Top Investment Consultant Skills

Below we've compiled a list of the most important skills for an Investment Consultant. We ranked the top skills based on the percentage of Investment Consultant resumes they appeared on. For example, 16.7% of Investment Consultant resumes contained Asset Allocation as a skill. Let's find out what skills an Investment Consultant actually needs in order to be successful in the workplace.

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

1. Asset Allocation

high Demand
Here's how Asset Allocation is used in Investment Consultant jobs:
  • Perform and present robust strategic asset allocation analyses demonstrating efficient alternatives for increased expected portfolio returns concurrent with reduced expected volatility.
  • Provide asset and manager selection analysis, asset allocation reviews and portfolio strategies for individuals, portfolio managers and financial consultants.
  • Reviewed asset management strategies recognizing estate and income tax needs, implemented asset allocation strategies, and recommended suitable investments.
  • Provided a full range of client training and education regarding asset allocation, diversification of investments, and investment opportunities.
  • Prepared and used asset allocation and diversification models to provide solid advice and recommendations to customers on retirement options.
  • Evaluated and selected asset allocation model for the consulting group resulting in increased productivity and decreased cost.
  • Analyzed custodian data, reconciled daily cash positions, reviewed asset allocation and re-balanced investment portfolios.
  • Assisted Senior Planner in determining and implementing asset allocation programs for clients using fee-based accounts.
  • Use specialized systems to make asset allocation recommendations and to provide income illustrations.
  • Streamlined enrollment campaigns and asset allocation seminars by designing and implementing monitoring report.
  • Developed asset allocation/liability strategies and manager selection criteria for defined benefit plans.
  • Present investment performance and asset allocation recommendations to client committees quarterly.
  • Incorporated asset allocation strategies into fee-based platforms and asset management programs.
  • Consulted with tax-exempt fund sponsors regarding asset allocation and investment objectives.
  • Provided financial planning, asset allocation and investment advice.
  • Develop risk adjusted asset allocations for prospective clients.
  • Educate clients with portfolio analysis and asset allocation.
  • Developed investment policies and determined asset allocation strategies.
  • Planned and implemented strategic asset allocation studies.
  • Provided investment advice and sold large selection of investment, insurance, and banking products utilizing an asset allocation strategy.

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2. Financial Goals

high Demand
Here's how Financial Goals is used in Investment Consultant jobs:
  • Helped clients achieve financial goals by assisting with daily account balancing, maintenance, future event, and emergency savings planning.
  • Consulted with customers to develop their financial goals and objectives and then determined the suitability of the investment products available.
  • Provide investors and traders with education, research, and tools to help them reach their financial goals.
  • Consulted clientele on choosing & implementing investment & retirement strategies to align their investments with their financial goals.
  • Helped clients achieve financial goals and objectives by offering financial products and services offered through NationsBanc Investments.
  • Present investment solutions through balanced presentations that meet each clients current needs and long term financial goals.
  • Utilize a disciplined Financial Planning process to recommend the best solution to meet clients Financial Goals.
  • Work with clients on all aspects of there financial goals from estate planning to asset allocation.
  • Generated new to firm assets and advised clients on proprietary solutions that meet their financial goals.
  • Advised individuals, families and corporate clients to identify, set and achieve their financial goals.
  • Helped clients achieve their financial goals by aligning their needs with Fidelity products and services.
  • Achieved client's financial goals by analyzing existing investments and matching products and services.
  • Consult with individuals and small businesses to help them attain their financial goals.
  • Advised clients on appropriate investment decisions to reach their financial goals.
  • Help our clients reach their financial goals.
  • Assist and advise existing and prospective clients in the selection of products and services best suited to meet their financial goals.
  • Work with high net-worth clients on both self-directed and managed accountplatforms to help them achieve their long-term financial goals.
  • Assisted clients of significant means to identify their financial interests and create multi-faceted strategies to achieve financial goals.

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3. Investment Strategies

high Demand
Here's how Investment Strategies is used in Investment Consultant jobs:
  • Developed customized investment strategies that allowed clients to receive expected portfolio returns.
  • Performed market analysis to determine risk and investment strategies.
  • Provided investment recommendation & assisted in constructing investment strategies.
  • Educated investors on financial investment strategies and implementation.
  • Update client investment strategies if necessary
  • Consult clients on investment strategies, including portfolio construction and asset selection/allocation, and provide updates on the global capital markets.
  • Partnered with the branch-based Investment Consultant network to develop complementary investment strategies best suited to meet each client's needs.
  • Assist high net worth clients in customizing and recommending investment strategies to meet short-term and long-term financial needs/goals.
  • Introduce clients to investment strategies and works with them to develop financial plan leveraging the appropriate Guidance tools.
  • Assessed, assisted and advised option trading clients in choosing investment strategies consistent with their portfolio objectives.
  • Led team members helping investors form investment strategies on the meat manufacturing industry of Portland.
  • Provide oversight and direction for client education and financial advice on investment strategies and objectives.
  • Advised on investment strategies, simple and complex derivatives strategies, and fixed income solutions.
  • Utilized interactive portfolio planning tools to create personalized investment strategies for high net worth clients.
  • Introduced clients to investment strategies and worked with clients to develop a financial plan.
  • Guided the investors to make correct long term and short term investment strategies.
  • Provide trade related support to customers and collaborate with customers on investment strategies.
  • Gained wallet share from low opportunity clients by creating and managing investment strategies.
  • Lead client meetings to assess financial goals and implement tax efficient investment strategies.
  • Excelled at presenting investment strategies to clients in an easily understandable manner.

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4. Portfolio Management

high Demand
Here's how Portfolio Management is used in Investment Consultant jobs:
  • Create and deepen relationships with clients through ongoing communication to develop opportunities for asset gathering, financial advice and portfolio management.
  • Provided strategic consultation on account restructuring, portfolio management, and development of wealth preservation plans to consumer client base.
  • Leveraged exceptional portfolio management experience to consolidate external assets for existing and prospective clients.
  • Assist subscribers with Stock Market Analysis and Portfolio Management software customization.
  • Demonstrate portfolio management and diversification ideas to clients.
  • Managed a book of business of 300 affluent clients, with quarterly goals for asset acquisition and revenue generating portfolio management.
  • Supported special projects, evaluating and testing portfolios for conversion from GIM II to PORTIA portfolio management and accounting software system.
  • Appointed to the portfolio management group within Delegated Solutions in conjunction with current role.
  • Educate customers on use of website, trading platforms and portfolio management software.
  • Assisted clients with account types, investment products, and portfolio management.
  • Provide portfolio management services to the national government of Malta entities.
  • Experienced in relationship building, portfolio management, and results-driven go-getter attitude.
  • Opened accounts, executed trades, and assisted clients with portfolio management, market research, investing and trade strategies.
  • Use Client Education tools to provide depth and understanding regarding financial markets, trading guidance and portfolio management.

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5. Client Relationships

high Demand
Here's how Client Relationships is used in Investment Consultant jobs:
  • Retained and developed client relationships through needs based financial interactions.
  • Managed $50 million in assets for approximately 100 client relationships generating over $400,000 in revenue.
  • Led client meetings with Pension Boards/Committees and oversaw the consulting firm's more complex client relationships.
  • Cultivate long-term client relationships and procure personal referrals to continue book of business growth.
  • Developed client relationships through the use of needs analysis and advanced financial planning techniques.
  • Make clients and their needs primary focus while developing productive and positive client relationships.
  • Build client relationships through proactive call-outs, branch appointments, meetings and seminars.
  • Conduct in-person appointments with clients to develop business and deepen client relationships.
  • Develop and maintain strong client relationships to promote personal and corporate growth.
  • Developed and maintained individual client relationships to drive value to each customer.
  • Foster strong client relationships gaining client referrals and client retention.
  • Established new client relationships for the FIIS Institutional Distribution Channel.
  • Develop client relationships that lead to sales opportunities and successes.
  • Develop and cultivate client relationships through a branch setting.
  • Build client relationships through needs based conversations.
  • Develop and manage client relationships,.
  • Help to build client relationships.
  • Manage client relationships by responding to requests and creating tailored deliverables.
  • Manage 500+ client relationships with over $800 million in investable assets.
  • Manage and monitor client relationships with the use of Salesforce.

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6. Business Development

high Demand
Here's how Business Development is used in Investment Consultant jobs:
  • Scheduled and supervised daily business development activity for branch office.
  • Implement a variety of business development and client acquisition activities.
  • Created new business development opportunities with companies initiating public offerings.
  • Perform proactive business development calls for asset gathering purposes.
  • Excelled at client retention by utilizing business development techniques.
  • Conducted business development calls to prospective and existing customers.
  • Traveled with Branch Managers and Outside Business Development personnel on Lunch and Learns, Chamber of Commerce and other networking events.
  • Generate proactive business development calls to clients and prospects for guiding them on their journey to financial advice and success.
  • Engaged in business development and sales processes in order to increase assets under management and promote products and services.
  • Excelled at Business Development sales (Inside and Outside proactive sales) - Asset accumulation and retention.
  • Oversee securities transactions, funds transfers, business development, research and analysis and account management.
  • Increased revenue 10% through business development and expanding billable services to existing clients.
  • Worked closely with CPA's, estate planning attorneys and business development manager.
  • Invited and attended pilot training program aimed and increase business development and planning.
  • Make business development calls to prospective and existing clients.
  • Worked closely with Business Development Dept to encourage customers to consolidate assets at Schwab.
  • Cultivated on-going relationships with clients and prospects for asset gathering and business development.
  • Responded to leads generated through supplemental business development efforts within TD Ameritrade.
  • Led business development effort for de novo trust departments in San Francisco and for small/middle market 401k offering in Southern California.
  • Make proactive business development calls to clients, and prospects, for asset gathering purposes.

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7. Equity

high Demand
Here's how Equity is used in Investment Consultant jobs:
  • Researched, solicited, performed valuation analysis and negotiated an equity investment for a manufacturer of athletic sports wipes.
  • Delivered consistent returns with low volatility by strategically balancing between equity, fixed income and cash allocations.
  • Composed internal research documents outlining potential private equity and real estate investment opportunities in Asian frontier markets.
  • Created econometric forecasting models and statistical back-testing for large capitalization equity models.
  • Develop and establish cash flowing investment properties in excellent equity positions.
  • Specialized in equity and fixed income products using a proprietary platform.
  • Prepared private equity and general market overviews and investor letters.
  • Contributed to equity and debt instruments public offerings.
  • Diversified a $20 million portion of a client portfolio into private equity, real estate, and bank loan managers.
  • Assisted clients in the development of new products for distribution such as private equity funds, alternative investments and other opportunities.
  • Placed equity, mutual fund, and fixed income trade orders for customers both over the phone and in branch.
  • Persuaded two large clients to close on $460 million in mandates for large cap growth equity products.
  • Executed equity futures trade execution and sales support for a diverse client base at the Chicago Mercantile Exchange.
  • Conducted manager searches/evaluations across a variety of asset classes including equity, fixed income, & hedge funds.
  • Converted cold leads into sales by telemarketing suburbs with a higher levels of home ownership and available equity.
  • Assumed accountability in processing trades such as equity, derivatives, and debt as well as transfers.
  • Negotiated electronic asset transfers and placed orders on client's behalf in debt and equity markets.
  • Maintain working knowledge of over 75 products ranging from Equity and Fixed Income to Alternative Investments.
  • Educated clients regarding general investment principles and answered questions regarding the equity and bond markets.
  • Performed stock research and created stock analysis reports for the Broadway Education Private Equity Fund.

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8. High NET

high Demand
Here's how High NET is used in Investment Consultant jobs:
  • Served as the lead consultant for multiple high net worth individuals and for high-end, specialized, separate account asset managers.
  • Build and maintain relationships with existing high net worth customers and active traders to help retain assets and profitable accounts.
  • Provided high net worth clients with answers to their investment and mutual fund questions from incoming phone calls and emails.
  • Developed long term client relationships and served as point of contact for a book of 550-600 high net worth clients.
  • Construct a network of high net worth investors in the Greater New York area to direct investment to the firm.
  • Helped acquire client base of high net worth individuals, managed 100+ accounts and $100+ m in assets.
  • Manage relationships with high net worth clients and guided them to products and services that met their investing needs.
  • Generated $900,000 revenue per year by advising 35 institutional/high net worth clients with assets totaling $1.5B.
  • Served as liaison for outside advisory firms in order to maintain and enhance high net worth client relations.
  • Managed group of Trust personnel offering mutual funds and investment trust funds to high net worth individuals.
  • Increased revenue in existing book of business by leading 500 high net worth clients into managed accounts.
  • Supported senior partners in providing investment counsel to high net worth individuals, families and foundations.
  • Source & grow business by ascertaining high net worth clients & consolidating relationships with Wells Fargo.
  • Worked with marketing, legal and fund managers to develop new High Net Worth products and services
  • Analyzed and researched markets and created reports and charts for presentations to high net worth clients.
  • Designed strategies for high net worth retail clients utilizing corporate initiatives, products, and platforms.
  • Assist high net worth clients in portfolio strategies, financial planning and establishing investment goals.
  • Planned and serviced investment portfolios for a diverse range of high net worth clientele.
  • Consult high net worth individuals and businesses on solutions and services for financial independence.
  • Developed strong relationships with high net worth clients resulting in asset retention and referrals.

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9. Financial Advisor

high Demand
Here's how Financial Advisor is used in Investment Consultant jobs:
  • Provided financial advisory service to individual investors
  • Provided M&A, financial advisory & development models: NOI/Cap-Rate improvement, DCF projections & full development models.
  • Collaborate with mutual fund portfolio managers to provide market commentary, product positioning and economic outlook for financial advisors.
  • Managed and cultivated a sales territory of financial advisors throughout the New Mexico and Southern Colorado region.
  • Deliver sales presentations to senior management, branch management and targeted financial advisors on a weekly basis.
  • Convey sales ideas, accurate product information and gather marketing data in discussions with targeted financial advisors.
  • Consulted financial advisors on investment selection process for clientele using all managed account programs.
  • Gathered financial information and performed research for the financial advisors.
  • Supported financial advisors with criteria specific portfolio construction.
  • Maintain and develop new and existing relationships with Financial Advisors to identify sales opportunities and increase sales in a given territory.
  • Served as Financial advisor for 5 branch offices and worked with managers and tellers to develop quality lead program.
  • Collaborate with Financial Advisor's from the Wire house, Bank Channel and The Private Bank in assigned territory.
  • Worked with banking and also helped out customers and financial advisors complete paperwork and help out with money transfers
  • Generated fixed income trade ideas and presented them to Financial Advisors on a daily basis.
  • Consulted with financial advisors on best practices in servicing their clients financial planning/investment needs.
  • Provided sales support and operational support to Financial Advisor (Vice President).
  • Managed territory in Dallas- Fort Worth, working with wire-house Financial Advisors.
  • Manage relationships with approximately 700 Financial Advisors in the Northeast.
  • Increased fee revenue and improved client service by consulting independent and internal financial advisors on their business practice, (e.g.
  • Delivered premier service to the company's top producing financial advisors as a member of the Special Services Unit.

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10. New Clients

high Demand
Here's how New Clients is used in Investment Consultant jobs:
  • Reviewed full financial profile of new clients to determine appropriate product presentation; bought and sold securities and other investment-related products.
  • Acquired new clients and deepened relationships with existing clients in order to increase asset base within the Plano branch.
  • Developed relationships with existing clients and build relationships with new clients through face-to-face branch meetings and client referrals.
  • Work with new clients by uncovering their goals and needs and matching them to solution based products.
  • Develop new businesses, acquire assets, and build relationships with both existing and new clients.
  • Acquired new clients, expanding base to include investors focused on municipal bonds and public finance.
  • Developed new enterprise business establishing a portfolio of over 100 new clients in money management products.
  • Ranked in top 5% of all employees for new clients on boarded and engaged.
  • Make proactive sales and marketing calls to prospect for new clients and develop existing relationships.
  • Developed relationships with existing and new clients with the goal of business accumulation and retention.
  • Established current and new clients through sales methods, client satisfaction and service quality.
  • Canvassed for new clients through cold calling, networking, seminars, and referrals.
  • Prospected for new clients utilizing customer referrals, seminar leads, and mass mailings.
  • Attracted new clients through introductions for existing book of business and LOB partners.
  • Tasked to bring in new clients through networking and center of influences.
  • Prospect for new clients through warm lead activities and active follow-up.
  • Manage existing accounts, obtain, and finalize new clients.
  • Worked with new clients to establish accounts.
  • Raised $31 million in 2012 and $23 million in 2013 from existing and new clients.
  • Established relationships with new clients and effectively transitioned them to business partners when needed.

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11. New Assets

high Demand
Here's how New Assets is used in Investment Consultant jobs:
  • Generated opportunities to gather new assets under management.
  • Team leader for new product launch which reached goal of $100 million in net new assets in the first year.
  • Tasked with bringing new assets into the firm; brought in over $5.7 million in new business in FY2015.
  • Generated $8M in new and recurring revenue by closing accounts with $2B in new assets (2000-2006).
  • Surpassed quarterly targets of $12 Million in new assets, $4 Million in fee based asset management programs.
  • Create marketing material to support sales efforts in gathering new assets; develop market commentary in response to client concerns.
  • Developed a book of business worth more than $100MM; earned $36MM in new assets in 2004.
  • Created a more efficient sales model for the branch that has aided in increasing our overall new assets.
  • Achieved 12% close rate of seminar attendees and posted $190K average new assets annualized per case.
  • Top Investment Consultant (Columbus) - attracted $9.6MM in new assets achieving 137% of targeted
  • Increased new assets and guidance solution sales in 2011 by 30% and 60% respectively.
  • Consolidated over 157 Million in net new assets and 47million in assets moved into managed solutions.
  • Awarded the President Club award for exceeding expectations on new assets and advisory solutions.
  • Achieved over $50 million in new assets during first year of production.
  • Generated $25M in net new assets and 20 Advice Offerings per Quarter.
  • Compete against peers in New assets, Money movement, and Net Flows.
  • Achieve the highest net new assets brought in within my branch.
  • Gather new assets and assist clients with there daily trading needs.
  • Averaged 7mm plus in net new assets on a quarterly basis.
  • Bring in over $11M gross per quarter in new assets.

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12. Real Estate

high Demand
Here's how Real Estate is used in Investment Consultant jobs:
  • Established investment holding companies in Panama on behalf of international clients and executed several profitable real estate investment transactions.
  • Conceptualized and prepared proposals and market analysis research for clients on property management and real estate investment options.
  • Consulted with Real Estate Investment Syndicate to determine investment feasibility of potential opportunities located throughout Southern California.
  • Orchestrated planning and research for commercial real estate acquisitions and investment opportunities.
  • Prepared investment analysis for real estate proposals.
  • Consulted with Real Estate Investors assisting them with making the proper decisions pertaining to all aspects of the Real Estate industry.
  • Provided consultation services in the development of management and training programs for use by a real estate investment sales team.
  • Received a Real Estate Broker license in the State of CA and Florida and passed the Series 65 exam.
  • Focused on developing financial solutions for real estate projects, with an emphasis on acquisitions.
  • Managed a residential real estate investment portfolio in excess of $3 million dollars.
  • Conducted real estate manager search evaluations, helping place $680 million in allocations.
  • Performed due diligence for real estate investment projects and managed financial investments.
  • Conducted competitor research and analysis in the technology and real estate industries.
  • Utilized real estate and investment knowledge to purchase properties for investors.
  • Consulted and advised potential clients buying or investing in real estate.
  • Penetrated 4 prestigious Scottsdale areas during most competitive real estate years.
  • Analyze and research special projects related to Real Estate investments.
  • Research and acquisition of real estate properties for personal portfolio.
  • Acquired real estate to resale of for rental income.
  • Promoted real estate carried by the company to investors

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13. Customer Service

high Demand
Here's how Customer Service is used in Investment Consultant jobs:
  • Developed relationships with new and existing financial clients while providing world class customer service, personalized and dedicated support and advice.
  • Analyzed and developed Customer Account Plans for lenders in order to facilitate better portfolio management and customer service.
  • Performed extensive troubleshooting and quality assurance to ensure client satisfaction and provided superior customer service.
  • Provide industry leading customer service to client to effectively encourage new business.
  • Provided excellent quality customer service at all times while building customer relationship.
  • Developed relationships with new and existing clients providing excellent customer service.
  • Supported online company/vendor website customers/users with exceptional customer service.
  • Promoted twice for outstanding business development and customer service.
  • Exceed sales/service expectations by delivering excellent customer service.
  • Offered excellent customer service experience.
  • Performed suitability, handled escalated inquiries, resolved customer service complaints in an inbound call center supporting over 1000 agents.
  • Received recognition multiple times from VP of Brokerage Operations and Regional Managers for excellent sales and customer service performance.
  • Provide superior customer service to clients to help them overcome financial barriers in order to meet their investing objectives.
  • Skilled in Medicare Supplements, Medicare Advantage Plans, Medicare Prescription Drug Plans, Customer Service, and Sales.
  • Assisted with the daily operations of the branch and performed customer service for walk in and phone in clients.
  • Maintain quarterly production levels in the areas of asset gathering, advice solutions, fixed income and customer service.
  • Implemented continuous excellence customer service model to generate referrals and build lasting client base with high retention.
  • Expanded sales to include mass market accounts and consistently achieved top customer service and sales awards.
  • Provide extraordinary customer service to build rapport in an effort to retain and build customer base.
  • Provided world class customer service to both external clients and internal associates.

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14. Due Diligence

high Demand
Here's how Due Diligence is used in Investment Consultant jobs:
  • Created due diligence standards and processes for conducting traditional and non-traditional asset manager research.
  • Reviewed due diligence research and established/maintained relationships with limited partnership providers and REIT vendors.
  • Coordinated and participated in client presentations and due diligence review meetings.
  • Oversee business valuation/investment due diligence for business owners and prospective investors.
  • Participated in due diligence of potential company acquisitions.
  • Conducted investment manager due diligence assessments and reviews.
  • Led transaction and due diligence process including: financial modeling, capital product structuring, deal execution and investment performance monitoring.
  • Conducted due diligence, built finance models and drafted investment documentation for three deals in core industries.
  • Played key role in the due diligence review regarding retail operations of a global financial services firm.
  • Initiate client wires using the federal wire system along with due diligence pertaining to OFAC regulations.
  • Conduct due diligence on acquisition targets through financial, industry, and legal analyses.
  • Performed due diligence of hostile bids and assisted in drafting of proxy solicitation programs.
  • Conducted in-depth due diligence in conjunction with company s senior management.
  • Drafted PPM and supplemental investor due diligence package.
  • Traveled to due diligence and training meetings.
  • Conducted pre-IPO due diligence investigations and engaged in competitive intelligence activities
  • Performed due diligence on SEC registered investment advisors to determine suitability
  • Performed research and due diligence on separate account managers, mutual funds and alternative investment products.
  • Served as a member of the Due Diligence Team for the Schwab Focus List(TM).

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15. Retirement Planning

average Demand
Here's how Retirement Planning is used in Investment Consultant jobs:
  • Delivered expert guidance and innovative solutions in the areas of retirement planning and personal investments.
  • Provided investment guidance and retirement planning for Fidelity clients.
  • Helped clients with their financial situation, protection and investment planning, estate and retirement planning and tax planning.
  • Provided ongoing education and coaching for branches, with an emphasis on retirement planning and wealth transfer.
  • Focused on Life, Education, and Retirement planning for U.S.
  • Conducted comprehensive portfolio reviews and retirement planning analysis while emphasizing modern portfolio theory.
  • Conducted public awareness, investment basics, and retirement planning seminars for San Mateo, CA branch.
  • Bank) then went out on my own self employed assisting my customers with retirement planning.

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16. Scottrade

average Demand
Here's how Scottrade is used in Investment Consultant jobs:
  • Partner with Scottrade Guidance Solutions to provide value for the customer and drive new streams of revenue for the firm.
  • Helped clients navigate and utilize features on the Scottrade website in order to get maximum value from their account.
  • Influence clients to invest with Scottrade by showing them online tools to help them be successful.
  • Attracted new clients by creating awareness regarding the advantages of a relationship with Scottrade.
  • Implemented online training at Scottrade, Inc. utilizing the ADDIE process on technical analysis.
  • Guided client through various Scottrade based tools to help clients create financial success.
  • Partner with Scottrade Lines of business to service the client.
  • Promote Scottrade, expanding client relationships and gathering assets.
  • Act as total solutions provider to my clients while using Scottrade's products and services to meet their needs.
  • Act as a total solutions provider using Scottrade's products and services to suit the needs of clients.
  • Partner with Scottrade Guidance Solutions Group to identify client needs and provide them with appropriate solutions.
  • Cross sold clients to our other family of platforms; OptionsFirst, Scottrade Bank, Scottrade Advisor Services.

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17. New Accounts

average Demand
Here's how New Accounts is used in Investment Consultant jobs:
  • Provided customer service for small individual investors, setting up new accounts and discussing various investment opportunities.
  • Opened new accounts and gathered assets through a personally adapted program designed to meet individual needs and investment objectives.
  • Branch operational duties including opening new accounts as well as working with existing clients on trading and service issues.
  • Contacted new accounts in an attempt to identify their specific plans for the account and uncover external assets.
  • Led establishment of 186 new accounts after spearheading launch of brokerage division at ~225-person Bank of Hampton Roads.
  • Administered $80M+ in client assets and generated over 400 new accounts worth $25M+.
  • Provided a high quality of client service to retain and attract assets for new accounts.
  • Opened new accounts for clients and assisted them with the completion of various forms.
  • Top 10% of Charlotte associates for new accounts, assets and funding percentage.
  • Planned and conducted 140 seminars that generated $150 million in new accounts.
  • Leveraged networking, prospecting, and business development strategies to generate new accounts.
  • Facilitate processes of existing clients in the creation of new accounts.
  • Opened over three hundred and fifty new accounts in one year.
  • Achieved outstanding recognition for New Accounts Club consistently exceeding goals.
  • Helped prospects to open new accounts and provided investment guidance.
  • Develop relationships with clients and establish new accounts.
  • Identify and develop new business opportunities Assist new clients in funding, transferring, and creating new accounts.
  • Top performing advisor; Provided high level of client support for wealthiest clients Cultivated and managed new accounts.
  • Top producer greater Philadelphia group $10 Million Club New Accounts Club Recruited, trained Investment Consultants Series 7, 66

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18. Wealth Management

average Demand
Here's how Wealth Management is used in Investment Consultant jobs:
  • Maintained securities and client deposit logs and performed wealth management compliance operations in accordance with internal and FINRA regulations.
  • Developed comprehensive wealth management solutions including: portfolio construction, stock analysis, insurance, and estate planning.
  • Research of securities to complete extensive financial modeling that informs specific recommendations to wealth management clients.
  • Approached wealth management through a financial planning method using various securities for retirement and investment accounts.
  • Developed client relationships and delivered wealth management solutions to individuals and institutions.
  • Offered value-added financial services solutions spanning investments and wealth management products.
  • Identify and uncover opportunities for potential wealth management relationships.
  • Prepare priority of payment calculations (waterfalls) and distributions for wealth management and retirement income planning clients.
  • Run the Private Bank Wealth Management program for the Upper Peninsula (12 branches).
  • Align with UBS Wealth Management Research to connect high conviction ideas with investment implementation.
  • Educated and coached bank branch personnel on wealth management services and generating referrals.
  • Provided wealth management solutions that accounted for $2M in assets per year.
  • Worked as a junior investment specialist for a large wealth management team.
  • Lead the South Region s private wealth management division.
  • Proposed solutions for self directed clients as well as wealth management solutions available through local investment advisors and internal management programs.
  • Collaborated with associated branch personnel to uncover wealth management opportunities for the CPWM teams and on-line brokerage utilizing Salesforce software.
  • Create analytics to identify opportunities with Wealth Management Advisors.

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19. Risk Tolerance

average Demand
Here's how Risk Tolerance is used in Investment Consultant jobs:
  • Identified opportunities by analyzing and evaluating client investment needs and risk tolerance.
  • Conducted risk tolerance analysis and managed portfolio positions on a routine basis
  • Researched financial securities to design portfolios with varying risk tolerance levels.
  • Analyzed individual goals and risk tolerance and provided appropriate recommendations.
  • Translated product features into benefits and matched clients' investment goals and risk tolerance with appropriate securities products and account types.
  • Conduct Quarterly reviews, documenting all correspondence with clients, reviewing investment objectives are met within client's risk tolerance.
  • Advise clients on trading strategies based on their risk tolerance.
  • Assessed client investment objectives and risk tolerance.
  • Developed, implemented and regularly monitored the outlined investment goals, objectives, preferences, and risk tolerance of clients portfolios.
  • Certified in Financial Engines for investment analysis and risk tolerance.
  • Discussed managed money options returns and risk tolerance.

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20. Investment Management

average Demand
Here's how Investment Management is used in Investment Consultant jobs:
  • Sophisticated Investment Management and Complex Estate Planning: Developed for ultra high net worth family offices and Mass Affluent individuals.
  • Sell advisory services, creating all Investment Policy Statements, Investment Management Agreements and New Account forms.
  • Served as an advisor to investment management firms providing advice for asset allocation and model portfolios.
  • Design and implement investment management plans, cross selling TD Ameritrade products based on client needs and objectives.
  • Partner with Scottrade Investment Management to provide referrals for managed account program.
  • team, Corporate Audit Department Planned and executed various audits over CIGNA's investment management business.

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21. Financial Plans

average Demand
Here's how Financial Plans is used in Investment Consultant jobs:
  • Used NaviPlan to develop financial plans
  • Developed financial plans customized to the needs of mass affluent investors through a wide range of products and services.
  • Designed financial plans for bank clientele through a needs analysis and risk tolerance review.
  • Implemented financial plans and budget solutions.
  • Assisted clients with establishing financial plans.
  • Create financial plans using NaviPlan.
  • Implemented financial plans for clientele.

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22. ETF

average Demand
Here's how ETF is used in Investment Consultant jobs:
  • Analyze, construct, and manage investment portfolios comprised of stocks, bonds, ETF's, and derivatives.
  • Analyze and perform due diligence on mutual funds and ETFs.
  • Broker assistant for trades for stocks, ETFs, MFs, CD and Bonds
  • Marketed and sold Allianz and PIMCO Mutual Funds, Separately Managed Accounts, ETFs and Closed-End Funds to independent financial advisors.
  • Designed, implemented and managed value-enhancing asset allocation strategies using ETF's.
  • Researched and analyzed stocks, bonds, and ETF's for client portfolios.

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23. Financial Services

average Demand
Here's how Financial Services is used in Investment Consultant jobs:
  • Partnered with National Financial Services in liquidating and purchasing equities and fixed income products.
  • Focus on asset aggregation and retention, selling fee based asset management and other financial services to consistently exceed quarterly targets.
  • Ensured guidelines were adhered to for procedures and regulations for a variety of financial services and actions.
  • Assessed, assisted and advised clients with financial services or products best suited for their needs.
  • Marketed financial services to First Fidelity Bank clients as the banks in-house securities firm.
  • Provided banking and financial services to clients throughout the world.
  • Retail sales of Investment and Financial Services.
  • State:MO Financial Services Participated as member of team assembled to ensure a successful organization-wide desktop replacement effort.
  • Initial entry into the financial services industry after gaining my MBA and having a successful career in the aircraft manufacturing business.
  • Committed to helping individuals and families who are often overlooked by other companies in the financial services industry.
  • General Agent for insurance and investment products offered through Allianz Life and ING Financial Services.

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24. Estate Planning

average Demand
Here's how Estate Planning is used in Investment Consultant jobs:
  • Recommend and implement retirement planning, estate planning and business continuation products.
  • Manage and mentor to employees in areas of mutual funds, estate planning and retirement plans.
  • Direct conversations with clients around their needs: taxes, estate planning, and suitable investments.
  • Helped organizing Trust & Estate Planning seminars; tax laws, Irrevocable Life Insurance Trusts to Grantor Retained Annuity Trusts.
  • Delivered informative presentations pertaining to financial planning, tax mitigation, and estate planning for prospective clients.
  • Provide financial advice and planning to individuals and businesses including investment management, insurance analysis, and estate planning.

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25. Financial Products

average Demand
Here's how Financial Products is used in Investment Consultant jobs:
  • Position involved marketing financial products as well as assisting clientele with managing investment portfolios.
  • Orchestrated in-person interactions with walk-in customers leading to sales of financial products.
  • Planned and prepared presentations to present financial products and services to clients and prospects.
  • Provided investment presentations and close sales on financial products to new and existing clients.
  • Sell financial products such as stocks, bonds, and mutual funds.
  • Deal with trust funds companies in creating new financial products.
  • Provided professional service and advice on all financial products ranging from checking accounts to investment solutions to satisfying client financial need.
  • Generated sales by calling clients interested in our financial products - Updated customer profiles and maintained information on Sales Force

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26. Financial Statements

average Demand
Here's how Financial Statements is used in Investment Consultant jobs:
  • Research securities to determine value by analyzing financial statements, corporate filings and earnings reports
  • Analyzed client financial statements and provided investment assets consolidation options to perspective clients.
  • Reviewed potential clients personal financial statements to determine eligibility for lease agreements.
  • Performed due diligence of acquisition targets and analyzed their financial statements.
  • Interpreted financial statements and provided analysis for shareholder letters.
  • Reviewed client financial statements, including cash balances and liabilities.

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27. Market Research

average Demand
Here's how Market Research is used in Investment Consultant jobs:
  • Performed ROI calculation, cost benefit analysis, and market research on potential acquisitions.
  • Conducted onsite and human resources market research to observe industry trends and end-user preferences.
  • Conduct market research using Morningstar tools to provide clients with detailed and unbiased recommendations.
  • Interviewed over 50 renewable energy project developers in Puerto Rico for market research.
  • Market Research Consultant, GreenMax Capital Advisors Researched complex regulations to determine financial & tax incentives for solar investors.
  • Evaluate prospective investment targets for various capital firms through market research and competitor analysis.

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28. Financial Needs

average Demand
Here's how Financial Needs is used in Investment Consultant jobs:
  • Profiled and analyzed investment products to develop customized financial strategies to meet financial needs.
  • Work with clients to determine their financial needs and goals and discuss strategies available to help them achieve those goals.
  • Determine client financial needs through initial assessments and interviews, discussing products and services that interest them.
  • Consulted potential customers to determine what level of service was necessary to meet their financial needs.
  • Assist current and potential Fidelity clients analyze their financial needs and objectives using appropriate guidance tools.
  • Assist clients with allocating their assets, and identify all their financial needs.
  • Handled sales meetings daily and identified financial needs and objectives.
  • Analyzed and Interpreted client financial needs through consultative sales approach.
  • Provided guidance of investment plans depending on financial needs.

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29. CRM

average Demand
Here's how CRM is used in Investment Consultant jobs:
  • Developed optimal system for efficient customer interaction and business management utilizing Oracle CRM Applications.
  • Tracked bank and investment activities in the client relationship management (CRM) and Enterprise Resource Planning (ERP) Systems.
  • Trained staff on the proper usage of our CRM to manage and maintain data integrity Key Achievements:.
  • Tracked and analyzed all sales activities in CRM system to insure continuous growth in productivity.
  • Utilized multiple CRM systems to track, maintain, and improve relationships with clients.
  • Navigated DOS-based customer records and CRM databases whilst handling clients.
  • Maintained investor information database using Salesforce Customer Relationship Management (CRM) system.
  • Utilized business intelligence software from Tableau and CRM solutions from Salesforce to enhance our teams' sales process.
  • Leveraged CRM/Siebel software to create future dated opportunities and activities to help build a sales pipeline.
  • Implemented Salesforce, com and Oracle CRM and Sales tools to increase productivity.
  • Perform Siebel CRM and SalesForce user acceptance testing and record results.
  • Created comprehensive CRM database for tracking LPs and prospects.
  • Maintained Investor demographics in Investran CRM Reviewed subscription documents and ensured completeness of all documentation received.

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30. Life Insurance

low Demand
Here's how Life Insurance is used in Investment Consultant jobs:
  • Institute agent annual review process training for annuity products, life insurance and mutual funds.
  • Helped clients create investment portfolios with life insurance, annuity, and mutual fund products.
  • Provided information to customers about the state of their pensions and life insurance policies.
  • Added 100 new life insurance clients bringing approximately $150,000 in premiums.
  • Attained SEC licenses 66, 7 and health and life insurance appointments.
  • Licensed to sell life insurance in Indiana and Arizona.
  • Created mass-mailing campaigns Developed a telemarketing plan to generate Life insurance & Investment sales National Leaders-Club Award, 1989
  • Trained for the Executive Investment Advisor Obtained life insurance license

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31. Appropriate Solutions

low Demand
Here's how Appropriate Solutions is used in Investment Consultant jobs:
  • Developed strong and trusted relationships with current accounts by providing appropriate solutions on stated investment objectives.
  • Identify which products and resources, tools, and products are most suitable to provide timely and appropriate solutions for clients.
  • Provide exceptional client experiences that focus on meeting stated needs as well as uncovering unstated needs and providing appropriate solutions.
  • Adapt the consultative sales model into conversations to profile and present appropriate solutions to our clients.
  • Identify client needs and work with them to develop appropriate solutions.
  • Identify client needs and make appropriate solutions.
  • Partner with independent advisors to identify client needs and provide them with appropriate solutions.

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32. Institutional Clients

low Demand
Here's how Institutional Clients is used in Investment Consultant jobs:
  • Provide investment consulting services to institutional clients, defined benefit plans and defined contribution plans.
  • Consulted/advised institutional clients with combined assets under management of $2.6 billion.
  • Performed cash flow analysis and valuation on commercial properties for institutional clients
  • Established relationships with institutional clients for the first time on a large scale Conducted detailed financial analysis and due diligence.
  • Serve as senior investment consultant to ten institutional clients representing more than $4 billion in assets under advisement.
  • Performed due diligence process and created investment analysis reports for institutional clients based on their specific needs.
  • Provide investment consulting services to institutional clients; Corporate, Public Sector, Taft-Hartley plans & Endowments.
  • Compiled a database of institutional clients as the foundation for client relationship throughout New Mexico.
  • Meet with Institutional clients and assist them with investment selections.
  • Advised individuals, families, and institutional clients with both short and long term investmentplanning.

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33. Business Partners

low Demand
Here's how Business Partners is used in Investment Consultant jobs:
  • Recruited new business partners, acquired firm selling agreements, and improved visibility on multiple company platforms through regulatory channels.
  • Build strategic relationships with internal business partners.
  • Support internal business partners and external clients by responding to questions and requests regarding the asset transfer and rollover process.
  • Coordinate with business partners, such as accountants and business bankers, to generate referral leads.
  • Worked closely with internal and external business partners to improve quality of service and increase sales.
  • Received manager and team recognition for providing excellent service to clients and business partners.
  • Worked closely with business partners to provide tax free solutions and education tools.
  • Develop sales leads for business partners though the institutional channels.
  • Work with Business partners in assisting with client's needs.
  • Responded to sales leads generated through business partners.
  • Strengthened business partnerships by collaborating with affiliated partners, creating and presenting customized financial portfolios for client meetings.
  • Leveraged key business partners to help win business, playing an instrumental role in my success.

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34. Risk Management

low Demand
Here's how Risk Management is used in Investment Consultant jobs:
  • Provide customized, dynamic risk management solutions to hedge existing portfolios and/or client-specific risks, increasing risk mitigation and yield enhancement.
  • Advised individuals on risk management aspects of comprehensive financial planning.
  • Provided investment and risk management advice.
  • Complete decision making regarding all plan investments, return and asset risk management, plan choices and course direction.
  • Help clients understand the importance of risk management and the tools needed to monitor risk.
  • Educate clients on use of margin and risk management.
  • Design custom analytics for risk management and portfolio tracking.
  • Ranked top 30 out of over 5000 advisors numerous times for the utilization of specialized portfolio risk management strategies.

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35. Client Portfolios

low Demand
Here's how Client Portfolios is used in Investment Consultant jobs:
  • Provided oversight of client portfolios including asset allocation and manager selection.
  • Researched, identified and recommended investment managers for client portfolios.
  • Review prospect/client portfolios relative to their stated investment objectives.
  • Managed client portfolios, serviced relationships, and cross-sold products and services offered by the Private Client Services Group.
  • Create, sell and maintain client portfolios of commodities, international equities, foreign exchange and international fixed income.
  • Managed 300+ high net worth client portfolios totaling over $200 million in assets.
  • Optimized wide range of client portfolios to ideal strategy based on investment goals.
  • Managed and reviewed client portfolios to maximize growth and protection of assets.
  • Analyze client portfolios to help maximize goals.
  • Selected Highlights: Summarized data, evaluated long-term financial trends, and analyzed measurable economic influences pertinent to client portfolios.
  • Analyzed existing client portfolios and rendered recommendations while selling debtsecurities to clients showing the need within their investment strategies.

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36. Asset Classes

low Demand
Here's how Asset Classes is used in Investment Consultant jobs:
  • Research and recommend fund managers across multiple asset classes.
  • Well versed across all traditional asset classes.
  • Educated clients on various asset classes, fiduciary responsibilities, and other key aspects involved in the oversight of qualified plans.
  • Identified two standard deviation market or portfolio characteristics and elevated to management for application within their asset classes.
  • Developed a relative value framework to identify investment opportunities across structured products sectors relative to other asset classes.
  • Managed discretionary and non-discretionary assets using external managers based on client-specific objectives across all major asset classes.

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37. Finra

low Demand
Here's how Finra is used in Investment Consultant jobs:
  • Key Results: * Attained the following professional credentials: * FINRA Series 7, Series 63 and Series 65 registrations.
  • Studied FINRA, SEC, and Federal laws and regulations, collaborated with other team members on special projects and events.
  • Completed broker training and development program, attaining FINRA Series 66, Series 7 and LAH Insurance licenses
  • Communicated with clients SEC and FINRA rules and regulations, such as RegT and PDT.
  • Completed annual required compliance training for both FINRA, the SEC, AML and the firm
  • Assisted branch manager in ensuring that branch followed FINRA compliance guidelines.
  • Audited client accounts ensuring compliance with FINRA and SEC guidelines.
  • Earned FINRA Securities Licenses Series 7 and Series 63.
  • Hold active FINRA Series 7 and NASAA Series 63 licenses.
  • Created and maintain seven comparative analytical templates that are internal compliance and FINRA approved.

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38. Hedge Funds

low Demand
Here's how Hedge Funds is used in Investment Consultant jobs:
  • Established a database to track third-party hedge funds performance in support of the firm's marketing efforts.
  • Spearheaded the domicile project to populate security master in less than 60 days for over 6,000 hedge funds.
  • Performed fundamental evaluation on core securities of underlying hedge funds.
  • Provided Custodial service to institutional investors in Hedge funds.
  • Prepared and executed due diligence process/selection of parties in launching a Fund of Hedge Funds in Luxembourg and/or Switzerland.
  • Structured and advised onshore and offshore hedge funds, fund of funds, registered investment companies and hybrid funds.

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39. Investment Advice

low Demand
Here's how Investment Advice is used in Investment Consultant jobs:
  • Reviewed defined contribution investment advice/managed account providers.
  • Provided investment advice and finished risk assessment report on niche market in industry working with international teammates
  • Give clients investment advice on stock and funds trading, managed the clients assets amount to 7.5 million RMB.
  • Provide investment advice to small, private and public companies on how to improve investor relations and money raising.
  • Provided portfolio and investment advice for 116 clients and $120 million in assets in Private Client program.
  • Provided strategic investment advice, fund coordination and risk management to Pensions, Foundations and Endowments.
  • Educate clients on retirement options, investment advice, and portfolio options.
  • Offered investment advice and products based on prospective client and client interviews.
  • Worked with client service teams serving VIP customers with private investment advice.
  • Provided exceptional service and prudent, thoughtful and suitable investment advice.
  • Provide investment advice for existing clients.
  • Provided strategic investment advice and oversight to various institutional investors - municipalities, corporations, unions, endowments and foundations.

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40. AUM

low Demand
Here's how AUM is used in Investment Consultant jobs:
  • Introduce clients to Fiduciary Product relationships and act as liaison with 3rd party providers (~$2 billion AUM).
  • Assisted with new manager searches, performance analysis and asset allocation for primarily institutional clients at $6B AUM firm.
  • Grow AUM by collaborating with branch employees, networking with multiple departments and work groups at American Airlines.
  • Raise capital for $170m AUM, special situation hedge fund from fund of funds and institutions.
  • Supported the Marketing and Investor Relations infrastructure for a hedge fund with $125 Million AUM.
  • Book of business; clients 400+ AUM $325mm
  • Research and support portfolio formulation and rebalancing ($18 million AUM).
  • Key Achievements: Managed relationships of qualified plans of $150,000,000 AUM.
  • Target market was top tier RIAs with over $100 million AUM.

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41. Variable Annuities

low Demand
Here's how Variable Annuities is used in Investment Consultant jobs:
  • Sell fee-based investment products, mutual funds, fixed & variable annuities, and insurance.
  • Marketed mutual funds, variable annuities, and managed accounts via phone conversations.
  • Profiled clients, uncovered needs, presented investment solutions including mutual funds, stocks, bonds and fixed and variable annuities.
  • Designated branch Financial Consultant responsible for sales of Life Insurance, fixed and variable annuities, and mutual fund investment products.
  • Manage five branch locations, marketing Variable Annuities, Mutual Funds and Off-Shore Funds to a diverse clientele.
  • Obtain new business and service existing customers selling mutual funds, fixed annuities, and variable annuities.

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42. Market Conditions

low Demand
Here's how Market Conditions is used in Investment Consultant jobs:
  • Engaged clients in discussing market conditions and opportunities for enhancing relationship.
  • Assessed/evaluated market conditions to identify sources for potential customer.
  • Analyze market conditions and keep informed of economic trends
  • Analyzed alternative investments and compared the cap rate factoring projected interest rates and coupon rates for current market conditions.
  • Present educational seminars to clients and prospects on a monthly basis on relevant topics to current market conditions.
  • Analyzed market conditions and treads to make sure clients are invested properly.
  • Research market conditions and repositioned portfolios to ensure clients objectives met.
  • Consulted and strategized with the Investor Relationship groups on corporate positioning as a result of market conditions.

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43. Customer Retention

low Demand
Here's how Customer Retention is used in Investment Consultant jobs:
  • Granted responsibility of maintaining account/customer retention for branch.
  • Key Accomplishments: Surpassed customer retention and business development goals by building client base to more than 600 investors.

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44. Financial Markets

low Demand
Here's how Financial Markets is used in Investment Consultant jobs:
  • Utilized an extensive working knowledge and business acumen of financial markets to facilitate continuous improvement in service and client relationships.
  • Provide in-depth and understanding of the financial markets, trading guidance, and portfolio management.
  • Provide depth and understanding regarding financial markets, trading guidance, and portfolio management.
  • Provided depth and understanding regarding financial markets, trading guidance and portfolio management to over five hundred retail clients.
  • Monitored financial markets and all investments daily.
  • Have specific conversations about international as well as domestic financial markets, trends, economic indicators, and investment concepts.

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45. Portfolio Construction

low Demand
Here's how Portfolio Construction is used in Investment Consultant jobs:
  • Incorporated ESG factors into portfolio construction and asset management.

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46. Vanguard

low Demand
Here's how Vanguard is used in Investment Consultant jobs:
  • Developed and maintained thorough knowledge of administrative and procedural aspect of Vanguard products and services including individual and institutional retirement accounts.
  • Served as project manager and point of contact to Vanguard executive team as member of a Capstone Team of 6 analysts.
  • Promote Vanguard's broad array of products and services to prospects and clients for the purpose of winning new business.
  • Sell the benefits of Vanguard mutual funds to prospects while developing rapport and providing investment solutions based on suitability.
  • Traveled and presented to Vanguard's top 50 investment consulting firms that influenced assets exceeding $200 billion.
  • Generated several million dollars in new household assets to Vanguard in my final year at the firm.
  • Assist both new and existing clients with transferring IRA accounts and 401k rollovers to Vanguard.
  • Establish and define the client's relationship with me and their long-term relationship with Vanguard.
  • Develop & present strategies for clients to sell current holdings and buy appropriate Vanguard funds.
  • Promoted Vanguard's products and services by cultivating client relationships; resolved all client issues.
  • Analyze and evaluate clients' holdings to determine the best way to transition to Vanguard.
  • Accumulated (Year to Date) $85 million dollars that was transferred to Vanguard.
  • Monitor the asset consolidation process to ensure a smooth and timely transition into Vanguard.
  • Provide client with Vanguard's value proposition to win additional business.
  • Educate clients on Vanguard products and services and general investment principles.
  • Maintained a strong understand of Vanguard s products and services.
  • Trained new Vanguard associates on Vanguard products and services.
  • Educated new clients about Vanguards funds and account services.
  • Set expectations and outlined responsibilities for clients before they spoke with a Vanguard CFP .

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47. Conference Calls

low Demand
Here's how Conference Calls is used in Investment Consultant jobs:
  • Participate in bi-monthly sales conference calls with internal sales associates and regional vice presidents to discuss product positioning and strategy.
  • Maintained calendars; scheduled and coordinated meetings/events and conference calls, and managed logistics.
  • Led to efficient process in managing relationships, especially in regard to monthly conference calls and due diligence meetings.
  • Conducted conference calls and site visits with senior management that resulted in 500 institutional sales wins.
  • Arranged and led conference calls and meetings with potential investors.
  • Brief Executives before meetings and conference calls.
  • Lead conference calls regarding new platform.

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48. Financial Solutions

low Demand
Here's how Financial Solutions is used in Investment Consultant jobs:
  • Develop financial solutions based upon customer stated need resulting from consultative discovery.
  • Performed portfolio review and analysis with clients and provided financial solutions.
  • Communicated with customers to effectively offer creative financial solutions to balance the investments and revenues according to the customer's profile.
  • Assess, assist, and advise new and existing clients on creating comprehensive financial strategies and recommending financial solutions.
  • Provided credit, banking and financial solutions to clients relating to retirement, college funding and securities investments.
  • Assessed prospective investment viability, identified key weak points, and helped develop financial solutions for fund.
  • Use Consultative Sales approach to match financial solutions with the needs of my client base.
  • Engage and provide financial solutions to 401K clients toward obtaining financial success.
  • Directed face to face and outbound, client specific financial solutions.
  • Presented financial solutions to customers through the exposure of TD Ameritrade products and services.
  • Cultivated new and existing clients through a consultative evaluation of their current financial situation, and implementation of appropriatefinancial solutions.

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49. Financial Objectives

low Demand
Here's how Financial Objectives is used in Investment Consultant jobs:
  • Managed individual and large corporate accounts to meet financial objectives.
  • Apply advanced knowledge of Financial Products, services and strategies to provide advice and Financial Planning that impact client financial objectives.
  • Performed hedging, financial modeling, financial analysis and risk-tolerance assessment for high-net worth clients to help meet their financial objectives.
  • Assessed clients' financial objectives, constraints, and time horizons to find tailored investment solutions by utilizing financial modeling reports.
  • Helped clients to recognize financial objectives, tolerance for risk, and adequate portfolio solutions.
  • Developed portfolio investment proposals based on financial objectives, estate planning needs, investment tolerances, and timeframes.

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50. Potential Investors

low Demand
Here's how Potential Investors is used in Investment Consultant jobs:
  • Presented new energy concepts to potential investors Advised senior executives and owners on investor and marketing strategies.
  • Conducted weekly seminars on geographic investment opportunities and provided one on one consultation to potential investors.
  • Prospected to potential investors, giving overview of company's private placement memorandum and subscription agreement.
  • Analyzed and presented the financial risk and reward to potential investors including individuals and Global Oil and Gas Companies.
  • Qualified and brought to the table over 20 new potential investors for this start up alternative energy business.
  • Coached the CEO and COO on presentations tailored to the potential investors' profile.
  • Market Company to potential investors and partners, traveling as needed.
  • Attracted potential investors by answering project and service questions.
  • Routed potential investors to small businesses needing funding.

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20 Most Common Skill for an Investment Consultant

Asset Allocation20.7%
Financial Goals17.4%
Investment Strategies11%
Portfolio Management8.4%
Client Relationships6.8%
Business Development4.1%
Equity3.7%
High NET3.4%

Typical Skill-Sets Required For An Investment Consultant

RankSkillPercentage of ResumesPercentage
1
1
Asset Allocation
Asset Allocation
16.7%
16.7%
2
2
Financial Goals
Financial Goals
14.1%
14.1%
3
3
Investment Strategies
Investment Strategies
8.9%
8.9%
4
4
Portfolio Management
Portfolio Management
6.8%
6.8%
5
5
Client Relationships
Client Relationships
5.5%
5.5%
6
6
Business Development
Business Development
3.3%
3.3%
7
7
Equity
Equity
3%
3%
8
8
High NET
High NET
2.8%
2.8%
9
9
Financial Advisor
Financial Advisor
2.6%
2.6%
10
10
New Clients
New Clients
2.3%
2.3%
11
11
New Assets
New Assets
2.1%
2.1%
12
12
Real Estate
Real Estate
2%
2%
13
13
Customer Service
Customer Service
1.8%
1.8%
14
14
Due Diligence
Due Diligence
1.6%
1.6%
15
15
Retirement Planning
Retirement Planning
1.4%
1.4%
16
16
Scottrade
Scottrade
1.4%
1.4%
17
17
New Accounts
New Accounts
1.3%
1.3%
18
18
Wealth Management
Wealth Management
1.1%
1.1%
19
19
Risk Tolerance
Risk Tolerance
1.1%
1.1%
20
20
Investment Management
Investment Management
1%
1%
21
21
Financial Plans
Financial Plans
1%
1%
22
22
ETF
ETF
1%
1%
23
23
Financial Services
Financial Services
0.9%
0.9%
24
24
Estate Planning
Estate Planning
0.9%
0.9%
25
25
Financial Products
Financial Products
0.8%
0.8%
26
26
Financial Statements
Financial Statements
0.8%
0.8%
27
27
Market Research
Market Research
0.8%
0.8%
28
28
Financial Needs
Financial Needs
0.7%
0.7%
29
29
CRM
CRM
0.7%
0.7%
30
30
Life Insurance
Life Insurance
0.7%
0.7%
31
31
Appropriate Solutions
Appropriate Solutions
0.7%
0.7%
32
32
Institutional Clients
Institutional Clients
0.7%
0.7%
33
33
Business Partners
Business Partners
0.7%
0.7%
34
34
Risk Management
Risk Management
0.7%
0.7%
35
35
Client Portfolios
Client Portfolios
0.6%
0.6%
36
36
Asset Classes
Asset Classes
0.6%
0.6%
37
37
Finra
Finra
0.6%
0.6%
38
38
Hedge Funds
Hedge Funds
0.6%
0.6%
39
39
Investment Advice
Investment Advice
0.6%
0.6%
40
40
AUM
AUM
0.5%
0.5%
41
41
Variable Annuities
Variable Annuities
0.5%
0.5%
42
42
Market Conditions
Market Conditions
0.5%
0.5%
43
43
Customer Retention
Customer Retention
0.5%
0.5%
44
44
Financial Markets
Financial Markets
0.5%
0.5%
45
45
Portfolio Construction
Portfolio Construction
0.5%
0.5%
46
46
Vanguard
Vanguard
0.5%
0.5%
47
47
Conference Calls
Conference Calls
0.5%
0.5%
48
48
Financial Solutions
Financial Solutions
0.5%
0.5%
49
49
Financial Objectives
Financial Objectives
0.4%
0.4%
50
50
Potential Investors
Potential Investors
0.4%
0.4%

11,225 Investment Consultant Jobs

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