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Top 50 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, 21.6% 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.

These Are The Most Important Skills For A Finance Advisor

1. Financial Advisor
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high Demand
Here's how Financial Advisor is used in Finance Advisor jobs:
  • Developed financial advisory practice via telemarketing and referrals.
  • Licensed Financial Advisor dedicated to providing exceptional full service financial planning and wealth solutions to individual investors.
  • Completed Financial Advisor training program.
  • Supported Morgan Stanley Smith Barney Private Client Division with the implementation of their compensation policy for MSSB Financial Advisors.
  • Performed miscellaneous tasks to provide support for the Area Manager, Financial Advisors, and the office assistants.
  • Supported Branch Management and Financial Advisors with detailed information on monthly FA paychecks and statements.
  • Work closely with Senior Financial Advisor in servicing and selling to existing and new clients.
  • Selected to participate in the highly selective Morgan Stanley Financial Advisor Associate (FAA) Program
  • Hired directly out of business school as the youngest Financial Advisor in the country.
  • Generated $82,000 in new revenue in first 6 months as Financial Advisor.
  • Developed client base during training period at American Express Financial Advisors.
  • Obtained licenses for Stock Broker, Financial Advisor and Insurance Broker.
  • Helped Amex attract new clients to its financial advisory business.
  • Awarded Navy Achievement Medal for my work as financial advisor
  • Cultivated and serviced client accounts as a Financial Advisor.
  • Completed a six week Financial Advisor Training Course.
  • Joined Morgan Stanley as a Financial Advisor Trainee.
  • Trained to become a financial advisor.
  • Ranked #1 Top Grossing Financial Advisor out of 15 Advisors.
  • Branch based financial advisor serving the Sylvania and Perrysburg market.

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1,847 Financial Advisor Jobs

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2. Asset Allocation
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high Demand
Here's how Asset Allocation is used in Finance Advisor jobs:
  • Developed and monitored customized asset allocation models for a concentrated group of high net worth families and individuals.
  • Managed multiple portfolios with diligent attention and continual analysis of economic trends to determine appropriate asset allocation.
  • Provide personal risk-tolerance and investment portfolio analysis, develop and implement customized asset allocation strategies.
  • Conducted investment counseling with individuals regarding wealth accumulation, portfolio assessment and asset allocation.
  • Established client-based relationships with emphasis on asset allocation and budget analysis.
  • Developed asset allocation strategies for various portfolio objectives.
  • Determined and executed asset allocations for clients.
  • Perform asset allocation for clients and prospects to reduce risk while maintain the same goal of return.
  • Formulated mutual fund asset allocation strategies based on the client's risk tolerance and current market conditions.
  • Formulated asset allocation strategies and investments for client portfolios with a wide array of investment vehicles.
  • Monitored client portfolios to maintain strategic asset allocations and risk levels to meet ongoing client objectives.
  • Perform comprehensive financial analysis on clients include asset allocation, risk tolerance, and estate planning.
  • Accomplished proficiency in the areas of risk assessment, asset allocation, and financial planning.
  • Perform portfolio management and asset allocation to achieve clients' short and long term goals.
  • Conduct client reviews of investment objectives and prepare asset allocation strategies for client portfolios.
  • Advised clients in all areas of their financial investments and asset allocation strategies.
  • Review and implement financial plans as well as asset allocations.
  • Identified and developed portfolio solutions including customized investment management Formulated asset allocation strategies and developed proprietary investment models for client portfolios.
  • Develop asset allocation strategies to maximize investor net worth while minimizing risk.
  • Created customized financial plans and asset allocations Established new relationships Cultivated existing relationships

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386 Asset Allocation Jobs

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3. Financial Products
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high Demand
Here's how Financial Products is used in Finance Advisor jobs:
  • Researched numerous financial products to determine suitability for each client and prospect.
  • Recommended appropriate financial products to meet retirement goals.
  • Applied expert knowledge of financial products; consistently meeting or exceeding all sales, service and revenue goals.
  • Provide information/education to clients about the purpose and details of financial products, services and strategies.
  • Self-employed sales rep for a wide range of financial products with these brokerages, sequentially.
  • Recommended suitable financial products to help the clients in achieving their financial goals and objectives.
  • Sell insurance, financial products such as stocks, bonds, and mutual funds.
  • Advised clients on financial products such as stocks, mutual funds, and bonds.
  • Researched and analyzed specific financial products for clients in order to facilitate growth.
  • Promoted and sold financial products to meet given or negotiated sales targets.
  • Recommend specific financial products (insurance, retirement, annuities etc.)
  • Developed individualized financial products and services to meet clients' financial goals.
  • Analyze variety of financial products to determine appropriate match for each family.
  • Contacted various companies offering financial products and retirement services for their employees.
  • Position involved retail sales of financial products and services to bank customers
  • Sell investment related financial products in a retail bank environment.
  • Provided financial products to prospects converting them to customers.
  • Establish client financial goals and sell financial products.
  • Attended sales seminars for financial products.
  • Represent a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals.

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121 Financial Products Jobs

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4. New Clients
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high Demand
Here's how New Clients is used in Finance Advisor jobs:
  • Build and maintain well informed client bases and professional relationships, keeping current client plans up-to-date and continuously recruiting new clients.
  • Acquire new clients through a variety of marketing campaigns including cold calling, networking, seminars, mass mailings and referrals.
  • Prospect for new clients using various marketing tools, including outgoing calls, seminars, direct mail, newsletters and referrals.
  • Build and maintained client bases, keeping existing client's plans up-to-date and recruiting new clients on a continuous basis.
  • Acquired 300+ new clients during my tenure and maintained impeccable client relationships resulting in a continuous flow of incoming leads.
  • Acquire new clients and get referrals from existing clients to make sure my book of business grew year over year
  • Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
  • Generated new clients through personal and professional networking, cold calling, and other forms of lead generation.
  • Prospected and cold called to acquire new clients with a focus on net worth of $.250mm+.
  • Acquired 17 new clients in four months, with total investment portfolio value of $100,000.
  • Introduced 33 new clients to Huntington Investment Company totaling $5,000,000 in new investment dollars.
  • Developed and executed a comprehensive plan for attracting new clients and servicing current clients.
  • Acquire new clients by aggressively prospecting new business and exploring new target markets.
  • Prospect for new clients through trade show, community events and other activities.
  • Acquired new clients through networking, referrals, seminars and direct outreach.
  • Utilized cold calling, mailings and door-to-door strategies to establish new clients.
  • Acquired new clients through referrals from current and past customers.
  • Prospected for new clients through professional networks and referrals.
  • Obtained new clients through 125 face-to-face contacts weekly.
  • Created financial plans for new clients.

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17 New Clients Jobs

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5. Investment Strategies
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high Demand
Here's how Investment Strategies is used in Finance Advisor jobs:
  • Implemented investment strategies for accumulation of wealth, tax efficiency, and distribution of sustainable retirement income.
  • Designed and built wealth management system that restructured client asset allocations and investment strategies.
  • Organized and conducted analysis of client portfolios and recommended various investment strategies.
  • Provided personal financial planning services to clients that include: retirement planning, investment strategies, risk management, and estate planning
  • Designed portfolios and implemented investment strategies based on duration, yield curve positions, credit risk and tax implications.
  • Leveraged in-depth knowledge of investment strategies to advise a wide spectrum of clients and prospects with financial strategies.
  • Expanded client base by 35% within 1 year by conducting educational seminars and presentations on investment strategies.
  • Targeted individuals and businesses to implement various insurance and investment strategies to solve for financial needs.
  • Analyzed and assessed client needs to help clients define their financial strategies and recommended investment strategies.
  • Worked as a Series 7 Registered Representative developing estate plans and investment strategies for retail clients.
  • Advise clients on financial plans utilizing knowledge of investment strategies, securities, and insurance.
  • Introduced high net worth clients to traditional and alternative investment strategies using financial planning tools.
  • Worked closely with a mentor to develop sound investment strategies and effective sales techniques.
  • Provided clients with investment strategies for financial planning including budgeting and cash flow analysis.
  • Analyzed market conditions to assist group in tailoring investment strategies for client goals.
  • Conducted research to develop sound and appropriate investment strategies for my clients.
  • Evaluated suitable investment strategies and alternatives to reach an optimal investment mix.
  • Consult clients on investment strategies based on their financial and investment objectives.
  • Hosted seminars and workshops on different areas of investment strategies.
  • Informed, engaged and developed sales plans with clear and defined investment strategies and timeframes.

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57 Investment Strategies Jobs

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6. Portfolio
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high Demand
Here's how Portfolio is used in Finance Advisor jobs:
  • Utilized strategic marketing campaigns targeting accountants, attorneys, and medical professionals which has generated substantial referrals and large portfolio accounts.
  • Managed client relationships with an emphasis on regular communication, timely inquiry response and periodic portfolio updates.
  • Monitored capital markets and interpreted economic data for trends that could impact portfolio performance and risk.
  • Managed several million dollars for high net worth individuals and various institutions using diverse investment portfolios.
  • Created customized reports and hypothetical portfolio illustrations for individuals in the wealthy client category.
  • Managed a mid-sized portfolio of equity securities for several individual clients.
  • Conducted comprehensive portfolio reviews to reevaluate objectives and projected portfolio performance.
  • Scheduled portfolio reviews, presented investment and financial planning strategies.
  • Attended and critiqued management presentations of potential portfolio companies.
  • Assisted individuals and families in managing their financial portfolios.
  • Analyze market conditions to recommend current portfolio holdings.
  • Selected and maintained superior investment portfolios.
  • Advised clients quarterly and annually on portfolio performance ensuring clients' needs aligned with projected results.
  • Advised clients monthly on portfolio performance ensuring client's needs were aligned with projected results.
  • Developed a book of business from leads to a $31 million portfolio.
  • Led finance functions, determining and implementing clients portfolio's.
  • Utilized recommendations such as stocks, bonds, annuities, etf's, and money managers to diversify portfolios.
  • Created and implemented customized portfolios designed to assist clients in pursuing their short and long term financial goals.
  • Managed client portfolios using equities, SMA's Mutual funds, equities and insurance products.
  • Utilized mutual funds, stocks and bonds to diversify portfolio holdings within a client's investment protfolio.

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721 Portfolio Jobs

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7. Comprehensive Financial Plans
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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.
  • Developed, designed and produced investment statements, comprehensive financial plans and results oriented reports.
  • Developed comprehensive financial plans and recommended financial solutions tailored specifically for every client.
  • Developed customized comprehensive financial plans to address clients' outlined goals.
  • Specialized in high net worth relationships and designing comprehensive financial plans.
  • Provided comprehensive Financial Plans and advised on implementation and sustainability.
  • Prepared and presented comprehensive financial plans to clients using NaviPlan.
  • Developed comprehensive financial plans focusing on asset allocation and diversification.
  • Developed comprehensive financial plans based on individual client goals.
  • Devised and introduced comprehensive financial plans for clients through the spectrum of securities and fixed-income investments, and insurance products.
  • Prepared comprehensive financial plans guiding clients on investments, tax strategies, estate planning, retirement savings etc.
  • Prepared comprehensive financial plans for clients with specific recommendations in tax planning, investments, and estate conservation.
  • Create personal, comprehensive financial plans using Money Tree and Money Guide Pro financial planning software.
  • Developed comprehensive financial plans, making recommended investments to attain clients' goals.
  • Created, implemented, & maintained comprehensive financial plans for clients.
  • Develop comprehensive financial plans according to my clients' personal goals.
  • Performed comprehensive financial plans for medium and high worth individuals.
  • Develop Comprehensive financial plans for clients.
  • Conducted financial audits of portfolio investments in order to develop comprehensive financial plans for prospective clients.
  • provide complete and comprehensive financial plans for all individuals, their families, and their business.

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21 Comprehensive Financial Plans Jobs

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8. Sales Floor
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high Demand
9. Real Estate
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high Demand
Here's how Real Estate is used in Finance Advisor jobs:
  • Collaborated with divisional senior leadership and corporate real estate to analyze and manage a portfolio of real estate optimization initiatives.
  • Provided holistic service offer of merger and acquisitions support services, real estate, as well as working capital requirements.
  • Introduced individuals and small businesses to financial programs such as investment, insurance, and real estate funding options.
  • Managed, leased and marketed full service office space and retail real estate portfolios over 30,000 square feet.
  • Review and preparation of financial documents for clients relative to small business and commercial real estate transactions.
  • Managed investment portfolios for private clients through online trading platforms as well as investments in real estate.
  • Managed client investments across multiple asset classes including equities, bonds, real estate, and commodities.
  • Incorporated holistic approach to client accounts including stocks, bonds, annuities, and real estate.
  • Utilized expertise in law and real estate to create unique brand and build greater credibility.
  • Executed marketing campaigns promoting alternative investments, raw land, commercial and industrial real estate.
  • Identified client specific financial goals including college savings, retirement and real estate planning.
  • Identified and penetrated real estate businesses and professional athletes as target client base.
  • Trained personal bankers, investment and sales executives on real estate financing products
  • Present to the client the portfolio of the real estate projects.
  • Attained CA Real Estate Salespersons License (expired 2013).
  • Attend different real estate fairs and events.
  • Retail sales of alternative investment strategies to accredited investors Primary focus on real estate exchanges, private placements and tax-advantaged income
  • Interfaced with Sotheby's auction house and real estate agents to liquidate the client's 15M prime estate on Park Avenue.
  • Managed 200 accounts, represented AEFA, mutual funds, insurance and real estate invest- ment trusts.
  • Raised [ ] in capital for Real Estate Private Placement exceeding goal by 260%.

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172 Real Estate Jobs

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10. Life Insurance
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high Demand
Here's how Life Insurance is used in Finance Advisor jobs:
  • Illustrated life insurance/financial scenarios for clients using Penn Mutual Illustrator and Financial Profiles software.
  • Customized term life insurance for individuals/families.
  • Marketed, sold and serviced a variety of MetLife products, ranging from life insurance and investments to health insurance.
  • Focused on helping families chose the right life insurance, college savings, and various types of loans.
  • Provide clients with a host of products and expertise in life insurance, annuities and retirement vehicles.
  • Registered with state of CA Securities Series 6 & 63, and Health & Life Insurance licenses.
  • Trained extensively in the areas of mortgage, life insurance, debt strategies, and investments.
  • Build relationship with current client by providing mutual funds, life insurance opportunities and debt consulting.
  • Developed $2 million book of business for Life Insurance and Death Benefit products.
  • Placed over 350,000,000 in Life Insurance Death Benefit for future Estate Tax Liabilities.
  • Set and performed several in-home financial review appointments focused on life insurance closes.
  • Cross selling additional products such as final expense or life insurance.
  • Call local customers to market life insurance policy (telemarketing)
  • Detailed training on the life insurance industry as a whole.
  • Closed 7+ new life insurance policies each month.
  • Managed Accidental and Life insurance policies.
  • Obtained my PA life insurance license, series 6 & 63.
  • Obtained Series 6, Series 63, and Life Insurance licenses.
  • Sell products such as life insurance, and IRA s.
  • Established detailed financial plans for clients to achieve desired goals Created individual retirement plans and diverse mutual fund portfolios Life insurance sales

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232 Life Insurance Jobs

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11. Financial Statements
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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.
  • 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.
  • Provided financial planning analysis, analyze financial statements, and generate financial investment reports.
  • Analyzed financial statements and information to determine suitable investment options for prospective clients.
  • Managed preparation of financial statements and executive financial reporting package.
  • Analyzed financial statements for business clients regarding their credit applications.
  • Reviewed client financial statements and assessed their current situation.
  • Reviewed financial statements and prepared financial action plan.
  • Analyzed general ledger; Financial Statements preparation and analysis; demonstrated compliance with US accounting Standards (GAAP) & regulation.
  • Marketed with new clients and while selling a particular product while being self-managed, and taught financial statements within the company.
  • Prepare journal entries by using QuickBooks to create financial statements including balance sheet, income statement for clients' companies.
  • Performed extensive financial due diligence to target company clients, including analyzing bank loan books and carve-out financial statements.
  • Prepared financial statements, facilitated month-end close processes, invoicing, journal entries and account reconciliations.
  • Set up all notes and comments to the quarterly and annual financial statements and reports.
  • Generate financial statements and other reports on monthly, quarterly and annual basis.
  • Assist in preparation of monthly financial statements with comparison to prior year plan.
  • Prepared accurate financial statements at end of the quarter.
  • Detailed reviews of financial statements of the company.
  • Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.

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219 Financial Statements Jobs

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12. Retirement Planning
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high Demand
Here's how Retirement Planning is used in Finance Advisor jobs:
  • Advise clients regarding investment portfolios and retirement planning.
  • Provided retirement planning, and diversification advice.
  • Organize and carry out a monthly schedule of retirement planning seminars designed to attract new, quality business to the firm.
  • Advised clients on asset management and retirement planning by recommending appropriate investments depending on clients' financial status and needs.
  • Worked in the nonprofit market, with a focus on tax sheltered annuities for retirement planning and income protection plans.
  • Invited to and completed advanced training for retirement planning and managed money based on level of production and assets.
  • Conducted 10 seminars and workshops on financial planning topics including retirement planning, estate planning, and money management.
  • Broadened my knowledge of retirement planning in order to suit the needs of both new and existing clients.
  • Extended services relating to retirement planning, portfolio management, implementing tax planning strategies and estate planning techniques.
  • Provided retirement planning workshops to employees who were currently participating in their company's retirement plans.
  • Conduct various seminars and workshops on financial planning topics such as retirement planning & estate planning.
  • Assisted in retirement planning for current clients, such as portfolio analysis and income projections.
  • Build client base providing retirement planning and insurance (personal, family and business).
  • Advise clients on financial goals including long and short term objectives and retirement planning.
  • Conduct seminars and workshops on investment options, retirement planning, insurance & annuities.
  • Presented seminars on retirement planning, estate planning, and money management.
  • Review and recommend investment and retirement planning options to clients.
  • Advise clients on retirement planning and investing.
  • Focus on wealth creation and retirement planning.
  • Conduct and assist with interview and recruitment process Position and recommend suitable financial products to achieve financial freedom Retirement Planning

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866 Retirement Planning Jobs

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13. Customer Service
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high Demand
Here's how Customer Service is used in Finance Advisor jobs:
  • Delivered collection training and coaching to low performing advisers throughout division to enhance customer service skills and problem solving abilities.
  • Provided detailed customer service to primarily small business card members and occasionally consumer card members.
  • Provide exceptional customer service by responding to all inbound customer calls and written correspondences.
  • Deliver an exceptional customer service experience while responding to daily customer inquiries.
  • Maintained Excellent Customer Service Levels.
  • Provided exceptional customer service to students and created and analyzed daily reports to set strategy for the team.
  • Provided exceptional customer service to our credit and retail customers with a broad array of products and services.
  • Deliver high quality customer service stressing client focus, product knowledge, and problem resolution.
  • Comply with regulatory bodies, and actively involved in Customer Service and Administrative Duties.
  • Assisted in receiving incoming calls during extreme call flow to ensure customer service.
  • Provided quality customer service, problem solving, addressing issues, and mentoring.
  • Provide proactive, timely, accurate, and comprehensive customer service to students.
  • Obtained client satisfaction, loyalty and trust through excellent customer service.
  • Provide clients with a high level of individualized customer service.
  • Standardized customer service guidelines for all 7 branch locations.
  • Face to face sales and customer service.
  • Provide customer service for credit card customers Resolve customer issues and make sales offers pertaining to the customer's account.
  • Perform customer services task for my clients such as withdraws, beneficiary changes, investment allocations.
  • Finished projects ahead of deadline Organized a plan for better customer service
  • Provide excellent customer service by answering financial questions(financial advisor) *Trained new tellers on banking system.

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71 Customer Service Jobs

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14. Customer Base
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high Demand
Here's how Customer Base is used in Finance Advisor jobs:
  • Conducted seminars and booths imparting information to increase customer base and brand awareness.
  • Generated a customer base and maintained a mutually beneficial customer relationships.
  • Use various sales strategies to expand the customer base, develop new prospects and improve the ratio of sales to leads.
  • Developed, grew and maintained business from an extensive customer base, managing over 1,735 high net worth client relationships.
  • Advanced to Field Trainer responsibilities based on knowledge of fund families, sales techniques and retaining a loyal customer base.
  • Managed a portfolio of 1,500 customers while establishing effective communication and rapport with a varied customer base.
  • Increased customer base year over year, adding approximately 130 clients to the firm.
  • Generate a customer base through cold calling and leads, to sell insurance products.
  • Used communication skills to build a customer base by going Door-to-Door and greeting neighbors.
  • Maintained current customer base and establish new accounts through sales efforts and referrals.
  • Presented to clients and potential clients in order to increase customer base.
  • Received referrals from bank financial specialists as means of growing customer base.
  • Developed personal customer base of 600 clients in 5 years.
  • Developed and implement Financial Plans for existing bank customer base.
  • Worked community and chamber events to increase customer base.
  • Increase the customer base, administrative and financial management.
  • Develop my own customer base.
  • Provided financial services to a growing customer base, offering reasoned investment recommendations.
  • Worked to expand and retain new and existing customer base by approaching every client interaction with a client centric mentality.
  • Communicate and Interact with individuals on a regular basis in order to expand customer base and team members.

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1 Customer Base Jobs

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15. Insurance Companies
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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.
  • Call insurance companies when payment is denied to obtain necessary information and determine re-billings.
  • Work effectively with outside insurance companies and physician offices.
  • Prepared complex reports for managed care organizations and insurance companies, ensuring full compliance with agency requirements and tight deadlines.
  • Developed great working relationships with many Sales Representatives of different Mutual Fund Families and Life Insurance Companies.
  • Worked and trained with one of the top life insurance companies in the world.
  • Certified for Medicare Advantage and supplement product sales by several insurance companies.
  • Negotiated with banks, insurance companies and employers on behalf of clients.
  • Negotiated with clients, fund & insurance companies to reconcile issues.
  • Promoted products and services for broker dealers and insurance companies.
  • Developed lead source with 2 large insurance companies.
  • Called insurance companies to status claims.
  • Contacted insurance companies for pre-certification of outpatient testing and certification of inpatient admissions.
  • Assisted in calling insurance companies to pre-certify hospital inpatients/outpatient surgical procedures.
  • Obtain pre-authorization numbers from insurance companies.
  • Represent Insurance Companies to execute contracts..
  • Provide insurance company with diagnosis codes and procedures codes Ensure clearance from insurance companies before patient is transfer from another facility.
  • Provide financial reporting and strategic financial consulting services to insurance companies and other clients including MassMutual, France Telecom and Sun.
  • Contacted and obtained financial status from insurance companies then implemented proper residual data pertaining to services rendered.
  • still employed) Bill and collect from Insurance Companies.

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15 Insurance Companies Jobs

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16. Wealth Management
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average Demand
Here's how Wealth Management is used in Finance Advisor jobs:
  • Established client relationships based on developing strategies to their financial goals using financial planning and wealth management.
  • Team leader accountable for providing comprehensive wealth management services and solutions for individuals and businesses.
  • Gained significant exposure to wealth management practices such as asset allocation and account management.
  • Provide wealth management advisory services to a self generated portfolio of private investors.
  • Marketed appropriate investment products, financial and wealth management services/products to clients.
  • Provided advice-based wealth management services and products to both individuals and businesses.
  • Developed custom databases for prospecting and wealth management data.
  • Provided comprehensive wealth management solutions for individuals and business.
  • Marketed and sold risk management, wealth management products and financial planning services to high net-worth clients and businesses.
  • Provided fee-based, managed money and other wealth management services to high net worth individuals and businesses.
  • Marketed and sold investment products, financial and wealth management services or products to client.
  • Advised clients of a global financial services firm on investment and wealth management strategies.
  • Offered comprehensive solutions to address the complex wealth management needs of clients.
  • Conducted financial planning and wealth management for over 100 clients annually.
  • Counseled clients on wealth management, college planning and inheritance issues.
  • Established wealth management department in Southwest Louisiana for Whitney Bank.
  • Delivered wealth management advice to clients.
  • Developed Business and Marketing Plans for establishing and implementing a goals/solutions based Wealth Management Practice and process.
  • Worked as a Financial Advisor for one of the largest wealth management companies in the world.
  • Bank of America Jacksonville, FL Wealth Management Banking Support-Officer Assist clients with account issues through voice system.

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2,519 Wealth Management Jobs

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17. High NET
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average Demand
Here's how High NET is used in Finance Advisor jobs:
  • Collaborated with external money managers to market separately managed accounts to high net worth investors.
  • Conducted financial and legal research and analysis for high net-worth individuals.
  • Led by Fran Tarkenton, primarily offered seminar support and insurance product support for senior and high net worth clientele.
  • Advised high net-worth individuals and business employees with regard to investment opportunities, risk analysis, and retirement accounts.
  • Worked closely with high net worth investors to build, manage and preserve financial assets through comprehensive Investment Planning.
  • Coordinated an estate planning team which catered to high net worth clients who had estate management concerns.
  • Cultured and maintained a client base consisting of high net worth individuals and non-profit groups.
  • Manage high net worth investment portfolios for individuals, families, and businesses.
  • Coordinated relationships with Attorneys, CPA's, and High Net worth Clients.
  • Manage high net-worth client relationships through consultative selling and financial planning techniques.
  • Leveraged marketing and strategic partnerships to build roster of high net-worth clients.
  • Promoted and sold AXA products to high net worth individuals.
  • Managed investment accounts for high net worth clients.
  • Managed investment portfolios of high net worth individuals.
  • Worked face-to-face with high net worth clients.
  • Serve high net worth clients.
  • Delivered customized investment solutions to institutions and ultra-high net worth families with a focus on alternative investments and estate planning.
  • Worked in a team environment dealing with high net worth investors * Handled all operational issues and customer inquires.
  • Worked exclusively with retirees and high net worth accounts as Financial Planning Advisor.
  • Full Time Provided strategic and managerial sales input to growing financial planning practice for high net worth clients.

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535 High NET Jobs

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18. Financial Services
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average Demand
Here's how Financial Services is used in Finance Advisor jobs:
  • Provide financial services for individuals and businesses.
  • Market and promote the company's financial services and products as per policy and procedures and adhering to monthly objectives.
  • Researched and analyzed economic news, market conditions, and new product offerings to maintain current knowledge on financial services.
  • Provided financial services for clients with insurance and investment accounts by preparing financial plans comparing past performance to current needs.
  • Provide financial services and advisory services, for personal and small business by utilizing the Leap system.
  • Maintain a thorough understanding of financial services operations, compliance, and the regulatory environment.
  • Marketed and sold financial services and education programs to individuals, businesses and non-profits.
  • Serve as a transition contact/liaison between admissions and student financial services for entering students.
  • Established clientele and marketed Financial services products including Life Insurance and Mutual funds.
  • Generated and grew business through direct sales calls for financial services company.
  • Provided financial services to individuals, families and businesses.
  • Establish an ongoing financial services relationship with clients.
  • Provided financial services and planning to customers.
  • Sell financial services to clients.
  • Earned financial services licenses (Series 7, 66, Life & Health Producer's License).
  • Developed, implemented and executed sales, marketing and advertising campaigns of various financial services products.
  • Render financial services to clients Produce recommendations based on reasonable inquiry of clients investment objectives, finances in home and other factors
  • Partnered with United Teachers of Dade to offer personalized financial services for union members.
  • Eagle Strategies, LLC Financial Services Professional.
  • Developed marketing strategies for Department's initiatives, plus: recruitment strategy analysis awards coordination events planning updating financial services website

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1,492 Financial Services Jobs

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19. Financial Needs
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Here's how Financial Needs is used in Finance Advisor jobs:
  • Evaluated financial needs during discovery meetings with clients and potential clients offering detailed solutions.
  • Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs
  • Serviced the financial needs of existing clients, maintaining a positive relationship with clients to enhance continuing business and satisfactory results.
  • Assisted clients with their financial needs whether it be protection, savings, retirement planning or investments.
  • Analyzed client's financial needs, developed a presentation based on their profile and recommended solutions.
  • Assisted customers with their financial needs by referring products or services to match those needs.
  • Analyzed clients' financial needs, goals, sensitivity to risk and investment horizon.
  • Conducted detailed financial reviews, suggesting products and services that meet their financial needs.
  • Develop relationships with existing bank clients, analyze their financial needs and recommend solutions.
  • Helped students and parents with options for their financial needs to achieve their goals.
  • Consulted with clients to determine financial needs and goals and developed growth plans.
  • Evaluated client's financial needs, holdings, and helped identify investment objectives.
  • Interviewed clients to determine both short and long-term financial needs.
  • Analyze financial performance and run financial needs of clients.
  • Consulted clients on family financial needs and analysis.
  • Based upon their financial needs.
  • Worked with a senior advisor team to target and market to affluent prospects with complex financial needs in the local area.
  • Partnered with industry professionals such as accountants and attorneys to meet their clients' financial needs.
  • Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
  • Conduct financial needs analysis and recommend appropriate products to meet client needs.

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69 Financial Needs Jobs

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20. Risk Tolerance
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Here's how Risk Tolerance is used in Finance Advisor jobs:
  • Developed intricate spreadsheets to model different optimal portfolios utilizing the efficient frontier given client's risk tolerance.
  • Reviewed investment objectives, risk tolerance and investment horizon for individual client portfolios.
  • Determined risk tolerance, time horizon, and liquidity needs & developed prudent and appropriate strategies to meet clients' needs.
  • Profile prospects to find essential information such as; financial goals, time horizon, risk tolerance and previous investment experience.
  • Worked closely with clients to assess risk tolerance, protect assets, and grow their assets to reach their goals.
  • Develop an understanding of client needs based on factors such as risk tolerance, investment horizons and current allocation.
  • Acquired, then helped clients plan for retirement; then structured portfolios to meet financial goals and risk tolerances.
  • Meet with clients to develop their financial plans based on their objectives, risk tolerance, and overall goals.
  • Used a four-step investment process starting with fully understanding clients' goals, objectives, and risk tolerance.
  • Constructed client portfolios based on risk tolerance, time horizon, goals, and overall investment personality.
  • Develop financial portfolios and product solution recommendations that will fit the clients risk tolerance and time frame.
  • Consulted with individual clients to determine investment goals, risk tolerance and time horizon until retirement.
  • Specialized in clients' needs and subsequent goals, managing their risk tolerances and experience levels.
  • Conducted in-depth reviews of clients' financial circumstance, future goal, and risk tolerance levels.
  • Developed investment strategies and financial plans based on client needs, goals and risk tolerance.
  • Prospect, solicit, and determine client suitability for investments using risk tolerance models.
  • Interviewed the client to discover their goals, priorities and risk tolerance.
  • Assessed client holdings and risk tolerances and recommended investment options.
  • Assessed clients' needs and risk tolerance regarding market fluctuation.
  • Outgained the market by about 3% on average depending on the risk tolerance of each investor.

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110 Risk Tolerance Jobs

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21. New Accounts
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Here's how New Accounts is used in Finance Advisor jobs:
  • Collaborated with account executives to penetrate new accounts, identify potential customers and coordinated product illustrations.
  • Developed and managed existing and new accounts within assigned territory.
  • Conducted outbound verification for clients opening new accounts online.
  • Compile information to open new accounts, enter account information into computers, and file related forms or other documents.
  • Build relationships and drive business through new accounts, portfolio review, and prospecting.
  • Look for fraudulent activity on stipulation documents sent for new accounts to be opened.
  • Awarded top cold caller and new accounts awards 14 out of 20 months.
  • Developed new accounts through cold calling, networking and existing client base.
  • Solicited new accounts generating $45M in new business the first year.
  • Received National Sales Director Award for new accounts production in first year.
  • Established brand new relationships (10 new accounts opened).
  • Increased sales while developing new accounts and receiving referrals.
  • Opened new accounts and transferred client assets to brokerage.
  • Established more than 20 new accounts average every month.
  • Serviced existing accounts and prospected for new accounts.
  • Opened new accounts and maintained existing client accounts.
  • Established 23% of new accounts (17 out of 75).
  • Achieved 1st Quintile Rankings in Total Assets, New Accounts and Gross in a class of 84 peers to date.
  • Assisted the operations team in opening new accounts and assisted in training new Financial Advisors.
  • Identified and pursued prospects with a targeted marketing campaign to generate new accounts.

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4 New Accounts Jobs

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22. Financial Objectives
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Here's how Financial Objectives is used in Finance Advisor jobs:
  • Provide personalized strategies to educate clientele to achieve lifetime financial objectives, through detailed financial analysis.
  • Researched and investigated available investment opportunities to determine whether they fit with clients financial objectives.
  • Analyze financial information and develop strategies for assisting clients with their financial objectives.
  • Solicited new clients and effectively assisted them in securing their personal financial objectives.
  • Review clients' accounts regularly and make recommendations to reduce risk, and offset losses in order to achieve financial objectives.
  • Interviewed clients to determine their assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
  • Helped individuals meet their long-term financial objectives by analyzing their current financial status and implemented programs to achieve their goals.
  • Reviewed portfolios with clients semi-annually in order to ensure they are on the path to achieving their financial objectives.
  • Assisted clients with the ability to reach various goals by recommending investment products built to meet their financial objectives.
  • Prepared detailed investment analysis for clients short, intermediate, and long term business and personal financial objectives.
  • Analyzed various risk factors to create and manage client portfolios, in order to achieve financial objectives.
  • Educated clients on benefits and features of financial products and applied them to their financial objectives.
  • Interview clients to determine client's assets, liabilities, cash flow and financial objectives.
  • Recommended mutual funds, life insurance or banking products to meet client's financial objectives.
  • Worked with affluent clients in helping them plan for and meet financial objectives.
  • Develop investment strategies to meet short and long term financial objectives.
  • Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
  • Develop investment strategies along with the senior advisor to meet short and long term financial objectives.
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Plan and develop company's financial objectives and business strategies for SMEs Determine key business issues to prioritize and develop appropriate action

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23. Insurance Products
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Here's how Insurance Products is used in Finance Advisor jobs:
  • Implemented numerous investment & insurance products tailored specifically to client's financial goals.
  • Customized various types of insurance products to individual customers.
  • Provide comprehensive insurance products for individuals and businesses.
  • Provide full-service personal and business financial planning and implementation using mutual funds, annuities, managed accounts, and insurance products.
  • Gained extensive knowledge of mutual funds, variable annuities, fixed annuities, wrap accounts, life insurance products and more.
  • Conducted extensive portfolio research to correctly equities, fixed income and insurance products to help client reach investment goals and objectives.
  • Licensed to sell insurance products in New York State as well as investment products (Series 6 and 63 licensed).
  • Marketed investment and insurance products to individuals and small businesses in order to assist them to achieve their financial goals.
  • Trained new staff to achieve insurance licenses and coached them on sales of insurance products to bank clients.
  • Completed course work in tax planning, estate planning, insurance products, investment instruments, and customer service
  • Counseled clients on various financial and insurance products, providing knowledgeable solutions to individual needs and goals.
  • Marketed myself within the community to provide these services, including investments and life insurance products.
  • Implemented the employer provided health insurance Provided investment and insurance products to the bank's existing clients
  • Recommended and implemented various investment and insurance products to meet the client's needs.
  • Worked with local businesses to provide 401K and insurance products for their employees.
  • Managed and recommended a full line of high-quality investments and insurance products.
  • Researched outperformed Mutual Funds and Insurance products.
  • Proposed recommendations in Investment and insurance products.
  • Researched and analyzed investments: mutual funds, stocks, bonds, CDs and insurance products to solve client financial objectives.
  • Visit current and prospective new Business Clients and cross-sell Financial and Insurance products to them.

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193 Insurance Products Jobs

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24. Business Development
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Here's how Business Development is used in Finance Advisor jobs:
  • Developed and executed business development strategies in order to identify target markets and continuously prospect for new customers.
  • Implemented business development efforts using seminars, joining charitable organizations and becoming increasingly active in the community.
  • Engaged in business development at nationwide broker/dealer successfully cultivating prospects and developing a base of clients.
  • Spearheaded business development and expanding client base in order to consolidate and enhance portfolio performance.
  • Worked with business development and marketing department managers to understand and implement customer relationship strategies.
  • Extended financial management through ongoing training, business development and global advisory program.
  • Prepared and delivered presentations to clients and prospected clients for business development purposes.
  • Managed complex time sensitive projects to support business development of growing companies.
  • Created and implemented business development plans to increase sales and business exposure.
  • Participated in new business development through prospecting and providing investment information.
  • Underwrite new business, sales and marketing, renewal persistent retention, responsible for business development, keeps book of accounts.
  • Developed a client base through various methods of business development including cold calling, market research, and networking.
  • Acted as a business development specialist for one of the leading teams at UBS.
  • Performed multiple business development activities aimed at target markets in the Greater Boston Region.
  • Formulate and implement business development and marketing strategies to increase client base.
  • Focused on long term business development and has never lost one client.
  • Devised and executed business development strategies to attract and acquire new clients.
  • Assisted with business development by bringing new clients to the firm.
  • Point person for in-branch business development and sales.
  • Coordinated quarterly events and seminars for key members of select markets for new business developments.

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132 Business Development Jobs

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25. Assets
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Here's how Assets is used in Finance Advisor jobs:
  • Provided retirement advice for client assets under management.
  • Managed over $23 Million in client assets which resulted in the preservation of client principal and balanced asset growth.
  • Established over 100 million in client assets in less than 5 years that produced over 600k in annual commissions.
  • Gathered over $14 million in assets the first year in town and met level 2 requirements.
  • Solved complex financial problems for clients in addition to managing $4.64M of their combined assets.
  • Increased assets under management from 12.1 million dollars to 20.5 million dollars from 1999 to 2000.
  • Managed client assets by using mutual funds, stocks, bonds and other financial tools.
  • Transferred 80% of client base assets and 65% of client households.
  • Managed over 100 accounts with assets in excess of $100 million.
  • Cultivated relationships with clients while gaining financial assets of $1m+ clients.
  • Managed 1.5 Million in total investment assets in the first year.
  • Assisted participants with moving their stock plan assets to brokerage accounts.
  • Develop tactics to increase assets and profitability within the branch.
  • Maintained and managed assets over $100 million.
  • Acted as the steward of the client's assets.
  • Focused on fundamental equity investing principles Developed extensive client base--managing over $10.0million in assets
  • Ranked within the top 10 with assets under management in the program for Merrill's second largest complex in the U.S.
  • Manage over [ ] in assets in both a commission based and fee based environment to provide maximum client flexibility.
  • Acquired over [ ] in assets under management through client referrals, professional relationships and seminar marketing.
  • Partnered with retirement plan sponsors to increase retentions of assets.

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207 Assets Jobs

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26. Financial Aid
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Here's how Financial Aid is used in Finance Advisor jobs:
  • Educate and assist prospective and/or current students regarding policies and requirements for selected finance options, including federal student financial aid.
  • Assisted financial services managers by conducting team meetings and presenting departmental updates and information pertaining to Financial Aid processes.
  • Answer question and educate prospective and current students about financial aid eligibility and the processing requirement.
  • Collect information from students to determine their eligibility for specific financial aid programs.
  • Provide information to students regarding financial aid program requirements and procedures.
  • Process Financial paperwork for financial aid certification requirements.
  • Researched and resolved financial aid disbursement issues.
  • Worked as liaison between students and Department of Education to clear verification issues, allowing students to secure financial aid.
  • Work with several hundred students, as well as dealing with multiple thousands of dollars in cash and financial aid.
  • Counseled students on financial aid issues and requirements for degree seeking students which includes communicating student goals and objectives.
  • Acquire all required documents for payment options with a concentration on responsible borrowing when financial aid is needed.
  • Help school administration to maintain strong support for student financial aid reviewing students' application for FA.
  • Recommend improvements and/or changes to the financial aid policies and procedures for consideration as appropriate.
  • Review status of financial aid and negotiate pay arrangements.
  • Performed screening and applications for students seeking financial aid.
  • Prepared and disbursed financial aid.
  • Facilitate the processing of federal student financial aid to ensure compliance with established regulations, policies, procedures, and guidelines.
  • Process all financial aid including Title IV and VA benefits for incoming and current students.
  • Monitored the academic progress due to financial aid and worked with Academic Advisor.
  • Provided financial aid assistance to students, such as loans, grantes, and scharloships.

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27 Financial Aid Jobs

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27. Variable Annuities
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Here's how Variable Annuities is used in Finance Advisor jobs:
  • Educate and sell client products including Life Insurance, Variable Annuities, Long Term Care, Mutual Funds and 529 Plans.
  • Sell various investment products including Private Placements, REIT's, Variable Annuities, Stocks, Bonds and Mutual Funds.
  • Advised clients on financial products including Unit Investment Trusts, Mutual Funds, and Fixed and Variable Annuities.
  • Managed budgeting, insurance options, variable annuities, stocks, bonds, estate planning and taxation.
  • 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.
  • Received Series 6, 63 and Michigan Life, Accident, Health and Variable Annuities Licensing.
  • Created illustrations for disability, life and long-term care insurance and for fixed and variable annuities.
  • Marketed mutual funds, ETF's, variable annuities, wrap-fee platforms, and individual securities
  • Passed the difficult variable annuities questions and exams for the state and federal insurance exams.
  • Worked on selling 403b variable annuities as well as other investment products and life insurance.
  • Managed over 1000 403b accounts worth over 20 million dollars in variable annuities.
  • Fixed and Variable Annuities, and Term and Whole Life Insurance.
  • Achieved Series 7 and Series 66 licenses as well as Insurance Life, Health & Variable Annuities 2-15.
  • Maintained Series 7, 31, 66, Life, Health and Variable Annuities Licenses
  • Obtained Florida License in Life, Health & Variable Annuities (215).
  • Completed comprehensive training to secure Rhode Island licensure as an insurance producer (life, health, and variable annuities).
  • Monitor and rebalance investments, including variable annuities.
  • Earned CA insurance license, including variable annuities.
  • Purchased mutual funds, stocks, UITs, ETFs, bonds, fixed and variable annuities.

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28. Financial Strategies
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Here's how Financial Strategies is used in Finance Advisor jobs:
  • Examined market conditions affecting clients' current and future financial strategies and implemented recommendations.
  • Provided sophisticated financial strategies and solutions to individuals, families and businesses.
  • Designed and implemented financial strategies.
  • Develop and implement financial strategies for clients that include retirement planning, asset management, debt elimination and risk management.
  • Consulted and recommended financial strategies for retirement, college, estate planning, wealth preservation, cash management.
  • Educated customers on financial strategies and supported clients in the development of short and long-term wealth management goals.
  • Provided financial strategies through the sale of stock portfolios, IRA accounts, and mutual funds.
  • Advised clients on financial strategies including the purchase and sale of financial products and services.
  • Analyze and develop financial strategies for plans based on clients' circumstances and future goals.
  • Provided effective financial strategies to align financial products with clients' needs and goals.
  • Designed and implemented customized financial strategies to assist clients in reaching their financial goals.
  • Developed experience conversing with clients in order to design custom financial strategies.
  • Developed financial strategies with the client to help achieve their financial goals.
  • Developed financial strategies and services to meet clients' changing needs.
  • Review accounts to determine if life changes necessitate new financial strategies.
  • Implemented financial strategies to help clients meet their financial goals.
  • Develop customized financial strategies to meet the needs of clients.
  • Analyzed market trends and designed customized financial strategies for clients.
  • Executed trades and financial strategies.
  • Provided professional investment advice and financial strategies to bank customers Serviced 5 branches throughout the Tidewater area

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29. Financial Advice
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Here's how Financial Advice is used in Finance Advisor jobs:
  • Provided quality financial advice and counsel to individual investors delivered through one-on-one consultative relationships at these prestigious financial services companies.
  • Provided financial advice and counseling to retail customers by providing suitable investment options and information.
  • Generated revenues by providing financial advice to retail clientele about securities and annuities.
  • 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.
  • Determine client objectives and suitability for financial advice.
  • Illustrated holistic financial advice to perspective clients.
  • Analyzed market trends to provide comprehensive financial advice to clients, with focus on small business finance and individual retirement packages.
  • Provided financial advice over the phone to mass affluent clients (portfolio values from $50k to $250k+).
  • Originated mortgages, determine credit worthiness of the clients and provided financial advice.
  • Provide financial advice to eleven primary physician group with 100,000 insured patients.
  • Provided ongoing financial advice to clients and assisted in managing portfolios.
  • Use spreadsheets and market research to back up financial advice.
  • Provide sound financial advice to individuals.
  • Provide knowledge and financial advice.
  • Licensed to sell and market insurance in the Commonwealth of PA Currently providing financial advice to middle income families
  • Created professional relationships with non-profit companies across the state to provide all employees with financial advice.
  • Value Added in Sales/Marketing: Generated referrals through expert financial advice and consulting services.
  • Recruited for advanced position * Worked with clients to provide financial advice on securities
  • Fort Lauderdale, FL Provide financial advice to existing clients and generate new ones.

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30. Risk Management
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low Demand
Here's how Risk Management is used in Finance Advisor jobs:
  • Top Producer - Highly motivated and accomplished financial sales professional with expertise in retirement risk management and planning.
  • Managed the implementation and monitoring of plans that included risk management, wealth accumulation and wealth management.
  • Developed detailed investment analysis and risk management recommendations in addition to coordinating trust advisory services.
  • Introduced risk management strategies utilizing commodity futures and interest rate swaps.
  • Supported risk management goals through insurance analysis and implementation.
  • Make recommendations on proper asset and risk management allocation.
  • Analyzed risk management of portfolios and financial planning.
  • Seek to achieve meaningful investment results over the long-term for each client through the disciplined application of risk management.
  • Specialize in retirement planning as well as risk management through the use of insurance for both individuals and businesses.
  • Provide financial, retirement, and risk management strategies for professionals, executives, and business owners.
  • Developed a risk management system applicable in the futures market based on control support and resistance levels.
  • Developed and implemented investment strategies with high net worth clients focusing on money and risk management.
  • Advanced portfolio design, risk management and security research for the needs of affluent clientele.
  • Maintained a risk management process to ensure the safety of command and support teams.
  • Provided holistic approaches to risk management and asset preservation and growth.
  • Advise small businesses and individuals on proper asset and risk management.
  • Implemented investment and risk management strategies on all financial plans.
  • Educate clients on importance of planning and risk management.
  • Joined team specializing in unique risk management systems.
  • Risk management analyst *Manage a portfolio of mutual funds *Create financial planning seminars for professional people

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105 Risk Management Jobs

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31. Finra
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low Demand
Here's how Finra is used in Finance Advisor jobs:
  • 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.
  • Served as Chief Financial and Compliance Officer, navigating unannounced FINRA audit, resulting in zero findings.
  • Obtained specialized FINRA Series 31 securities license to sell Managed Futures Funds (Alternative Investments).
  • Attained FINRA licensing Series 7, Series 66, and Iowa Life Insurance License.
  • Attempted Financial Industry Regulatory Authority (FINRA) Series 7 financial test after self-study.
  • Maintain detailed records to comply with the regulations of FINRA and SEC.
  • Attained FINRA Series 6 and 63 licenses covering Pennsylvania and West Virginia.
  • Obtained the FINRA Series 7 General Securities Representative License.
  • Achieved my Series 7 certification from FINRA.
  • Full service FINRA Broker/Dealer and RIA.
  • Obtained FINRA Series 7 securities license.
  • Studied for and passed FINRA exams.
  • Obtained FINRA Series 7, 63, 31, and New Jersey Life & Health Insurance licenses.
  • Obtained FINRA series 6 and 63 and life, health, property, and casualty licenses.
  • Obtained FINRA Series 6, Series 63, Series 65, and PA State Insurance Licenses.
  • Hold FINRA Series 7 and Series 66 registrations.
  • Obtained FINRA Series 7 and Series 66 Licenses.
  • Earned FINRA Series 6, 63 and 65.
  • learned the financial industry including achieving FINRA securities Licenses 7, and 66, as well as Ohio Insurance License.

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222 Finra Jobs

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32. Training Programs
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low Demand
Here's how Training Programs is used in Finance Advisor jobs:
  • Completed comprehensive training programs and obtained necessary licenses and registrations for securities.
  • Launched new sales training programs to drive continuous profitability improvements.
  • Developed training programs related to improving financial intelligence.
  • Developed extensive training programs for exporting domestic products.
  • Worked with management to establish an appropriate Sunshine act compliance culture throughout the firm including the development of specialized training programs.
  • Served as Project Manager for training programs designed to provide staff the skills needed to perform their assigned duties.
  • Completed training programs for Merrill Lynch compliance, continuing education on products, and established relationships with product specialists.
  • 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.
  • Attend four week training and two weeks of upper level investment training programs.
  • Established training programs for staff in regard to workplace performance and professional development.
  • Participated in internal training programs to expand job knowledge and support multiple clients.
  • Gained skills and entered the financial industry, through intensive training programs.
  • Helped develop and implement training programs on the banking side.
  • Participated in training programs to increase skills to facilitate sales.
  • Assisted other new team members in training programs.
  • Recruit staff members and oversee training programs.
  • Pursued continuing education and training programs to continue professional development.
  • Designed training programs for new financial advisors to succeed at Wells Fargo Advisors.
  • Developed and conducted sales training programs for newly hired associates; responsible for training four staff members concurrently.

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33. Term Care
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low Demand
Here's how Term Care is used in Finance Advisor jobs:
  • Provided guidance for disability and long-term care insurance.
  • Educated and sold Life Insurance, Disability, Long-Term Care, Mutual Funds, stocks, and other products to clients.
  • Manage full cycle of sales and operations processing for Life Insurance, Long-term Care Insurance, Disability Insurance and Annuities.
  • Created life, disability, annuity, and long term care solutions tailored to each client's specific needs.
  • Delivered broad-based financial services to clients including mutual funds, annuities, life, disability and long-term care insurance.
  • Provided Insurance solutions for clients with Term, Whole Life, Long Term Care, and Disability products.
  • Supported client needs with Life, Health and Long Term Care products to meet Retirement and suitability goals.
  • Advised individuals regarding long-term care insurance, annuities, mutual funds, stocks, bonds, and life insurance
  • Guide clients in all phases of asset and legacy protection using life and long-term care insurance solutions.
  • Conducted weekly seminars focusing on Long Term Care Insurance, Annuities, and Tax Efficient Retirement Plans.
  • Recommended insurance products including life insurance, disability, long term care and annuities solutions.
  • Assist in client purchase of new long-term care and term life insurance policies.
  • Provided group life, long term care, and disability insurance products.
  • Specialize in life, disability and long-term care insurance and portfolio management.
  • Provide seniors information and product options for Medicare supplements long term care.
  • Illustrate life insurance, long-term care, annuity policies for clients.
  • Marketed IRA's, Roth IRA's, 401K Plans, Life, Health, Disability, Long Term Care Ins.
  • Hold series 7, 65, 66 along with Alabama life, long term care and health licenses.
  • managed portfolios, sold life insurance products, arranged mortgages, long term care products, and annuities.
  • Obtained Series 7 stockbroker license& Series 66 Financial advisor license, Long-term care License, Life and Health license.

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10 Term Care Jobs

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34. Financial Solutions
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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.
  • Provided sophisticated financial solutions to high-net-worth individuals and families, as well as small- to mid-sized businesses.
  • Marketed complex financial solutions and consulting services to area businesses and wealthy individuals.
  • Worked one-on-one with wide variety of clients to develop meaningful financial solutions.
  • Gathered data and conducted comprehensive analysis to present financial solutions.
  • Presented clients with financial solutions aligned with their risk profiles and expectation for ROI, with goal of increasing portfolio profitability.
  • Implemented financial solutions including: retirement planning, college savings, tax savings, inflation protection, and wealth transfer.
  • Provide needs-based analysis and financial solutions to help ensure a client's needs are met at every life stage.
  • Create and provide presentations and sponsor events to teach and coach clients and prospects the benefits of financial solutions.
  • Helped colleagues new to the team learn the systems, products and call flow * Provide financial solutions to clients
  • Leveraged business knowledge to determine prudent and appropriate strategies to meet client's needs by recommending financial solutions.
  • Provided financial solutions consisting of Annuities, Life Insurance and Reverse Mortgages for Retirement and Cash Flow Planning.
  • Worked with clients to design and implement financial solutions geared toward their individual financial needs.
  • Turn prospects into clients by presenting financial solutions during in-person meetings with individuals and groups.
  • Collaborated with asset managers, trading desks and analysts to create timely financial solutions.
  • Conducted financial reviews for clients & recommended financial solutions based on clients needs.
  • Implemented financial solutions for clients to solve current and future financial objectives.
  • Provided financial solutions to high-net-worth clients and small and mid-size businesses.
  • Implemented tailored financial solutions for structured products and alternative investments.
  • Present tailored financial solutions to appropriately meet client needs * Always put the client first and create an excellent client experience

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134 Financial Solutions Jobs

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35. Client Assets
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low Demand
Here's how Client Assets is used in Finance Advisor jobs:
  • Managed over $5 million in client assets and sold over $10 million in insurance products.
  • Served as a partner on an investment team managing over $300 million in client assets.
  • Leveraged Private Banking solutions (Portfolio based line of credit) to acquire additional client assets
  • Worked with investments committee on selection of outside money managers to invest client assets.
  • Developed extensive spreadsheets outlining client assets and credit risks as Commercial Credit Analyst.
  • Managed client assets totaling over $10 million (January 2005-January 2007).
  • Managed over $8M in client assets over the course of 48 months.
  • Advised and co-managed investments for over $100 million in client assets.
  • Raised over $20 million in client assets utilizing business development skills.
  • Procured client assets with $250,000 average new household account size.
  • Gathered and managed $5M+ in client assets.
  • Direct management of $35,000,000 of client assets.
  • Advised over a million in client assets.
  • Raised $38 million in client assets.
  • Helped oversee 400 million in client assets.
  • Managed client assets and financial planning.
  • Managed client assets over $50M *Gross $500,000 a year.
  • Managed $6 million in client assets Closely monitored the performance of client portfolios and made changes to achieve financial objectives
  • Outperformed S&P 500 index managing multi-million dollar portfolio of client assets.
  • Managed over [ ] in client assets representing over 30 households.

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124 Client Assets Jobs

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36. Business Owners
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low Demand
Here's how Business Owners is used in Finance Advisor jobs:
  • Consulted and advised business owners on many other aspects of their business including marketing and logistics among others.
  • Designed and implemented customized financial plans for both individual clients and small business owners.
  • Consulted with small business owners to determine areas of concern regarding growth and sustainability.
  • Established relationships with business owners and decision makers to develop business retirement plans.
  • Provided independent diversified financial services to professionals, business owners and corporate executives
  • Developed and maintained productive relationships with business owners and investors.
  • Help small business owners forecast future profits and create solutions to reduce cost including negotiating contracts to reduce overhead.
  • Practice was built by cold-calling on small business owners, affluent individuals, professionals, and C-Suite executives.
  • Help business owners retain employees and save on taxes through retirement plans tailored for that particular business.
  • Work with small business owners to help them utilize all the benefits of the tax law changes.
  • Conducted meetings with new business owners to offer financial solutions for them and their employees.
  • Provided comprehensive wealth management services for 130 high net worth individuals and business owners.
  • Provided wealth preservation and growth solutions to high net worth individuals and business owners.
  • Provide expertise to small business owners on cash management and retirement plans.
  • Prospected for new clients through cold calling individuals and small business owners.
  • Helped individuals and business owners with insurance and financial planning needs.
  • Worked with business owners to provided business planning and retirement plans.
  • Acquired 30 plus new clients and small business owners.
  • Lead advisor providing fiduciary advice to high net-worth clients, business owners, and executives with complex needs.
  • Implemented Wealth Management of assets for individuals, business owners and executives'.

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37. Tax Returns
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low Demand
Here's how Tax Returns is used in Finance Advisor jobs:
  • Reviewed clients' annual tax returns to identify opportunities and implement strategies to manage their current and future tax liabilities.
  • Develop and implement system to gather, evaluate, prepare and file 100 individual and corporate tax returns.
  • Collect and verify confidential documents such as tax returns, grades, and personal student information.
  • Reviewed investments, retirement plans, income tax returns, estate plans and life insurance.
  • Work with accountants to accurately file tax returns for clients monthly and yearly on time.
  • Filed complex tax returns, reviewed & established estate plans and reviewed insurance policies.
  • Prepare corporate and personal tax returns for local CPA firms and for own account.
  • Prepared individual and corporate tax returns, franchise tax returns and 5500s.
  • Prepared and filed (Including E-file) Federal and State Tax Returns.
  • Prepare and file quarterly Federal and State payroll tax returns.
  • Filed all sales, net profits and intangible tax returns.
  • Prepared quarterly and year-end payroll tax returns for business.
  • Pay all the bills and assist with tax returns.
  • Advised clients on record keeping of tax returns.
  • Prepared Quarterly Ohio State Sales Tax returns.
  • Prepared and filed income tax returns.
  • Prepare individual income tax returns.
  • Tax related responsibilities: Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
  • Filed individual, partnership and corporate income tax returns, including all applicable schedules within required time.
  • Provided advice to clients on financial products Assisted clients in purchasing financial products Prepared annual tax returns to clients

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6 Tax Returns Jobs

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38. Individual Therapy
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low Demand
39. Financial Situation
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low Demand
Here's how Financial Situation is used in Finance Advisor jobs:
  • Consulted with clients to determine financial situation and set targets for successful growth plans utilizing appropriate investment recommendations through portfolio construction.
  • Worked extensively with clients in analyzing their current financial situations and implementing new strategies improving their financial well-being.
  • Collaborate with client to assess individual financial situations and develop strategic financial planning solutions.
  • Developed an understanding of each client's unique financial situation and developed strategies accordingly.
  • Assessed member financial situations by integrating information from multiple data sources.
  • Analyzed clients financial situations and recommended solutions and plans.
  • Interview clients and gather information pertaining to their unique financial situations, needs and objectives.
  • Develop a client base, analyze their financial situations, and develop financial plans.
  • Maintain relationships with clients to determine if their financial situation has experienced massive change.
  • Conducted personal consultations to determine clients' financial situations to set financial goals.
  • Provided advice based on member's current financial situation and goals.
  • Analyzed current financial situation and goals for clients.
  • Analyzed the financial situation of prospective clients.
  • Analyzed client's current financial situation and developed a Comprehensive financial plan.
  • Set up payment arrangements that are suitable with the customer financial situation who may have fallen 1-7 months past due.
  • Assessed members financial situations and life-stage to determine the most appropriate ongoing strategies with investments and life insurance.
  • Utilize superior analytical skills to create solutions and construct portfolios to remedy clients' most complex financial situations.
  • Analyzed financial situations and proposed products to assist customers in creating financial plans and reaching desired goals.
  • Meet With Clients: * Set up appointments to discuss the clients current financial situation.
  • Consult with clients about their financial situations and goals through a "financial needs analysis'".

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1,158 Financial Situation Jobs

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40. AUM
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low Demand
Here's how AUM is used in Finance Advisor jobs:
  • Helped to double MCM's assets under management (AUM) during tenure with the firm and co-managed firm portfolios.
  • Prospected and gathered $1.5 million in assets during first 6 months, growing to $4 million in 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.
  • Monitored, reviewed client portfolio activity to maximize asset retention and new assets capture to increase AUM.
  • Initiated and cultivated relationships that led to an additional $10M of AUM even after departing firm.
  • Served as an affiliated partner of an institutional, private client team with AUM exceeding $500MM.
  • Compounded AUM at 30% per year with returns outperforming the benchmark by 7% p.a.
  • Managed relationships with HNW individuals, as part of 3-person team with AUM of $160M.
  • Created women & minority-owned investment manager database for Institutional Consulting partnership with $150MM+ AUM.
  • Implemented a full array of financial products and solutions with over $36M in AUM.
  • Rendered Assets Under Management (AUM) in excess of $6 Million dollars.
  • Manage five different offices with a total AUM of approx 60 million.
  • Added additional AUM through the acquisition of additional assets from existing clients.
  • Contributed in growing practice from 40MM AUM to over 95MM AUM.
  • Increased AUM 91% without increasing staff.
  • Increased book of business from $11.5 million to $15.2 million AUM.
  • Increased AUM to 15 million in first two years.
  • Managed $26 million in AUM at TD Ameritrade, as well as $85 million in annuity business.
  • Created a client list of 100 clients with AUM of $ 12,000,000.

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4 AUM Jobs

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41. Current Income
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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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42. Phone Calls
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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.
  • Answered incoming telephone calls with professional and knowledgeable responses.
  • Marketed the company's financial planning and brokerage services through group presentations, mailings, and phone calls to interested callers.
  • Managed the reception area including the greeting of visitors, responding to phone calls, and in person inquires to enrollment.
  • Job Skills - Sales, organization, clerical such as paperwork, setting appointments, returning e-mail and phone calls.
  • Recognized for answering incoming phone calls using outstanding customer service with the 50 Call Club and Shining Star Award.
  • Work with over 500 customer files and phone calls a day, responsible for training new employees.
  • Dictate clients notes and handle all phone calls, paperwork, processing and payments for clients.
  • Responded to client inquiries via phone calls, email and correspondence and mailed materials as necessary.
  • Make phone calls to small - medium size business owners have expressed an interest in financing.
  • Communicated with prospective clients through face to face interactions, phone calls and direct mail.
  • Networked 200+ phone calls per day to local business owners and company executives.
  • Responded to a high number of student inquiries via telephone calls and e-mails.
  • Answer phone calls and direct calls to appropriate parties or take messages.
  • Initiated client contact utilizing phone calls, e-mails, and personal introduction.
  • Solicit present and former customer through timely phone calls.
  • Contacted prospective clients through telephone calls.
  • Averaged 300 phone calls per day, and three client sittings per week.
  • Learned basics of financial analysis and financial planning Prospected for new clients through phone calls, face to face meetings and referrals
  • Answered phone calls and emails in a timely manner.

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6 Phone Calls Jobs

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43. Cold Calls
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low Demand
Here's how Cold Calls is used in Finance Advisor jobs:
  • Created a method with the institutions I supported to have a qualified lead system for cold calls based on new hires.
  • Develop new business through the usual efforts, such as networking, referrals, cold calls, seminars and direct mailings.
  • Devise and implement sales prospecting techniques such as cold calls, referrals, advertising, seminar and social media marketing.
  • Acquired clients, making cold calls and using leads to identify prospects and pitch relevant products to consumers.
  • Identified prospective customers using lead generating methods and performing an average of 40 cold calls per day.
  • Prospect for new business by making outbound cold calls and recruiting through network marketing strategies.
  • Prospected high net worth clients via cold calls, seminars and other prospecting methods.
  • Created a client book of business by using referrals and making cold calls.
  • Structured sales strategy developing solid pipeline of leads through cold calls and referrals.
  • Solicited new clients through a minimum of 200 daily cold calls.
  • Performed market research and conducted cold calls to prospective customers.
  • Targeted cold calls leading to introductory meetings with prospects.
  • Conducted cold calls to establish and build client base.
  • Researched potential clients online and made cold calls.
  • Developed business through customer referrals and cold calls.
  • Generate sales leads & initiate cold calls.
  • Developed new relationships domestically and internationally through warm and cold calls strategies.
  • Tailored individual investment plans for clients depending on their financial needs Developed new business for the firm through cold calls and networking
  • Advised clients on the purchase of financial products and services Solicited of solicited prospects via telephone cold calls.
  • Conducted over 200 cold calls daily to generate contacts and develop financial need leads for Certified Financial Advisor.

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44. Nasd
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low Demand
Here's how Nasd is used in Finance Advisor jobs:
  • Licensed Series 6 and Series 63 (Florida Blue Sky) for security sales under NASD and SEC regulation.
  • Earned Series 7 and 63 NASD licenses; State of Florida Life, Variable Annuity and Health license.
  • Licensed and registered with the National Association of Security Dealers NASD and the Securities and Exchange Commission SEC.
  • Supervised training for NASDAQ and Department of Insurance regarding compliance and continuing education for registered agents and staff.
  • Licensed Series 7 and 66 with NASD Generated Firm revenue with Financial Planning and Portfolio Management
  • Completed studies and passed exam to earn ML/NASD Certified Financial Manager (CFM) designation.
  • Certified in NASD Series 7, NASD Series 66, and California Life/Health insurance.
  • Hold Oklahoma Life/Health License and NASD registered Series 6 and 63 securities licenses.
  • Ensured compliance with SEC, NASD and other governmental agencies.
  • Clean industry record with no U4 sanctions or NASD actions.
  • Ensured strict compliance with SEC and NASD mandates.
  • Licensed for Health and Life Insurance and NASD Series 7, 63 and 65.
  • Acquired NASD Series 7, 63 & Iowa Life Insurance licenses.
  • Passed Series 7, 66 and 31 NASD/NYSE exams.
  • Acquired NASD Series 7 and NASD Series 66.
  • Sponsored for the NASD Series 7 exam.
  • Acquired Series 65, Series 63 NASD credentials and FL Life, Health and Variable Annuity insurance licenses (current).
  • Guided prospects through Charles Schwab's full suite of value-driven investment vehicles as a NASD licensed securities broker.
  • Completed National Association of Securities Dealers (NASD) Series 7 and Series 66 certifications independent Business Experience
  • Scored in the 90th percentile in NASD series 7 exam

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1 Nasd Jobs

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45. Financial Circumstances
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low Demand
Here's how Financial Circumstances is used in Finance Advisor jobs:
  • Advise clients regarding advantages/disadvantages of different financial products and determine which products are most suitable for client needs and financial circumstances.
  • Conduct reviews of clients' financial circumstances and future goals and make investment recommendations to help them achieve their goals.
  • Conducted in-depth reviews of clients' financial circumstances and goals, analyzing information, producing financial reports and plans.
  • Conducted in-depth review of financial circumstances and analyzed data to develop financial plans best suited to client objectives.
  • Conducted in-depth client reviews to ensure client's current financial plan aligned with their individual financial circumstances.
  • Helped clients secure their financial futures and plan for unexpected health and financial circumstances in their lives.
  • Determine the financial products that are suitable to the client's needs and financial circumstances.
  • Conducted in-depth reviews of clients' financial circumstances, current provision and future aims.
  • Conducted in-depth reviews of client's financial circumstances to determine goals and appropriate strategy
  • Conduct in depth reviews of clients' financial circumstances and future goals.
  • Determined which financial products are suitable for client needs and financial circumstances.
  • Used sharp communication skills to access client's financial circumstances and objectives.
  • Determined which financial products best meet the clients needs and financial circumstances.
  • Review current financial circumstances in order to determine financial needs and wants.
  • Conducted in-depth reviews of clients' financial circumstances and objectives.
  • Reviewed and responded to clients changing needs and financial circumstances.
  • Apply a needs based, holistic approach to understanding clients financial circumstances and recommending appropriate insurance and investment solutions.
  • Contacted 200 clients on a weekly basis to investigate financial circumstances and offer affordable solution to fiscal dilemmas.
  • Meet clients face to face and conduct in-depth reviews of their financial circumstances and future goals.
  • Connected with clients to review financial circumstances and completed a Financial Needs Analysis (FNA).

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29 Financial Circumstances Jobs

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46. Financial Markets
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low Demand
Here's how Financial Markets is used in Finance Advisor jobs:
  • Conducted periodic analysis of financial markets, economic conditions, and valuations of publicly traded firms to maximize client investment results.
  • Identified and implemented transactions based on financial trends and information related to the financial markets, both domestically and internationally.
  • Attended and actively participated in daily meetings to discuss global macroeconomic events dealing with Financial markets and economy.
  • Participated in continuing education of the financial markets, insurance industry, and overall economic landscape.
  • Drafted income projections and forecasting reports by analyzing trends in financial markets.
  • Analyzed current financial markets and economic conditions that impacted client portfolios.
  • Analyzed trends, monitored financial markets and solicited investment products.
  • Required extensive knowledge of financial services and financial markets.
  • Gained a great understanding of financial markets and securities
  • Evaluated changes in industry products, financial markets, and client goals to ensure that plans remained aligned to client priorities.
  • Educate and inform clients and prospects about various aspects of the financial markets along with investment vehicles available to them.
  • Demonstrated knowledge of investments and financial markets and apply key principals appropriately to the individual client's investment needs.
  • Manage client s portfolio, monitoring financial markets, and developing new clients through relationships, and phoning.
  • Work with clients to develop personal financial plan to help achieve financial goals through investing in financial markets.
  • Analyzed financial markets for current trends and communicated such information to clients on a regular basis.
  • Maintained a high level of expertise in financial markets, asset allocation, and wealth planning.
  • Update your knowledge of financial markets to keep abreast of new investment strategies and vehicles.
  • Stay in tune with financial markets in order to best service my clients need.
  • Analyze financial markets and clients needs.
  • Developed a superior knowledge of the financial markets, financial statements, and what impacts a clients investment decision.

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2 Financial Markets Jobs

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47. New Advisors
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low Demand
Here's how New Advisors is used in Finance Advisor jobs:
  • Coached a group of new advisors to the firm to assist them in bringing and closing new business.
  • Trained new advisors on sales and client management techniques to develop skill set for profitable business.
  • Completed vigorous sales training program and served as a sales trainer and mentor to new advisors.
  • Coached new advisors in all aspects of career to help them become successful and independent.
  • Aided new advisors in building systems to maximize lead generation and acquisition.
  • Led training to develop new advisors upon licensing.
  • Mentored and provided field training for new advisors.
  • Recruited, screened, and trained new advisors.
  • Provide coaching and run appointments with new advisors.
  • Trained new advisors on effective closing techniques.
  • Trained new advisors and client service personnel.
  • Assisted with on-the-job training for new advisors
  • Train and mentor new advisors.
  • Conducted educational seminars in retirement planning and employees' benefits Mentored new advisors and provided feedback to management on their performance
  • Based on performance was elected as an Advisor Coach, which involved training new advisors and running their meetings with them.
  • Earned distinction as a leader among peers; interviewed prospective advisors and served as a mentor/trainer of new advisors.
  • Achieved highest annual revenue production for new advisors in Nashville complex (2011) Entrepreneurial Work History
  • Achieved 1st place companywide for all new advisors in annuity sales in 2010.
  • Assist new advisors during onboarding process.
  • functioned as an advisor coach in the development of new advisors.

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48. Ensure Compliance
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low Demand
Here's how Ensure Compliance is used in Finance Advisor jobs:
  • Received and verified financial documents for completeness and accuracy and related financial activity to ensure compliance with established regulations and policies.
  • Compiled periodic financial reporting packages for senior management and carried out internal audits to ensure compliance and operational efficiency/accuracy.
  • Monitor financial activity and documentation, interpret and apply policy and ensure compliance with federal regulations.
  • Maintain standard operating procedures to ensure compliance and adherence.
  • Reviewed and tracked the contractual agreements and financial activities of all the IDN's and GPO's to ensure compliance.
  • Reviewed client accounts on a regular basis to ensure compliance with industry regulations and corporate policies.
  • Facilitated the student finance intake process to ensure compliance with company financial policies and procedures.
  • Conduct Plan Sponsor meetings and investment reviews to ensure compliance with regulations and plan rules.
  • Performed random audits of services to ensure compliance with established process and procedures.
  • Inform personnel of changes in policy and procedures and follow-up to ensure compliance.
  • Reviewed accounts to ensure compliance with policies, guidelines, rules and regulations.
  • Obtained all necessary State License to ensure compliance of all regulations.
  • Maintain internal controls to ensure compliance with company policies.
  • Monitor yearly federal work study budget to ensure compliance.
  • Review documentation to ensure compliance measures are met.
  • Performed diligent recordkeeping to ensure compliance with Department of Banking & Insurance regulations.
  • Review account on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations.
  • Assisted with the company growth with partnership banking with commercial and investment partners Ensure compliance with company policies and procedures
  • Developed sales presentations, worked with compliance group to ensure compliance with Investment Advisory Act.
  • Helped to ensure compliance of new associates as it pertains to the soliciting, presenting, and selling of financial services.

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32 Ensure Compliance Jobs

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49. CRM
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low Demand
Here's how CRM is used in Finance Advisor jobs:
  • Make daily sales calls to existing customers and leads using Customer Relationship Management system (CRM) to offer financial solutions.
  • Assist with new account openings, asset transfers and client requests, documenting and tracking activities in company's CRM.
  • Invest in direct mailings, internet leads, cold calling and CRM systems to generate prospects and market product benefits.
  • Offer banking solutions to customers after capturing the customer profile conversation on Customer Relationship Management System (CRM).
  • Maintained contact records and engagement activity using CRM and developed a book of over 100 clients.
  • Integrated CRM platform to create wise customer communication initiatives and personal touch with each client.
  • Utilized One Card CRM System in strict compliance with proven metric sales benchmarks and techniques.
  • Managed EZ-Data CRM to successfully extract data for marketing mailings to clients and prospects.
  • Maintained meticulous records of sales activity in CRM to develop optimal strategies for success.
  • Input client and prospective client information into CRM to maintain customer information database.
  • Worked with various CRM products to gather and maintain client information.
  • Improved client service with customized CRM process, composed monthly newsletter.
  • Maintained a CRM client database for sales tracking and prospecting.
  • Utilize Sales CRM to manage clients and appointments effectively.
  • Managed clients utilizing CRM software ACT and Microsoft Outlook.
  • Upgraded partnership's ACT CRM software.
  • Used various technical tools including Microsoft CRM, and Excel to track, analyze and review performance and other metrics.
  • Implemented new CRM system (Redtail) to effectively integrate Client data and track prospecting efforts and Client touches.
  • Developed CRM program and used successfully with advisors.
  • Developed my own blog using Wordpress and HTML code enabling integration with my client service model built using Salesforce CRM.

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26 CRM Jobs

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50. Iras
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low Demand
Here's how Iras is used in Finance Advisor jobs:
  • Assisted clients with retirement contributions and distributions including Roth and traditional IRAs.
  • Led the development of financial/retirement plans for clients, including the 401K, IRAs, life insurance, and long-term care.
  • Explained the different types of investments and the difference between stocks and bonds, mutual funds, IRAs, etc.
  • Specialized in retirement planning-401k, Roth IRAs, SEP, Simple and Traditional IRAs, Option Strategies, Short selling.
  • Handle servicing issues in client accounts, including account transfers, new account opening, required minimum distributions in IRAs.
  • Assist with 401(k), 403(b) and other qualified retirement plan rollover into appropriate IRAs.
  • Educated and facilitated the purchase of Real Estate focused, self-directed IRAs for many of my financially sophisticated clients.
  • Provided full financial planning for all banking customers, including 401k, SEP plans, and Roth IRAs.
  • Presented and sold financial products such as, IRAs, Checking and Savings accounts, credit line.
  • Ensured proper diversification in all investment products including 401Ks, IRAs, and non-tax qualified accounts.
  • Establish and maintain small businesses retirement plans such as SIMPLE IRAs and SEP IRAs.
  • Assisted small businesses in establishing retirement plans such as 401ks, 403bs and IRAs.
  • Monitor and invest monthly investments for employee/employer contributions in the SEP IRAs.
  • Assist clients with rolling over qualified monies from 401K, 403B, as well as other retirement vehicles into IRAs.
  • Operated on a fee and hourly basis Managed various types of 401(k) plans and Simple IRAs
  • Plan for retirement, helped with conversions with IRAs and CDs.
  • Opened up Roth IRAs, 529 College Plans, Tods, and Life Insurance.
  • offer them array of products from 7702, Term, IRAs,etc...based on the needs of the family.
  • Advised customers on purchasing UITs, mutual funds, stocks and REITs for personal accounts and IRAs.
  • Credit Cards, CDs, IRAs, Loans) Opening deposit accounts and taking loan applications.

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1 Iras Jobs

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Finance Advisor Jobs

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20 Most Common Skills For A Finance Advisor

Financial Advisor

26.0%

Asset Allocation

9.2%

Financial Products

8.4%

New Clients

6.4%

Investment Strategies

6.2%

Portfolio

5.4%

Comprehensive Financial Plans

4.5%

Sales Floor

4.1%

Real Estate

3.5%

Life Insurance

3.5%

Financial Statements

3.3%

Retirement Planning

3.1%

Customer Service

3.0%

Customer Base

2.2%

Insurance Companies

2.0%

Wealth Management

1.9%

High NET

1.9%

Financial Services

1.8%

Financial Needs

1.8%

Risk Tolerance

1.8%
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Typical Skill-Sets Required For A Finance Advisor

Rank Skill
1 Financial Advisor 21.6%
2 Asset Allocation 7.7%
3 Financial Products 7.0%
4 New Clients 5.4%
5 Investment Strategies 5.1%
6 Portfolio 4.5%
7 Comprehensive Financial Plans 3.8%
8 Sales Floor 3.4%
9 Real Estate 2.9%
10 Life Insurance 2.9%
11 Financial Statements 2.7%
12 Retirement Planning 2.6%
13 Customer Service 2.5%
14 Customer Base 1.9%
15 Insurance Companies 1.7%
16 Wealth Management 1.6%
17 High NET 1.5%
18 Financial Services 1.5%
19 Financial Needs 1.5%
20 Risk Tolerance 1.5%
21 New Accounts 1.1%
22 Financial Objectives 1.1%
23 Insurance Products 1.0%
24 Business Development 1.0%
25 Assets 0.9%
26 Financial Aid 0.9%
27 Variable Annuities 0.7%
28 Financial Strategies 0.7%
29 Financial Advice 0.7%
30 Risk Management 0.6%
31 Finra 0.6%
32 Training Programs 0.6%
33 Term Care 0.6%
34 Financial Solutions 0.6%
35 Client Assets 0.6%
36 Business Owners 0.5%
37 Tax Returns 0.5%
38 Individual Therapy 0.4%
39 Financial Situation 0.4%
40 AUM 0.4%
41 Current Income 0.3%
42 Phone Calls 0.3%
43 Cold Calls 0.3%
44 Nasd 0.3%
45 Financial Circumstances 0.3%
46 Financial Markets 0.3%
47 New Advisors 0.3%
48 Ensure Compliance 0.2%
49 CRM 0.2%
50 Iras 0.2%
{[{skill.rank}]} {[{skill.name}]} {[{skill.percentageDisplay}]}%
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