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Investment representative skills for your resume and career

Updated January 8, 2025

4 min read

Quoted experts

Raymond Peters,

David M. Lang

Below we've compiled a list of the most critical investment representative skills. We ranked the top skills for investment representatives based on the percentage of resumes they appeared on. For example, 45.5% of investment representative resumes contained money management as a skill. Continue reading to find out what skills an investment representative needs to be successful in the workplace.

15 investment representative skills for your resume and career

1. Money Management

Here's how investment representatives use money management:

Position mutual funds, fixed income products, and discretionary money management services to customers through a consultative selling strategy.
Developed and positioned mutual funds, fixed income products, and discretionary money management services to existing customers and leads.

2. Mutual Funds

Here's how investment representatives use mutual funds:

Provided clarification on different mutual funds and their historical performances.
Recommended appropriate mutual funds to existing customers.

3. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how investment representatives use financial services:

Develop and execute the local market development plan including delivery of financial services education seminars.
Mentored licensed sales assistant on development to becoming a financial services representative.

4. FINRA

Here's how investment representatives use finra:

Created a daily Sales report and managed daily sales activity of staff using my FINRA Series 8 Sales Supervisory license.
Maintain client file within FINRA and SEC guidelines.

5. Customer Relationships

Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.

Here's how investment representatives use customer relationships:

Initiate customer relationships through prospecting, lead utilization, and local market and community involvement.
Develop individual investor customer relationships and Sell Fidelity mutual fund products and brokerage account services.

6. Market Trends

Here's how investment representatives use market trends:

Utilized data, market trends, and industry knowledge to develop and implement a personal business, and marketing plan.
Reviewed files, records and other financial data or market trends to obtain information and respond to customer requests.

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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 representatives use financial products:

Cultivated relationships with prospective clients and sold various financial products and retirement planning services.
Deliver financial products and services to individuals and businesses.

8. Retirement Planning

Retirement Planning is a long-term groundwork where you must determine your income goals and the decisions and implementations to attain such goals. It requires financial strategies of saving, investments, or the expenditure of money in a way that means to sustain one's life during the period of retirement.

Here's how investment representatives use retirement planning:

Established client goals and objectives and provided retirement planning, investment selection, and personalized portfolio development.
Specialized in the analysis and recommendation of foreign and domestic securities for Retirement Planning portfolios.

9. Sales Process

Here's how investment representatives use sales process:

Integrated Portfolio Review and Retirement Income Planner software into the sales process.
Provided and delivered retirement and investment solutions to Bank One Clients Coached junior investment representatives and relationship bankers on investment sales processes

10. Fixed Income

Here's how investment representatives use fixed income:

Provide strategic investment recommendations based on evaluation covering fixed income, mutual fund and Securities investing.
Top 25% of peer group YTD for flows, funds, fixed income, managed account and annuity production.

11. Economic Indicators

Here's how investment representatives use economic indicators:

Informed customers on market conditions and economic indicators on a daily basis.
Have specific conversations about international as well as domestic financial markets, trends, economic indicators, and investment concepts.

12. Health Insurance

Here's how investment representatives use health insurance:

Received recognition providing exceptional service to retirees and current employees regarding health insurance and benefit plans.
Obtained life/health insurance producers licenses.

13. Financial Markets

Fіnаnсіаl mаrkеtѕ еnсоmраѕѕ аnу рlасе оr system thаt allows buyers аnd sellers tо trаdе financial іnѕtrumеntѕ, including bоndѕ, stocks, еԛuіtіеѕ, ѕесurіtіеѕ, foreign еxсhаngе, derivatives, rаw materials, and рrесіоuѕ metals. It serves аѕ an іntеrmеdіаrу bеtwееn іnvеѕtоrѕ аnd thе соllесtоr by mоbіlіzіng саріtаl bеtwееn thеm.

Here's how investment representatives use financial markets:

Advised investors regarding the funds, financial markets, investment strategies, tax considerations and legal requirements.
Researched rules and regulations of financial markets, provided information to others utilizing judgment and the interpretation of policies and procedures.

14. Asset Allocation

Asset allocation refers to a strategy of investment across diversified asset classes with the aim of balancing reward and risk to suit an individual's risk tolerance, financial goals, time horizon, and scope of investment.

Here's how investment representatives use asset allocation:

Guarded 200+ portfolios with diligent attention and continual analysis of economic trends to determine appropriate asset allocation.
Conducted client needs assessments, prepared financial plans, asset allocation reports and presentations of recommendations.

15. Investment Products

Investment products refer to a collective name of all stocks, bonds, derivatives, options, and any other instrument of finance that people invest in with hopes of gaining profit.

Here's how investment representatives use investment products:

Interfaced extensively with established clientele and prospective clients to recommend investment products to effectively match individual financial priorities and goals.
Developed knowledge of various investment products and created sales presentations tailored to individual clients.

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What skills help Investment Representatives find jobs?

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

What skills stand out on investment representative resumes?

Raymond Peters

MBA Director & Leadership Instructor, Nicholls State University

We repeatedly hear from employers that "essential/soft" skills remain high on their recruiting wish list. As someone who has hired professionals for over 40 years, you generally assume that if an applicant has experience at a reputable institution, they should have the technical qualifications for the role. What you are looking for is credential separation. What makes them stand out? Have they been in parts to practice his/her communication skills? Similarly, with conflict resolution and problem-solving skills. Internships and applied work experience are always beneficial. Lastly, the customer service experience is desirable.

What investment representative skills would you recommend for someone trying to advance their career?

David M. Lang

Professor, California State University - Sacramento

The job market will reward people that require as little supervision and training as possible. Our pandemic times and likely, our post-pandemic times will involve a fair amount of remote working. As such, employers will want to make sure that the individuals they hire are self-motivated, quick learners who can hit the ground running without a lot of hand-holding. If taking a year off, I would make sure that job applicants devote some time to learning about the industry standards in which they plan to work. Does the industry use a particular software? Start learning about how to use that. Does the occupation use specific data or require coding? Devote some time to learning the basics of that as well. As always, don't forget the soft skills of communication (orally and written) and interpersonal relationships.

What type of skills will young investment representatives need?

Ann M. Ebberts

CEO, AGA

What I see as critical skills for newcomers to the government workforce in financial management roles, including budget development and analysis – will continue to be critically important.

Given the current state of the economy and the cost of the response to the COVID-19 pandemic, recent graduates entering the workforce will need to leverage communication, collaboration, analytical, and problem-solving skills. The ability to leverage new technologies to analyze, develop, and communicate with others in government and with the public will be important.

Budget analysts (and all financial roles) need to be productive, collaborative and have strong communication skills. They will also need to be able to process a variety of information from different sources and develop an understanding of the priorities of the organization and interrelationships with other government entities.

Desirable skills and attributes for graduates entering the workforce:
· Good listening skills
· Math and writing skills -- preparing annual/special reports
· Comfortable learning new and applying existing technologies
· Need to be detail-oriented
· Need to understand the role of the government entity they serve and the role of the budget in government
· Data analysis abilities
· Developing and/or analyzing planned vs. actual reports and providing options for moving forward
· Leveraging textual and visualization methods to enable communication of budget priorities -- proposal evaluation (pros and cons), potential impacts of decisions
· Presenting analysis in a concise and convincing manner
· Evaluating programs to determine whether they are providing desired results

Do you want to know more?

List of investment representative skills to add to your resume

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

Money Management
Mutual Funds
Financial Services
FINRA
Customer Relationships
Market Trends
Financial Products
Retirement Planning
Sales Process
Fixed Income
Economic Indicators
Health Insurance
Financial Markets
Asset Allocation
Investment Products
Securities

Life Insurance
Investment Portfolios
Investment Strategies
Annuities
Outbound Calls
Investment Solutions
Client Accounts
Insurance Products
Estate Planning
Client Relationships
Brokerage Accounts
Product Knowledge
Inbound Calls
Wealth Management
Financial Objectives
Investment Services

Account Maintenance
Business Development
Cold Calls
Portfolio Reviews
AML
NASD
Investment Recommendations
Investment Sales
Risk Tolerance
Client Portfolios
Sales Presentations
Financial Analysis
Equities
Individual Investors

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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