
  • Demonstrated extensive knowledge of SEC and FINRA regulatory requirements and expert knowledge of internal brokerage and insurance policies and procedures.
  • Resolved in-branch administrative and operational problems and corrected issues involving non-compliance with SEC and FINRA regulatory standards.
  • Maintained a FINRA-compliant investment practice focused on client education.
  • Drafted and analyze firm's retail and advisory equity executions and prospectus delivery procedures to ensure compliance with FINRA'S guidelines.
  • Managed all office and corporate operations in accordance with SEC, FINRA, and Corporate Laws, Policies, and Procedures.
  • Licensed with the Financial Industry Regulatory Authority (FINRA), series 7, 63, and 65 in Florida.
  • Involved in maintaining detailed records to comply with the regulations of the Financial Industry Regulatory Authority (FINRA).
  • Licensed Producer for Life/Accident & Health Insurance, Series 6, Series 63 and Series 65, FINRA Registered.
  • Open and maintain customers' accounts; maintained customers' records according to the FINRA and other compliance requirements.
  • Completed wealth management program at UBS and licensed in FINRA Series 7,24 and 63 as well as insurance licenses.
  • Licensed FINRA Series 7, Series 66, Life and Variable Annuity License, and State Insurance License.
  • Obtained FINRA Series 7, Series 66, and Arizona State Variable Life & Health Insurance Producer Licenses.
  • Maintained compliance on existing and new clients in accordance with FINRA, SEC, and First Command.
  • Served as Chief Financial and Compliance Officer, navigating unannounced FINRA audit, resulting in zero findings.
  • Managed daily activities of 12-person team to be compliant with FINRA, AML, and banking regulations.
  • Attained FINRA Series 7 and 66 licenses and Missouri life, health, and disability insurance licenses.
  • Organized client information to ensure proper procedures were being followed and in compliance with FINRA regulations.
  • Obtained specialized FINRA Series 31 securities license to sell Managed Futures Funds (Alternative Investments).
  • Studied various investment vehicles and course material in order to pass the FINRA License exams.
  • Acquired FINRA Series 65 allowing for customers to be charged for advice by the hour.

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31. Training Programs

low Demand
Here's how Training Programs is used in Finance Advisor jobs:
  • Participated in corporate training programs for personal and professional growth while completing industry required certifications.
  • Completed comprehensive training programs and obtained necessary licenses and registrations for securities.
  • Coordinated senior foreign delegation training programs and site visits.
  • Developed extensive training programs for exporting domestic products.
  • Developed training programs related to improving financial intelligence.
  • Worked with management to establish an appropriate Sunshine act compliance culture throughout the firm including the development of specialized training programs.
  • Initiate training programs and plans based upon the goals set, review allocations and modify to make necessary changes as needed.
  • Plan and conduct group and individual training programs and seminars, including full responsibility for written and oral presentations.
  • Completed training programs for Merrill Lynch compliance, continuing education on products, and established relationships with product specialists.
  • Served as Project Manager for training programs designed to provide staff the skills needed to perform their assigned duties.
  • Participated in many strategic selling training programs gaining knowledge of the selling process and best practices.
  • Implemented large scale training programs for domestic and overseas call centers for 4000 employees.
  • Attended several top training programs as well as beginning the Certified Financial Planner coursework.
  • Established training programs for staff in regard to workplace performance and professional development.
  • Attend four week training and two weeks of upper level investment training programs.
  • Participated in internal training programs to expand job knowledge and support multiple clients.
  • Gained skills and entered the financial industry, through intensive training programs.
  • Developed a niche market through the use of training programs I developed.
  • Participated in training programs to increase skills to facilitate sales.
  • Helped develop and implement training programs on the banking side.

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32. Financial Solutions

low Demand
Here's how Financial Solutions is used in Finance Advisor jobs:
  • Design personalized approach to provide customized financial solutions tailored to each client's individual and business needs.
  • Demonstrated comprehensive financial planning capabilities by analyzing needs, identifying, and recommending financial solutions to clients.
  • Designed customized financial solutions for individual investors based on an evaluation of their financial goals and objectives.
  • Provided sophisticated financial solutions to high net-worth individuals and families, as well as small-to-mid sized businesses.
  • Provided excellent customer service by recommending financial solutions to individuals with an emphasis on insurance and annuities.
  • Provided sophisticated financial solutions to high-net-worth individuals and families, as well as small- to mid-sized businesses.
  • Recognize and develop investment, consumer, and business relationships through superior service and financial solutions.
  • Coordinated and presented investor education events to expand client understanding of and interest in financial solutions.
  • Utilized financial planning tools to develop and implement financial solutions for individuals and small businesses.
  • Collaborate with clients to provide uniquely tailored financial solutions using a discerning and individualized process.
  • Provided tailored financial solutions to individual investors, focusing on achievement of personal financial goals.
  • Experienced creating comprehensive financial strategy, assessing needs, identifying and recommending financial solutions.
  • Presented financial solutions to senior clients for investment opportunities in a seminar setting.
  • Build excellent customer relations by providing expert service and financial solutions to customers.
  • Presented and sold complex financial solutions to both experienced and non experienced investors.
  • Marketed complex financial solutions and consulting services to area businesses and wealthy individuals.
  • Designed and implemented strategic financial solutions to reach objectives by effectively managing investments.
  • Assisted members achieve financial and retirement goals by offering guidance and financial solutions.
  • Developed and implemented a highly successful consultative process for designing financial solutions.
  • Guided students through multiple financial solutions to ensure students achieved educational goals.

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33. New Accounts

low Demand
Here's how New Accounts is used in Finance Advisor jobs:
  • Acquired new accounts and managed/analyzed investment portfolios for a diverse clientele including individuals, small businesses, non-profit organizations and corporations.
  • Conducted informative seminars that generated new accounts and referrals; advised clients and knowledgeably managed their financial portfolios.
  • Collaborated with account executives to penetrate new accounts, identify potential customers and coordinated product illustrations.
  • Developed and maintained new accounts in accordance with governing documents, regulations and client expectations.
  • Developed an independent marketing strategy and business plan to acquire new accounts.
  • Developed and managed existing and new accounts within assigned territory.
  • Conducted outbound verification for clients opening new accounts online.
  • Established new accounts, reconciled balances and initiated transactions.
  • Processed paperwork for establishing new accounts.
  • Open new accounts; complete consumer profiles on new and existing customers to cross-sell and refer all bank-related products and services.
  • Executed unique prospecting plan oriented towards face to face contacting within the community that produced over 50 new accounts for employer.
  • Maximized existing accounts at firm, as requested by branch management while obtaining new accounts through networking and cold calling.
  • Compile information to open new accounts, enter account information into computers, and file related forms or other documents.
  • Communicated with Account Reps and set up new accounts into system and verified that brokers were using appropriate company name.
  • Attended meetings, seminars, and programs to learn about new products and receive technical assistance in developing new accounts.
  • Earned the Edward Jones Prospecting award for securing a minimum of ten new accounts per month with invested dollars attached.
  • Opened and prepared new accounts, consumer loans, share loans and provided formal recommendations for loan approval or rejection.
  • Secured new accounts by identifying and converting qualified prospects to clients through consultative sales over the phone and in person.
  • Opened 30 new accounts in 3 months by providing growth ideas using stocks trading on the NASDAQ and NYSE.
  • Prospect for new clients, open new accounts, develop financial plans and provide recommendations on investment and insurance products

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34. Asset Management

low Demand
Here's how Asset Management is used in Finance Advisor jobs:
  • Worked with 2 financial analysts and 3 administrative leadership members regularly to meet revenue goals through asset management, information management.
  • Provided investment and asset management solutions as well insurance and estate planning solutions to individual investors and small business owners.
  • Accessed executives in venture capital, angel investor, hedge fund, and entrepreneurial communities to establish asset management relationships.
  • Developed long term client relationships by providing a personalized suite of asset management, financial planning and consulting services.
  • Developed personal business consisting of a private clientele base, providing retirement planning and asset management for clients.
  • Developed new business and provided trading platforms and third party asset management services to independent investment advisory firms.
  • Analyzed investments and financial exposures to develop balanced portfolio with appropriate asset management strategies and risk management solutions.
  • Worked directly with clients with presentations and investor relations and asset management for small businesses and individuals.
  • Acquired and maintained relationships with clients through comprehensive needs-based selling of investment products and asset management services.
  • Collaborated with private asset management and banking groups in order to cultivate and secure selling opportunities.
  • Supervised and directed financial planning and asset management of international and domestic corporations and individuals.
  • Prepared and presented specific asset management recommendations using ML's research and private money managers.
  • Developed and implemented a proprietary trading and asset management system for a $10 million producer.\
  • Formed lasting relationships with clients and wholesalers through premier asset management and financial planning.
  • Established a $60M asset management relationship with a nationally ranked leading university foundation.
  • Group presentations of proprietary investment advisory products that utilize artificial intelligence for asset management.
  • Provide financial planning, asset management strategies and insurance for individuals/families and businesses.
  • Marketed individual and corporate asset management services including fee-based investment and estate planning.
  • Attained Accredited Asset Management Specialist designation from the College of Financial Planning.
  • Completed the Accredited Asset Management Services coursework to obtain AAMS certification.

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35. Business Owners

low Demand
Here's how Business Owners is used in Finance Advisor jobs:
  • Specialized in financial planning and risk management of individual families and business owners with a specialty in small business retirement accounts.
  • Build portfolios according to Edward Jones conservative portfolios objectives; building long-term relationship with business owners, individuals and community participants.
  • Assisted corporations, non-profit organizations and small business owners with succession planning assistance, including insurance strategies and legal aspects.
  • Established strategic alliances with estate planning attorneys and accountants of individuals and business owners with complex financial planning and legacy needs
  • Customized financial portfolios and Cash Management to benefit niche business owners, ultra-high net worth individuals and family offices.
  • Performed comprehensive financial planning for professionals, business owners, executives, and those approaching or currently in retirement.
  • Provided comprehensive financial planning for families and business owners with risk management, wealth accumulation and estate planning strategies.
  • Delivered financial expertise to multiple small business owners and individuals while enhancing clients' knowledge of financial decision-making.
  • Consulted and advised business owners on many other aspects of their business including marketing and logistics among others.
  • Developed and delivered seminars and workshops to small business owners to enhance effective management of their businesses.
  • Worked closely with individual and small business owners to design a personalized comprehensive long term financial plan.
  • Collaborated with business owners and high net worth individuals to determine appropriate risk management and investment strategies.
  • Developed tailored marketing strategy to target local doctors and business owners highlighting tax mitigation through retirement vehicles.
  • Performed financial planning programs for a variety of professionals including lawyers, small business owners and investment bankers
  • Prospected to small business owners by reviewing existing retirement plan structure and suggested opportunities for enhancement.
  • Provided financial expertise for high earning income families and business owners to maximize their financial potential.
  • Developed relationships with business owners through networking and through consultative selling Exceeded sales goals every month.
  • Provided comprehensive financial planning advice for corporate executives, business owners, and high-net worth individuals.
  • Organized various client educational, entertainment and networking events through collaboration with local small business owners.
  • Market and deliver fee-based financial advisory services to affluent individuals, business owners and employer groups.

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36. Tax Status

low Demand
Here's how Tax Status is used in Finance Advisor jobs:
  • Prepared recommendations and implemented solutions for clients based on their financial objectives, risk tolerance, tax status, and earnings.
  • Interviewed clients to determine their assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
  • Analyzed the financial scenarios of clients to improve their cash flow, insurance coverage, tax status and retirement strategies.
  • Assess clients' investments, cash flow, insurance coverage, and tax status to establish long term financial goals.
  • Assessed clients' assets, liabilities, insurance coverage, tax status and financial objectives to establish investment strategies.
  • Evaluated customers' security holdings, financial situations and needs, financial status, tax status and investment objectives.
  • Reviewed assets, liabilities, cash flow, insurance coverage, tax status, financial goals and objectives.
  • Determine income, expenses, risk tolerance, insurance coverage, tax status and their financial objectives.
  • Manage the investments of owner of company as well as tax status.

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37. Portfolio Management

low Demand
Here's how Portfolio Management is used in Finance Advisor jobs:
  • Consulted with individual investors on portfolio management and developed a retail book of business with newly established clientele.
  • Provided portfolio management and financial planning expertise to over 200 potential and existing brokerage and fee-based investment clients.
  • Managed client relationships and provided investment portfolio management in a highly regulated environment during a volatile economic period.
  • Provided portfolio management to high net-worth individuals and corporations acquired through proactive cold-calling, networking and business development.
  • Performed portfolio management committee duties including regular review of investment opportunities, investment selection and asset allocation.
  • Serviced clients in areas ranging from retirement and protection planning to portfolio management and investment tax management.
  • Provide full-service financial/estate planning and portfolio management for a client base of predominately high net worth retirees.
  • Provided financial portfolio management services to clients in estate planning, life insurance and disability insurance planning
  • Proved successful in building financial plans for clients and executing ambitious objectives through aggressive portfolio management.
  • Managed activities for five branch offices, with full responsibility for portfolio management and investment selections.
  • Advised clients regarding executive compensation, employee benefits, portfolio management and college funding strategies.
  • Modernized claims processing methodology and designed and deployed web based portfolio management system and dashboard.
  • Provided operational support to portfolio management team that oversaw $220MM of assets under management.
  • Build and expand customer relationships by identifying customer's need and offering customized portfolio management.
  • Received extensive training regarding portfolio management, investment products, practice management and advisory services.
  • Implemented and automated contact management policies and procedures in GoldMine for fee-based portfolio management team.
  • Performed fundamental analysis of equity and fixed income investment ideas for client portfolio management.
  • Provided prudent investment portfolio management of complex highly diversified portfolios for customized client needs.
  • Perform daily market analysis including trend analysis, portfolio management, and economic assessment.
  • Provide continued education through research, advice and guidance regarding planning and portfolio management.

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38. Sales Goals

low Demand
Here's how Sales Goals is used in Finance Advisor jobs:
  • Cultivated a reputation for successfully increasing sales volume and exceeding sales goals.
  • Communicated business sales goals, objectives and company performance results.
  • Work close with 26 agencies within the district to include all agents and staff in managing to achieve their sales goals.
  • Provided direction and leadership to banking center employees with emphasis on achieving sales goals, remarkable customer service and team work.
  • Identified investment trends, opportunities, and risks for action by investors; and used forward selling to achieve sales goals.
  • Surpassed sales goals for two consecutive quarters, selling Modern Woodmen products that generated more than $30,000 for the company.
  • Exceeded sales goals within 6 months of hire by capitalizing on limited opportunities, qualifying accounts, negotiating contracts and prospecting.
  • Meet sales goals established by manager through direct selling and referral of deposit, loan and investment products and services.
  • Attended many Gleaner Life Incentive Conference of Excellence trips for achieving annual sales goals for life insurance and fixed annuities.
  • Support the branch team by achieving referral and sales goals and participating in targeted sales campaigns and community awareness activities.
  • Establish and assign performance goals to meet and exceed efficiency targets, quality assurance standards, and referral sales goals.
  • Excelled in exceeding daily and monthly sales goals by earning over 200k in balance transfers on a consistent basis.
  • Exceeded sales goals while working with families to structure various personal financial plans for retirement, college, etc.
  • Awarded Super Starter recognition by successfully achieving and surpassing MetLife's highest sales goals within 19 weeks of employment.
  • Set and reported daily, weekly and monthly sales goals followed by weekly sales training and accountability meetings.
  • Achieve personal sales goals through direct selling and referral of deposit, loan and investment products and services.
  • Conduct door to door sales Educate customers Build Clientele Budget Management Build relationships with businesses Meet monthly sales goals
  • Utilized various marketing techniques to develop a book of business and ensured established sales goals are met.
  • Mentored licensed branch employees, playing a key role in ensuring that individual sales goals were attained.
  • Required to up sell and cross sell products and services while achieving individual and team sales goals.

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39. Individual Clients

low Demand
Here's how Individual Clients is used in Finance Advisor jobs:
  • 97205Provided financial planning, retirement planning and investment advisory services for individual clients and businesses through comprehensive financial planning.
  • Consulted individual clients about their financial portfolio accounts and implemented strategic financial recommendations for investment and retirement purposes.
  • Provided integrated financial planning services, allowing institutional and individual clients to accumulate, preserve and transfer wealth
  • Provide business and individual clients with advice on financial matters and providing recommendations for long-term solutions.
  • Developed detail oriented approaches to transition individual clients from brokerage to actively managed advisory relationships.
  • Led individual clients through establishing and implementing complete financial plans built around personal financial goals.
  • Designed and implemented customized financial plans for both individual clients and small business owners.
  • Developed and maintained profitable broker relationships with individual clients to meet investment objectives.
  • Ensured product presentations catered to personal financial goals of individual clients and prospects.
  • Developed, implemented and updated customized financial plans for individual clients and companies.
  • Initiate and develop relationships with individual clients regarding retirement planning issues and strategy.
  • Developed productive relationships with individual clients, families and small businesses.
  • Managed a mid-sized portfolio of equity securities for several individual clients.
  • Converted retirement plan participants into individual clients upon their retirement.
  • Profiled individual clients to discover opportunities for successful need-based sales.
  • Developed comprehensive investment and retirement plans for individual clients.
  • Provided investment advisory services to corporate and individual clients.
  • Provided exceptional customer service to individual clients and client groups
  • Created and managed diversified portfolios for individual clients.
  • Determined appropriate investment objectives for individual clients.

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40. Financial Situations

low Demand
Here's how Financial Situations is used in Finance Advisor jobs:
  • Consulted with clients to delineate and analyze their financial situations and develop strategic solutions to further their financial-planning goals.
  • Worked extensively with clients in analyzing their current financial situations and implementing new strategies improving their financial well-being.
  • Advised clients, analyzing their financial situations to develop comprehensive strategic solutions to further their financial-planning goals.
  • Advised clients on all aspects of financial situations, performed financial situation analyses and coordinated planning implementations.
  • Evaluate clients' financial situations and identify investment objectives through a comprehensive and customized financial planning process.
  • Gathered data and performed analysis on clients' current financial situations and investment portfolios.
  • Collaborate with client to assess individual financial situations and develop strategic financial planning solutions.
  • Educated and customized financial plans for families of different backgrounds and financial situations.
  • Assessed member financial situations by integrating information from multiple data sources.
  • Analyzed clients financial situations and recommended solutions and plans.
  • Review current financial situations and make appropriate recommendations.
  • Provided comprehensive analysis of clients' financial situations.
  • Examined numerous client financial situations.
  • Gathered background information and thoroughly researched clients' financial situations to provide the most appropriate and feasible solutions for each challenge.
  • Evaluate financial situations and offer appropriate consultation related to Long Term Care, Guaranteed Lifetime Income, and other retirement options.
  • Trained to perform multiple diverse and complex financial advisement including cold calling, closing, and assessing current financial situations.
  • Analyze clients' financial situations to develop and present a strategic plan that caters to the client needs and goals.
  • Required to communicate with customers, prospects, and leads on a daily basis about simple and complex financial situations.
  • Gathered facts, analyzed clients personal and business financial situations, drew conclusions and prepared final reports for presentations.
  • Advise clients on various financial situations including debt management, income streams, proper insurance coverage and investment strategies.

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41. Investment Management

low Demand
Here's how Investment Management is used in Finance Advisor jobs:
  • Identified and developed portfolio solutions including customized investment management and stock option grants to advisory services for top level business executives.
  • Contributed to company performance by offering expertise, reliability and continuity in investment management procedures, establishing clear communication lines.
  • Assisted clients in developing comprehensive wealth strategies encompassing retirement planning, college savings planning, investment management and legacy planning.
  • Identified and developed portfolio solutions to a wide range of net-worth clients, including customized investment management and advisory services.
  • Provided clients comprehensive financial planning, investment management, protection strategies and cash flow analysis in a highly regulated industry.
  • Identified and developed portfolio solutions, including customized investment management for family's and top level business executives.
  • Total accountability for generating new and recurring revenue stream through sales and advisory services for investment management practice.
  • Conducted educational presentations on global business trends and investment management to the public to reach business development goals.
  • Provided and marketed discretionary and non-discretionary investment management and brokerage services to businesses and high net-worth individuals.
  • Coordinated the delivery and sale of investment management and brokerage services to businesses and high net-worth individuals.
  • Identified and developed portfolio solutions including customized investment management for each individual or group of clients.
  • Provided customized fee-based investment management built upon disciplined, time-tested and prudent investment principals for clients.
  • Facilitate full-cycle process of financial analysis for retirement, insurance coverage, and investment management.
  • Developed financial planning strategies for clients incorporating investment management, retirement planning and estate planning.
  • Provided highly personalized financial planning and investment management services to a select client base.
  • Service included financial planning, investment management, liability management and portfolio asset allocation.
  • Developed proprietary investment management strategies for our team and integrated them into our practice.
  • Provided comprehensive financial planning and investment management services for high net worth individuals.
  • Identified and developed portfolio solutions including customized investment management for high value clients.
  • Provided unique investment management services, including: private equity and venture capital.

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42. Investment Planning

low Demand
Here's how Investment Planning is used in Finance Advisor jobs:
  • Transitioned to client-facing role with responsibility for delivering customized guidance to inform strategic investment planning decisions within multinational investment banking firm.
  • Provided expert management of financial portfolios and offered comprehensive retirement and investment planning customized to address individual needs.
  • Organized and instructed retirement and investment planning workshops at Bryant University.
  • Conducted seminars to the community on retirement and investment planning.
  • Provided investment planning/advice for individuals and small business owners.
  • Licensed and certified stockbroker - Provided comprehensive financial investment planning
  • Advised clients concerning personal and business investment planning.
  • Marketed financial/investment planning services to prospective clients.
  • Provide access to a full-array of comprehensive financial products and investment planning tools to assist clients in meeting their financial goals.
  • Recommended to clients strategies in cash management, investment planning, or other areas to help them achieve their financial goals.
  • Developed strategies for clients to reach their financial goals through use of tax, insurance, and investment planning concepts.
  • Consulted to assist investors in building and preserving financial assets through investment planning, credit management, and tax forecasting.
  • Developed strategies for clients and prospective clients in such areas as cash management, insurance coverage, and investment planning.
  • Implemented suitable solutions based on the client's newly educated and informed preferences pertaining to insurance and investment planning.
  • Self-employed, independent financial planning partnership focused on long-term retirement, estate, educational, tax and investment planning.
  • Excelled using the companies Profiles financial planning program helping clients and prospects with comprehensive insurance and investment planning.
  • Assisted clients with financial and long-term investment planning while gaining quick knowledge of a wide range of solutions.
  • Provided classes on various classes financial subjects; such as budgeting, savings plans, and investment planning.
  • Make recommendations in areas such as areas as cash management, insurance coverage, and investment planning.
  • Interview clients to determine investment planning, or other areas to help them achieve their financial goals.

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43. Real Estate

low Demand
Here's how Real Estate is used in Finance Advisor jobs:
  • Identified and analyzed real estate transactions, government contractor acquisition candidates and financial requirements for acquisition for a third party investor.
  • Collaborated with divisional senior leadership and corporate real estate to analyze and manage a portfolio of real estate optimization initiatives.
  • Worked as an independent contractor and provided real estate advisory services to clients
  • Assisted clients with needs outside of investment advisory, such as lending, lines of credit and commercial real estate financing.
  • Promote depository products, loans, Real Estate and investments while adhering to bank policies, Federal regulations and guidelines.
  • Input loan applications for consumer loans, real estate loans into XP system and send to underwriter for final approval.
  • Provided holistic service offer of merger and acquisitions support services, real estate, as well as working capital requirements.
  • Prepare and monitor the reports of cash budgets and the monthly performance on vast number of real estate investments.
  • Analyze Certificate of Real Estate Values in local region for prospecting of high net worth individuals for personal investments.
  • Developed relationships with centers of influence, such as attorneys, accountants, real estate brokers and business brokers.
  • Educated and facilitated the purchase of Real Estate focused, self-directed IRAs for many of my financially sophisticated clients.
  • Introduced individuals and small businesses to financial programs such as investment, insurance, and real estate funding options.
  • Maintained a salary of $80+ in real estate services and $90k+ in computer services and technology.
  • Research and select stocks, bonds, mutual funds, real estate investment trusts, options, etc.
  • Execute investment recommendations utilizing commercial real estate investment trusts, stocks, mutual funds and fixed income investments.
  • Managed, leased and marketed full service office space and retail real estate portfolios over 30,000 square feet.
  • Advised clients on financial plans such as pension plans, investment strategies, real estate, etc.
  • Managed investment portfolios for private clients through online trading platforms as well as investments in real estate.
  • Review and preparation of financial documents for clients relative to small business and commercial real estate transactions.
  • Managed client investments across multiple asset classes including equities, bonds, real estate, and commodities.

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44. Investment Advice

low Demand
Here's how Investment Advice is used in Finance Advisor jobs:
  • Managed portfolios and provided investment advice to investors by understanding their investment objectives and by analyzing risk capacity.
  • Provided investment advice and established meaningful relationships with clients while managing their accounts and assets.
  • Retail brokerage services, client interaction, portfolio management, investment advice, various operational activities
  • Provide financial planning and retirement investment advice to members of the military and military families.
  • Started own business providing investment advice to individual and family clients for service-based fee.
  • Created investment plans and recommended investment advice for individuals, businesses and non-profit organizations.
  • Provided comprehensive needs based financial analysis and investment advice specializing in proprietary investment solutions.
  • Provided investment advice to high net-worth individual in a high inflation financial environment.
  • Provide investment advice and complete brokerage and investment services to individuals and businesses.
  • Provided individualized, customized investment advice after reviewing all options available to clients.
  • Gained knowledge of all financial investments to ensure clients received comprehensive investment advice.
  • Provide investment advice and tailored investment and insurance solutions to individual investors.
  • Maintain and expand on existing client relationships by providing personalized investment advice.
  • Provided Investment Advice and Retirement Planning Services to individuals and corporate accounts.
  • Provided strategic and quantitative investment advice to both retail and institutional clients.
  • Delivered individual investment advice and facilitated personal and group enrollment programs.
  • Provide financial planning and investment advice to individuals and corporate organizations.
  • Provided investment advice to individuals/businesses in accordance with stated goals.
  • Bank-based role which provided customized investment advice to affluent customers.
  • Train and supervise bankers to identify opportunities for investment advice.

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45. AUM

low Demand
Here's how AUM is used in Finance Advisor jobs:
  • Executed 84 major modernization initiatives funded three medical readiness initiatives and enhanced war-fighter trauma detection.
  • Developed existing investment group client relationships and enhanced AUM.
  • Served as a member of an advisory team from 2005-2009 that managed over $350M in AUM with over 500 clients.
  • Helped to double MCM's assets under management (AUM) during tenure with the firm and co-managed firm portfolios.
  • Single Branch Development Responsibilities include starting my business from scratch (developed to over 200 accounts and 5M AUM).
  • Started with $0 AUM and gathered approximately $20MM in assets with nearly 50% in managed money.
  • Increased AUM by 13.2% for the year while minimizing fees, beta and unsystematic risk via diversification.
  • Co-managed a book of business with more than $100 million in assets under management (AUM).
  • Share in management of 200+ households with $112MM AUM, and T12 revenues of approximately $800,000+.
  • Culled number of accounts down from 800 to 50 while still maintaining over $15MM in AUM.
  • Served as an affiliated partner of an institutional, private client team with AUM exceeding $500MM.
  • Initiated and cultivated relationships that led to an additional $10M of AUM even after departing firm.
  • Compounded AUM at 30% per year with returns outperforming the benchmark by 7% p.a.
  • Award winner for leading the office in average AUM (Assets Under Management) per Client.
  • Managed relationships with HNW individuals, as part of 3-person team with AUM of $160M.
  • Managed client assets ($40 Million in AUM) with a keen sense of suitability.
  • Provided portfolio management and financial planning to a client base with $200 million in AUM.
  • Provide Fee-Based Financial Planning and AUM Portfolio Management through Eagle Strategies, a Registered Investment Adviser.
  • Drive business development via insurance, investment products, grow assets under management (AUM).
  • Created women & minority-owned investment manager database for Institutional Consulting partnership with $150MM+ AUM.

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46. New Assets

low Demand
Here's how New Assets is used in Finance Advisor jobs:
  • Develop and build awareness of community involvement and business development to attract new assets
  • Stimulated increase in profits by identifying new assets and opportunities through consultative sales.
  • Transformed team ranking through identification and acquisition of new assets.
  • Executed a business plan that resulted in $8.5 million in new assets under management with $170,000 in gross margins.
  • Offered Financial Investment services to Bank of America customers Accomplishments Brought in more than 8M of new assets to firm.
  • Organized a series of 8 seminars which led to the acquisition of $10MM in new assets within 8 weeks.
  • Developed and marketed a business plan that resulted in generating over five million dollars in new assets in one year.
  • Transferred in $1million in new assets, non personal relationships, within first three months through effective cold calling.
  • Focused on obtaining new assets through prospecting, referrals, and consolidation of assets that are held at competing firms.
  • Serviced existing portfolio of clients and generated approximately $3million in new assets and 30 new life insurance policies.
  • Created one hundred and twenty five new client relationships resulting in $7.5 million in new assets under management.
  • Deepened relationships and raised new assets of $10.5MM while working with household accounts of less than $10K.
  • Leveraged internal banking partners to bring over $15 million in net new assets to firm in 2016.
  • Achieved ranking within top 10% of new recruits nationwide based upon net new assets and revenue generated.
  • Placed 3rd during the Client Retention portion of training generating $5,700 and $105,000 in new assets.
  • Increased productivity by 25% and transferred in $90 million in net new assets to the firm.
  • Generated three new clients for the book of business, bringing in one million dollars of new assets.
  • Developed unique net- working/marketing ideas and secured $15 million dollars in new assets within 6 months.
  • Call on bank customers for financial reviews with the goal of bringing new assets to the program.
  • Developed and presented four investment seminars on financial planning that resulted in $500K of new assets.

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47. Current Income

low Demand
Here's how Current Income is used in Finance Advisor jobs:
  • Interviewed clients to determine their current income, financial objectives, risk tolerance and other information needed to develop client solutions.
  • Interview clients to determine their current income, expenses, financial objectives and information needed for their financial plan.
  • Advised clients on current income protection policies and implement plans to take advantage of cost effective strategy.
  • Interviewed patients to determine their current income and expense information.

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48. Financial Status

low Demand
Here's how Financial Status is used in Finance Advisor jobs:
  • Determined clients financial status and developed strategies for goal achievement such as retirement, future college expenses or accumulating assets
  • Analyzed applicant financial status, credit, and properly evaluation to determine feasibility of granting loans.
  • Determined financial status by comparing and analyzing plans and forecasts with actual results.
  • Advised management board on Business Unit financial status and recommended strategic actions.
  • Provided individuals & businesses with analysis of current financial status.
  • Analyzed clients'financial status and developed financial plans.
  • Build and maintain client base, keep client plans up-to-date, and communicate periodically to determine any changes in financial status.
  • Analyzed clients' financial status, developed financial plans based on analysis of data and discussed financial options with clients.
  • Facilitated specific educational programs for diverse business segments to assist clients in skills to maintain and improve their financial status.
  • Maintained client bases, keeping current client plans up-to-date by periodic contact to determine any changes in their financial status.
  • Assessed the financial needs of students from a variety of sources including documentation of financial status and personal interviews.
  • Evaluate property values based on appraised market prices and recommend or deny mortgages to clients after examining financial status.
  • Evaluated current financial status of customers as they developed money management skills to help avoid future budget problems.
  • Use a consultative sales approach to analyze clients' financial status, develop and discuss financial plans.
  • Combined assets, liabilities, and other financial items in order to improve financial status of investors.
  • Handle and resolved prospective students concern regarding financial status on lending, tuition reimbursement and down payment.
  • Interacted with customers regarding their individual financial status and goals, recommending products to grow sales.
  • Review Client's financial status and consult with them based on their financial needs and objectives
  • Review student financial status and determine the best way to cover the cost of tuition.
  • Analyzed current financial status and helped develop a plan to ensure future financial success.

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49. Phone Calls

low Demand
Here's how Phone Calls is used in Finance Advisor jobs:
  • Answered incoming phone calls and provided general information regarding the initial process of applying for financial assistance.
  • Negotiate payment reimbursement from patients and third party payers, via incoming and outgoing phone calls or face to face interactions.
  • Managed the reception area including the greeting of visitors, responding to phone calls, and in person inquires to enrollment.
  • Facilitated follow-up phone calls with prospective clients in order to set up initial meetings and gather resources related to client specifications.
  • Marketed the company's financial planning and brokerage services through group presentations, mailings, and phone calls to interested callers.
  • Maintained and grew book of business by regular follow-up and communications (phone calls, emails, and personal appointments).
  • Used effective time management to ensure a balanced day of appointments, phone calls, face-to-face contacts and administrative tasks.
  • Prospected and signed up new clients in Northwest Iowa through face to face contacts, phone calls, and referrals.
  • Participated in retirement planning seminars to the public and followed up making phone calls to schedule appointment in the office.
  • Job Skills - Sales, organization, clerical such as paperwork, setting appointments, returning e-mail and phone calls.
  • Handled phone calls from patients who had received bills and had questions or wished to set up payment plans.
  • Recognized for answering incoming phone calls using outstanding customer service with the 50 Call Club and Shining Star Award.
  • Keep up with phone calls to include incoming, outgoing, landlord or utility company interactions while documenting everything.
  • Maintained long-term relationships with clients through telephone calls, personal meetings, and financial seminars addressing their investment interests.
  • Marketed myself by mailing fliers, holding seminars, making phone calls, and making 15-25 daily face-to-face contacts.
  • Conduct approximately 15 current client face2face/Phone calls per day to ask financial questions and also ask for referrals.
  • Networked and maintained relationships with clients and prospective clients through phone calls, community events and quarterly reviews.
  • Received request for advice from current members through various channels, including inbound and outbound phone calls.
  • Front desk duties including greeting and directing visitors to the office, answering and directing phone calls.
  • Work with over 500 customer files and phone calls a day, responsible for training new employees.

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50. Cold Calls

low Demand
Here's how Cold Calls is used in Finance Advisor jobs:
  • Identified prospective customers utilizing networking connections and performed cold calls to develop client base.
  • Develop new business through the usual efforts, such as networking, referrals, cold calls, seminars and direct mailings.
  • Created a method with the institutions I supported to have a qualified lead system for cold calls based on new hires.
  • Acquired and managed $3 million in assets through cold calls, superior customer relationship management and legacy account turnaround success.
  • Generated clientele through networking organizations, target marketing, internet leads, cold calls, business canvassing and recommendations from others.
  • Devise and implement sales prospecting techniques such as cold calls, referrals, advertising, seminar and social media marketing.
  • Marketed to clients: Seminars, client appreciation events, referrals, internet, warm market, cold calls.
  • Acquired clients, making cold calls and using leads to identify prospects and pitch relevant products to consumers.
  • Initiated cold calls, developed business leads, building book of business from 400 to 800 accounts.
  • Devised a cold calling script with investor appeal resulting in placing 32,974 cold calls to residential investors.
  • Developed potential leads and marketed services through trade shows, mailings, cold calls and site visits.
  • Identified prospective customers using lead generating methods and performing an average of 40 cold calls per day.
  • Generated sales leads through cold calls that resulted in bringing 800 new prospects to the firm.
  • Conducted cold calls, attended networking functions and established relationships to gain clients new business.
  • Persevered by studying and passing the Series 7 exam and making thousands of cold calls.
  • Prospect for new business by making outbound cold calls and recruiting through network marketing strategies.
  • Developed and maintained client base through cold calls, referrals and other prospecting techniques.
  • Conducted 60-90 cold calls each day to set 15 new client appointments each week.
  • Prospected for new clients through cold calls, walking into businesses, and networking.
  • Identified and qualified prospects; Networked and made cold calls to generate new business.

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20 Most Common Skill for a Finance Advisor

Financial Advisor26.8%
Asset Allocation10.2%
Investment Strategies9%
Financial Products8.6%
Client Relationships5.6%
Comprehensive Financial Plans4.7%
New Clients3.8%
Financial Goals3.6%

Typical Skill-Sets Required For A Finance Advisor

RankSkillPercentage of ResumesPercentage
1
1
Financial Advisor
Financial Advisor
22.3%
22.3%
2
2
Asset Allocation
Asset Allocation
8.5%
8.5%
3
3
Investment Strategies
Investment Strategies
7.5%
7.5%
4
4
Financial Products
Financial Products
7.2%
7.2%
5
5
Client Relationships
Client Relationships
4.7%
4.7%
6
6
Comprehensive Financial Plans
Comprehensive Financial Plans
3.9%
3.9%
7
7
New Clients
New Clients
3.2%
3.2%
8
8
Financial Goals
Financial Goals
3%
3%
9
9
Life Insurance
Life Insurance
2.7%
2.7%
10
10
Retirement Planning
Retirement Planning
2.7%
2.7%
11
11
Estate Planning
Estate Planning
2.6%
2.6%
12
12
Customer Service
Customer Service
2.2%
2.2%
13
13
Financial Statements
Financial Statements
2.2%
2.2%
14
14
Health Care
Health Care
1.6%
1.6%
15
15
Wealth Management
Wealth Management
1.6%
1.6%
16
16
High NET
High NET
1.6%
1.6%
17
17
Financial Services
Financial Services
1.6%
1.6%
18
18
Financial Needs
Financial Needs
1.5%
1.5%
19
19
Risk Tolerance
Risk Tolerance
1.5%
1.5%
20
20
Financial Objectives
Financial Objectives
1.1%
1.1%
21
21
Insurance Products
Insurance Products
1%
1%
22
22
Business Development
Business Development
1%
1%
23
23
Financial Aid
Financial Aid
0.9%
0.9%
24
24
Variable Annuities
Variable Annuities
0.8%
0.8%
25
25
Financial Strategies
Financial Strategies
0.8%
0.8%
26
26
Financial Advice
Financial Advice
0.7%
0.7%
27
27
Insurance Companies
Insurance Companies
0.7%
0.7%
28
28
Risk Management
Risk Management
0.7%
0.7%
29
29
Client Portfolios
Client Portfolios
0.6%
0.6%
30
30
Finra
Finra
0.6%
0.6%
31
31
Training Programs
Training Programs
0.6%
0.6%
32
32
Financial Solutions
Financial Solutions
0.6%
0.6%
33
33
New Accounts
New Accounts
0.6%
0.6%
34
34
Asset Management
Asset Management
0.5%
0.5%
35
35
Business Owners
Business Owners
0.5%
0.5%
36
36
Tax Status
Tax Status
0.5%
0.5%
37
37
Portfolio Management
Portfolio Management
0.5%
0.5%
38
38
Sales Goals
Sales Goals
0.5%
0.5%
39
39
Individual Clients
Individual Clients
0.5%
0.5%
40
40
Financial Situations
Financial Situations
0.4%
0.4%
41
41
Investment Management
Investment Management
0.4%
0.4%
42
42
Investment Planning
Investment Planning
0.4%
0.4%
43
43
Real Estate
Real Estate
0.4%
0.4%
44
44
Investment Advice
Investment Advice
0.4%
0.4%
45
45
AUM
AUM
0.4%
0.4%
46
46
New Assets
New Assets
0.4%
0.4%
47
47
Current Income
Current Income
0.3%
0.3%
48
48
Financial Status
Financial Status
0.3%
0.3%
49
49
Phone Calls
Phone Calls
0.3%
0.3%
50
50
Cold Calls
Cold Calls
0.3%
0.3%

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