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Investment counselor skills for your resume and career

Updated January 8, 2025

3 min read

Quoted experts

Dr. Thomas Dearden Ph.D.,

Kacie Blalock Ph.D.

Below we've compiled a list of the most critical investment counselor skills. We ranked the top skills for investment counselors based on the percentage of resumes they appeared on. For example, 13.4% of investment counselor resumes contained client service as a skill. Continue reading to find out what skills an investment counselor needs to be successful in the workplace.

15 investment counselor skills for your resume and career

1. Client Service

Here's how investment counselors use client service:

Provide client services in analysis of portfolios, maximization of attaining client financial goals and servicing accounts.
Manage multiple internal teams to ensure the execution of elite client service

2. Capital Markets

Capital markets refer to venues, areas, or spaces where individuals and businesses have their investments and savings stored and the processes done between the suppliers who possess capital and others who need the capital. It majorly concerns raising money in dealing with bonds, shares, and any other long-term investments.

Here's how investment counselors use capital markets:

Required actively educating and engaging clients on advanced capital markets, providing counseling, and driving client results through increased investments.
Educated in firm investment philosophy in areas ranging from capital markets technology to theories in behavioral finance.

3. Client Relationships

Here's how investment counselors use client relationships:

Defined and implemented educational seminars resulting in new client relationships.
Managed several client relationships with combined assets of $6 million.

4. Securities

Here's how investment counselors use securities:

Licensed securities and insurance counselor advising individuals with their financial objectives.
Performed all Securities trading for brokerage firm including purchasing and selling of stock, bonds, and mutual funds.

5. Wealth Management

Wealth management is the act of good wealth planning for purposes of growth and sustenance.

Here's how investment counselors use wealth management:

Managed investment portfolios for clients; asset allocation, wealth management, tax advantaged investments, portfolio evaluations.
Created highly customized flow charts for client's wealth management review utilizing PowerPoint.

6. Brokerage

Brokerages act as intermediaries in various areas whose purpose is to connect individuals or groups who do not have direct access to each other and also to facilitate transactions such as obtaining loans, purchase of properties, investments, foreign exchanges, and many more.

Here's how investment counselors use brokerage:

Participated in comprehensive Citicorp brokerage training programs.
Represented a large brokerage firm for products and services through direct sales.

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7. Financial Products

Financial products refer to instruments through which an individual can invest, borrow or save money. Such devices include credit cards, shares, deposits, bonds, and loans.

Here's how investment counselors use financial products:

Assist customers in understanding their options with their retirement savings and make recommendations for most suitable financial products and investments.
Sell proprietary financial products to suitable clients in order to improve their investment income and capital risk level.

8. Investment Philosophy

Here's how investment counselors use investment philosophy:

Helped clients achieve their financial goals by carefully structuring their portfolios using the company's conservative investment philosophy.
Leveraged the firm s unique investment philosophy while explaining portfolio decisions and educating clients on financial markets.

9. Portfolio Strategy

Here's how investment counselors use portfolio strategy:

Communicate current market condition and portfolio strategy to assigned clients.

10. Investment Solutions

Here's how investment counselors use investment solutions:

Presented appropriate investment solutions for retirement and college planning through a consultative sales approach.
Assisted clients with selecting suitable investment solutions - Obtained detailed information regarding client objectives.

11. Client Assets

Here's how investment counselors use client assets:

Generate investment leads and manage client assets in a variety of products and services offered through BB and T Investment Services.
Analyzed existing client assets for suitability and performance and made hold/sell recommendations.

12. Investment Strategies

The investment strategy is a term used in finance that refers to a set of rules that helps individual investors to make the right decisions to achieve their financial goals. The investment strategies are made after having a closer look at the future needs of the assets, lifestyle, risk tolerance, financial situations, and expected returns.

Here's how investment counselors use investment strategies:

Introduced clients to investment strategies and developed personalized financial plans using appropriate guidance tools.
Analyzed client financial objectives and available assets and prepared investment strategies.

13. Investment Portfolios

Here's how investment counselors use investment portfolios:

Analyzed high net worth client investment portfolios and provided asset allocation recommendations to balance risk and long-term performance.
Prospect individuals and business owners to evaluate their current investment portfolio and make necessary recommendations.

14. Business Development

Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.

Here's how investment counselors use business development:

Worked with New Business Development Professionals to opened new accounts for clients.
Progressed from Registered Sales Associate Trust Office New Business Development Trust & Asset Management Division Investment Counselor.

15. Fixed Income

Here's how investment counselors use fixed income:

Served as tester for new upgrades to the Fixed Income/Equity Trading Systems and Portfolio Management View System ensuring seamless transition.
Recommended investment products including equities, fixed income, derivatives, funds, and futures.

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What skills help Investment Counselors find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What type of skills will young investment counselors need?

Dr. Thomas Dearden Ph.D.

Assistant Professor of Sociology, Virginia Polytechnic Institute and State University

Indeed, the way we work is changing. The skills that young graduates will need are diverse. Transferable skills and soft skills will certainly be marketable. These include traditional crafts such as communication, but I also think the world expects more empathy from its employees. Young graduates with an understanding of racism, sexism, and environmental responsibility will become increasingly important.

What soft skills should all investment counselors possess?

Kacie Blalock Ph.D.

Associate Professor; Director, Master of Counseling, Louisiana State University at Shreveport

Soft skills that are essential for counselors include emotional intelligence, empathy, multicultural competency, interpersonal abilities, and authenticity.

What hard/technical skills are most important for investment counselors?

Kacie Blalock Ph.D.

Associate Professor; Director, Master of Counseling, Louisiana State University at Shreveport

It is important that counselors are able to effectively take notes and summarize progress, interpret assessments, memorize and recall information, and keep clear yet concise records.

Do you want to know more?

List of investment counselor skills to add to your resume

The most important skills for an investment counselor resume and required skills for an investment counselor to have include:

Client Service
Capital Markets
Client Relationships
Securities
Wealth Management
Brokerage
Financial Products
Investment Philosophy
Portfolio Strategy
Investment Solutions
Client Assets
Investment Strategies
Investment Portfolios
Business Development
Fixed Income

Investment Products
Mutual Funds
Hedge Funds
Trade Shows
Annuities
Real Estate
Institutional Clients
Insurance Products
Retirement Planning
Portfolio Management
Client Accounts
AUM
Client Portfolios
Risk Tolerance
Life Insurance

Equities
Client Retention
Financial Objectives
Health Insurance
Municipal Bonds
Investment Objectives
Bank Branches
Market Trends
Training Programs
Financial Data
Morningstar
Estate Planning
IR
Retention Rate

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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